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Email alert when not modified
Hi All i have created a card view that are work packages for staff, i am requiring them to update the cards every 7/14 days with status and commentary. is their a way to build an alert that sends an email to either myself and/or the assigned staff member that lets them know the card has not been updated, additionally in…
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Project Management
Hi, we currently have a few web forms, that allow clients to request quotes. These then populate fields on a smartsheet as normal. We have two challenges that I'd like to implement but can't seem to get it right. We would like to give the client more visibility on the status of the opportunities, but for various reasons,…
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Kanban Board by Team Member
We're using the card view for a company Kanban board. However, we also want each team member to have a personal Kanban board that just tracks the projects they're assigned to. Right now we're linking cells to a separate sheet for each person which is time consuming and needs to be manually updated every time a new card is…
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Symbols as a Dropdown list (for Card View)
Thank you for launching Card View, it looks promising Icons and Checks are kinds of Dropdown lists, is there a way to turn them into viable categories for the "View by:" in Card View ? #CardView
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Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
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Card View - Selecting View By Lanes
I want to select a certain column from my sheet to be the "view by" lanes. I only have a choice of a handful of columns, none of which are very useful to me. The column I want is available to add to each card via "fields" but not in the "View by" selection. The columns I want either contains an equation/calculation and or…
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Card View - Sub Tasks
Is there a way to populate sub-tasks of a particular task in smartsheet in Card View? I'd like to be able to see all sub-tasks under my main task and check on the progress of each of these sub-tasks.
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Filter Cards by Phase/Title of Parent
Is there a way in the Card View to filter and only see cards within a certain phase or cards that have the same 'Title of Parent'? I have a multi-phase project with hundreds of total lines and it would be great to be able to break up the cards to only focus on the current phase of the project. I'm also open to any other…
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WBS or PBS in Smartsheet
Has there been any further discussion on implementing this? If I create the hierarchy in a sheet, when i switch to card view, it is not giving me the view of all the "cards" that report to each parent; rather it is sorting by status or assigned to. Any suggestions on how I can work around the system and implement something…
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New: Saved Filters, Search, Comment Updates...and More
Hello Community, There are some great new enhancements in this month’s release. See below for a summary...and, as usual, you can always check out the product release notes for the whole rundown. For your convenience, I’ve also included here links to relevant Help Center content. Happy exploring and reading! 1. Create,…