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Automatic Quarterly Reminders?
Hi there! I am building a database to monitor multiple cashflows and am tying to figure out the best way to set up an automatic reminder for the person responsible for each cashflow to update financial information on a quarterly basis. I was thinking of creating reminder date columns (and hiding them) for each quarter. Is…
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Add Trend Lines/Line Graphs to SIGHTS
Looking for a way to visualize my data in an easier way. Love how I can create trend lines for others to look at in Excel. Would love to have this feature in Smartsheet.
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Submitting Product Enhancement Requests
I understand that by submitting a "Product Enhancement Request" it doesn't mean it will be actioned and even if it is, will materialize in the immediate future. I think that rather than it them seemingly disappear down a 'black hole' a published list and the status of requests would be useful.
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Time Tracking
I have been tasked with creating a time-tracking sheet to hopefully avoid looking elsewhere. We have various areas that work on the same project, so we need to track their work. I have started by creating a parent row (listing the name of the project) followed by the various columns of data we need to track. However - and…
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Setting intermittent dates for a single task
I am just getting started with Smartsheets. So far, I am really liking the ease of set up and functionality. One issue I am struggling with is how to set up intermittent dates for a single task. For example, I have a single task where I want to set a date for every other Friday to meet with the client. I don't want to have…
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Can I attach a document as help text in a webform?
Hi there, I need to include a budget template in a webform I created. My initial thought was to embed a link to the template, but it does not appear to be possible to put a hyperlink in a Smartsheet webform. Can I attach a word doc/excel spreadsheet to the webform help text somehow? Best, Molly
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Please move "Refresh" to the toolbar, and give me a keyboard shortcut.
I would really like to see "Refresh" added to the toolbar. I think a lot of other people would too. Synchronizing changes with other collaborators in near-real-time relies on hitting refresh repeatedly. It's hidden behind a drop-down. Getting new users to refresh (or save) consistently as a matter of best practice has it's…
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Form Field to Comments
Is there a way to have a field on my form that would input the text to the comments for that row?
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Tracking overall attendance to event
Building 2 different pages, one for general registration throughout the year, another to Track which companies have been to which events. The Registration is coming easy but how do I get it to fill in the Tracking sheet/report? So the Registration will track all the attendees for an event, of which there could be 1-10…
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Creating an Alert for Attachments
I'm using a Form to collect data that is populated in Smartsheet, and the form asks each user to include an attachment with their submission. I'd like to be able to mandate that the form cannot be submitted without an attachment OR set up an auto-notification to the user submitting the form to submit an attachment if that…