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Balancing governance and flexibility as Smartsheet adoption scales
Over the past year, I’ve been building Smartsheet systems in a multi-partner environment supporting project management, reporting, and operational workflows. As adoption has grown internally and across partner organizations, one challenge I’ve been thinking more about is balancing governance and standardization with…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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RAID Log for Program
Hi All, I’m looking for some ideas and suggestions regarding RAID logs. I currently manage a portfolio of 18 projects and would like to align each individual RAID log with a program-level dashboard. Does anyone have a RAID log template they’d be willing to share? Additionally, I’d appreciate any guidance on how to…
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PowerBI Connector and Reports - Visuals Stop Working after Gateway-side Refresh of Data
Context: I worked on a dashboard that's pulling dozens of sheets and merging them together into a dataset. It's time-consuming to add each Sheet to PowerBI and requires many manual steps. I've explored using a Report as it can automatically pickup new sheets automatically, adds the sheet name, etc. When I import into…
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AI for Reports
Will this feature be added to reports? Will CoPilot be integrated into the AI options?
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Duplicating a Report Sheet in Smartsheet
Hello. I have a report, and I want to use the same settings / filters on the report page but for different projects, so I "saved as new" and renamed it at the top, BUT, how do I clear it out so there's no existing information entered that's on the original report? ( I hope that made sense ) - any help or suggestions are…
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Report for due dates
Hello! Does anyone know if there's a way to create a report for specific projects that reflect tasks that would be due on the same date? For instance, if several projects have the same due date, it will show up as such on the report so the manager would see this and due dates would not be overlooked. Any assistance is…
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Audit-centric tracking report
I am trying to figure out the best way to create a sheet for tracking all programming changes made for our development team. We have several different features that can be updated at different time, and i need to be able to track the latest version, who approved the release, and the release date. Ideally an audit report…