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Import contacts for templates
After importing contacts (csv file) into a sheet we're using as a template and then sharing that sheet for others to use, is it possible for the contacts to remain in the template? I am trying to eliminate every smartsheet user from having to import contacts individually and simply do the work upfront on our templates.
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Resource Allocation and Manipulation
Hi, I am new to Smartsheet and I am trying to create a view for my team where I can see all of the tasks, across multiple sheets (projects), that individual team members are assigned. In other words I want a view where I can see all assigned tasks, with task names, who the tasks are assigned to, dates, and a Gnatt chart if…
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Card View / Contact List
Hi there:) I have a sheet used as a "Maintenance Request" sheet. It is populated by a form. Each person submitting a request provides their name/email into the "Submitted By" column. This allows them to receive an alert once the job is complete. I have frustration coming from the maint dept. when assigning a job/task…
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Auto Filling a cell from data in another samrtsheet
Good afternoon I am creating a bid invitation sheet and need to list GC bidders per each job (row). * How do I create an autofill for these cells based on a directory I have created? * and once the GC is selected in this cell how do I autofill the column next to it with one of their many estimators at their company that is…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Assign To - multiple people
Hi, I'm a new Smartsheet user and am also the Sys Admin and support person here in my institution. After some initial teaching, someone asked about assigning a task to multiple people. I thought maybe that would be Assign To a group. However, something tells me that Smartsheet does not allow assign to multiple people based…
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Update email address for contacts does not update shared sheets automatically
Hello all, I have been in the process to update email address for some of my contacts due to the change of domains. However in doing this I realized that all my sheets shared with those specific contacts are not updated with the new information. Let's say that I have already shared or assigned tasks to these contacts. I…
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Sharing a Folder in a workspace
How can I share a folder with specific people in a workspace while limiting them from seeing other folders in the same workspace? ...It's been over two years since this feature was requested. https://community.smartsheet.com/discussion/sharing-folder-workspace#comment-form
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adding new users as a group
I need to add over 100 new users and do not want to have to go back afterwards and assign them to a group. Is there any way to create a group first and include them as a group before adding them to the account?
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
