Jef Forward ✭✭✭✭✭

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

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• Activity
• Discussions46
• Comments63

• Re: Provide a Image Gallery Widget in Dashboards

  Jef Forward

  05/14/24
  We would love this too. No response from smartsheet - bummer. We are looking at adding a link to a separate website gallery with company cam.
  1 ·

• Is anyone using a "ai service" for meeting notes and importing into smartsheet?

  Jef Forward

  02/10/25
  Hello - we track client meeting notes for our projects in a smartsheet. We use a parent-child relationship for the meeting titles, and the children are all of the topics. We track open and closed ite…
  2 ·

• What is the difference between the Card View and the Board View?

  Jef Forward

  07/24/24
  I have yet to discern the benefits of using one over the other. Any help would be appreciated. Thanks
  1 ·

• Can we turn off the side folder menu that pops up EVERYTIME we open a sheet or report?

  Jef Forward

  10/01/24
  Everytime we switch from one sheet to another, the side menu folder structure opens up. To be clear - at our arrival to our destination sheet, the side menu folder structure opens up, and takes up be…
  2 ·

• Re: Provide users with the ability to Print a Grouped Report

  Jef Forward

  01/09/24
  Does anyone from Smartsheet read this?
  4 ·

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