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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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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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Form Receipt option to send to others as well.
In the form settings option, as it currently stands, there is only an option to check a box to send a "receipt" of completion to yourself. I need the option for my buyers and assistants to send the "entry receipt" to not just themselves but also to an email address that they designate. Can you please add an option to "also…
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Enable Dynamic Variables in Email Subject Lines for ‘Send as Attachment’ Feature
Many users need to automate report deliveries with contextual information (e.g., month and year) in the subject line, similar to how Automations allow cell value references. I propose adding support for dynamic variables (e.g., {{ColumnName}} or date placeholders) in the email subject and file name when using the “Send as…
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Dark Mode feature need
How can we get a dark mode feature into the pipeline? It's very common these days for reports and forms to throttle between regular and dark mode. Hope this can be done easily to stay up to date.
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Creating a report frm several sheets to assign tasks without adding an assigned column to each sheet
I have a collection of sheets (10-12) that all have projects in various stages that need a status review/update. This is a temporary process and I need to be able to assign each project to an employee, but these sheets don’t have an assignment column already built in them. Is there a way to set up an assignment system…
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Outlook Email to create new Rows in a Smartsheet
Company uses Bluebeam Revu software to create drafting check sessions (adding notes to PDF's). These session come from the same email address every time and can be automated to be sent to an email. I want to try and get these emails to go to a smartsheet row. what would be the best way to achieve this? My company uses…