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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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Shall I send automated email to an outlook email group?
I need to send an email automatically to an outlook email group of my company when some change happen to my smart sheet. Is it possible in smart sheet? Even I tried it doesn't send email to that email group.
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…
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Can Workflow be shared with other users?
Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the all the future reports? So I don't need to create the workflow every time. It'd…
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How can I have automation emails include hyperlinks to individual line items?
I have an automation that distributes ball-in-court tasks to each team member. These emails come with a generic link back to the smartsheet the automation originated from, but I'd prefer that each line-item hyperlinked back to that line-item in the worksheet for optimal work flow.
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What is best method to map data and manage ongoing changes from one Smartsheet to another?
I have been using a workflow automation to move a certain rows of information from one Smartsheet to another. These workflows are super easy and useful, but not that flexible. The provided workflow automation requires the column headers match up exactly between the two sheets in order to populate accurately. Where this is…
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Best Practices for managing 60+ projects in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
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Active turn around times by status of a row
I was wondering if theres a way/formula to track the amount of time a line stays in a certain status. For example - If we are using a line to track the life cycle of a contract we would have a created date field and a contract status field. The status field would consist of fields like "Contract Review" "Legal Review" "On…
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Format of Automations
Apologies in advance if this has already been asked, however, I struggled to find an answer on this when searching in both the community pages and the help guides. I'm convinced I've previously been able to apply a setting on automations, such as alerts/notifications, which allow them to be displayed either vertically or…
