Hello, I am looking for a little direction. I am new to smart sheet and went through basic capability trainings etc. However, I am looking for assistance in having a smartsheet automatically move information down and date it.
Quick reference to help better understand my question.
I work for a commercial real estate company. We are constantly receiving advertisements and emails from sellers who want us to buy properties.
My goal is to create a “ Master Sheet" in smart sheet that can hold all of the documents we receive for our records. In doing so I hope to somehow have smartsheet organize them from a month to month basis without having numerous sheets. Does anyone know if smartsheet can recognize a change in the months and automatically allow new documents from a new month to fall into it's own new space, without getting it mixed in with the previous month?
Thank you
