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Creating Governance and Structure around SS Implementation
Has anyone established best practices/documentation around governance and incorporating Smartsheet into existing operations? If so, would you be willing to share anything you've developed and/or talk over the phone? Thank you, Dean
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I'm interested in seeing out-of-the box, unique examples of webforms others have used in the past?
I'm specifically interested in seeing webforms that allow the end-user to update their timelines on existing tasks. Maybe webforms are not the way to go; maybe row requests? I'm open to any and all ideas and would be greatly interested in seeing real-life examples. Thank you, Crystal Lehto
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cc for update request
Hey SS folks, I would like to see the option to have a CC list for an update request. I work with remote teams that have onsite managers, and while I do most of the update requests to the team for corrections or omissions - the manager needs to have visibility of the update request so that they can keep the local team in…
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Notifications
Is there a way to personalize at what time of day to receive notifications versus geting them at midnight everyday?
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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Account Suspension...
Our company will be needing Smartsheet to jump through a few IT hoops before my department can make full use if its features. In the mean time, what would happen if for some reason we had to suspend our account? Is all of the data in the sheets lost? Or is the information stored for a time until we can reactivate our…
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Add formula to column without changing last modified date
I would like to calculate the number of days an item has aged. We don't currently use a "closed" date field, but rely on last modified. =IF(Responsible1 = "Closed", NETDAYS(Created1, Modified1), NETDAYS(Created1, TODAY())) Is there any way to add a formula to a column without triggering the last modified system field to…
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Auto-sorting Rows
My sheet is automatically sorting my rows without any sorting or filters applied. After I enter a new row at the bottom and hit Save, the row is displaced to another location within the sheet. I need to be able to clear this setting and get my sheet sorted the way it was before... with the newest entries at the bottom. Any…
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Purchase Order Forms
I want to create a purchase order form that I can send to suppliers by email from SmartSheets and receive a confirmation form back by email that the order is accepted with delivery details. The purchase order will need an internal authorisation. A unique PO number. Entry into the Smart sheet on authorisation. Ideally the…
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How to calculate effort relative to working hours?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…