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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…
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Transfer of account
Hi all. I have a client whom I am configuring some sheets for. They would like me to invoice them for the configuration/consulting service AND the Smartsheet licence. They dont have access to a company credit card for the in-app upgrade so wish to just pay me to buy the licence for them. I know that we can change…
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Automate Reminder to my team for sheet updates every Friday
How do I do this? T
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Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
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Company administration level management of non-licensed users
We are using smartsheet to track staff resources across our projects, which only requires senior staff to be licensed users and collaborate, all other staff are listed as non-licensed users and won't ever need to use the sytstem. It would be easiest for us to have full control of their profiles as admins when they are…
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Contact List - Assigned to - automatic alert?
Hi guys, Is there a way to automatically 'alert' someone if they are 'assigned to' a task using a contact list column? Would love to hear a workaround if you have found one. Cheers
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Reminders on Home Page
Is there any way to have reminders appear on the Home Page? I would like to see reminders for that day + upcoming. Thanks!