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interconnecting several sheets (to manage employee action items)
Is it possible to share 2 or more interconnected sheets such that there is a parent sheet and multiple child sheets and the parent rolls up the info on the child sheets, allowing any changes on either the parent or child shows up for the other users? The key is that this needs to be bi-directional like normal smartsheet…
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Creating a Workspace with already shared sheets
Hello everyone, So I would like to know wether I need to share a workspace that I have created with sheets that haave already been shared. I have shared 2 x Inventory lists with the team (we are a small team so that was simple) however now that I have over 20sheets in my list I am creating workspaces to better collate…
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Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
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How do I export the names/emails of collaborators who have access to a Workspace?
How do I export the names/emails of collaborators who have access to a Workspace? I need to send an MS outlook email to all collaborators of an existing workspace (over 70 ppl). In an effort to save time (e.g. avoid typing names 1:1) & heartache (e.g. inadvertantly leaving off a person), is there a way to export…
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Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
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How to allow different collaborators in one tasks sheet to edit or update only the tasks (or rows) a
Hello So, in a project I'm supervising, I built a tasks sheet which contain number of tasks assigned to different collaborators. I was expecting that every collaborator will be able to only update the rows which are assigned to him only as I specified in the Assigned To column. But what I found is that everyone with edit…
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Smart Sheet for tracking customer onboarding process for Saas company
Hello Smartsheet community members, I am on trial and trying to learn ways to setup smartsheet in order to track customer onboarding process. My company is creating and selling software to customers (Saas) and we are looking for ways to improve our internal communication to help our customer adaping our software quicker…
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Sending a report via a SmartSheet Group - owner receives copy?
For a smartsheet report that I own, if I setup a recurring email to a group, and I am in the group, is it by design that I won't receive a copy? AEG
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cost and efficiency trend calculator
I just started using smartsheets for out development firm. we have hundreds of new consturction homes that we keep seperate data sheets on everything from bidding, to actual cost, to scheduling. I would like to be able to pull the data out of each sheet and generate a report that details how much I pay for each style of…
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Shared Contacts?
New user here. I have a group of 4 project managers. I'd like to have a group of contacts that they can access for resource assignment. They tend to have many of the same resources on their projects and I'd like to avoid each of them having to enter in the same contacts - this creates issues with getting names and email…
