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Line Breaks in Text Fields on Forms
We would like to be able to use line breaks in the text fields of forms. For example, if you are typing data into a form linked to a smartsheet, it would be helpful to have the capability to skip lines or "enter" to the next line to continue inputting information. This would be helpful in both data organization and…
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Editable Date and Contact Fields in Outlook Add-In
Presently the Outlook add-in for Smartsheet does not allow you to edit date or contact fields. I feel like it would be beneficial for those that track tasks in Smartsheet (from email requests) to assign due dates and email addresses in contact fields. We currently use a department smartsheet and a contact column to tell…
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Dashboards Updating With Weekly Metrics
Hello, I'm trying to figure out how to have our dashboard update automatically when we work off of weekly periods. In other words, we are adding daily metrics that tally into weekly periods. Those weekly periods are collapsed and saved for historical data. Currently, I have to edit the data in the dashboard widget every…
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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
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Edit contact display?
Hi Do you know if you can edit the display of a contact in an assigned to column? Ideally I just want to see the initials in the icon and not the name/ email that follows. Thanks, Jo
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Resource Management Question
Hello, Using the PMO SmartSheet template, I have created a PMO to organize all of our Information Technology projects. It is working well and rolling up to the Portfolio Level. What I am struggling with and need advise on is my IT team has a lot of little projects that they can complete in 1-2 weeks and usually requires…
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Printing a dashboard
I have a Dashboard/Portal that I'm using to display reports that (at this time) collectively take about 2-3 screens to page through. This components of the dashboard change many times daily, so we want to be able to take a daily snapshot to maintain as a running status (and send it out by email). However, roughly one-third…
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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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IP Whitelisting to Restrict User Access
Is there an option to submit an IP Whitelist in order to restrict user access to our Corp Smartsheet account? I work with a Bank and almost all applications and data are highly restricted with user access limited to only the bank's systems. I am curious if there are options to limit Smartsheet access via an IP Whitelist to…
