*NEW: Proofing using Reports

*NEW: Proofing using Reports

edited 12/09/19 in Using Smartsheet

The new Proofing capability is something we would like to implement in our department, but we are having issues with accessing this in Reports. We see that Proofing can be done in the main smart sheet, but our Artists access new design requests via Reports so that they only see what tasks and designs are assigned to them. Is there a way for them to submit a Proof in their report without having to go into the main smartsheet and search for the design job to do this?

 

I see that in Reports Proofing is an option in the dropdown menu along with Attachments and Comments, but when I click it it doesn't do anything and it appears to be in gray instead of black like Attachments and Comments. Thank you!

Screen Shot 2019-10-01 at 1.16.21 PM.png

Best Answer

Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I believe you may be referencing something covered by an NDA. You may want to delete this and reach out to Smartsheet directly with your questions.

  • Mike WildayMike Wilday ✭✭✭✭✭

    It was released publicly today at Engage. It's free to discuss. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Are you participating in the EAP?

    @Paul, I don't think it's under NDA.

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold


     

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Ah. Ok. I ended up missing the Live stream and haven't had a chance to watch it yet. The EAP Dashboard still has it listed as "currently in" as opposed to "previously in".

     

    Sorry about that.

  • Mike WildayMike Wilday ✭✭✭✭✭

    It was noted as a being a business level license or higher solution but it is available for a limited time to everyone. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok. No worries! It can still be in EAP because of further development maybe. 

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Good to know. I wonder how much if any of this is going to fall into being inaccessible to non-licensed users shared to the sheet. If free collaborators can at least receive and respond in some way (even if they can't initiate), that would be great for me.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    That makes sense. I just assumed that everything in EAP is covered by the NDA. I'd rather be safe than sorry. Haha.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Haha! Yes, I agree! 

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hello,

    I'm the product manager for proofing, and we will soon be adding the ability to access and manage proofs from row reports. We will keep you updated here as we launch support for this!

    Thanks,

    Brian

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Thanks, Brian,

    That's great news!

    Best,

    Andrée


     

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Paul,

    Anyone with a valid email address, even if they are not a part of your Smartsheet organization, is able to receive a review request, comment with annotations, and approve/reject a piece of content!

    Brian

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Brian,

     

    "Anyone with a valid email address, even if they are not a part of your Smartsheet organization......."

     

    Does this include people that do not have a Smartsheet license? I understand they don't have to be part of my SS organization, but a lot of the people I work with that could benefit from this feature don't have licenses.

     

    Don't get me wrong... There are still plenty of other things we can do with SS for collaboration with free users. I am just wondering about this one specifically.

     

    Thanks,

    Paul

  • Hei Brian,

    that is really good news! We are looking forward to that feature which will really help us.

    Can you say a timeline when it will be launched?

    We are waiting in the starting gates :-)

    Kind regards,

    Ina

  • Looking forward to this functionality!!

     

  • i Brian,

     

    Will it be possible to create some report based on Proof acknowledgement missing. E.g, sending proof acknowledgment request to 3 of my team member and having an automatic report created highlighting that one is missing with the name of the people in change ?

    Thank you,

    Renaud.

  • Hi Brian,

    Any idea when proofing in row reports may go live? Our graphic designers also used a report to access new projects and the only area they are not able to access is the Proofing section.

    Thanks,

    Jeremy

  • Looking for an update on Proofing Functionality in Reports.  Do we know when this will be available?

     

  • @BrianBosché do you have an update on proofing in reports? We're looking for this functionality partnered with automated workflows to optimize our processes as well.

  • @BrianBosché My team is also looking forward to seeing the proofing columns in reports. We use reports exclusively to communicate with internal and external stakeholders in order to clearly display data relevant to them.

  • Any updates on Proofing reports? Timelines Etc.

    Without the ability to report on it the functionality is very limited.

    Is there any way to display the approval date and the approver in columns that are visible on the sheet level?

    Thanks

    Geoff Baker

  • Hi @Geoff Baker ,

    There are two separate features here that we are working on:

    1. Accessing and managing Proofs in a Report. I don't have an estimate on when this will be released, but it is high on our priority list.
    2. Being able to build Reports with Proofing data, like approval dates and approvers. I don't have an estimate on when this will be released either, but it is also high on our priority list.

    I wish I could give better timelines here, but these are both being worked on and high priorities for the team!

    Thanks,

    Brian

  • Hi Brian, my situation is we are a Modular Buildings Manufacturer with offices in Canada and Mainland China.

    We are setting up an Submittal approval system for specific products. Each product needs 3 seperate approvals. One in Canada and 2 in China.

    Process:

    1) The Procurement Assistant uploads the PROOF document and notifies 3 department heads that there is a document to approve: Division Procurement Manager / Design Coordination Manager / Design Coordination Manager

    2) Once each manager logs in and approves the PROOF their corresponding Approval Status Column would be updated to APPROVED.

    3) Then Report on that data.

    This is a critical part of our Smartsheet roll out plan

  • Robin AllenRobin Allen ✭✭✭✭✭

    This functionality really needs to be fixed for creative teams who operate off of reports and do not like to use the grid etc. we have dashboards for each designer and they can't execute work if they can't see the proofs. Happy to discuss more if you like.

Sign In or Register to comment.