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Alerts and Notifications
Hi everyone! New to Smartsheet and trying to figure out the automation aspect - which is what really sold us on the software. So, I have a question - is it possible to send out notifications/alerts based on specific changes within a row? For example I have two tasks - Demo1 and Demo2. I need a notification to be sent out…
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GLITCH? Text isn't wrapping nor doing a copy/paste correctly
Good morning, I've discovered that text is no longer behaving well within the cell. I'm see words cut off within the cell, whether or not the cell is formatted to wrap the text. Thus, it makes copying the text and pasting it wonky. I often have to copy/paste text from SS into Word. It pastes with embedded formatting that I…
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Resource Loading
Hello - The manufacturing site I work at uses Smartsheet to track site priorities. I would like to do resource loading analysis, similar to the functionality that is available in Microsoft Project. However, to do that all resources must have a business license before they show up on the resource list. This is cost…
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Using Project Management Templates
I'm using the PM templates and the templates utilize a section in the project plan that is called Project Information. It's handy b/c you can use this non-task related information in dashboards. What my issue is w/in the Finance section under Project Info - there is budgets and actuals. I am trying to utilize the children…
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Does a range of dates fall between another range of dates?
Hello, I have a need to be able to highlight if a range of dates falls between any other range of dates. I have a checkbox column which needs to be ticked if a range of dates conflicts with other range of dates. So for example, we might have a number of projects running throughout the year across different clients and…
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Notification
Hi, I have an action plan with an action column, a delay column, a referent column, and a progress column. I would like to create a workflow that sends a notification (mail) to the referent of the action 3 days before the date entered in the column "delay" if the progress is not "finished" in order to remind him to finish…
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Sending Multiple lines for Approval at one time
Hi, has anyone figured out a way to send an approval request for more than one row at a time? I have rows that all need approved that need to be sent in the approval request along with their information, much like a daily notification of changes, however in approval request form. Currently we are able to send for approval…
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Transferring ownership
Hello! I am an admin at workspace of the company. I can't take ownership of sheets from an existing user with business license. I have this message when trying to get ownership: You cannot take ownership of this item because the current user is not in your organization. Can you please help to solve this problem?
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Build questions in a form based on rows, not columns
Is this possible? I have a checklist sheet, with multiple questions set out in each row. Id rather avoid making each question a column so would it be possible to create a form based on the questions in the first column for each row? Thanks, Jack
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Can you create a Sheet Rollup of all open actions from each project owners sheets?
What about a sheet to roll up all open tasks of each project owners sheets so a managed worked flow to request updates would include all updates needed for all the project owners sheet actions? This way they are not getting a lot of separate emails for updates on each sheet.
