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Using smartsheet for grant writing
I am a grant writer at a nonprofit and my development team uses smartsheet. I am at the beginning stages of using smartsheet and want to use it for EVERYTHING related to my grant writing (calendar, deadline tracker/notifier, links to emails, links to webpages, task list, grant applications, anything else you can think…
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Assigned To Email Automation
Is there a way to have a smartsheet send an email when someone is assigned a task? I am looking for the email to go to the assignee of the task. I have not been able to figure out how to do this or if it is even possible.
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Automatic reminders stopped after task completed
Hi all, looking forward to get some help. We are using Smartsheet for Task Lists and we want to send people automatic reminders to update their task status. Now I am wondering if there is a way when a task is marked completed, or done, the automatic reminders for that task will not be sent anymore. Hope someone has an idea…
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Recurring sending of a report
We find ourselves needing to send a report on a recurring basis on the 1st & 3rd Friday of each month. However, when there is a 5th Friday, we'd like to have the report sent then, as well. There is the option to send on the last Friday, but that would include sending whenever that's the 4th Friday. Currently, I have to…
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Alert based on Report, not Sheet?
Is there a way to set up an alert based on changes to a report instead of a sheet? I have a "master" sheet that constantly grows on a daily basis and several reports for different departments to display the information that is relevent to only their department. If I set up an alert for the sheet then the department leads…
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Contact List - Assigned to - automatic alert?
Hi guys, Is there a way to automatically 'alert' someone if they are 'assigned to' a task using a contact list column? Would love to hear a workaround if you have found one. Cheers
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How to insert a disclaimer in the header
Our Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to put the disclaimer in the logo area, but you can't read it. What is the best way to show a…
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automating sending PDF
Can I automate sending a PDF voucher when someone fills in a web form on my site?
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Setting Notifications for Contact List Columns - Request
It would be very useful to be able to set Notifications for people in a Contact List type column. Right now it's only possible in the case of Reminders (there you can select either a Shared User or a Contact List - for instance an "Assigned to" - column): (Here is another…
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Employee Anniversaries
We use Smartsheet for a number of different departments, HR being one of them. I'm wondering if there's a way to conditionally format a "hire date" cell to change colour when an employee anniversary is approaching? There is currently an option to conditionally format for a date that is a certian amount of days in the…
