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Enhancement Request: Choosing which task to display on Agenda
Hi, A great way to improve your existing features regarding Sync with Google Agenda (or even the regular Agenda view) would be to allow the user to check or uncheck the tasks he wants to be synced, and the ones he doesn't. I use a lot of titles or categories for my tasks and subtasks but most of the time they are…
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Update Request single use link
Does anyone know if there is a way to allow a recipient of a "Send update request" to use the same link more htan once to update a particular row? An installation within my organization is a single day event but can span the entire day. I may need multiple check-ins from my field tech. Today, I send an update request to my…
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Complete a Partial Update Request
Our marketing department sends update requests to our project managers so that we know which projects are expected to be marketable projects. If they are marketable then it triggers other actions. Often, I have 10+ projects that I need a single project manager to update me on. Is there a way to send an update request that…
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New Features in Smartsheet: Enhanced Delivery Options for Sending Sheets, Reports, and Update Reque
Our enhanced delivery options let you choose the frequency of requesting updates, sending sheets, or distributing reports at a more granular level.Sending sheets and reports or requesting updates with an automated system offers peace of mind to not only you, but also your team, management, partners, and stakeholders. It…
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Change Management Solution
Does anyone use Smartsheet for Change Management scheduling? We are in the process of creating a change management committee and are currently housing our Change requests in Lotus Notes Database.... Which is less than desirable. Trying to see how we could use Smartsheet to accomplish this... Anyone currently doing this or…
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cost and efficiency trend calculator
I just started using smartsheets for out development firm. we have hundreds of new consturction homes that we keep seperate data sheets on everything from bidding, to actual cost, to scheduling. I would like to be able to pull the data out of each sheet and generate a report that details how much I pay for each style of…
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Automate archiving of completed tasks
I've copied a sheet of "Current Tasks" so that I can use the copy to archive my "Completed Tasks," otherwise they just fill up my task sheet. I notice that there's a feature for linking cells, but I'm trying to figure out if it's possible to have the rows marked as "Completed" automatically copied to the "Completed Tasks"…
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Encouragement!
Good morning, I sent an update request to one of our producers and only included the applicable fields for her to know what needed done. She clicked on the "Open Update Form" button and was quite pleased with it. I also appreciate that Smartsheet then auto-sends a message letting me know what she added/changed. Then she…
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Request for Smartsheet: consistent use of terms
I am creating an online course for Smartsheet and notice again (an many times before) that the use of Notification/alerts/reminders is very confusing in the helpfiles and the interrface. I understand what you mean but would it not be better to just use the terms in a clear and consistent manner in helpfiles/videos and…