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Meeting Agendas - Are you utilizing Smartsheet's Meeting Management Template Set?
Hello, I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags. We are considering using the…
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Publish sheet in multiple views?
I'd like to show a sheet in the dashboard in both: 1. Grid view 2. Calendar view WHen I publish the link to put on the dashboard, it only one or the other. Please tell me there's a way to publish in multiple formats!
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Can we show Sheet Summary data on sheet itself to avoid inputting data twice?
Project Sheet 1 and Project Sheet 2 have detailed data. Sheet_report_summary pulls the "Sheet Summary" data (icon in the right pane) for executive summary. In our engineering meetings, we drill down into the details of each sheet. Can I show the "sheet summary" data on the sheet itself? For example, a project is RED-…
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Custom Template changes
Hello, I have a custom template and data is filled out for many tasks relating to employees and their progress. When I add a new task or requirement, it does not transfer to all existing sheets that have the same template applied. I have to retype the additions in each sheet for each employee. Is there a way for my changes…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Re-Title Notification Header
I recently used one of the existing templates "Contract Management" under the Client and Customers in the Solution Center, and it worked great. However, When my users get a notification the header still shows the old name (see attached). Please let me know how to make this change.
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Customer Success Management Template Request
Good Day All, I have been seeking desperately to look the customer success smartsheet referred to in this document (https://www.smartsheet.com/sites/default/files/Customer-Success-Management-Solution-Guide.pdf) However when I connect Smartsheet it seems it was removed. I am hoping there was someone on this community that…
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Report Column Names / Labels are not same as Smartsheet Column Names
Hi, I have noticed on reports created from the original smartsheet that the Primary Column Label and automatic numbered columns don't have the same smartsheet column name. When you pick the reporting you want to include it uses the original default titles as opposed to column titles used in the smartsheet (if you have…
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Expand Project Row
Hello, I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project…
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Meeting agenda item reports
We're piloting the use of the template set including the past & future agenda item reports. The issue is the reports aren't pulling the correct data. I added a column to the meeting sheet that is the meeting date (function pulls it in date format from the parent row where the date is entered as text) so each child row is…
