I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
I created a sheet in a specific format to be used over and over again. I made it a template. The problem is that when I use the template to make a new sheet it brings in 43 additional (and empty) columns to the right of my data. This becomes and issue when I try to print the sheet and I have to remove them all to get the…
Hi Everyone, Is it possible to take Meeting Action Items across multiple projects and consolidate the Action Items into one view in an automated fashion for a person? Let's say I have five projects that I take action items for in individual sheets. I would like to have one master sheet for that shows a global view of all…
How do i save a Template up to a Workspace?
Is there a recommended method for tracking multiple projects? A master sheet or doc that shows the status or project of multiple projects? We've done some basic sheet linking but there was no status update and it was fairly manual. It would be great if there was a way to create a line item in the master project document…
I am looking to use a drop down in the form to direct the form details to a specific email address. For example: If i choose a specific country from the drop down the details of the form would be directed to an email that i configure. If is select a different country it would go to a different email address. Thanks!
Hello Smartsheet community members, I am on trial and trying to learn ways to setup smartsheet in order to track customer onboarding process. My company is creating and selling software to customers (Saas) and we are looking for ways to improve our internal communication to help our customer adaping our software quicker…
Hi Community, Would like some buy-in from the community to see if anyone has created really great employee referral program sheets that have helped their business? I'm sampling some of the templates arlready in SS, but thought I would see if anyone one else had some awesome sheets they'd be willing to share. Thanks, Kris
Does anyone use Smartsheet for Change Management scheduling? We are in the process of creating a change management committee and are currently housing our Change requests in Lotus Notes Database.... Which is less than desirable. Trying to see how we could use Smartsheet to accomplish this... Anyone currently doing this or…
Hi, I am an architect and I NEED to see all the data graphically. I am looking for samples of project pipeline graphics produced using Smartsheet. Please, post them here or send me a link. Thanks! ileana