Is there a way to have a welcome screen or alert come up when a person goes into a sheet. I would like the sheets comments to pop up on new sheets or like an announcement on already existing sheets.
I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
Formulas and Functions63KDub618
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few o…
Formulas and Functions65Zachary Mitchell
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 …
I want to know if there's any functionality for setting time-based reminders for specific tasks. For example, the other day I assigned myself a task to call my department's IT help desk. However, they were not available yet, and would not …
Using Smartsheet14Donald Sizemore
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…
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 Smartsheet223Eric Fuller
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 …
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 Functions343Alexander Wirtz
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 Smartsheet29Ryan Stanish
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 Smartsheet53Abhiraj Joshi
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Using Smartsheet117Anna Mkrtchyan
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 Functions65Matthew Pickens
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 Integrations24Jayesh Kasim
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 Smartsheet45Tiffanni Sanstra
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 Functions23Donna T
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…
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 Smartsheet85Angelo Cordero
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 Smartsheet36Kevin Minkoff
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 Smartsheet32Donna T
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 Smartsheet16Susan Vieira
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…
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 Smartsheet62Mary Vogt
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 Functions204Abnoos Moslehi
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 Smartsheet33Piotr Lerski
This discussion has been merged.
Using Smartsheet31Leslie Sutula (US - IFS)
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 Functions26Ivonne Mejia
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 Smartsheet1710Andrée Starå
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 Functions32David Gómez Roy
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.