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Dynamic Dropdown
Hello, I maintain a Resource Tracker which includes multiple Resource Names and Vendors. Resources are added and removed on a daily basis. I created a Forecast Tracker for each workstream to update on a monthly basis (total of 12 Workstreams). I'm trying to find a way of keeping both dropdowns 'Resource Name' and 'Vendor…
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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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Need Help Transforming an Excel Checklist into a Smartsheet Form
Hello Smartsheets Community, I need some help in taking the attached Excel Checklist and turning it into a form. The checklist is broken out by category and then by "need" and "want." What is the best way that I can layout this checklist into a Smartsheets form? Any help / ideas would be greatly appreciate it!
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Smartsheet as a Data Connector
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.
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How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
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Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…
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Weekly Email Automation
Hi there! I am trying to set up 2 weekly automatic emails. I have 57 active projects, each have there own project plan in sheets. I have a RAID log report containing all 57 projects that I have turned into a dynamic view. I want to notify the individual that has something on this log but not the whole team every Monday and…
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Which template to choose?
My small civil engineering company is brand new to Smartsheet. I will be overseeing about 70+ projects spread out over 8 engineers in the company. I want to track the status of each project, and add milestones/tasks to each one along the way. Each project also has its own budget. I want to be able to track each project &…
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WorkApp Admins
Just as Workspaces can have multiple Admins, can we make it possible for WorkApps to have multiple admins? It will make maintenance and adjustments easier to manage.
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Deeper AI Analytics
Can you make AI smart enough to compare multiple row attachments and create subtasks, summaries and/or compare and contrast information within said attachments? Similar to ClickUp Ai. Would like to be able to compare documents for similarities to uncover gaps for projects or create tasks based off of meeting transcripts…