Company Management

Discussion List

  • Mindmap / Spider Web views of parent/child and relationship dependencies across worksheets
    In Using Smartsheet
    Hi Has anyone looked at or know of a way to create a more interactive dashboard of a mindmap / spider view of worksheet relationships and parent child dependencies within? I am using smartsheet to manage organisational OKR's and whilst I c…
    Answered - Pending Review
    24 3
    Answered - Pending Review 24 views 3 comments Most recent by Graham Ledger Using Smartsheet
  • Can you add an approval or action button directly to a notification?
    In Using Smartsheet
    Hello - I am new to Actions and Alerts.  I would like to set up a workflow to allow our team to submit travel requests for their managers for approval.  I have my form and sheet set up fine, and the workflow seems to be working correctly a…
    82 3
    82 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
    2.4K views 21 comments Most recent by JeremiahHorstick API & Developers
  • CountIf with Date range
    In Formulas and Functions
    I am trying to count the number of requests types between a date range.  This is what I thought would work:   =COUNTIF(({Request Tracker Range 4 - Request Type}, Category5), AND({Request Tracker Range 3 - Date Requested}, DATE(2019, 01, 0…
    2561 24
    2.6K views 24 comments Most recent by Paul Newcome Formulas and Functions
  • Smartsheet not saving consistently
    In Using Smartsheet
    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…
    507 9
    507 views 9 comments Most recent by Andrée Starå Using Smartsheet
  • Digital Signature
    In Using Smartsheet
    Hi all,   I've searched for this topic, but i could not find directly what  i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solut…
    2139 10
    2.1K views 10 comments Most recent by Andrée Starå Using Smartsheet
  • Resource Allocation
    In Using Smartsheet
    Hello Smartsheet Team, I have been using Smartsheet for over a year now and my organization benefits greatly from Smartsheet functions! However, resource allocation is something that prevents us from moving forward with Smartsheet fully. …
    132 7
    132 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Notifications to unshared users?
    In Using Smartsheet
    Is there a way to set up notifications for users who aren't shared to a smartsheet? Our HR team is trying to set up automated emails to send to employee/manager email addresses in cells for the Status Change Form SmartSheets that we have a…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Sean Morgan Using Smartsheet
  • The Mythological Product Development Team
    In Using Smartsheet
    Once again, I have gone in search of what I would consider a perfectly logical and necessary function only to find that Smartsheet can't accommodate.  When I call customer service, I receive the same answer every time: “We don’t currently …
    473 12
    473 views 12 comments Most recent by GrahamR Using Smartsheet
  • Vacation & Time-Off Management
    In Using Smartsheet
    Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?  
    1.3K views 13 comments Most recent by Genevieve P Using Smartsheet