-
Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
-
Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
-
How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
-
Can I view sheet-level comments on a report?
I have a sheet that already has a "Latest Comment" column, and I can easily pull the row-level comments onto a report using this column. I take this report and use it as a dashboard widget so people can see the latest comments from the sheet all together. However, this sheet will also have sheet-level comments. Is there a…
-
Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…
-
Weekly Email Automation
Hi there! I am trying to set up 2 weekly automatic emails. I have 57 active projects, each have there own project plan in sheets. I have a RAID log report containing all 57 projects that I have turned into a dynamic view. I want to notify the individual that has something on this log but not the whole team every Monday and…
-
Indent Button Gone
I have not had to create a sheet in a while that requires indenting, but it seems like the buttons for that have been removed. Is that true or amy I missing something? I have something in each row and I am an admin.
-
Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
-
Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
-
Row Link Column
Inside Row Properties, with the API, and with Bridge, you can extract the row specific URL. It would be very helpful if that was just a system column like created or modified.