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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…
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Feature Request - Group setup at user creation
Hello, I think it would be great if, when you go to add a new user, a window was available that would allow you to check box which groups you would like to add that member to. Currently, if I create a new user or group of users, I have to go into each group individually and add the new users. This is time time consuming,…
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Creating a group that includes everyone in my Enterprise Account
Is there a way to populate a group with everyone in my Enterprise Plan automatically? So every new user is added to group seemlessly? I would like to use this to be able to share sheets or workspaces with everyone in my company. Thanks for helping!
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adding a contact to a group - Team edition
I have created groups and when I add a member from my Smartsheet contacts, the new user is shown at the top of the list instead of in alphabetical order and the name of the user is not shown only the email address