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how can i sync dates in a column with formula?
Hello, below, I will explain to you the calculation of the termination notice period before the expiry of a contract and the sending of the reminder e-mail to the responsible person according to this notice period; 1- In the first step, I enter the end date of the contract and the notice period on a daily basis. 2- The…
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Auto-populating sub-tasks from Form.
Hello. I have a list of tasks, assigned to different people, that have to happen each time a new topic comes up. Ideally, when a user submits those topics via a Form, I would like that list of tasks/assignees to auto-populate as sub-tasks below row of information that was submitted from the form. Is that a thing that can…
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Can an email template be built in Smart Sheets that is sent out to a DL?
Can an email template be built in Smartsheet that can accept free form text in certain fields and also be able to be emailed out in the G-Suite to a DL. The other condition would be to be able to reuse the sent email message and be able to send subsequent email updates using the same email thread in the G-suite. Not sure…
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Send email reminders when lack of update
How do I create a workflow to send reminders to the row owners if no changes happened to the row in the past week?
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How do I set up a workflow to notify someone if a predecessor task has been completed?
I am currently trying to develop a project plan sheet, and I am wanting to be able to notify someone when the predecessor task was completed so they know they can start working. For example if John has to do a Data Source Identification and validation but he can't do it till Mark has converted and cleaned up the data I…
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Adding a standard document to ALL notifications from a sheet
We'd like to be able to automate email notifications to clients, but the information included in the email would need to include a standard document. Short of attaching the same document to each and every row of the sheet and adding it that way, is there some other way to do this more effectively? It's multiple pages of…
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How to send automated dashboards
Hello, I’ve created a dashboard on Smartsheet. How can I send the dashboard to clients and front line staff automatically once per day? I was sadly unsuccessful in seeing this option on the dashboard page Many thanks in advance!
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Alert notifications as a cc function
Hello, I have an issue I have been trying to find a work around. I need to find a way to track or verify the alerts that go out based on the many many different automations I have setup. The alerts are being sent to a contact (not shared or collaborators) that is in a specific cell based on when a specific date or criteria…
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Calendar App / Contact Lists
Does anyone know if there is a way to NOT display a contact's full email address (but show their name, instead) when they are assigned as "Task Owner" in the Smartsheet Calendar App? We have a calendar that references an existing Smartsheet - Sheet. The sheet has a contact list column labeled "Assigned". When the this…
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Is there any way to respond to an @mention directly from Microsoft Teams chat?
When receiving a tagged mention notification in Teams, it appears the only option to respond is to open the Smartsheet and reply there. Is it possible to reply back to the chat message and have it flow into the Smartsheet comments (i.e., like it does with the "reply to this email" option in Outlook)?