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User Level Admin
Proposal: Creation of a Dedicated User Administration Role in Smartsheet Objective: Introduce a new Administration Role within Smartsheet designed to assist with user management tasks while maintaining strict security boundaries. Scope of Responsibilities: Manage provisional users and oversee user licensing. Perform…
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Can I Reference Another Sheet in Table View?
I am trying to move more of my Grids over to Table View, but am not able to find a way to reference another sheet in Table View, aside from using the Dynamic Dropdown option, which is not what I need, since I'm working with formulas. Is this available in Table View? I haven't been able to find anything on it.
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Contacts
I created a new project in my PMO, when I tried to pick a contact there were very few listed 7 versus the 165 people in my org. I checked My Contacts and all of the contacts were listed. Do I need to link that somehow to my sheet? How would I do that? Second question, what is the best strategy to keep My Contacts updated…
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How to set up Bridge to concatenate predecessors?
I have a document tracker that uses a simple Gantt (all FS) to track documents and their predecessors, and worst case scenario, could have up to 5 or 6. Without using helper columns to log a 'Predecessor 1', 'Predecessor 2' etc. that might lock me in to a maximum quantity (in case of more complex projects cropping up), I…
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Core App Certification
Hello, I was planning on taking the Core app certification exam and it says Purchase Required on the page but there is no place to purchase. It also says "Access ending soon" when you navigate to the page with product certifications. Can someone explain what is happening?
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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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Need Help Transforming an Excel Checklist into a Smartsheet Form
Hello Smartsheets Community, I need some help in taking the attached Excel Checklist and turning it into a form. The checklist is broken out by category and then by "need" and "want." What is the best way that I can layout this checklist into a Smartsheets form? Any help / ideas would be greatly appreciate it!…
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Warning when adding items to a collection
Hi everyone! I have a workspace. I created a collection within that workspace. I add items from that same workspace to the collection. For any item selected within that workspace, I get a warning that I am adding items from outside of the workspace. Everything works fine afterwards but that is still annoying to get an…
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Untitled Cards
Hello, I can't for the life of me figure out where to change the <untitled> section of the cards in board view. Any ideas? All the other information on the cards is populating fine, just can't figure out where the untitled comes from and how to change it.
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Comment Notifications - Who all gets notified?
First time posting, long time fan of SmartSheet. 🥰 We have a group of people that need to get tagged consistently in comments for email notifications, and we want to cut down on having to "tag" in the same conversation/comments section. My question is: What determines a conversation that "I am following", where I am not…