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How can I include comments in a portfolio view?
I'm hoping to use Sheet Summaries on project plans to roll all project information into a portfolio report, but one thing that I need is a way to have a 'status update'. We use comments and the conversation tab heavily in project plans, so I can pull a 'latest comment' column, but I want to pull comments made for the…
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Does Autosave include saving the conversations?
I have lost conversations after forgetting to hit icon to save it and then later closing the browser tab. Is there a setting to include to save conversation or is this not an available option?
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Hello
Hi There SMARTSHEET Community! My name is Stacey and I look forward to asking a lot of questions! 😁
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Ability to copy all content pertaining to a row to another Smartsheet including comments
Need the ability to copy all content pertaining to a row to another Smartsheet. Use Case - Project manager wants to track project data on a Smartsheet. The tracking is done in the terms of: Week 1 discuss training, technical deliverable, discuss networking, etc. Current State: PM marks the technical deliverable as "In…
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How Do You Document a Log of Notifications of Sheet Changes
One complaint that I am getting back from shared users of a sheet is that many times they don't know when something has changed. I can certainly make this manual task outside of the Smartsheet but I'd really like it to be captured in the sheet. For instance, I could use "File --> Email Shared Users" as the method to create…
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Sorting options for comments/converations
It seems that comments/conversations on the sheet are sorted by those added oldest to those added newest. I would like instead to sort by row number (increasing). If this is currently available, can you please let me know how to do this? Thank you, Kim Heuvelhorst
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Replying to Comment via email
When I send a comment using @ functionality from a Sheet, I would like reply comments to come into the Sheet. In other words, the recipient should be able to simply use "reply" via Outlook to send a reply, rather than needing to log into the Sheet to reply. I have used SS for at least 3 years, and that was always standard…
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Add @ mentions to groups in Conversations
Would be great to add mentions via a group i.e. @Purchasing and I could notify all users within that group.
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Action - Add comment
Add new action "Add comment". This action can be used in automation workflows to add comments. It should be triggered on specific row in the sheet and in the comment it will be possible to use the references to specific column names {{Column-name}}. Super handy will be, if you can also generate references like…
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Counting "Comments" in a Conversation?
I would like to count the number of "comments" in a conversation because I want to use that to track the progress of an issue/project. The # of comments would equal the # of times that issue/topic was engaged to easily identify topics that may need escalation. Is there any way to do that?