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Simplest way to update staff on onboarding tasks
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few options but wanted to ask if anyone had an idea on how to do this. Thanks
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Check Box Question
Can you make a requirement to fill out specific boxes before you are able to check the checkbox? So basically you can't check the box unless Column/Row A1 -- B19 -- and M24?
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If Cell is Empty or Blank
Hi, I have created the following formula =IF(COUNTIF([New Case Checklist Status]@row:[PCORI Reports]@row, "Pending") > 0, "Pending", IF(COUNTIF([New Case Checklist Status]@row:[PCORI Reports]@row, "Created") > 0, "Pending", IF(COUNTIF([PCORI Reports]@row, "Requested"), "Pending", "Done"))) which is working efficiently, but…
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Where Can you find Smartsheet consultants?
I'd love to find Smartsheet consultants that could revamp, update how we currently use it to maximize, utilize the portal function, address automation's, alerts, set up some reporting etc. Not looking for instructions, but teams that implement for the client. Would love someone proactive to make suggestions as well. I have…
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How can I improve/automate my workflow?
I currently have a sheet with Smartsheet Licensed Users in our company, we want to check the last time each user logged in to Smartsheet so that if we think they do not require a license we can remove it from their account. I currently do this by generating a User List Report in the User Management section of the Admin…
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Changing Ownership of Workspaces
Hello, I need to change the owner of a couple workspaces I'm the owner of. I read the instructions but it's still unclear what steps I need to take. Do I make the person the owner of every item in the workspace first and then the owner of the entire workspace?
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How do I retrieve the Login History for a deleted user
I used to see the login history of the users in my organization. Unfortunately once I deleted a user I cannot see their login history anymore. How should I go back and retrieve the history of actual and former smartsheet users of my organization?
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Renaming Workspaces
Is there a way for admins on workspaces to be able to rename them, or is it only workspace or sheet owners that can do this? Since the admin has full sharing/editing rights, it would be helpful to have them be able to do everything the owner can do so there isn't a bottleneck with every change having to go through the…
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User Administration Invite vs. Shared
I am getting errors when attempting to invite a user to smartsheets. The error "xxxyyyzzz@xmail.com" is currently a licensed user in Smartsheet. To add them to your account, grant them a license" I do not want to grant them a license of ours if they are already licensed and we have very limited licenses. We did this with…
