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Editable email Subject header from Smartsheet Notification
Hi There, I would like to propose that Smartsheet considers the email subject header that is received from a Smartsheet notification from a form or sheet. Currently, because not everyone in my company has Smartsheet, let alone a Smartsheet log-in, we need to send show the name of the owner of the sheet, that appears on the…
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Project Sheet -- Dependencies report
We have project plans that are 1000+ lines with multiple functions/workstreams involved. There are hundreds of dependencies. Instead of clicking on every task to see what the dependencies are, I would like to have a report or a way which will show me all the tasks that have dependencies and what the dependencies are (not…
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WBS in smartsheet.
Hi. Is there a way that I can have a dewey decimal system kind of the numbering for the items on my worksheet. I have found a solution that lets me have items numbered in the format 1.1 and 1.1.2 and 1.1.2.4 etc. But I want a system where I can have the format 01.00.00.00 and 12.04.09.11 etc; How do I make sure that there…
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Best method for setting up a Change Request
Hi - my organisation uses Smartsheet as our portfolio and project management tool. We use blueprint and all projects start off as ideas and come through our project ideas register. I want to launch the ability to submit a project change request but I'm wanting to know am I better off creating the additional columns within…
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Transferring Ownership of Workspace
I am trying to transfer ownership of assets in workspace. The email does generate however, the message keeps outputting there are issues with the transfer request AND to try again. We have tried a few times and we keep getting the same result. Please see below snip of actual email. Ty
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Entry form is deleting the data before it is finished populating
Hi all, I have team members that submit data via an entry form. I have had at least 2 colleagues inform me that while they are entering the data into the entry form, it is clearing the page before they can fully populate the tabs. I wanted to see if this is a technical issue, or something that may be wrong with our entry…
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Tier 3 Meetings
Hello, I am currently using One Note to present meeting minutes status to a high-level team regarding, work delay, Non conformance status, if work is on track, what support is needed and impact to other teams. I would like to transition to Smartsheet, but I am not sure of the best sheet to create. Can you help?
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Automate Status Change Between 2 Sheets
I have two sheets, both with Status columns. Ideally, when the status in sheet B changes, I would like the status in sheet A to change. For example, if my tester (sheet B) changes the status to "Test Failed", I would like my Defect Critical status change to "To Be Reviewed" Can this be done through automation or do I need…
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How are you managing agendas and meeting notes? Ran into character limit on dashboard
We've been using the dashboard feature leveraging the rich text widget to post our weekly meeting agendas and then follow-up notes. It's been great since we can live collaborate with the client on these and it doesn't have to be a separate word or one note document. We tried do a sheet and it just doesn't look nice for…
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Best Practice: Managing Different Types of Work (One Sheet vs Multiple Sheets)
Hi there. I recently migrated my L&D team's work management into Smartsheet. We're using it to track the following work: training new hires, working on projects, developing eLearning courses, and developing documentation. We're only a few months in, and it's working very well, but we're seeing some undesired effects that…