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Smartsheet Mobilizer Kit2/Best Practices
Hi - I am launching Smartsheet sessions at my organization for the next 3 months. The SS Mobilizer Kit2 Workspace I saved a few years back, the files are not loading. Is there a new resource kit? Also, I am writing up some best practices for our users: Examples: Names, separate first and last name into two columns. Email…
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Smartsheet forms (published) keep refreshing removing all data.
Hi, there might be a bug in Smartsheet. Recently, I have received many complaints from people across the company, telling me that every time they try to fill out my published form, their browser keeps refreshing for some reason. This has also been happening to me while I was providing some training; the form would refresh…
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Row-wise Reports of Sheet Summary data
Hi It would look much more elegant if the sheet summary cells in Smartsheet reports could be displayed in a row-by-row format, rather than just the current column-only layout. I feel this vertical arrangement, as shown in the attached sample image, would create a cleaner and more appealing presentation.
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Time taken to complete task
HI All, Apparently, i found this ticketing system fitting perfectly to my needs but i am stuck in the last 2 columns. End date and Duration(days and time taken). End date must come automatically show when status change to complete. Duration must show difference between created date+time and end date+time. how can i solve…
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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…