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Email cc - ENHANCEMENT REQUEST
When I'm sending emails to workspace team members, I tend to CC myself. It's maddening when an email is sent to a distribution list because it clutters my Outlook inbox with an email for every individual recipient. I'd much prefer to have a single email that lists all recipients in the TO field of an Outlook email. I still…
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Reminders needing the same logic as Notifications
I've found a limitation of the reminders and notifications and would like to request that one or the other be tweaked to solve my problem. I want my contacts to receive an alert before/on/after a date but only if another columns checkbox is unchecked. Originally, I thought that a notification would work. I set up many…
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Automated Email updates-- SUGGESTING MORE EFFICIENT FORMAT FOR COMMENTS
Hi All-- I LOVE SmartSheet but I really wish the AUTOMATED emails that are sent that include the COMMENTS section could be setup like the emails that can be sent from manually selecting the "send" function on a row; which places the message ON TOP of the row information. Said in a simpler fashion--PLEASE PUT THE COMMENTS…
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Using Smartsheet as the only tool vs SharePoint, shared drives and OneNote
Our department is looking at how we file electronically. We have used a combination of OneNote, SharePoint, Shared Drives and we just started using Smartsheet. Smartsheet seems to allow for all communications, files, etc to be stored there. Has anyone moved to using only Smartsheet for everything that has anything to do…
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AUTOMATIC Weekly Reminders
I've created a Meeting Agenda sheet that will be used during our weekly meetings. I'd like everyone shared to that sheet to receive a weekly reminder. How can I set this up to automatically send out?
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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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Restricting access to PII (Personally Identifiable Information) data
I am getting questions about the safeguards in place for PII (personally identifiable information such as names, phone #s, addresses, etc) and wanted to hear how other customers have handled. Where we are seeing leaks is in the alerts, update requests, and send row feature. These features send the entire contents of the…
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Automate End Month Date
Hi , I have started a Sheet to manage tasks for of the payroll Firm's I run I need to get into 1 cell automatically last date of the month so if its February its the 28th if its Jan should be automatically the 31st Which formula can I set up that it should automatically be set for end date of the month? so i can get set…
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Missing email collaboration
I keep stumbling over my desire to collaborate with team members via email or discussions. Discussions work OK, but I'd call them "Notes", unless I'm missing something (and I hope I am!). For example, if I want to include someone in a discussion many of the other tools I use let me type "@Ste" and it will popup all users…
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Notifications - Direct Link to Changes in Specific Columns
Hi SS Community - We're looking to make discussions in Smartsheet easier for our users. Currently we have the notification set to address changes and additions to the comments column. The custom email is nice, but it's not exactly user friendly. Is there a way to hyperlink to an area of a smartsheet where a change was…