Jef Forward — Smartsheet Community

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Overview

Overview
Roles	Member
Badges	28

About Me

About Me
Area of Expertise	Cell linking
About Me	Dedicated to working less by working smarter.
How I Use Smartsheet	I use smartsheet to run my business. Sales Pipeline, Statistic tracking, CRM, Marketing, Project Management, Work Flow, Estimating, Scope of Work/trade docs, Time Reporting for all employees, Design Billing, Work in Progress Journal entries. WE also use it for several administration functions. We heavily use the mobile apps. The most important team function we use are clients notes and tasks and task reporting.

Analytics

109

Posts

177

Visits

326

Points

Apr 5, 2015

Join Date

Feb 10, 2025

Last Active

Global Update for Conditional Formating?

Jef Forward

12/09/21

We work with the control center, and we have 50 plus sheets of a template sheet. (we have approx 10 templates in the template) We need to change the conditional formatting due to a change in our drop…

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Re: Dynamic View Use Examples?

Jef Forward

07/17/21

Thanks KDM, I appreciate it. Was there a breakthrough moment for your understanding of this topic? If so, can you direct me to that article? The gist of what I am hearing is an automated approval pro…

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Re: Construction Virtual User Group 12/10 Recording is up!

Jef Forward

12/29/20

This is an excellent video - thanks for posting! I was not aware of the advantage of the index formula. We can put this to use right away! Thank you!

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Re: Quickbooks & Smartsheet

Jef Forward

08/18/20

Jeremiah - Thank you for posting! Would you share any advice on a possible work flow? We use currently smartsheet in a total front to back solution in the residential construction market. We have a w…

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Does smartsheet form allow skip branching?

Jef Forward

02/04/20

Curious - we are starting a survey campaign with all of our current and future clients. I am looking to see if I can use smartsheet, OR if I will need to use survey monkey or SOGO. I already use and …

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