Newbie
Hi - I'm a first time user and have chosen to use marketing template set, but the instructions don't seem match the drop down options available to me, so I'm stuck before I've even had chance to get going - any advice? Is there a chat option where I can get advice directly?
Answers
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Hi @CarmenO
I hope you're well and safe!
Welcome to the Community and the wonderful world of Smartsheet!
What are you trying to do? What isn't working?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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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Hi Andree
I'm literally just starting the set up using marketing template set and following instructions, but I don't get this dropdown per the instructions, ie I don't get "Workspace" as an option as indicated below...
...Instead I get the following:
Look forward to hearing back and thanks
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Hi @CarmenO
I hope you're well and safe!
How did it go? Did you manage to get something set up?
I hope that helps!
Have a fantastic weekend & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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