Mass contact upload without notifying
Morning community buddies, I am looking to upload all of my companys' contacts into Smartsheet for two reasons: 1) So anyone in the business can appear in a contact drop-down - as some may not use Smartsheet but we in the PMO would be able to track resources - free text could lead to mistakes so it needs to be the same…
Sharing Edit Permissions to a Group
I set up a workspace with 4 sheets and will soon include reports, dashboards, etc. I created a group and added my team members to the group. I then shared my workspace with the group, granting them edit/cannot share access. I have instructed them to click on the 'Work Account' button at the log-in screen. My understanding…
Using multiple working days/resource schedules in the same project
Hello, As a construction PM, one of the functions I use most with SS is the Gantt style programming. I have multiple crews on the same project/in the same sheet, but the issue I have is they each have a different working schedule - for example night shift is Sunday to Thursday night, day shift is Monday to Friday, and some…
Can I go back and edit a recurring e-mail and how?
I set up a recurring e-mail two weeks ago from a report and need to make some changes to who it goes to and the message it includes. How can I do this? Or can I even do it? I can't find anythig on Smartsheet showing me. Thanks
Report not reading contact list field from source sheet
Greetings Smartsheet Community! I'm having an issue building some reports. In my source sheet, "Art Requests", I have a contact list column called "Designer". This is where the project request (submitted via Form) will be assigned. I have defined the options in the dropdown. When I go to build a report to make one of the…
Hi guys! I have to calculate average in my sheet and I will use: SUMIF / COUNTIF - COUNTIF formula is working. - SUMIF formula is not working, i am getting #INVALID OPERATION The SUMIF formula is (screenshot attached) =SUMIF([Assigned to in Region]8:[Assigned to in Region]136, "Sarah Mabiletsa", [Quote Prep Cycle…
Can you assign muliple resources to a task without duplicating the row?
Currently, I am having to list the same task on muliple rows to assign different resources to them. Is there a way to assign mulitple resources to the same task without having to duplicate the tasks over and over again? There is a lot of repetitive content that is doubling the size of my Smartsheet.
Build Report for Group of Users
We have a number of User Groups.. some users overlap groups, as many of us wear a few hats. I'd like to build reports that run through the "ZZZ Workgroup" and look for lines that are assigned to anyone in "Group AAA." Perhaps also reports that pertain to "Group BBB" and "Group CCC" Yes, I could select each person in the…
Using smartsheets as a CRM
Hi everyone, In Smartsheets, I am trying to create a contact data base with a status trigger from a drop down menu... when "Lead Status" changes from "Lead" to "Opportunity" it triggers a bunch of actions I have set up through Zapier to set up the next steps, files, folders, etc. in Smartsheets and GSuite. Does anyone know…
How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.