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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…
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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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Ability to hide row conversations/comments and/or attachments on published reports
Reports are great for sharing specific information from teams to leadership or external partners. However, it is a huge limitation for published reports not to have the ability to hide conversations. Conversations are a great feature for internal teams to be able to communicate on specific line items within a sheet, when…
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Is Linking sheets feasible when there is a maximum number of linkages
HI I have created a smartsheet for a plumbing business, the boss wants a master one where he has financial info which I have as the master one and then a working one for the forman that updates the master but does not have the quoted or accepted price. Is this a dumb thing to do since the is a cap on linkages. Is there a…
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Can automated email come from a specific email address?
We created a tracker for the Records Management team and need all emails coming from the tracker to come from the email address associated with the team. Is there a way to have all emails come from this specific email? I see options for the owner or from general smartsheet but not an option to have it come from a different…
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Enable Financial Summaries in Dynamic Views
We use Smartsheet predominantly for roadmaps, annual budget planning, and portfolio reporting. The functionality of Dynamic View would solve issues related to easily sharing sheets, specific rows/projects without sharing the underlying sheet, but we are forced to give a large number of users Editor rights to our Intake…
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Form capabilities question
Hello, I’m hoping to use Smartsheet to recreate a form that I have currently designed in Word. The form will be used by Subject Matter Experts (SMEs) within my organization to contribute content for training session development. The form would ask SMEs to provide details such as key topics, priority level, key messages,…
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Scheduling Calendars Switch to Smartsheet
Hello! We have a scheduling team that is working out of 5 Google Sheets they created to look like calendars - each tab is a new month and each role they schedule has a different Sheet. There are different scheduling rules to take into account with each role type which makes it nice to see them separately. Their current…
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Adding an image to a sheet cell in Mobile View (on mobile app) seems to have stopped working
Hi fellow community members, Have raised a support case for this problem, but wanted to get a feel for if anyone else in the community has experienced this (or can reproduce it): Use mobile app → open a sheet → select Mobile View (using the selector at the top) → tap into a cell → select the icon that indicates you want to…
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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…