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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Needing the Resource View in Dashboard (Sights)
Am wanting to include the resource view in the Dashboard (Sights) but the widgets don't allow the inclusion of the Resource Management Views. Will there be one and one and if not, are there any other options including a smartsheet specific to calculating resource allocations much like the resource management view?
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Has anyone else had a problem when moving Smartsheet windows to a 2nd monitor?
When I need to work in multiple sheets, I find it easier to open several sessions of Smartsheet and have one on monitor 1 and one on monitor 2. But when I'd like to move the session I have open on monitor 2 over to monitor 1 and nest it at the top in IE, the right side of the screen inside the frame gets cut off. The…
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Cell formula that will highlight a task expired if any of its sub tasks are expired
Hello All, I'm trying to create a cell formula that will highlight a task expired if any of its sub tasks are expired. For example if a parent task has any child tasks with due dates earlier than the one of the parent it should be marked as expired. Is there a formula available for this? Thanks
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Account Admin Screen
I see we have a new section in the Account Admin screen called "License Request Management". While this is great, I do not see a way to decline, or remove one of the items. Sometime a request for a License is declined, yet Smartsheet notifications continue to remind me how many days the request has been active, but again,…
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Can the Live Data Connector work with QuickBooks desktop, QuickBooksOnline or Xero.com?
We currently use SS for all of our project estimating. We love it. We are currently exploring using SS to also produce our job cost estimate versus actual reports. (construction company). I see a couple of options. First, we can pursue a "one way" push utilizing zapier.com to auto entry into a spredsheet that could be…
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Right-away notifications not being emailed
I have setup a separete hidden checkbox column for each member of our team with a notification to send an email to each person when the column with their name is checked. The email is to go out righ away, when their column is changed. However, I have been changing and saving and no email has been sent out...some are…
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Can we change default text of Subject and Message fields of update request?
Is it possible to change default text of Subject and Message fields of update request with my own text? I don't want to type these texts every time I send an update request.
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Chart Live Update
Hello, We are experiencing an issue with the chart functions within Smartsheet. We are currently using Smartsheet to collect and process help desk tickets. We have a form hosted on our intranet where users can submit help desk tickets. Those are collected and processed by our help desk team all in one sheet within…
