Resource mgmt - Allocating less (or more) than 8 hours a day for a resource
All. My team spends 15% of their time in other activities like meetings, career development, system support, etc. I would like to use Smartsheet resource mgmt functionality but only allocating approx 6 hours a day for my resources. How can I do that? Thanks
Creating Reminders from Mobile App?
Is there a way for users/collaborators to set reminders to themselves or others through the use of the mobile app? I'm trying to develop smartsheets to be used by field sales representatives, and the goal would be for them to use the program 100% from their phone or tablet. I do notice the ability to set reminders, as a…
Smartsheet Business Case
I am trying to build a business case for my company to adopt Smartsheet, do you have something that could help me doing this? Like issues and how Smartsheet addresses them, how it can streamline busniness processes and projects. Benifits, uses, etc.. We are in Financial Services and Investments. We manage alot of projects…
Can you add a VAT field in a smartsheet?
I want to add a field that automatically works out the VAT in a seperate field so i can calculate how much VAT we pay on services. Is this possible? I have tried to add a formula e.g =SUM(amount)*20% and also +=SUM(amount)*0.2 Neither of these work - it just shows an error message.
Accessing sheets from several folders of the Home tab?
In the Home tab, how can I locate sheets in different folders or workspaces*? For example I would like to be able to access a sheet from any folder "Geographic\USA" and "Pharma\Dermatology" because, say, it is about Dermatology for the US market. * Workspaces have accesses attached to them so it might be difficult to…
Day of the week formulas
How do I schedule repeating appointments on a specific day of the week; Ex: Every Mon at 10:00 First Tue of the Month at 09:00 I did not see the day of the week variable or formula. Thanks Alan Guggenheim
Update requests not received
Update requests do not appear to be received. Sender has cc herself and that was received. Any solutions?
Tracking stage changes in a sales pipeline
I am looking at Smartsheet for a potential CRM application. The primary use cases are Manage Contacts and Track Opportunities. In the latter use case, a user has asked to report on durations between opportunity stage changes. Has anyone figured out a way to do this automatically? I know that I can use View History on a…
Smartsheet error when opening a specific report
I am trying to open a specific report one of my teammates built that allows me to pull data from multiple Smartsheets. When I open the report, I get an error that the Smartsheet. com team has been notified. I checked in with my teammate that built the report and she said it is working fine on her end. Thanks for any help…
Long Text from Web Form
I would like to save a long detailed text note from a webform into the discussion section of my Smartsheet and only the 1st 60 characters of that in a field called Title, using Smart sheet as an incident logging application