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Contacts
I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of…
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User e-mail used by another account
Hi, We are a software development company that discovered smartsheet through one of our customers. They use smartsheet internally to manage part of a project we are collaborating on; therefore created us us users with their account in regards to the management of the project. We have now purchased licenses to use…
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Sort order affected by other users
Hello team - I am one of many users that updated this sheet on a minute by minute basis. Every time I do anything, I update the sheet. Problem is that even thought I've set up a filter so that I only see the items is want to see, whenever another user sorts the columns, my view get's sorted too. It makes it very difficult…
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Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
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Convert date format to mm/dd/yyyy
Is there a setting or a formula to convert the standard yy in smartsheet to yyyy?
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How to allow tasks to flow up and down
Hi I'm a teamleader that keeps track of all tasks and put them into smartsheet. So I'm the connectionpoint for all stakeholders. But I don't solve the tasks, my team does. The priority of which task should be solved first is alligned with 5 other team leads. So right now I have an overviewsheet with all tasks and the…
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Enhancement Request: Sending completion email of a backup job to several people or groups
In the setup process of a backup one can direct Smartsheet to send an automated email when the job is done, so the backup can be downloaded and archived. The email addresse is fixed/pre-configured to the owner of the workspace. It would be great, if one could choose more than one person or even better a self configured…
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Advanced User Training
Does anyone know if Smartsheet has ever had (or is planning) advanced user training available, similar to the Smartsheet Academy you can attend in person? or a User's Conference? It would be much easier to sit in a room with other advanced users and share ideas in person vs. on the web.
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Misc feature requests
The following features/enhancements would be useful: * -Card view also for reports * - Conditional formatting applied in reports * - BOX task integration (tasks assigned in BOX could be displayed as a separate report) * - Reports from reports, not only from sheets. This would enable more advanced filtering * - A report…
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I would like to hire an experienced consultant
I am relatively new to Smartsheet. I need someone to help setup Smartsheet to manage our book production schedule. We publish books (print and e-) and have managed our production schedule for many years with a Google Sheet. It is severely lacking. I have not yet signed up for any plan. I don't think I'll need 3 licensed…
