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Merged: Easily create recurring tasks
This discussion has been merged.
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Smartsheet Integration with HubSpot?
Hello Community - We are switching from Salesforce to HubSpot as our new CRM. I am having incredible difficulty navigating the requirements and what we need to transition to this new CRM in helping to build out the processes in the new system. Does anyone have experience with this and / or know of a 3rd party that might be…
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Smartsheet-Outlook Integration
I love the way this add-in speeds up the process of updating a Smartsheet row with email text and attachments. One gripe, though, finding the row that I want is not simple since I can only select full Smartsheets, which may have a large number of rows, many of which are not currently active.. Am I missing something? It…
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Can we pull the capacity % information from RM to Smartsheet?
Hi, I am wondering if there is a way to pull the capacity % for the disciplines and roles that's already provided in the Capacity window (under the schedule tab in RM - snippet below) back to Smartsheet? The reason is that we are in the process of having 3 different RM workspaces for 3 different entities, however, the top…
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Individual dates integrated into Outlook
I have sheets with multiple date columns (start date, end date, and then some supervisor check-in dates in the middle of the date range), and I'd like my Outlook calendar to show these events as individual dates, rather than getting lost in the date range.
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Support for Flourish.studio embedded into Dashboards
Hi, It'd be great if we could get support for Flourish.studio charts. They've got some neat visuals that I'd like to incorporate into my dashboard. Currently, embedding the link comes up with an error on Smartsheet's side ("We couldn't find any embeddable content from this link"). More info here: https://flourish.studio -…
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Excel-to-Smartsheet Capabilities
Can you programmatically setup a filter in an Excel file and take the results of the filter and put the results into an existing Smartsheet?
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Is it possible to integrate a Proof Document that is stored on the underlying sheet with a Calendar?
We are setting up a document review tracking worksheet with a front end that leverages the Calendar App. We want customers to submit required documents on a given timeframe and then use the Proof functionality of SmartSheet to collaboratively review and make changes. Ideally, these comments would integrate with the…
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SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
