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Best Practices for overall schedule deviation
I'm trying to find the best way to show the overall difference between the date the case was Started and Finished. ideally it would organize all opened and closed cases showing an overall schedule/performance
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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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Smartsheet as a Data Connector
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.
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How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
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Weekly Email Automation
Hi there! I am trying to set up 2 weekly automatic emails. I have 57 active projects, each have there own project plan in sheets. I have a RAID log report containing all 57 projects that I have turned into a dynamic view. I want to notify the individual that has something on this log but not the whole team every Monday and…
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Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
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Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
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Bridge - New Row to SharePoint list
Good morning, I'm working with Bridge and still getting used to the capabilities, and more importantly, the syntax. Perhaps this is not the best option as I am generally pretty good with code, and there is a lot that seems to be hidden or overly simplified. So my "simple" question is how do I set up a Bridge to add data…
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URL in Custom Message
Hi everyone, I’m running into an issue with my Smartsheet automations and was hoping someone might have a workaround. I have a workflow that sends an Update Request (or Alert) with a Custom Message. In that message, I include a Dynamic View URL that looks like this: https://app.smartsheet.com/dynamicview/views/EXAMPLE The…