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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Links not carrying through to published report
Hi everyone- First post to the group from a fairly new Smartsheets user, hoping my question has a simple solution. My communications team uses an editorial calendar to track our upcoming communication items, and from it, I created a report for our senior leaders. The majority of our written pieces are composed and stored…
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How to use a range of numbers in a formula
Hi SmartUsers, I have a formula to show bars according to the completion % of a cell. The formula is: =IF(Completed?9 = 1, "Full", IF([% Complete]9 = 0.25, "Quarter", IF([% Complete]9 = 0.5, "Half", IF([% Complete]9 = 0.75, "Three Quarter", IF([% Complete]9 = 1, "Full", "Empty"))))) It'll show 1 bar if a task is 25%, 2…
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Recommended Master Project Document?
Is there a recommended method for tracking multiple projects? A master sheet or doc that shows the status or project of multiple projects? We've done some basic sheet linking but there was no status update and it was fairly manual. It would be great if there was a way to create a line item in the master project document…
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Is there a way to add sheets to multiple reports at the same time?
Hi, I have set up a bunch of different reports across multiple sheets. These reports include 'Tasks Due Soon', 'Overdue Tasks', 'Tasks Assigned to X', etc... Many of the sheets we have created use the same template (Standard Project Template) so that they work consistently with reports, but some of our sheets have…
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Dashboard Views
Newbie to Smartsheet, only in trial period but likely to purchase. Is anyone doing anything with a dashboard view? I can see that you can export into Googledocs but I was hoping to have a dashboard page of my projects within Smartsheet itself.
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"Forms" Can I use a drop down field to direct the form information to a specific email address?
I am looking to use a drop down in the form to direct the form details to a specific email address. For example: If i choose a specific country from the drop down the details of the form would be directed to an email that i configure. If is select a different country it would go to a different email address. Thanks!
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Smart Sheet for tracking customer onboarding process for Saas company
Hello Smartsheet community members, I am on trial and trying to learn ways to setup smartsheet in order to track customer onboarding process. My company is creating and selling software to customers (Saas) and we are looking for ways to improve our internal communication to help our customer adaping our software quicker…
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Worksheet for Employee Referral Program
Hi Community, Would like some buy-in from the community to see if anyone has created really great employee referral program sheets that have helped their business? I'm sampling some of the templates arlready in SS, but thought I would see if anyone one else had some awesome sheets they'd be willing to share. Thanks, Kris
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Automated Reports
Is it possible to create automatic reporting and dictate who would receive them? I'm hoping to have all outstanding issues pulled from my Smartsheet each week and distributed to the team to make sure nothing slips through the cracks. Thanks!
