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Automate sending update requests by date weekly
Hi , I would like to automatically have a request to employees weekly that has their time card attached or embedded by a link for them to fill in their time for specific projects. I have looked into using a Update Request but I could not figure out how to create a rule which says to have it sent to the employees on the…
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Collaborating on Single Task with Outside Vendor (Rehab)
Greetings. I have a Real Estate Property "Rehab Project Plan" with tasks that I would like to assign to a vendor (i.e Electrician) so that I can manage his tasks and collaborate with him. I do not want the Electrician to see entire sheet, only that task(s) assigned to him. I have read several articles on this but couldn't…
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Best Way to Have a Back-and-Forth with Non-Users?
I have a sheet with info for a few hundred people. For privacy reasons I cannot share it with them, because they cannot view other people's rows (a selectively hidden feature I've put in a vote for). So I send everyone their information in an update request and ask them to fill it out. I then see their answer, respond, and…
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Modified Date Updated by Comments
Hello, Is there a way to have the Auto-Number (Modified-Date) column update by adding a comment in a row? I'm aware that the date can automatically change if another portion of the row is updated, but that's not what I'm looking for.
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Notification without parent row
Hi all, Have some rows hat are sub tasks below a parent row. Those rows are assigned while the parent is not assigned. I have a notification with a rule that sends a notification when someone is assigned. Problem is that it sends the Parent row as well. in the specific case we don't need it since it has the same data as…
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Update Request History
Often I use the "Update Request" option to send the person assigned to the Task a reminder that a task may be due or question why the Task is behind schedule. I would like to be able to see a history of my requests so I do not repeat a request for the same task. It is generally the whole row that I ask for the update on…
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Automatically add emails into smartsheet
Is it possible for an email to automatically be added into a smartsheet? Just like a form entry gets added, can someone send an email to a particular email address that is automatically added to a smartsheet? I saw an old post about this from a few years ago but want to know if this is something that can be done now. It…
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Requesting scheduling for events that show up in calendar view
I'm using Smartsheet to request things through different processes in our organization, but one request process that is giving me headaches is requesting after hours air conditioning. We use building automation to control when air conditioning runs, and people have to request A/C if they are using a facility when the A/C…
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Update Schedule on Mobile.
I am new to the forum, so if I am not searching correct terms please let me know. And if there is already a thread on this directing me to it would be very helpful. I was wondering if there is any way that I can actually update a schedule (finish dates), on a mobile device while I am walking a site? I have both Android…
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Collaboration
Hi All, I would like to set due dates reminders for each assigned to person on my project sheet. I am aware of the reminder as row level and sheet level. Does the sheet level reminder mean that: - Each of the assigned person will get a reminder of his/her task due date? - Or it is only for overall project start and end…
