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Swimlanes for Card View
Card View has limited capabilities. As various Agile frameworks grow it would be great to have teams or categories as swimlanes. This should allow X and Y axis coordination. For example: X axis could be status of a card: New, In Progress, Release, Closed Y axis is team owning the card: Team A, Team B, Team C X and Y axis…
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Sharing reports with free users
Hi - I have created a report and shared it with an external free user, however, he is unable to see anything on the report. I also tried publishing the report and placing it as a widget in a dashboard with no luck. Is there anyone that has done this and can let me know how to provide them the info? I also wanted them to be…
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Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
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Free Webinar: Sharing Best Practices
Hello! We will be hosting a free webinar March 10th "Sharing Best Practices." Join us here to learn more about sharing in Smartsheet.
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Dashboard Sharing Process Stuck in Loop
I am trying to View Share a dashboard with a couple of people. I have tried inviting them through a notification email AND giving them a share link. Both options result in them having to request access. Then, I have to respond to their email request by clicking a 'Share Dashboard' button, then another 'Share' button in a…
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Collaborating within a report
We use reports to create custom views of a "master sheet", so several uses might be in reports that are referencing the same sheets. Is there a way to know that another user is in the same report? similar to when two people are in the same sheet, but for reports. My concern is that if two people are in the same report they…
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Embedded Dynamic Views in a Dashboard... errors...
Not sure if anyone else has similar experiences but I was trying to build a Dashboard with multiple Dynamic Views embedded into the Dashboard. Using the Web Content Widget, I copied and pasted my DV URL into the field but would continuously receive this error: Any help links within Smartsheet and all Google searches kept…
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Workspace sharing option that doesn't allow "Save As New..." to protect against IP theft
The "Save As New.." feature is great and I use it all the time to duplicate Workspaces and use sheets as the templates for new projects. However I am conscious that I share a lot of really good stuff with other people outside my organisation, and there's nothing to stop them from saving a copy and using it themselves -…
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Automated sharing of provisioned projects
Adding a built-in function that allows to share provisioned projects based on a contact present in the intake list of the blueprint in question, without having to code cloud integrations.
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As an Admin I can't add columns but can do conditional formatting and formula column conversion
Hello everyone, My boss gave me Admin permissions on a sheet in order to amend some columns. I noticed that as an Admin I can have access to some Admin functionalities (like converting a cell to a formula column or amending the conditional formatting) that were precluded to me as an Editor, but I am not able to add columns…
