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Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Roundup of top timeline view enhancements (January - August 2025)
Hello Community, If you’ve used timeline view, you already know it helps teams visualize and manage date-based work in real time. It reimagines how work is managed in Smartsheet, allowing users to easily track tasks and milestones, group information by theme, and adjust plans with clarity and speed. Whether you're building…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Smartsheet access
A collogue of mine had been using Smartsheet and is no longer with the Org. Im the administrator and can't find where the timelines and Gaant charts are. Is there someone at Smartsheet who could help me?
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Timeline view is now available in AU!
September 29, 2025 Timeline view is now available for customers in the Smartsheet AU environment. This new view empowers teams to visualize tasks along a timeline and manage date-based work in real time, helping them instantly see the big picture and adjust details with ease. Learn more Environments availability:…
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Export Cell and Row History
It would be great to be able to export the activity log for a single row or a single cell. Right now, the export of the activity log does not allow for easy filtering to a single row or a single cell within a sheet, and is limited to 90 days at a time. We document our project portfolio with each project as a single row, so…
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Automatically Updated Reports
Reports linked better-essentially when you link a report to a folder have it update the report automatically when more items are added to the folder. If that is how it's supposed to work, the link in the folder breaks constantly for me. When you go to pull in sheets to a report that already exists, the folder and or sheets…