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Keyboard Shortcut to attach a link in a cell?
Hi, Is there a keyboard shortcut to attach a link in a cell? I know that I can right click on a cell, then click on hyperlink to put in a link. It would be a lot faster if I could just use control K on my keyboard similar to outlook and excel. Any thoughts?
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Importing New Project and Having it automatically added to our drop down menu in forms
Good evening We have forms we created where one of our form entries is the name of the project. When we create a new project in smartsheet how can we make it so that the project is automatically included in the form dropdown so that we do not have to manually add the project to the drop down of every form? Thank you
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Send an update request to a contact in a contacts column on the 1st and 7th of the month
When setting a recurring update request directly from the row, you cannot direct it to send to the person in the contacts column and when you set an automated action you cannot set a frequency based on the day of the month.
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Workflow Approval
Being new to smartsheet but an experienced systems developer I had set up a multi person approval for capital requests in smart sheet. It was quite ugly and ungainly and smartsheet was lacking features I have used in other systems. So I was very please to see the workflow approval functionality released which goes someway…
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Microsoft Office 365 ATP Safe Links issue
Hello Smartsheet Community, Has anyone experienced issues with Office 365 threat protection scanning links when opening Smartsheet approval forms or update request forms sent from https://app.smartsheet.com. See the Microsoft link below for an example of what our users are receiving. Unfortunately, this has slowed down…
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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Tracking Data / Shared Sheet
Hi! I'm really enjoying Smartsheet and glad we decided to go down the path of subscribing. While I was getting certified I found so many neat features and my mind just filled with all the things I could probably use various aspects of Smartsheet to accomplish. I ran into a limitation in my own scope that I'm sure…
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Adding New Items During Update Request
I have a report page where I've been testing the "Update Request" feature through a custom form. It works well for updating existing information, but is there a way to also add new line items with that request? For example: If I am sending an "Update Request" for a user to review a list of existing fruits and vegetables…
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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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Update Requests - Resend
Is there a way to resend an update request? If I send an update request to someone and they don't respond, I would like to send another reminder to them without having to it all over again. Thanks Ian