*NEW: Proofing using Reports

edited 12/09/19 in Using Smartsheet
10/01/19 Edited 12/09/19
Accepted

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!

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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


     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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. 

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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! 

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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


     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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!!

     

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