-
Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
-
Sharing a Folder in a workspace
How can I share a folder with specific people in a workspace while limiting them from seeing other folders in the same workspace?
-
Welcome screen - non-enterprise account
I am the system admin for a business account. I'd like to create a dashboard (with useful links to the most relevant sheets, forms and workspaces) for all users to see when they first log in to Smartsheet rather than seeing the last sheet that they were viewing when they last logged out. From what I understand, a welcome…
-
Inventory
Is there a training video to show us how to do the inventory and features? We want to use this feature but I need some training.
-
Recording the date of a specific update and locking that date?
Greetings SMARTsheeters... Not sure if what I'd like to do is possible in SMARTsheet, but here goes... I'm working on a SMARTsheet that receives data adds and modifications from SMARTforms and autoupdate email requests. There will be various users entering and modifying the data in the SMARTsheet adhoc through these forms…
-
How to Create A Template Set
I've created several project management files (sheets, reports, dashboards). How can I save these as a template set (package) for others in my organization to use/download? Or is it save as a workspace??
-
Sheet Permissions from Template
Can someone check my logic here? I have locked rows in my timeline templates that have formulas in them (VLOOKUP for a project summary at the top) that I need my PMs to not edit. Currently, they have admin permissions and can delete the formulas. It was suggested to me to make them editors in the workspace, but they'll…
-
Priorities within Priority
I have my priorities set up for high, medium, low. I'd like to prioritize within the highs, lows, etc. I'm used to working of an ABC, 123 set up.
-
Workflow alert - wrong user attributed with changes
Hi everyone My PM colleague received an automated email which alerted her to the recent changes on her sheet. At the bottom of the email it says 'changes made by Jim@xxx.com' (who has permissions in the Workspace as Editor - Cannot Share) and who HAD viewed the sheet, but had certainly NOT made the changes. The PM herself…