-
Collect Hours Spent or Planned Hours for Projects using the "Business" plan only
Is it possible in the Smartsheet Business plan to utilize a form to input daily hours by a team member that would add up all hours spent against a project? I was thinking of creating a "Time Tracking Sheet" to be populated with new projects using the "copy project" automation workflow from a Master Tracking Sheet. Have the…
-
Does anyone know if it's possible to get notifications sent to a rolling list of receivers?
IE Can Smartsheet send the first notification to one person, then the next contact person in the list of notification recipients- without sending to the whole group? Or am I going to have to keep it sending notifications to ALL people as a group and they disseminate the work? Thanks!
-
Multiple Forms to One Sheet
Hello! New to SmartSheet. Was wondering if there is any way to do a "Check-in" with multiple forms. For example, 7 unique forms with separate location/date (hidden values?) with one entry of an employee number. Then the sheet would have one row of data with the first column being the employee number and the second column…
-
Automation: lock row if attachments are present
I'd like to be able to build an automation to lock a row if attachments are present. How can I make this happen?
-
Merged: Have Automation "Move Row" Give Option to go to Top of List
This discussion has been merged.
-
Add new record to one sheet from another
Greetings, Our QA team has 2 Sheets that they work from: QA Tracker - Tracks Call Evaluations QA Rewards - Tracks rewards for any employee with a 13 or 14 score (Exceeds Expectations) Right now they have to enter data into both sheets for the evaluations that are a 13 or 14. We were looking to automate adding these records…
-
Can a milestone task be closed based on completion of an approval task?
In each of my parent group of tasks I have an approval task, followed by a milestone task. Both are important for reporting. Example: Task1: Manager approves ABC Webpage for publishing Task2: Milestone: ABC Webpage ready for publishing - Predecessor for Task2 is Task1. Problem: When Task1 is marked Complete, I want Task2…
-
linking rows across different sheets
Ok this one seems to be a little more advanced of a question, once a row is copied to another sheet is there a way to link the the copied row to original row so that whatever changes are made to the copy also happen to the original row. lengthy description below with screen clips. the first screen clip is the master list…
-
Changing logo on a workspace via control center
Hello, we use control center to create workspace that contain templates. The workspace are used for different clients. Each client has a logo that we collect in the intake sheet (this is the sheet that is used by control center to create workspaces) we know the manual way of changing the logo, but we also know that there's…
-
Automate dashboard?
Dear SmartSheet Community, I hope this message finds you well. I'm reaching out to inquire about SmartSheet's capabilities for automating the creation of weekly and monthly reports. Our objective is to streamline our workflow by eliminating the need for manual report generation. We are particularly interested in:…