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Target Communications
How about introducng the conept of targeted comms within Smartsheet. For example if you @ mention a collaborator anywhere within a sheet they will receive some form of notification either via email or a pop-up within Smartsheet.
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How to use Smartsheet to track and record appointments and events: third party app solution?
Hi, I am using smartsheet to enable a team of folks to collaborate on project managment. Our projects are organized into objectives, activities and events - each getting its own row and set of data for timeline management, allocating human resources, tracking deliverables, etc. Our team uses google calendar to schedule…
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Create birthday calendar with reminders - no year entry
We would like to use SS to create an employee birthday calendar and set the due date as their birthday - without using the birth year (so we don't have to recreate the wheel in subsequent years). If I set the birthday (date) column, I have no option but to use the current year. OR, once the sheet is set up, is there a way…
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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…