How to assign task to multiple contacts and track for each contacts completion
Hi, I'm building a sheet of tasks where some tasks will be assigned to multiple contacts and each assignee/contact will need to acknowledge that they've reviewed/completed the task. Multiple Contacts is enabled on the "assigned to" column and the preference is to have only one column to track assignees. Looking for help on…
Contact List Field in the New Logical Forms
I have a grid with a Contact List Column and I have imported all of my contacts from Outlook, in the grid the field will start suggesting contacts as I type. I created a form from the grid but when I launch the form and start typing in the contact field nothing is populating from my imported contact list, what am I missing?
How to identify if Contact -OR- Text is in a Contact column?
Hi everyone - We have starter task templates that we use when we initiate certain types of work. The templates have a Contact List column that is initially populated with ROLES (e.g. project manager, designer, tester, etc). The ROLES are then populated by the project team with the actual CONTACT names, based on the team…
Hey! Currently I have multiple sheets with a contact list. For some of these contact lists, I need all current employees in the business to be on the list. However, given the current set-up I can't find a way to automate this. We have to navigate into each sheet, add and remove employees manually. Is there a way to create…
Assign Contacts to Child Rows Based on Criteria in Parent Row
We have multiple stages in our projects that are set up with a parent row and then child rows below. I would like to assign a contact to the parent row of a stage and have that contact automatically assign to all child rows below. Is there a way this can be done without add-on software?
Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
Can 'Request an Update' work with a Formula-derived Contact List?
Hi folks--We have a business process where, depending on a field value, I want an automation to send a Request an Update to either the staff in one department, or the staff in another. I set up a satellite sheet with a list of staff. "Name" is a contact list column, "Email" is just text/number: In the primary sheet, I have…
Calendar View for Contacts Across All Projects
We are a general contractor and use Smartsheets to layout timelines for multiple renovations. We use many of the same subcontractors (Contacts) in almost every job. It would be useful if we could view each subcontractor's schedule across all projects to help avoid double-booking.
Copying Emails from Outlook into Contact Cells in Smartsheets
I'm sure there is a simpler way to do this, but I'm not sure how. I want to copy and paste emails into a contact cell in my Smartsheets. When I copy them from out look it retains the format like this and doesn't recognize that person as a Smartsheet contact. Obviously, I can type in the names and their contacts will come…