Is there any way to automize a process to transfer tasks from email account (on Mac) to Smart Sheet ?
Hi,
There are a few ways to accomplish this and it depends on your specific use case. Which e-mail solution do you use? How do you want to use the solution more specifically?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
i am using standard Mail on MacBook Pro
Hi again,
Do you always want to send it to the same sheet?
Not always, but even sending to the same sheet would be helpful
Ok.
One way to do it would be to use the service Zapier and create a special e-mail address and forward the message (task) to it.
Would that work for you?
Andrée
I have a dashboard that has a report widget and I was wondering, can that widget also show the documents attached to a row so you can click on them or is that only in the sheet?
Is there a way to prevent a shared user from seeing the data in the "View Detail" option? I'm trying to make sure that when a user is given access to view a report, they can only view the columns present in that report. The view might only show certain columns but the user can then click on the record as shown below and…
I have a project sheet with a Gantt chart where the timescale headings are not aligning with my project’s fiscal year and start/end dates. Configuration: - Primary heading: Quarters (displaying as Q4 2026) - Secondary heading: Months (MMM format) - Fiscal year start: February 2 - Week start: Sunday - Project start date:…
