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Export contacts to Mail Chimp or Google
Can someone guide me to export my Smart Sheet contacts to mail chimp for a campaign? Thank you. Ben
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Trying to build a good, dynamic task list
I'm working on getting a good personal task list system going within Smartsheet. I've gone through a small number of efforts to get what I need, but I still have a problem around getting something dynamic and quick functioning. 1. Built a task list based on the task list template. With no automatic sorting, I have to sort…
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Assigning Colors to Contacts
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
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One Click Task Completion
Hi All, In Project we invariably have different variants of: - percent complete - Task Status - Completion Date - etc What I am looking for is a way where say I tick a "Complete" checkbox and: - percent complete goes to 100% - Task status goes to complete - completion date is today - etc
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How to send a notification to a selected recipient
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
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Improvement Recommendation
I have been working on 10 different sheets tonight, I am not done but I am off to bed. It would be nice to be able to set a reminder for sheets that I am working on, or more specificaly an update from the Dashboard for resent sheets. It woudl be nice to have an email sitting in my inbox reminding me that I need to finish…
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Send Row Feature - Remove Log In button?
I'd like to be able to send rows to people that are not users in our SmartSheet account, but fill out a form that populates rows in our sheet. Is there a way to remove the Log In button in the header of the "Quick Update" email that goes out when you "send row"? I like the logo that is left justified in the header, but…
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I love using Smartsheet, I am still learning how to set up my project management sheet
I wish I knew how to set up alerts specific to certain people. I also, would like to learn more about restricted access to what customers can see vs. clients or vendors (etc). I am still confused about how to use the Gannt chart in our industry.
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Net Promoter Score
I have a survey web form. One of the questions is "likelihood to recommend" with a dropdown list of 0 - 10. I'm trying to build a report from this web form that will automatically calculate the net promoter score (% promoters (9&10s) - % detractors (0-6s)). I know how to build the formulas to calculate these, but I don't…
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Item being migrated to a new Smartsheet server?
We are getting this error message on one particular smartsheet: Is anybody else having the same problem? Can somebody in Support contact me to resolve it? Its been going on for a few hours and is rather inconvenient!