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NEW Customer Success Office Hours!
Hello, Community! We are excited to announce our new Customer Success Office Hours! Customer Success Office Hours are live small group sessions with our Customer Success team, themed around learning how to use the Smartsheet platform. If you’ve got questions, we’ve got answers - Register for our first session on August 1st…
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Live data connection between smartsheet and Tableau
Establishing a live data connection between Tableau and Smartsheet opens up exciting possibilities for enhanced functionality. By integrating web form capabilities directly within Tableau, we can present real-time data to users, enabling them to receive immediate feedback on the information they input. Given Tableau's…
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Merged: Optional or adjustable character limit for forms
This discussion has been merged.
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How to Create a Basic Smartsheet Dashboard for Project Tracking as a Beginner?
Hi Smartsheet Community, I’m new to Smartsheet and want to create a simple dashboard to track a small project (~15 tasks). I’m struggling to set it up effectively. Setup: Smartsheet Free Plan, basic sheet with tasks, assignees, and deadlines. Steps Tried: Added a dashboard from the Solution Center; layout feels cluttered.…
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How to Set Up Smartsheet Automation for Task Reminder Notifications?
Hi Smartsheet Community, I’m new to Smartsheet and trying to set up automated task reminders for a small project (~10 tasks/week). I want email notifications for due dates. Setup: Smartsheet Free Plan, basic sheet with task names and due dates. Steps Tried: Created a sheet with tasks and dates; manually sent reminders.…
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Scan Handwritten Data into Smartsheet
Hello, Is there a way to use software and a scanner to scan a handwritten form and automatically populate a Smartsheet? We have a form that is filled out by hand, and the information matches columns in Smartsheet. We are considering acquiring software that can scan documents, but we want to know if Smartsheet is capable of…
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QR Codes/ Barcodes and Smartsheet Data Entry
Is There a Way to Integrate QR or Barcodes into Smartsheet Data Entry for Ongoing Row Updates? I'm exploring whether it's possible to streamline data entry in Smartsheet by using QR codes or barcodes to input multiple datapoints into a single row over time. Ideally, this would allow for scan-to-dataset workflows where each…
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Enhance Row Collapse Functionality for Improved Project Management
Our team manages a large number of projects on a single Smartsheet, with each project containing multiple child rows to track weekly progress and phases. This results in an extremely long sheet, making it challenging to navigate and manage efficiently. Our management prefers to have all projects and phases listed on one…
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Merged: Bridge Workflow Trigger Backups
This discussion has been merged.
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Importing Excel spreadsheet to an existing Smartsheet
Hi, I need to import Excel spreadsheet to an existing Smartsheet that already have DataMesh set up. It's not feasible to copy and paste 500 rows at a time since the Excel has many more rows than that. DataShuttle also would not work because while I can save the Excel in OneDrive, it requires additional permissions to…