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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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See all the tasks an individual is assigned to across multiple sheets.
Hi Dev team, It would be great to have a widget or view that allowed staff to click and see all the tasks they are assigned to across multiple sheets in a single workspace. Something like a "My Tasks" icon on the left Nav that shows all assigned tasks that's available in MS Planner and other task management tools.
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I have a "Current Project Log" with 2024 accounts. How do I move to "2024 Log" & keep dashboards?
Hello, Due to the size of our log I can only keep 1 year's worth of data in a sheet. I have monthly and YTD metrics/dashboards that pull from the current sheet. I need to move 2024 into a new sheet to make room for 2025 projects, but I know doing this will cause issues with the dashboards. Is there a way I can do this…
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Now you can reorder items in your collection!
Hi Community, Great news all, you can now reorder items in your collections for even easier management! Workspace administrators like you can organize your collections simply by dragging items up or down to better match the needs of your teams. We will continue to make improvements to all things important to organizing and…
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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…
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Enhance Row Collapse Functionality for Improved Project Management
Our team manages a large number of projects on a single Smartsheet, with each project containing multiple child rows to track weekly progress and phases. This results in an extremely long sheet, making it challenging to navigate and manage efficiently. Our management prefers to have all projects and phases listed on one…
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Sheet Summary Report - Want to Use "Current User" Functionality
Hello, I created a Sheet Summary Report, and have found that the "Current User" functionality is not shown for selecting? Am I missing something in order to be able to do this? Or should I submit an enhancement request for this functionality? If it's not current functionality, is there reasoning behind why a Row Report…
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Grouping contacts for speedy sharing & contact maintenance
Scenario: When adding contacts or emails to a workspace/sheet/report/dashboard/and likely in the future folder to share, you either have to select from the Contact list or manually enter emails. Idea: Allow for grouping in Contacts, e.g., company name/group name. Then, allow for groupings to be searchable/viewable in…
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Merged: Embedding Images in Text Fields within Smartsheet Forms
This discussion has been merged.
