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Hi,
I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates.
For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned …
Using Smartsheet194
FTKF
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I want to use smartsheet as an international project management tool. One thing is driving me creasy.
I want to send out a notification to an assignee if the predecessor task is completed. Please find attached a screenshot of my scenario.…
Formulas and Functions278
Alexander Wirtz
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We are looking to move away from Excel based 'status reports' that are emailed each week to something that is more readily accessible and easier to manage/track.
At a high level, each week an employee completes a status report on the proj…
Using Smartsheet20
Ryan Stanish
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Hi everyone,
I have a team managing several projects (80+) at a time. I have setup alerts, reminders etc for each project.
So the same people will get alerts for different projects.
How do I incorporate the project name (which is the she…
Using Smartsheet39
Abhiraj Joshi
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Now that smartsheet permits emails to outside users my ability to use the sheets has greatly increased! Unfortunately I am running into an issue when trying to send emails to company generated distribution lists. I am not sure if it a secu…
Using Smartsheet137
saltyblueocean
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Missed the webinar?
Review the recording in the Learning Center.
Learn how to combine multiple automated actions that drive your processes forward.
In this webinar, we’ll demonstrate how to:
Streamline multi-step approval processes
Archiv…
Using Smartsheet108
Anna Mkrtchyan
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Hello Community,
I am attempting to produce an "if/then" statement within a column of my project management smartsheet in order to create an email automation to remind the assigned user to address the aging task. Using the formul…
Formulas and Functions37
Matthew Pickens
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I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
Using Smartsheet649
Gertrude619
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We have over 500 smart sheets for various processes. We'd like to know which smart sheets have had no activity for the day. Is there an way to create a report for this? Any ideas or suggestions would be highly appreciated.
Premium Apps and Integrations23
Jayesh Kasim
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We have a form we would like to send to employees every morning, then be able to track each response separately. Tried automating the sending out of the form but when employees respond it overwrites the previous response because it was a …
Using Smartsheet34
Tiffanni Sanstra
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I know this question likely goes against all that is Smartsheet, but...
We have a sheet setup to take submissions from a form. When a new row is added, a contact in a column is notified. After the row's status is still "in progress&…
Formulas and Functions10
Donna T
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I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need t…
Using Smartsheet312
sdonnelly
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I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month.
I also hav…
Using Smartsheet55
Angelo Cordero
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I set up indefinitely recurring update requests. Currently, I have to manually delete the update request when I receive the requested information. Is there a way to automate turning off a recurring reminder? For example, if I have a &qu…
Using Smartsheet25
Kevin Minkoff
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I am a little confused and unsure if I am configuring this feature correctly. I have a Smartsheet with a Contact, Status, and Entry Date columns. My goal is to have a reminder automatically sent, beginning on Entry Date, and then every …
Using Smartsheet34
Donna T
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When we set reminders/alerts it goes out as an email. Is there another option for the reminder to appear a a pop up as in outlook?
Also, if we have a contact column and a date column, is it possible for the dates assigned to certain contac…
Using Smartsheet16
Susan Vieira
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I want to create a reminder to be sent automatically 5 days after the system-generated create (date), if another column is blank.
The system-generated column with the create(date) does not show in the dropdown of options for the date fiel…
Using Smartsheet107
haneke.karen
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Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am tr…
Using Smartsheet62
Mary Vogt
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Hello,
I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem.
Are there currently solutions to any of these?
1- Unnecessary header that has a…
Formulas and Functions108
Abnoos Moslehi
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Hi,
I have strange problem. Becouse my coworkers would like to have a report sent daily in the morning.
So they can see what tasks (from few sheets) they are assigned to. I already've made those reports and tried to "send as attachm…
Using Smartsheet31
Piotr Lerski
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This discussion has been merged.
Using Smartsheet31
Leslie Sutula (US - IFS)
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Is there a way to do email address validation in Smartsheet forms or in Workflows? Using condtions such as contains '@' or '@domain.com' isn't sufficient and I can't alert form submitters that they did not submit to the form correctly.
Using Smartsheet124
Eric Fuller
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Hello,
I want to send an update reminder to people who have access to a sheet but only to those with editor access.
There is a workflow to send reminders to "everyone shared to this sheet" but I only want to send it to those that…
Formulas and Functions19
Ivonne Mejia
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Hi All,
Great news!
I just got a message that Recurring Workflows are coming soon.
Customers have requested the ability to set up workflows that repeat on a regular schedule.
We're preparing recurrence for time-based workflows so you c…
Using Smartsheet1367
Andrée Starå
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Hi there,
I have two troubles with the tool, I hope you can help me and I'll grateful for that
First: I'm automatizating my process with friendly reminders, but these one e-mails their looks like a spam e-mails, I mean, the vowels with t…
Formulas and Functions33
David Gómez Roy
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Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
Using Smartsheet34
JoeS
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Hi,
I have a sheet where the RYGG is automated based on the due date (overdue=red, due date +2=yellow, the rest=green). I then set up the alerts ("Send a notification") so when the status turns yellow one email goes out, and wh…
Formulas and Functions131
Heba H.
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Hi,
It looks like the "modified" column doesn't update when a comment is added to a row. Comparing this date/time value to today's date/time value is the only way I see to automate a reminder when a row has not been updated (and…
Using Smartsheet23
jk99
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There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them?
NOTE: Adding placeholders to your messages may possibly result in you rece…
Using Smartsheet70
SYSPK
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Hi,
I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce.
To track the work, I have created one sheet for the legal team to use, covering all…
Using Smartsheet455
Tomer
