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Seeking ideas and best practices for centralized intake form
The communications and marketing functions at our company recently all merged into one large team. We're now working on creating a new, centralized intake form to capture all incoming requests. However, several functions (e.g., employee comms, graphics, events) have existing Smartsheet forms that they've been using for…
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👋 Hello from Kentucky! | IT & Manufacturing PM
The Professional Side: I’m a Project Manager in the Manufacturing sector, where precision and timing are the heartbeat of everything we do. My journey started in general project management, but I’ve found my true "geek gear" in the IT and Security space. I’ve made Smartsheet my "single source of truth" for keeping…
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WorkApps person/gear icon
What does the person/gear icon mean when you add someone to a WorkApps Role? Is this an indication that they have a license?
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Timestamp Columns
Hi Smartsheet Community! 👋 I'm hoping to get some guidance on automatically capturing timestamps based on checkbox triggers. Here's my setup: I have a sheet with multiple checkbox columns, each representing a specific action: ✅ Receiving Call ✅ Insurance Approval ✅ Transfer What I'd like to achieve is having a dedicated…
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Portfolio Gate Reviews
I have 165 projects in the portfolio, each with 5 gates and ~120 steps in a project. As an example if a project has successfully passed gates 1&2 and is coming up on gate 3 review, I want to be able to see the rollup at the portfolio then "zoom in" to see the project plan details for a specific project and gate 3. With my…
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Group Columns in Grid
Hi! I use a really large grid-style Smartsheet to track all aspects of project development and health. It would be very helpful to have a way of grouping columns. The hierarchy for rows works great, but I think with columns I am just looking for a way to clean up my views. I feel like the best (and only) solution right now…
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Editor View- can no longer sort attachments
Our editors were always able to sort attachments (by name/ by newest or oldest etc) and now that is gone. Anyone know why?
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Merged: Tracking/Receipt for Sent Automated Emails
This discussion has been merged.
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Display People's TAGs in Resource Management in Projet Editor's ViewS
Today, a Project Editor cannot apply a People Tag in the "Persons tab" as a filter. I'm not talking about create/edit a person's tag, just applying the filter so to be able to "point out" his/her team out of the whole company. We really need the Project Editor to have a more useful role and be able to display their needs.
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Changes made to column titles
Automated flow when a cell or row changes exist already. I want to notify a person when the title of a specific column changes as it will effect dashboards that refer to the column title.