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users feel intimidated by Smartsheet
I collaborate with many people who have no PM experience and/or prefer memo-style information over cell-based. Some people feel overwhelmed by the tool so they send emails rather than update Smartsheet. Beyond the training and show-me sessions we already do, how might I help people embrace Smartsheet? Do you know of ways…
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Signatures on documents
Does Smartsheet have a Docusign options? Want to be able to email documents to get a signature.
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Multiple currency columns thousands separators
We have a sheet with multiple currency columns, EUR, GBP, AUD etc. Is there a way to define thousands markers? Currently it seems to be defined by user account setting, which does not work for us as we need EUR with "dot" separators and AUD with comma separators.
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Recurring sending of a report
We find ourselves needing to send a report on a recurring basis on the 1st & 3rd Friday of each month. However, when there is a 5th Friday, we'd like to have the report sent then, as well. There is the option to send on the last Friday, but that would include sending whenever that's the 4th Friday. Currently, I have to…
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multiple fomulas in one cell
Hello i'm new to the smartsheet community and wondered if anyone can help..... In one cell i need to use 2 '=RIGHT' functions and sum the answers together. is this possible? an example of the text in a cell is "tuna sandwich - £1.50". the '=RIGHT function needs to return 1.50 and the same from another column then add them…
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User Management
Hi All, Hoping someone can help me out, I am unable to see all users in the 'user management' view. If i go into the individual sheet i can see through the permissions users which have been set up, however if i go into 'user management' to delete them i am unable to do so because i cant see them there. secondly is there…
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Renaming a worksheet as editor
If a workspace has been shared with me and i only have editor - can share permissions can i rename a worksheet within that workspace for example: the sheet has been set up as a template with the name Campaign #1, can i then change this to reflect the actual name of the campaign ie. Christmas holidays.... ?
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Dependency Settings
i am trying to build a construction timeline for a project. and i need to use different dependency time frames for different vendors in the same spreadsheet. for example: Permitting works on a business work week schedule. so Mon-Fri no weekends and no holidays. However the GC has agreed he wiil complete his work in exactly…
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Smart sheet as CRM
Hi there, We are in the process of a new enterprise, and really love using Smartsheet, especially the history function. I’m looking for a good CRM cloud software, were I can easily manage contacts, pipeline, promotions, billing, INV, inventory etc. I think Smartsheet is perfect for pipeline management, but I miss the…
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Historical Report Status
I am looking to increase my efficiency when creating statistical reports. Each week, we run a report to see how our projects are tracking (red, yellow, green traffic lights) but I what I want to do is keep each weeks statistics so that I can create a historical report of these figures. At the moment, each week I need to…
