-
How to send a notification to a selected recipient
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
-
Counting in summary reports
Hi All, I'm interested if anyone has found a good way to use sheets or reports to count fields meeting a given criteria from another sheet. In my particular case I have one sheet that lists (and links to) project sheets. I would like to have another sheet/report that counts how many projects are green/have a particular…
-
Improvement Recommendation
I have been working on 10 different sheets tonight, I am not done but I am off to bed. It would be nice to be able to set a reminder for sheets that I am working on, or more specificaly an update from the Dashboard for resent sheets. It woudl be nice to have an email sitting in my inbox reminding me that I need to finish…
-
Using Resource Views
Does anyone know if it's possible to use the resource views for people or resources which don't have a SmartSheet account? We have a number of different developers who don't need to access SS themselves, so don't need an account, but we do need to track their usage across different projects and see any over-allocations.…
-
Best Practice for Backing Up
My project management team joined Smartsheet about 6 months ago and have created quite the plethora of sheets. All of them are in use as we are managing a very large project, so I do not want to delete any (and as we have so many paid users, we are far from our sheet limit) and they are all dynamic/active sheets. However,…
-
Symbols suggestion...
Okay - so mostly in jest, but a few of us would love a "Whack-a-mole" type icon to put on the rows of a few who are forgetting to get their project updated. Just wanted to toss that out there for others who might have the same problems - wer'e in this together, folks!! SOLIDARITY FOR SMARTSHEET!!!
-
Impact analysis/Traceability?
I'm wondering how one would address this for managing changes to projects? For instance, in tools I've used in the past, I can answer the question "for the tasks/requirements that are at risk/due soon what would be impacted if it weren't completed?" and or "If I change this item, what is the ripple effect to my other…
-
Tracking the number of project work dates of multiple projects on one calendar
Hi, I am a new user of Smartsheet. I work for a Conservation Corps, where our contracts indicate total number of work days, and the actual work dates vary and move around based on our daily staffing and the sponsor's needs. It only matters that our projects are completed by the end of the fiscal year. I need to track total…
-
Copying excel worksheet cells to smart sheet gant chart cells
Hi, I have been asked to put my existing excel spreadsheet gant planning chart into smartsheet gant chart. Not happy as I am a total novice on smartsheet - but it is failry intuitive even for an old boy like me. I have figured out 'zooming' - it's not there.- not happy about that. So I am trying to copy a cell or set of…
-
automated communication surrounding web forms
I'm building a fairly complex job-request web form to feed a grid that tracks marketing-creative requests for our designers and web developers, and I have a question: I'm gathering two kinds of data: one kind that is concise and drops easily into my tracking grid, and another kind that is much more descriptive and longer.…