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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…
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Project sheet: put a start/finish date on parent row without editing children
There is a restriction on the standard Project sheet template currently: if using the provided "Start" and "Finish" fields, users are not allowed to add a value to a row that has children - instead, the values must be entered in the lowest grouping of children, which will then roll up. My issue is that not all the rows I…
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Using or not using hierarchies
For sales I have been advised not to use heirarchies to group things by areas like likelihood, potential size, stage of progress, etc, because once they're a few pages long it's a bit unweildy. I was advised to use no hierarchies for a sales pipeline and instead rely on Reports for all of that. But I see that with the…
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Allowing users to only add a row to a sheet and view only those rows
New to Smartsheet and hoping this may be a simple question.... I want to be able to create a sheet that anyone in my company can access, but with the following permission groups: 1. Admin (full access) 2.Edit rights (limited to specific users, columns and rows) 3. View rights (limited to specific users, columns and rows)…
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Contacts List
We have five licensed users from three very different departments on our account. Is there a way for each of us to have our own contacts list? Currently, it pulls any/all email addresses and it would be helpful if we could each create our own. Also, is there a way to combine the "My Smartsheet Contacts" list with the ones…
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My Smartsheet Contacts vs Group Management
In using the Assigned To column, I found that several Contacts did not have their First and Last name fields populated. So, I went into My Smartsheet Contacts and updated all of my Contact items so that all have their First and Last name fields set. I then saved the sheet, closed it, reopened it and went back to the…
