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Collaboration between two client who both use SmartSheet
Looking for suggestions / best practices to make the most of SmartSheet with an important client who is ALSO a huge SmartSheet user. First step they requested is a simple file repository - will grow from there...
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Status notifications to clients
Hello all, I am a new smartsheet user :) Can you please let me know if their is a way to send a customer the status of an order through smartsheet, i am trying to making it automatic from the order date when it is placed until the order is completed up to keep the customer informed and updated? and i need this to be sent…
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How do you make a Program roll-up
How do you make a roll-up of multiple indivdual projects. Wtihin each of the project dependencies is turned on.
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Using time formula to create a master schedule
I am trying to create a sheet with a formula that calculates total time worked in a day, from a start time to an end time. I want to show who is working in specific units, from 8:30am to 7pm, at 30 minute increments for a 18 week period. See my pdf mock up attached. I created it in Excel. Any help would be a big help!…
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Conditional E-mail Notifications - Attachments?
I absolutely love the new Conditional Notification feature from Smartsheet. Thank you so much! I do however, wish that you could view the attachments in the e-mail. This was part of an existing issue we had with some of the automated e-mails we set up before (either through other companies or via notifications) If there is…
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Advanced Notifications options - add scheduled notifications.
I like the improved Notifications functionality and would like to add one more suggestion. Can you add a "Delivery" capability so that the frequency/Date/Time for the notification can be customized? This is similar to the existing functionality in SmartSheet Update Requests.
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Allow inline editing from the attachments tab
Allow inline editing from the attachments stab instead of having to download the attachment so that is NOT read only, make the updates, save and then upload the new version. Saves a lot of steps if you have the ability to edit the documents right within the attachments tab.
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Send row without sending all attachments
Is there a way to send a row to a user but only select certain attachments to be sent? It appears to be an all or none situation. thanks, Eric
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Contacts
I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of…
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Uploading Attachments Directly from Outlook
Is there a way I can click and drag an attachment from an Outlook email and drop into a row on my Smartsheet?
