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Maintaining a list of small department's resources
My compny is small (about 15-20 resources with limited turnover). To allow all users to work` w1ith the same list of resources as I undestand it, because contact lists are not shared, each user (or maybe just PM) would need to create (or import) a list of names/emails that would then be available to assign to tasks using…
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Contacts and Web forms
Hi Everyone, I am relatively new to smartsheets and there are two things I have been trying to work out adn for the life of me can not find the information to show how its done. The first is having a field aut populate based on picking a contact e.g Contact name = Gary Bee then the next cell should auto popolate with Gary…
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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How to show the actual person who added information to a sheet
In smartsheet, you have the Created By and Modified By autonumber system properties. If you have created a web form, any responses provided via the web form reflect "web-form@smartsheet.com" in those columns. Is it possible to get the actual persons email who submitted the information via the web form reflected there…
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Add a task to more contacts from your contact list
Hi, Sometimes a task is not assigned to one contact. Is it possible to add (for example) the task to two contacts? Regards, Melanie
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Automated Notifications for Swim Lane Changes in Card View
Now that Card View has been unveiled (and I love what I see so far), is there any way to automate notifications based on status changes? For example, let's say that we are using card view for a Kanban board, with swim lanes for "Work Queue," "In Development," "In Test," and "In Production." There are different people who…
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Sending notifications to a specific user for any row changes
Hi, I want to send email/mobile notifications to only the "Assigned To" person when anything (including attachments/discussions) changes for that particular row. Please think of this scenario where a particular task is assigned to a specific resource. Now any changes to that task need to be notified to only that resource…
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Using a formula =CONTACT wont populate actual contact info subtasks
Help! At the top of my projects, I am including the resources involved. I'd like for subtasks to be auto-populated when I fill in a resource. Example: in my resources section, I set the HL7 Engineer to Joe Downing. I have it set so all HL7 tasks then populate with Joe Downing. PROBLEM: Joe Downing's contact info doesn't…
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Contact Database
Hello! I'm new to smartsheet. I was wondering if there was a way to click on a company name and have it display all of the contacts associated with that company? I understand that you can link cells and link sheets but I don't want to create a sheet for each company. We have hundreds of companies and hundred of contact…
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Sending auto update request based on % completion
Hi, I want to send update request automatically to shared users of that particular sheet after the % completion column is 100%. Please guide me, how it is possible. Thanks.
