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Create a user tasks sheet, but restrict users to only see their tasks
Hi I'm trying to work out the best way to assign and manage tasks to staff, where they can only see the tasks that are assigned to them. I'd like to create a single sheet where all tasks I create are recorded, but some of these tasks may be confidential and I don't want other staff being able to see all of the tasks…
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Building a CRM to track current and future business contacts
Good afternoon, I work at a community college and we don't currently have a CRM solution that will help me with the work I am doing. I am trying to create something to track current and future contacts on an organizational level as well as individual. One company might one contact only but in the case of a large…
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Control Center Question: Customize Profile Data vs Permissions & Sharing in a multi-tier setup?
Good morning, I'm trying to understand how our Control Center setup is granting permissions and sharing. I've received conflicting information from multiple support sessions. The most recent response seems to match what we observed, but it introduced some concepts/terminology that I haven't seen in the documentation. We…
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User-Friendly Workaround for collaboration in Table
BLUF: Is there an end user-friendly way to pull a table with questions listed in the first column (static) into Smartsheet for collaboration? Business need: each product must be evaluated against a checklist to ensure compliance criteria are met across multiple categories. internal team completes the evaluation checklist…
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Asset selection for sharing within the Workspace
Currently, in order to share specific sheets or reports within a workspace, each item has to be individually opened and shared with the user or groups. There should be a way of selecting the items/folders and sharing when you do not want to share the entire workspace. Doing this now will only share the whole workspace.
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Form Security Permission Setting
Our company has found that form submissions are not as secure as we need them to be. Anyone with the form link can submit an item that posts to the source sheet regardless of security permissions. In essence, with the link, Customer X can post an item to Customer Y's sheet. Please consider adding another level of form…
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Compiling a multi-department calendar/timeline
This may seem super basic, but I work in tandem with 4 different teams and need to construct a calendar/timeline for all of these separate departments. What is the easiest way to gather the information? Some teams use smartsheet, some use excel, but none have the same format and none really "talk" with each other - hence…
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New license model query
Our organisation uses Smartsheet on projects with our clients. The beauty of Smartsheet is (was) that we could collaborate on things with any number of people without the clients having to worry about additional license costs. We, as owners of the project (smartsheet) resources, have full paid licences. I need to clarify…
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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…
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Dynamic View access changed asking about Collaboration
Hi Team, I've developed using dynamic view for over a year and suddenly have an issue. My users a free users with viewer access only. They have been accesing dynamic views not problem for a year but this week are suddenly getting the error message any ideas why?
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Collections - can more than one person be admin?
Right now it seems as if only the person who created the Collection can share it with others - is that correct? We have a firm process tracking system in Smartsheet where some items in workspace are accessible to all and others only to certain departments. Each department has their own collection that includes a…
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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
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Merged: Sharing through Control Center
This discussion has been merged.
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Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
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Tracking automations
I have project with automations sending emails based on specific criteria in the row. These automations are sent via email with a form to acknowledge receipt of the automated email. It would be fantastic if there was a way to track/ensure the email was sent without the need to send a copy of the automated email to my inbox.
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Sharing - Publish Files
I would love the ability to publish files so that they can be shared in forms (since you cannot embed photos in forms). I'd also love the ability to embed photos in forms.
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Merged: Enter Form information on existing row
This discussion has been merged.
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Guest User with Admin access can't edit the sheet
I submitted a ticket, but thought I would ask here. I am having an issue with sheets that I own (our org is on a Business plan). For the last two years, we have been using the sheets without an issue - our admin and many Editors (all shown as Guest since they are outside of our organization) were able to edit the sheets…
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Admin Access
I'm one of two Admins for Smartsheet for the city government. We're very guarded when handing out licenses and have guidelines for Workspace creation. One of those guidelines is that they have to add both Admins to their workspaces (w/admin permissions) so that when they run into problems, we can easily help. We still get…
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Uploads that work if you close the app
I need photo uploads on mobile to be more robust. This is a combination of background persistent upload, upload retry, upload queue, and deferred upload. I am trying to get users to submit photos to specific lines in a sheet so that I can track and verify which tasks are completed. If they attempt an upload and their…