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Dynamic View Tricks for Common Painpoints
I've been using Smartsheet's Dynamic View to streamline and automate workflows in my organization, which has led to stakeholder onboarding that has scaled to a large group of external users. There are common complaints that have surfaced from both new and existing users, which makes me curious about workarounds the…
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External collaborators with expiration date
In bigger companies often external collaborators are invited for a project. Easy to achieve. For lots of projects with hundreds of internal and external collaborators it would be very helpful if an admin could either set an expiration date, or at least a reminder to check if a specific collaborator should be removed.
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Transfer ownership of Smartsheet items
We created a workspace and made our client (from different organization) the owner, but there are still several sheets, reports and dashboards that are under our ownership. We are not a licensed user anymore. Is there any way for us to transfer ownership of all items to our client (without having to do it one by one for…
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Sharing with Organization
Is there a way to share a workspace (or any component) to an entire organization? We have some projects that are going global to potentially thousands of people. Sharing them individually or even adding them to a group is quite a chore. Thanks.
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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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Editors Reordering Columns
Hello all, As I've read in Smartsheet Articles, the only roles that can change column layout are Owners and Admins. However, in one of our workspaces, we noticed an Editor changing the order of the columns in a Sheet. Are we missing something and is this expected behavior? If no, what can we do to fix this? We don't want…
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Lock Filter so "Assigned to" can not turn off
I am looking to lock down a filter on a shared task sheet so that the assigned can only see their task. The filter has been setup and and applied as a rule to the sheet, but it appears that the assigned can turn the filter off and see all other task in the sheet. I do not want this to be happen, how can it be stopped? I…
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Free Account Editors vs Paid Account Editors
I recently upgraded to a Pro account to help my husband with his business. In retrospect, it doesn't appear I needed a Pro account... I've created two sheets, one report, and one dashboard. I need him to be able to edit one sheet when there are updates to his deals. I was able to share the sheet with him, but he cannot…
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Joining the community
Hello! My name is Lesley and I first used SmartSheet about 6 years ago at a different company. I'm so glad that my current company sees benefits and invested in this powerful tool. My primary responsibilities include tech writing, instructional design, LMS admin, et al. Right now, I'm using SmartSheet to inventory current…
