-
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…
-
Introduction: Using Smartsheet to Manage Academic Operations in Higher Education
Hello everyone, My name is Shannon Hall, and I work in academic operations at a multi-campus community college in Texas. My role focuses on coordinating course materials and textbook adoption processes across multiple campuses, working closely with faculty, department chairs, administrators, publishers, and bookstore…
-
Update Request sending individual emails instead of one link, even when time based
Hi all, I have an automation that sends me a daily update request for students that have appointments that day, so that I can enter dates and notes. Most days I have 6-8 students. I was (at one point) able to get it to send a mass update request. One link for all the students that had appointments that day. But this…
-
Exporting Attachments to Google Drive
Smartsheet is very useful for collecting data through forms from non-users and organizing it in a database, from which automations can be run. The "generate document" automation is one I use particularly frequently. It's very helpful in making "receipts" of the most crucial information for other parties to review in a…
-
Functional Training Lead Inputting Controlled Document Training Requirements into Smartsheet
Hello Everyone, I am working with our Controlled Document (CD) Management team and our Functional Training Leads to input all of the Monthly CDs into Smartsheet via Forms, then the CDs map to the Functional Leads dynamic reports where they select the training requirements for the CDs that will be assigned upon release date…
-
Sub-Columns and Grouping by Time on Smartsheet Calendar App
We are a study abroad center and currently use Smartsheet for our class schedule, which works well to combine information between our different sheets. However, when we need to have a more visually effective class schedule (e.g., to verify potential class conflicts, find an empty spot for an event, or simply for…
-
How did you learn Smartsheets?
Are you the type of person who learns by jumping right in? Or, do you take an education first approach? Blend of the two? Something different? I am curious to know! For me, seeing is understanding! I typically begin with video content to visually grasp initial concepts. Then, as needed, gravitate towards written…
-
Remove Zoom Setting Banner
I’d love to see this banner either go away entirely or fade out after it appears. I don’t use 100% zoom unless I’m presenting my screen, so having it pop up every time feels unnecessary. It also gets in the way when I need to copy or paste the page name, and overall it adds visual clutter.
-
Hi Everyone, I am Audrey :)
I work as Operations Coordinator at an International Education company in Australia. I have used Smartsheet for a number of years now and slowly became the go-to person for anything Smartsheet at my work. I have attended the Smartsheet summit in June, got the Core Product Badge and am constantly seeking to upgrading my…
-
Looking for Tips on Building Smartsheet Buy-In
Hi everyone, Our department is still relatively new to Smartsheet, and overall, the rollout has gone well — most team members have been enthusiastic and quick to get on board. We’ve also had a few internal champions who’ve helped drive early adoption, which has been a big help. That said, we’re seeing a bit of hesitation…
-
Solution Spotlight: Marketing Management in Higher Education
Hello EDU community! Please join us for an upcoming Solution Spotlight on Marketing and Creative Management designed specifically for higher ed, hosted by our solutions engineering team. Learn how to streamline marketing campaigns with Smartsheet and Brandfolder. The team will dive into how you can consolidate digital…
-
Formula Help
I have been trying to work on a formula within smartsheet and only part of the formula is working and I have been using AI through smartsheet. I need help with tha last 2 parts of this formula to get the date value to populate in the cell. The N/A portion works. Formula Description is used in AI is this =IF the [Kit Type]…
-
Bend-La Pine School District (K-12) Smartsheet user
Hello! I am Rachel Mavis, IT Project Manager. I have been using Smartsheet to streamline processes, to manage projects. I hope to connects with other people in K-12 to learn how they use Smartsheet.
-
percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
-
How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.
-
Is there a way to utilize one sheet for multiple projects, but still roll up into a dashboard?
I work in an IT department as part of a fairly large school district. We typically don't super fancy PM tools other than a project name, all the tasks associated with that project, who is doing those tasks, and when they need to be completed. So each division in our department has setup their own sheet which as multiple…
-
Discount codes for core self paced class
As a relatively new user, I was wondering if there are any available discount codes for the self-paced core class?
-
google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
-
Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
-
Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…