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Pro Plan and Sharing
My apologies, I did not scroll through the myriad of questions/answers here completely. I recently upgraded from the free plan to the pro plan, in hopes of developing something that can be shared and used by others in the office. My understanding is that with the pro plan, up to 10 collaborators can be sent sheets, etc. to…
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Disable Sharing of Workspaces via Security & Controls
We have had instances of team members sharing entire Workspaces in lieu of Sheets to external parties. This poses a risk of non-company personnel viewing aspects of a Workspace that they shouldn't. We typically grant all company team-members Admin rights due to the limitations of Editors (not being able to create new…
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Expired Assets - Workflow
Use Case We have assets where the usage has expired, and in BF they are marked as expired. My team though (guest users) need to see these assets at any time. They will review and determine is we should license again. How do agencies go about enabling this? This is a really important need for us. Also is there an automation…
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Calendar App - ICS Link for Sharing
Hello - when trialing the Calendar App - it gave me all of the functionality I needed to be able to share a calendar externally. However, I want to be able to integrate this calendar on our secure website. I need an ICS link to do so. ICS links are available if you take normal smartsheet grid and view it in Calendar mode,…
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Swimlanes for Card View
Card View has limited capabilities. As various Agile frameworks grow it would be great to have teams or categories as swimlanes. This should allow X and Y axis coordination. For example: X axis could be status of a card: New, In Progress, Release, Closed Y axis is team owning the card: Team A, Team B, Team C X and Y axis…
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Permission Question - Workspace vs. Report
Hi - I've been testing this scenario and trying to google it but wasn't able to find anything. Just want to validate that I understand this correctly. We have a workspace that we have given our users 'Edit - Cannot Share' access. Then we have reports/dashboards that we want our users to be able to tweak/modify - so my…
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How Do You Document a Log of Notifications of Sheet Changes
One complaint that I am getting back from shared users of a sheet is that many times they don't know when something has changed. I can certainly make this manual task outside of the Smartsheet but I'd really like it to be captured in the sheet. For instance, I could use "File --> Email Shared Users" as the method to create…
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Q: Share to Personal contact "group" in Outlook
Hello Smartsheet Community, How-to Question... Co-worker has a personal contact "group" in Outlook with over 100 people in the group. This is not a "distribution list" and not a company-wide "email group" for the directory - and we don't want to put it there. Also, we're not "admin" for the whole organization - so not…
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Most Efficient Share Removal
We have a team member switching departments and no longer needs shared access to hundreds of sheets with our department. While we removed her from workspace sharing privileges, that does not appear to override any individually shared sheets, reports, etc. Is there a better way to remove her, yet keeping access to other…
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Project Management
We have 4 employees that receive daily projects assigned to them. To avoid having the employees viewing their co-workers daily schedule by sharing the project management sheet and doing a filter so they only view their daily projects but can also turn off the filter as they please to see the complete project management…