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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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Merged: We need the ability to copy automations between sheets
This discussion has been merged.
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One-time pop-up Confidentiality Acknowledgement?
I use Smartsheet as a virtual data room, with each Workspace dedicated to a specific project. I will then invite different downstream colleagues to the project sheets. I would like to set-up a Confidentiality Acknowledgement statement that the colleague has to click on "Acknowledge", before being granted access to the…
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More Gantt Timeline Display Options (+customizable headers)
Due to limited screen space, I find the available Timeline Display options either far too dense to be useful, or too expansive. I propose: more Zoom settings. my issue is really that the zoom settings correspond to the heading incremements. my usability issue would be mostly resolved with more zoom level granularity. more…
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Gerente de Proyecto
Estoy interesado en adquirir SmartSheet para uso en mi compañia para la gerencia de proyectos de telecomunicaciones; pero quisiera asesoria para crear el template ajustado exactamente a nuestra necesidad.
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INDEX - Collect question
Hi there, I have a project where in the project plan, based on the start date selected for a task, I'd like Smartsheet to reference another sheet (which is the table of Sprint, Start Date, Proposed Completion Date, Sprint Label) and populate the Sprint Column with the correct Sprint Label). So the formular should check…
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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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How do I share a report document to an external client without having to give full access to the doc
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
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Dynamic View Predetermined Fields
I have a form that is completed by 16 different entities for 57 unique roles, filling a master sheet. I want to utilize the Dynamic View function, but also have prefilled fields and use a MATCH function from the master sheet to the dynamic view to match the input to the unique roles. The purpose is that there are a finite…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…