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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
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Bulk deactivation of automations
It would be incredibly useful to enable owners or admins to bulk deactivate automations within sheets. I'm currently having to manually deactivate 144 automations one by one!, the ability to 'select all' would be very useful when doing updates to my sheets.
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Smart Sheet & Resource Management - Functionality
I'm wondering if a) Smartsheet is working on the issue and b) if anyone has a workaround. I'd like to see the status of a task, as it's marked is RM connected to a column in Smart Sheet
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Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Merged: Approval Workflows for Reports
This discussion has been merged.
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2 part automation delay question?
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…