I would like to be able to create reusable templates for "Send Update Request" similar to the Form f

I routinely use the Send Update Request 20 to 30 times each month for updates on items we are tracking. This process gets repeated across several other teams as well. My request for "Send Update Request" all contain the same columns which takes time to fill out as the Smartsheets have 40 to 60 colums to search thru each time to find the same fields. This process aslo opens the door for missing fields needed or selecting the wrong fields. It would be great to have an option to use a template of existing forms that I created or a new form to create the Send Update Request.

Find more posts tagged with

Account and User Management

Comments

Travis

Good suggestion! I will pass it along to our product team for consideration.

Are you sending the update requests to the same people? You could set up a recurring update request so the same request is sent on a set recurring basis.

Terry Ryan

No, the individual request go out to different people. I'm requesting the same information for differnet rows from different people. This is why the template or form approach would be extremely useful. I have a process that I want to scale to 100+ people across the company that may be generating the same request without creating redundant work.

I'm currently using the recurring update request to span a period of time for th request to be repeated.

Travis

Thanks for following up! I have submitted this to our product team.

Eric W.

It would also be nice if the "update request" can be sent to the "assigned to" person to also help with not having to enter the receipents information each time. this functionality is in the "reminders" setup.

Travis

Thanks for the suggestion, Eric! I will pass it along to our Product team.

Madeline Morris

Both of these suggestions would be extremely helpful and save a lot of time. I have to send out 50 or so update requests to different people, but always using the same columns and email message, it's very time-consuming.