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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
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Using Smartsheet for "Severity 1" project issue updates
Hello all: Brainstorming ideas here. Instead of sending multiple emails out to stakeholders throughout the day ('Reply all, Reply all, Reply all'), does anyone have any suggestions on how to use SS to update stakeholders regularly when there is a serious technical issue on a project? Keep in mind that I would only want the…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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K-12 Education
Hello everyone, my name is Alan Miller and I am an Executive Assistant working in K-12 education in Grand Junction, Colorado. I would just like to introduce myself and share some of the uses of Smartsheet that I use within my industry. I have been using Smartsheet for 4 years now and just returned from my second time at…
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Automation template not working
I am trying to use the automation template in a work plan sheet, where when I change the project status column to "completed" the "% completed" changes to 100% on the row. I have even tried to reverse it, and say when % completed = 100% change project status to Completed. This seems like a very simple ask, and is a baked…
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Formula to calculate task completion by owner by referencing parent rows
Hello all, I am looking for some help with a formula. I'm super close to getting it but can't figure out the last piece. Goal: I have a sheet tracking task completion and want to calculate, month by month, the percentage of tasks completed for each person. Setup: Level 1 rows = person’s name (owner of tasks) Level 2 rows =…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Why are we unable to resize anything within the Browse menu?
The Browse menu is really unwieldy and as someone who loves to have side by side windows, so much of this space is wasted because the menu is both unconfigurably and unresizeable. Is there anything we can do about this? I would love to be able to just close the "Workspace Shared To" menu (the share button is literally…
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Disable auto update of start dates for dependent tasks
Looks like there was a thread on this https://community.smartsheet.com/discussion/7262/forced-dates-when-dependency-is-enabled to disable auto-update of start dates when using the predecessor feature.. is this implemented?