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Using smartsheets as a CRM
Hi everyone, In Smartsheets, I am trying to create a contact data base with a status trigger from a drop down menu... when "Lead Status" changes from "Lead" to "Opportunity" it triggers a bunch of actions I have set up through Zapier to set up the next steps, files, folders, etc. in Smartsheets and GSuite. Does anyone know…
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Pop ups
I used the dashboard as a way to communicate to many within our organization, as many of you do. Recently, this week, it looks like now when anyone clicks on any link within the dashboard a new window opens rather than a new tab within the same window. Also the new Tab is not expandable. I do not have this issue on any…
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Timer for smartsheet tasks, optimally with comments
Hi, I was wondering if there is a way to easily log time spent on a task and add, optimally, to add comments when finished. Here is what I envision: There is a little clock or stopwatch icon for every task row. I click the icon and a timer starts for that task, maybe turning green to indicate I have started that task. When…
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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Mindjet and mind mapping integration
I love smartsheet. I also love the brainstorming and detailed visitation provided by mind mapping. Any good mind mapping software integrated with Smartsheet? Is Smartsheet looking to add integration with Mindjet or incorporate any mind mapping within the program itself.
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MS Access - cannot edit a linked Smartsheet
I have an MS Access databases set up with the Data Connector. I can link to my spreadsheet and read it, but cannot edit nor append to it. Normally, when linking via odbc to an external data source, MS Access will show a popup stating that the use must select from a list of the linked table's columns to act as a primary key…
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Project Plan with several Tasks in one Line
Hallo! Currently, we have an Excel sheet, which I would like to transfer in Smartsheet. However I cannot find a way to do so, so hopefully someone can help me. As seen in the picture, every row is an own project and every column (except the first with the name of the project) is a certain day, like a Gantt. So on every…
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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
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Zapier or Automate.io Basecamp Integration
I create all plans in Smartsheet and need the tasks/date/owners to show up in Basecamp to do's or schedule section. I've tried Automate.io and Zapier with no luck. Can anyone provide insights? Thanks!
