-
Sharing Resource Views with Other Resource Viewers
We are getting started using SmartSheets Resource Management tool and I would like to create a few different resource views for some of our supervisors. Essentially each supervisor will have a view of their team so they can see what projects their team is working on and when. My issue is that I've created a few of these…
-
Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
-
Feature Enhancement Request
Backup of alerts, notifications, update requests.... AND anything else that isn't currently accounted for in an automatic backup. This should also be noted in the backups section of the documentation. Very disappointed user here learning this lesson the hard way.
-
Feature suggestion
Maybe I am missing it, but is there anyway to be notified if an email sent out from Smartsheet (invite, update request), bounces for some reason? Thanks.
-
Exporting Resource View so non admin users can view
I see that you can export the Resource view to excel but can you export to a google doc? i.e. sheets? I want to share the resource view with my team, who are not liscenced users. they are viewers only. ideally they would be able to see the view in smartsheet to take advantage of the interactive approach but i guess its not…
-
REVERSE A WEB-FORM
I would like to be able to select a row and the information held in that row populate a web-form so that I can send the completed form to another user.
-
New data to an existing sheet to automatically start on top line
I need to find a way to have new data inputed to an exisiting sheet, start on the top line so we do not have to scroll all the way down to input. I am utilizing the ticket tracker template.
-
Recurring Task List
I am trying to see if anyone knows a way to setup a recurring task that would be due on a given day of the month, i.e. 3rd business day of each month.
-
Resources without an e-mail address
I have a number of tasks that I need to assign and track resources to that do not have e-mail addresses. I was told to create a fake e-mail for these users so that Smartsheet could show allocations. When I first did this the program worked fine, and now 2 weeks later, it decided to not show these users in my resource…
-
CONSULTANT NEEDED FOR HELP- BASEL SWITZERLAND
Hello, we are a federation (www.ipaf.org) we need some help to set up a project for the launch of our new eLearning system. We will need the help of an expert in project management and use of smart sheet. It's probably just a couple of days of work. The consultancy work can be done in person in our offices in Basel or…
