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Create a user tasks sheet, but restrict users to only see their tasks
Hi I'm trying to work out the best way to assign and manage tasks to staff, where they can only see the tasks that are assigned to them. I'd like to create a single sheet where all tasks I create are recorded, but some of these tasks may be confidential and I don't want other staff being able to see all of the tasks…
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Compiling a multi-department calendar/timeline
This may seem super basic, but I work in tandem with 4 different teams and need to construct a calendar/timeline for all of these separate departments. What is the easiest way to gather the information? Some teams use smartsheet, some use excel, but none have the same format and none really "talk" with each other - hence…
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Collaborative and real-time editing
If multiple users end up editing the same cell without realizing, the last change that was saved overwrites the other. All editors should be able to view the current cell that is being edited and should be able to lock them as they continue to edit.
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Post Collection Release - Still Need Folder-Level Permissions
I would like to reopen the discussion on this topic: https://community.smartsheet.com/discussion/92633/folder-level-permissions Even though Collections sortof work, it adds extra complexity, extra time and extra work. Being able to share a folder as opposed to having the all or nearly nothing approach be preferred. I am…
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Building a CRM to track current and future business contacts
Good afternoon, I work at a community college and we don't currently have a CRM solution that will help me with the work I am doing. I am trying to create something to track current and future contacts on an organizational level as well as individual. One company might one contact only but in the case of a large…
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Smartsheet Icons for Flowcharts
Hi all, I'm trying to make a simple flowchart explaining how a solution I built works. Smartsheet does it this way, and I'd like to replicate it: Does anyone know where to get these icons?
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Control Center Question: Customize Profile Data vs Permissions & Sharing in a multi-tier setup?
Good morning, I'm trying to understand how our Control Center setup is granting permissions and sharing. I've received conflicting information from multiple support sessions. The most recent response seems to match what we observed, but it introduced some concepts/terminology that I haven't seen in the documentation. We…
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Tracking automations
I have project with automations sending emails based on specific criteria in the row. These automations are sent via email with a form to acknowledge receipt of the automated email. It would be fantastic if there was a way to track/ensure the email was sent without the need to send a copy of the automated email to my inbox.
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User-Friendly Workaround for collaboration in Table
BLUF: Is there an end user-friendly way to pull a table with questions listed in the first column (static) into Smartsheet for collaboration? Business need: each product must be evaluated against a checklist to ensure compliance criteria are met across multiple categories. internal team completes the evaluation checklist…
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Asset selection for sharing within the Workspace
Currently, in order to share specific sheets or reports within a workspace, each item has to be individually opened and shared with the user or groups. There should be a way of selecting the items/folders and sharing when you do not want to share the entire workspace. Doing this now will only share the whole workspace.