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Adding a Smartsheet Form to MS Teams
Has anyone discovered a way to just add the actual form from a smartsheet to a tab in a Teams channel? I am looking for a way to have my dept. log and archive certain information that they come across in their day to day work. I felt the best way to do this was by giving them a simple form to copy paste that info into. I…
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Hello from Jo based in Australia
Hi everyone - Looking forward to becoming an active member of this community. My career is in MedTech and new business startups, specifically in Sales Leadership/Management and Business Development. Introduced to Smartsheet 18 months and am keen to transition into PM. Looking forward to learning more and would appreciate…
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Project Charter Template
Can someone tell me where the project charter template is located? Thank you!
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Impact Assessment Workflow
Similar to the approval workflow, Allow admins to create a customized workflow that sends an impact assessment email to allow target users to indicate if they are impacted or not impacted on a project, request, task etc. The workflow should also allow the admins to customize the message body and also allow the user to…
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How can I find all active notifications and workflows in a workspace?
I have a prolific workspace for a completed project that belong to another user who is no longer using the sheets but still owns admin rights. There are still some live automated notifications and line specific update requests being sent from sheets in this workspace. Is there a way to find them to get them shut off…
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Is it possible to visualize Power BI data in SmartSheet?
Our company utilizes Power BI to track project dates and we'd like to be able to auto-update these specific dates into a SmartSheet sheet based on similar project numbers used in both systems. We want the dates imported from Power BI into SmartSheet, not SmartSheet info into Power BI. Is this possible? Thanks!
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Dynamic Forms
Hi, I'm trying to create a form that is dynamic wherein the other fields will changed when a certain category is picked. For example, selecting category: printing project that will have how many pages, if it's double sided and what type of project it will be. Then another project that selected category: Room Setup request…
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Application Engineer uses Smartsheet to manage fast moving projects
Hello yall! I am an application engineer who uses a simple Smartsheet to keep track of all the projects that I am working on. Previously I would rely on folders in outlook to keep separate projects distinct, however Smartsheet allows me to see what I am working on and what I have finished!
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Resource Management - Assignments and regional holidays - what am i missing?
I'm feeling very confused or very swindled. Either way not thrilled right now. I was sold on the promise that Resource Management will be SS's integrated (via add-on) resource planner, where you can apply different roles, placeholders, regional holidays, etc; and that this would all lead to improved task assignments and…
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Formula Help Within Sheet
Alright, SmartSheet community. You've always been good to me with helping out. I've got a real "stumper" here. Let's say I have six columns on my sheet (in reality there's many, many more; but these are the ones relevant to my question): Start Date (a Date/Time column type) End Date (a Date/Time column type) Allocation %…