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Objectives and Key Results - OKR's
Does anyone have a template or know of an existing template that could be used for OKR's?
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Rolling Months on Pivots and KPIs
I have a question on how to update my KPI's where the data populates by month and will automatically start copying from the new month while dropping out an old month that is 13 months back? This will always show me the latest 12 months. I have multiple sites that I am running the reports from and would like to automate…
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Calendar Syncing
Is the calendar sync still only a one way export? Is there anyway I can link my smartsheet calendar to Outlook and then share this with others? I have used the iCal function and this has created a new read only outlook calendar that I can not share with anyone. While calendar view is still not available on the mobile app I…
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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Notification Email Background Color
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails?
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Forms that need to incorporate multiple line entries
We currently use Jotform for some of our forms here and would like to be able to bring more of them over to Smartsheet if possible As you can see from the attached files, the form is set up to add a new line after each previous line is filled in and the 'save' button pressed Are we able to set up a Smartsheet form to…
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Auto-populate vacation time in production timeline
I am trying to see if there is a way to automatically blackout vacation time specific to a person, similar to the way holidays are able to be blacked out.
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Webform not updating after sheet changes
Hello I have created a simple sheet with data for internal materials requests, including an approval loop via workflows. I then created a webform to gather input; in order to test it, in the approver / exectutor user fields I used fake data (=always myself and my colleague) to test it. It works. I have now updated the user…
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Automated import through the API
Dear Smartsheet-Community, I am doing a semesterthesis in coorporation with a company that has been using Smartsheet for a while. My job is to create an automated order tool for AM parts, which serves as an order backlog including the 3D models and part properties and that enables communication with the supplier. Object of…
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Calendar App / Contact Lists
Does anyone know if there is a way to NOT display a contact's full email address (but show their name, instead) when they are assigned as "Task Owner" in the Smartsheet Calendar App? We have a calendar that references an existing Smartsheet - Sheet. The sheet has a contact list column labeled "Assigned". When the this…
