-
Using AI and Voice to Simplify Task Updates in Smartsheet
Hi everyone, I wanted to discuss how AI-driven input methods, especially voice, could simplify everyday tasks and update workflows in Smartsheet. In many project environments, updates, action items, or follow-ups arise during meetings, calls, or brief discussions. These are often added to Smartsheet later, which can lead…
-
How do I share a report document to an external client without having to give full access to the doc
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
-
Smartsheet form with built-in AI
You could have a form with built-in AI. Eg: we have a form that becomes a row in our matrix tracker Smartsheet. For example: Marketing Manager Geraldo works with AI, so the form will start asking his name/email. Based on that, the form will make suggestions(what kind of Asset: Brochure, Flyer..) , category(AI for industry,…
-
How to optimise my currentTimesheet solution
Hi community, hope you are all spending a great xmas period. I'm here to ask you advice on how i could improve or change completely the architecture of my timesheet solution. I have setup up a sheet with the following main columns: Work date - Contact - Project Name - Activities A total of 15 users enter their activity…
-
Need to add total track the amount of times a person signed out equipment in 365 period from today
Here's the formula I'm using put it's coming back unparseable =COUNTIFS(Name:Name,"Yes", [Date signed out - OVERALL]:[Date signed out - OVERALL], AND(@cell >=TODAY(-365), @cell ,=TODAY(365) Appreciate any help.
-
Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
-
Construction Project schedule
I have created a construction project schedule and am unable to determine why the critical path is not displaying from the start of the project. The file is attached for reference. If anyone is familiar with this issue, please advise. https://us.v-cdn.net/6031209/uploads/XHXHC4EHD5NN/project-schedule-12-19-2025.pdf
-
Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
-
Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
-
Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
-
The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
-
Use Sheet Summary as cell reference for a different sheet
I'm using salesforce connector to pull my team's hours information in real-time. The Salesforce connector sheet contains sheet summaries that I'd like to use a cell reference for a different sheet. I can't seem to find the best way or formula to do this. I don't want to use a dashboard with report widgets because I prefer…
-
Form Receipt option to send to others as well.
In the form settings option, as it currently stands, there is only an option to check a box to send a "receipt" of completion to yourself. I need the option for my buyers and assistants to send the "entry receipt" to not just themselves but also to an email address that they designate. Can you please add an option to "also…
-
Enable Dynamic Variables in Email Subject Lines for ‘Send as Attachment’ Feature
Many users need to automate report deliveries with contextual information (e.g., month and year) in the subject line, similar to how Automations allow cell value references. I propose adding support for dynamic variables (e.g., {{ColumnName}} or date placeholders) in the email subject and file name when using the “Send as…
-
Creating a report frm several sheets to assign tasks without adding an assigned column to each sheet
I have a collection of sheets (10-12) that all have projects in various stages that need a status review/update. This is a temporary process and I need to be able to assign each project to an employee, but these sheets don’t have an assignment column already built in them. Is there a way to set up an assignment system…
-
Outlook Email to create new Rows in a Smartsheet
Company uses Bluebeam Revu software to create drafting check sessions (adding notes to PDF's). These session come from the same email address every time and can be automated to be sent to an email. I want to try and get these emails to go to a smartsheet row. what would be the best way to achieve this? My company uses…
-
Access to the system
Good afternoon!The Domani team has been successfully working with the Smartsheet platform for many years, building all production and management processes using Smartsheet. We highly value your service and the level of efficiency it provides to our team.Unfortunately, since December 12, 2025, we have encountered a problem…
-
Batch add/update time entries?
We are trying to update all users’ timesheets programmatically, which will involve tens of thousands of records in total. According to the Resource Management API documentation, time entries can only be updated one at a time. Is there a way to batch update multiple records at once? If I’m not mistaken, the API rate limit…
-
Displaying multiple time periods in Gantt view
Is there a way to display multiple time periods in Gantt view? Example: you have staff members that are your primary people, and they are contracted for 4 months, and then secondary or "fill" staff members that sit in when the primary is away on sabbatical or similar break. Idea here is that the gantt bar on a given row…
-
Need update to keep columns collapsed
I've seen many thread with this, none of which have the answer the user was looking for, so I'm starting a new one, hoping this can be an update. I manage a log with many graphic designers who share this log with me. For items not yet on order but have item #'s created, I like to keep them under a parent row neatly tucked…