Smartsheet Basics
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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow?
I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary.
to make it easier for them, we would like the option of sending automatically by email.
Comments
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Hi,
Yes, you can. It's possible to set a schedule to send a pdf attachment to your clients either from the sheet or a report.
https://help.smartsheet.com/articles/504773-sending-sheets-rows-via-email#sendsheet
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you!
-
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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