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Sharing Recommendations and Limitations
I'm rolling out a new process with a client and constantly finding areas where I need to use a work around, only to find that solution won't work in another aspect. For example, I have one sheet with sales data that needs to be updated constantly by the sales team, however, I don't want them to have access to the sheet,…
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Report Gantt formatting is not showing in the dashboard
Hey All, First time post. I looked through some keyword searches for my problem, but didn't find this specific issue. I am rolling up all my projects into a high level filtered report and formatting the Gantt for my directors using the following settings: Everything looks great: However, when I pull this specific report to…
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Ability to amend 'sent from' email address to personal email for "Email Shared Users"
Regular update notifications are being sent to the Shared Users of a very busy Smartsheet. As such, our client has requested any emails that require immediate attention (not just standard updates) be sent from a personal email account, not Smartsheet. Is there a way to export the Shared Users email information so it can be…
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Locking Sort?
Hi Folks, I have a project sheet shared amongst my team where various "editors" are constantly updating statuses, priorities, etc. I have a sort set to first show project status, then priority, but am finding that all of my "editors" can update the sort at any point. It's throwing all the data out of wack. Anything I can…
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Sheets exiting folders overnight
Hi all! Wondering if anyone else has this problem. I have all of my sheets organized nicely in folders. Many of the sheets are shared (but not at the folder-level). Some days, I log on in the morning and everything is as I left it: Some days, I log in and some of my sheets have decided to sneak out of their folders into my…
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Request or Transfer Workspace Ownership in Smartsheet
Hi Community, Great news! As a licensed user, you can now request ownership of a workspace from the current owner, or transfer ownership of a workspace that you own to a new owner. Now, if someone leaves the organization, or project ownership changes, you can ensure your workspace (and optionally, the items you own within…
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Dynamic Views & Dashboards
Can you add a dynamic view to a dashboard for easy access?
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Can I pull a report based on who has access to specific reports/dashboards for governance ?
In line with GDPR, I need to be able to pull monthly reporting on who access access to specific sheets. Is this possible?
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Reviewing past personal messages?
When inviting sheet collaborators and giving them instructions via a personal message, if i do not Cc myself on the message, is there a way for me to see what was originally sent, or is the message gone?
