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Customize Smartsheet within an embedded portal
Can smartsheet have a template built and provided to our Clients from a web portal that they entered via user/pass. I know we can embed smartsheet. The situation is that I want each of them to have their own private sheet. Also, we want access, but is our CLIET's responsibilty to keep this up to date. In essence, we are…
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Backup Reports & Templates
Hi Community, I've got backups under control... BUT what I've found from various options / systems is that the reports can't be backed up. Has anyone found a way to do this?
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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
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Process automation with cell linking ?
We have developed a master process sheet that starts when a client signs a design contract and is completed when the build project is completed. It is rather long at about 250 tasks! and take between 6-12 to complete. We serve approximately 20 clients at a time in various stages. We are operating each client out a copied…
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Construction Commissioning Tracking?
Does anyone out there currently use Smartsheet to record and track Construction Commissioning? I'm looking for ideas/templates, etc to help improve the eficiency of our process which is currently to track Cx in Smartsheet and then export to Excel and reformat the data to be readable to the GC/customer. Especially when…
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Tip for Day to get the team to play.
One of the things that we have done as of late to speed the ability to work in the sheet and for people to move about in the sheet is hyperlink your sub sheets to your master sheet. The Hyperlink creates a fast way to go to anothe sheet without closing the main sheet. If you have you settings correct you can have a new tab…
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Enterprise Account Benefits
We have been living in the sheets for a couple years now and just signed up to the enterprise level. I have seen some questions and things in here that are wanting to know more. I wanted to say that at the Enterprise level the support is top notch and is motivating. When you are pushing yourself and the program it takes…
