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Human Resources Time Off Requests with Functionality
Hi, I found 2 templates on smartsheets for time off, but neither work, and I have attempted to customize to my needs and I am not able to figure it out. First I want a form that employees can submit their leave, Second create a workflow for approval, and Third be able to tally the balances automatically to the appropriate…
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Trigger notification/update request based on time elapsed since last comment or action on a row
We're using a ticketing system and trying to find a way to trigger automatic update requests when a ticket/row has been unacknowledged for more than 12 hours. Currently we're using the comments feature to post updates to the ticket across shift changes. How can I set an alert to go out if there has been no comment on a row…
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Date selector on Sight - going back to past snapshot
Hi Smartsheet Community I checked a couple of posts but couldn't really find an answer, here we go: Sights are technically always showing real-time status. As I need to submit monthly updates to our leadership team and we want to track status trends, is there a way to re-visualize a past view of a dashboard? Or is the only…
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Report to show all Project Managers without duplicates
Trying to create a simple report that will list all project managers from (3) sheets without duplicates. I can get the report to give me all the project manager names without any issues. The problem I have is it showed duplicate rows of the same project manager. I would be ok with a single project manager name entry with…
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Setting intermittent dates for a single task
I am just getting started with Smartsheets. So far, I am really liking the ease of set up and functionality. One issue I am struggling with is how to set up intermittent dates for a single task. For example, I have a single task where I want to set a date for every other Friday to meet with the client. I don't want to have…
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Calling All Email Marketers - Approval Workflows with Smartsheet
Any email marketers use Smartsheet to manage their email campaigns? I'm trying to create a workflow to gather approvals, lists, etc. and to stay organized! Can anyone share examples (screenshots) of how you set up your sheet to stay organized with your email campaigns? Do you use forms and alerts/notifications? Thanks!
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Contract Managment
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities: * track total amount vs. payments * track payments against deliverable complete * track contract term * track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc. * Track invoices…
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Multiple Photo Upload For Webform
Is there a way to load multiple photos/files using a webform. It appears that to upload a number of photos at the same time on a webform you have to go through and click on each image - individually.- It would be great & quicker to make multiple selections if possible.
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Looking For a change Order Template that is fill in and can add photos or media
Looking For a change Order Template that is fill in and can add photos or media
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Default Parent via Form?
Is there a way in a form to choose a default Parent (Feature) and Grandparent (Epic) to help facilitate initial viewing in card view? Creating the story one at a time under the feature is a nice quick dirty way to create a placeholder story, but if you want to use a form to enter lots of information about the story it…