Has anyone created worksheets to keep track of Client tasks for an accounting Practice?
Trying to keep up with all of the assignments and tasks in one central place
Using Smartsheet59Bal - CPA
I am trying to figure out if there is a way to make a Private Comment in Smartsheet? Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be …
I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task…
Using Smartsheet17Distribution Team
As an Admin I would like to run a report to establish what external users have been given access to our content.
All external users have to be in the approved domain sharing list, however what are they accessing?
Using Smartsheet40Gavin Burne
I have multiple sheets and dashboards created for different departments.
We are allowing editors the ability to add collaborators to their sheets. I need to track who has been added as a new collaborator across all the multiple she…
Bit of a strange one. I have a master list of parent rows each having several children rows. For some reason the order of children rows is changing. I have checked the activity log and no one is editing it and there is no c…
Using Smartsheet18Conner Sherman
I am going on vacation and realized that my smartsheets need someone to manage them while I'm away. The only way I was this was to manually update every automation that includes me and add my vacation backup. It would be great if there w…
Using Smartsheet30Pam Grant
Is it possible for a single user to have access to multiple Smartsheet accounts with the same login?
If so, is it possible to login to one account and then switch to the other account .
An invitation to view link that was sent to one of our users prompts a password creation screen in Smartsheet when clicked, even though they already have a Smartsheet account and a few shared reports. (Page reads "Let's get st…
Due to the limit of 100 sheets per user on the business plan we often try to spread the sheet ownership between the licenced users. What I haven't fully figured out yet is whether dashboards and reports take up 'sheets' or whet…
Using Smartsheet41Lachlan Stead
As part of the Smartsheet roll out at our company, we 'assigned' our paid license employees several Center of Excellence Training Modules/Courses with different dates to get them completed. I am the Sys Admin and trying to verify who has…
I am a business license user, recently, I shared the report to the people. some of them feedback, since we forget the password, when they tried to reset passowrd by click" forget password", they got the message “ the request…
I have a created a work space with customisation sheets for a client, but now I want to completely transfer that workspace to my client.
How do I do that? without having him saving sheet as new? it should be the same sheet, just need t…
Using Smartsheet16Amit Wadhwani
Can you add these features this year?
API & Developers62mark.gipson27746
When a user is deleted, how can I also remove that user globally from any configured Alerts/Actions? What currently happens is an Invalid Recipient email gets sent to the sheet owner, and they have to manually remove the user from Alerts/A…
I have multiple Smartsheets this has happened to, although I save and make sure prior to closing the SS it has been saved, and triple-check by the "save" icon being "shaded" prior to closing the SS. From time to time wh…
I work at a manufacturing company & have implemented Smartsheet to be used within every department. Right now I am currently the only admin who creates and/or updates the sheets, reports & dashboards etc. We have over 300 active sh…
- import of a google/excel sheet containing an "Assigned To" column fails to assign to known smartsheet users any of the tasks listed in the file that was imported with matching user names/email addre…
API & Developers30adgcz
Does anyone have a template or know of an existing template that could be used for OKR's?
The Activity Log properly logs the system users and their activities. What shows is the user's name and the activity info.
I notice however, that several entries in the log lists "Publised User" as the person whose acivity is tr…
Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets".
One department has close to 100 files in Smartsheet. We want to use Smartsheet in other departments as well,…
Using Smartsheet497Dan Seidler
I have a question about user management
I would like to delete 50 unaccepted invitations.
Line by line is long.
Is it possible to do it all at once?
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few o…
Formulas and Functions42Zachary Mitchell
As can be seen in the attached screenshot I have data that is brought into the sheet from a web form. A time and date stamp is attached at posting (this time and date is correct) however, the date column beside it that is derived from the…
Hello - The manufacturing site I work at uses Smartsheet to track site priorities. I would like to do resource loading analysis, similar to the functionality that is available in Microsoft Project. However, to do that all resources must …
Using Smartsheet26Katherine F
As a new user, I found that the % Allocation column does not respond to input from the Duration column, as seems intuitive to me.
After reviewing community comments, I find that the % Allocation functionality in Smartsheet does not actual…
I want to be able to display the data from the same cell in a sheet within the dashboard
The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) rema…
So, I am having an issue with my published dashboard. I have embedded a report utilizing the current user function. I have found that when my team accesses the dashboard by manually navigating to it through SmartSheet, the report works per…
Im having issues with a status column. My goal is to update the status if a job has hit 10 days or more and has not been approved yet. I was going to trigger it by using the (system column) "Last Modified"
Formulas and Functions61lisarae723
Our customer has a number of unlicensed users which work on Smartsheet. A new employee joined and created a new free trial user account.
This user is not able to email comments out of a sheet: "You've exceeded the maxim…
Using Smartsheet63Mitch Van Riel