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Recommended Master Project Document?
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…
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"Forms" Can I use a drop down field to direct the form information to a specific email address?
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!
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Smart Sheet for tracking customer onboarding process for Saas company
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…
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Worksheet for Employee Referral Program
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
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Change Management Solution
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…
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Graphic for pipeline
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
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Online Customer Order Forms for Customers and Sales Team
Hi, I signed up the free trial and have been watching a few of the smartsheet videos and playing around in the dashboard but I still am not clear if smartsheet will work for us and I'm hoping to share what I am looking for and then someone at smartsheet can tell me if will work for us or not. We are a small business that…
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Is it possible to Auto-Fill dates?
Hello, I'm sorry if this question has been asked before, but I couldn't find anything through the search function... I have prepared a template for event management. We use the same structure for every one of these specific events that we do (the event date is announced, and then we work back from the date to establish…
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Reference a row by Task Name instead of by the row Number.
Here is my challenge. I would like to create a formula in a template based on a row's Task Name (Task Name is a column), not the actual Row Number. The Row Number for this Task Name may change from proejct to project so I cannot reference the Row Number. The formula is pretty simple. I have a Completion Date column and a…
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Assigning Colors to Contacts
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
