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User Group Sheet vs. Workspace Sharing
I have a Workspace that has 1 sheet in it. First: From the sheet I shared the sheet to several individuals and 3 user groups. All received 'Edit - Can Share' permissions. The individuals can access the sheet while those in the user group cannot. Second: From the Workspace I shared the entire Workspace to the 3 user groups…
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Dashboard and interaction help
Hi, i have created a workspace which has some reports and other sheets on, this is all rolled up into a dashboard. I have shared the workspace with colleagues, however when they click on a report it brings back a blank report with no data. Any advice please, i am sure i am doing something basic wrong. Appreciated as always…
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Storing documents in a folder, in a Workspace
Looking for best way to share and store documents (Word, Excel, Visio, PDF, etc) inside of a workspace. .. Ultimately, would like to have a tree of folders that will serve as a Data Room for a particular project. Has anyone tackled this previously? Any way to make it work effectively without having to attach to rows and…
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Resource View Filters
Anyone know how to add more than one filter to resource views... I want to see a Resource View of our Purchasing Group's users resources for all projects that contain "XYZ" or "ZYX"
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recruiting conversion metrics
I'm looking to connect with anyone using smartsheet for tracking recruiting conversion metrics! My team currently uses sheets for tracking all candidate submittals and feedback between recruiters/HMs. Has anyone created a report or sheet to track the funnel conversion metrics from submission to hire?
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Build Report for Group of Users
We have a number of User Groups.. some users overlap groups, as many of us wear a few hats. I'd like to build reports that run through the "ZZZ Workgroup" and look for lines that are assigned to anyone in "Group AAA." Perhaps also reports that pertain to "Group BBB" and "Group CCC" Yes, I could select each person in the…
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Link to a Google Drive Sheet from a Dashboard
While I have tried everything, it seems, whenever I click on my newly-created dashboard item that links to a Google Drive Sheet (Google Sheet), it is asking users to "open with?" Is there a way I can have users click my link and go directly to the interactive sheet without choosing anything?
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Embedding Tableau Public link to a dashboard
Hi there, I'm currently operating on an Enterprise level version of Smartsheet and experiencing an error with my dashboard. Does anyone have experience embedding a Tableau Public link directly into a dashboard via widget? I see that this is an option and have tried both the link & embed codes, which both return the same…
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Saving as New
If you save a workspace as new and rename it, would you also have to rename the sheets that are in the workspace? Just wondering if they were the same would that mess up any formulas? Thanks, Cheryl
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.