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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…
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Scheduling Calendars Switch to Smartsheet
Hello! We have a scheduling team that is working out of 5 Google Sheets they created to look like calendars - each tab is a new month and each role they schedule has a different Sheet. There are different scheduling rules to take into account with each role type which makes it nice to see them separately. Their current…
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Need Help to Resolve Auto Allocation Automation Issue
I am unable to run this auto allocation automation. It is showing: "This column supports only one assignee" and "This is a contact list column." Please help me solve this issue
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Dynamic View filter
I am revising a column in my source sheet. It has a dropdown window where I am adding more keywords. However, when I go to the dynamic view filters to search, the newly added keywords do not appear. Is there a limit as to how many items will show in a dynamic view filter dropdown menu?
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DataMesh Note Section
Within DataMesh it would be really helpful to include an additional field to provide a description of what workspace/purpose etc. that the DataMesh config is applicable to. Currently I have ~50 configs for various workspaces. I have come up with a naming structure however I am limited to how much space I can use.
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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Automation for notifications only partially working
Hello all, I have an automation on a sheet that runs when a value is placed in a field to notify individuals on the team of said information in the field. For some reason however, the automation runs and only sends the email to one of the recipients not all listed in the automation. For example, the email recipients…
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If the checkbox is checked copy the row
I am having issues solving a problem. I have a sheet containing multiple columns (3 text/number, 1 date, 1 contact list, and 1 checkbox). Made out of around 150 rows. I want the rows copied to another sheet if the checkbox is checked. I tried: Using a copy row automation which works but rows are always copied at the end of…
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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…