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Send sheets to another licensed user
I have sheets that I want to send to other licensed users which they can then "own" and modify as they need for their particular situation. I don't want to Share or Collaborate, just send and forget. These sheets would be part of a suite including live links between sheets for rollup reporting that have to remain intact.…
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Thumb nails for inventory
I recall in one of your newsletters that you were working on adding thumbnails to add to a column for inventory sheets. It this still in the works? If so when will it be added. I want to create an inventory of all our marketing images and this would be extremely useful! Thanks Very much, Rose
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Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
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Approval process automation
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…
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Template is bringing in unwanted columns
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…
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Advanced Action Item Tracking
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…
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Save Templates to Workspace
How do i save a Template up to a Workspace?
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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…