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NEW design & UI propositions, please take a look and comment
With the recent updates to the navigation interface and a lot of complaints from our users, I created how a simple and effective layout should look like. The current layout takes too many clicks and also the interface is getting too cluttered. Smartsheet should be simple and effective, with the most as possible data in the…
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"Persistent", one-time date function
I'd like to see a function like "TODAY()", or cell behavior that supports it, that executes only once when an event is triggered so that the date result that never changes. My use case is a Card view Kanban board with status states: Ready, Dev, Test, Deploy, Done, and matching columns for their start dates, e.g. Dev Start.…
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New layout - Hard to see what sheet I am in
It would be helpful to show the file space (or at least the option) in the heading of the sheet. The only way I can see what actual sheet I am in is File > Properties, would be nice to have this function in the heading. Thanks
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Automatically repeat rows within a schedule (daily, weekly, monthly etc)
Hi, We use schedules to track publication output. Is there a way, when a form is completed or when a user adds to the schedule, an option can be selected to repeat the entry either daily, weekly, or monthly? Thanks, Dan
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Alert email to send row attachments attached to the email
Is there a way of sending a row attachment attached to the email, rather than in a link, when using automatic alerts?
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Tabs No Longer Showing
Sometime last week I noticed my view in Smartsheet (using Chrome) no longer has the tabs at the top of all of the current open sheets. How can I get this view back? It was much more efficient than the pinning option we have now. Also, the recently reviewed Smartsheets would be great if it actually filled up that column but…
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Home tab - stay open
Is there any way to keep the Home tab section open in the new interface? It's very annoying to have to click menu, Home to see other items in the workspace I'm in and also I have a ton of workspaces, so moving around is easier for me if it stays open.
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Reporting from multiple sheets into a single resulted row
Is there a way to run a report that looks at 2-n sheets that uses a common column (primary key like), like a Row ID, to import the data from several sheets into a single row of the report?
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Capturing multiple statuses, reminders for recurring tasks, form
Hello SmartSheet community, perhaps someone can give me ideas on how best to set up the following: I have 30 customers and 30 different reps (one for each customer) who need to provide a status on that customer on a regular basis, at least once every two weeks. The requirements: * Use a simple form to collect the data,…