-
File Library Folder Structure
The new file library feature is great and so far the tag search/filter functions work really well. I am slightly concerned that as the library grows, the number of files with the same tags will also grow and users may struggle to filter as effectively to find what they need. It would be great to be able to have a…
-
Moving Sheets to the Correct Workspace
How do you organize your sheets into the correct Workspace? Their instructions are complete fiction.
-
User clicks Sheet Name in report, takes them to incorrect row on source sheet
The problem: We built a report that pulls information from 6 other sheets in the workspace. When you click on the source sheet hyperlink in our "Sheet Name" column, the system is supposed to take you to that sheet, as well as to the specific row that the report was referencing. While this works for myself and most of our…
-
Workspace Management: restrict creation
In an effort to manage our teams and to keep their projects grouped together, we have individual workspaces for each department. We want these users to have a license so they can create and manage their projects accordingly; however, we do not want them to have the ability to create ad hoc workspaces that our PMO or…
-
Managing Cross Sheet References at the Workspace Level
Today, cross sheet references must be managed within an individual sheet. I'd like to be able to implement and manage cross sheet references at the workspace level as well. Use Case: 3 sheets containing unique data, but identical columns that are fully replaced weekly; 2 reports generated from those 3 sheets. The 2 reports…
-
Copy Single Cell to Cross reference sheet
We’re using a portfolio management tracker. When a dropdown field in the Regulatory column is set to anything other than “N/A,” I want to automatically copy just the Initiative Name, Regulatory Dropdown, and Owner columns to a different sheet in the same workspace. I do not want to copy all columns—only these specific…
-
Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
-
User Subscription Model: Non Admin access to Users Seat Type
Hello, I am a System Admin and want to provide assistance for Workspace Admins at my company with regards to User Seat Types. From this help article: https://help.smartsheet.com/articles/520104-share-sheets-reports it mentions this: "Ensure that collaborators you’re sharing your sheet or report with have the right account…
-
Why can't I enforce MFA on our org/team accounts
Hi, I have two situations: My admin account which I am using for this question does not have any MFA tab able to enable 2FA. I only have Authentication section on the Admin Center which is not helpful either. 2FA does not exist as well on my teams individual accounts which means we can't enforce any 2FA. Does this have to…
-
Ownership Transfer issues
I have followed all directions in transferring ownership, and have done so before without issue. But currently, sheets within the workspace now show a never-ending "Loading" icon where it should show ownership. And all attempts to transfer ownership fail. Even when the transfer request is sent and immediately accepted, it…