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Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
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Collab invitations and update request emails not working
I've sent one invite to collaborate and update requests with myself copied, but my invitees are telling me they haven't received anything and that it's not in their Junk email box either. I'm not receiving copies of the invites, either. Is Smartsheet experience any technical glitches causing this problem right now? I have…
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Email a row needs to have comments saved in comments box and link to row in email
When using the Email row the functionality is excellent but the comments are saved in the comments box of the row automatically. Receivers of the email tend to just reply on the email as opposed to going to the row. Two suggesitons; 1. Make sender and receiver email comments save automatically to the row in the comments…
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New Filtering and Filter sets
Hi All, I appreciate the new Filtering functionality to make and share filter sets with users, great idea. I have a refinement to suggest. Can I ask to have a filter condition included to equate the value to a maximum or minimum value of the field? is same as Maximum is same as Minimum This way when a maximum or minimum…
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How do I remove the Share property to a Sheet that I've saved as a back up?
How can remove all references to a sheet? Here's a summary of what I've tried. * Sheet A is my Master on which I have many project tasks out to various resources. * I made a backup of Sheet A and called it Sheet B. * I then deleted a lot of tasks from Sheet A knowing that I had them saved in Sheet B. * I removed sharing on…
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refresh
So I have what I hope is a common issue resulting in a simple solution - when I make a change on my mobile app, the desktop "main" sheet doesn't automatically update. The only way I can think of to work with this is to remember to refresh the main desktop sheet. That requires mousing over the side bar "sheet" icon and…
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Help! classify by date
Good night how can I sort the rows of a date column from my spreadsheet? I am using filters so I can't use the "classify rows" function. Is there any formula for columns to always be sorted by date order? thank you!
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Outlook 2016 NOT outlook web
Can anyone help me with adding the add-in for Smartsheets to Outlook 2016 NOT Outlook web. I have a microsoft e-mail and account but it is NOT linked with my Outlook 2016 desktop program. On my desktop I use Outlook 2016 and would love to add Smartsheets as a add-in. When I install it by default it opens OUtlook Web which…
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Notifications
Is it possible to set up notifications to let someone know RIGHT AWAY when they have been assigned to a task thats in a sheet they're shared to? I'm trying to avoid individually sending update requests in the beginning, and I'm trying to avoid sending everyone shared to the sheet a notification about a task that doesnt…
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Managing Multiple Filter Shares
Is there a way to share/unshare multiple filters at once? I made quite a few different ones without sharing them for functionality test/setup and when they were ready to go I had to go through and apply the filter, select edit current filter, and then check the share filter box. If I want to reverse this then I assume I…