OneNote集成在Smartsheet

克雷格·莫斯
克雷格·莫斯 ✭✭✭✭✭✭
编辑06/14/22 在添加Ons和integration

基于我在这个公告板上看到的一个建议，我发布了一个我刚刚提交的产品增强请求，让社区看到。ob欧宝娱乐app手机下载

请求

OneNote集成在Smartsheet，轻松粘贴链接到OneNote页面/段落/节/节组一键，然后指定是在OneNote桌面版或web应用程序中打开。

用例

  1. 项目内部使用。我想能够在项目表的任务列中包括一个链接到内部项目的OneNote页面(或其他目的地)，以提高协作，以便用户可以轻松访问他们和查看/添加内容。该链接应该打开桌面OneNote，在我们的组织中广泛使用。到目前为止，我还没有找到这样做的方法。
  2. 客户端外部使用。我们将使用Smartsheet对新客户进行项目管理。我希望能够提供客户的帮助/信息，包括在项目表中每个相关客户负责的任务的链接。客户将在仪表板中看到他们负责的任务。我还没有决定，但我认为使用OneNote Online可能是最干净的，因为它也是基于浏览器的，像Smartsheet，他们的访问将是只读的。我有个变通办法，但只有6步：(当我将链接粘贴到一个很长的任务列表中时，这是一个问题。

当前的解决方案

  1. 右键单击页面链接中的所需页面，并选择将链接复制到页面。
  2. 粘贴到记事本++
  3. 手动选择粘贴的两个链接中的第一个。
  4. 右键单击并选择Copy。
  5. 在Smartsheet任务的单元格中，右键单击并选择“超链接”。
  6. 粘贴链接到超链接对话框。

参考文献

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评论

  • Shaine格林伍德
    Shaine格林伍德 员工

    你好克雷格,

    默认OneNote web应用与桌面应用的优势是什么?

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  • 克雷格·莫斯
    克雷格·莫斯 ✭✭✭✭✭✭

    Shaine,

    我们在内部使用OneNote进行项目的团队协作。桌面OneNote版本提供了所有可用的功能，而web应用程序只提供了功能的一个子集，所以对于OneNote的“生活”重度用户来说，桌面版本是唯一的选择。我们想为项目任务添加超链接，直接打开我们在桌面OneNote中为任务设置的相关OneNote部分/页面。我还提到了一个客户端外部使用的用例，在这个用例中，最好使用打开OneNote web应用程序的超链接。希望这个解释对您有所帮助……

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  • Ischa詹森
    Ischa詹森 ✭

    我想看到一种方法拉OneNote标签到Smartsheet。我们使用这些标签来跟踪项目的操作项，但目前必须手动更新智能表。如果在OneNote页面中有一个标签选项，可以连接到smartsheet页面，这将消除口误，使我们几乎100%在smartsheet中。

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  • 乔治•华盛顿
    乔治•华盛顿

    你好克雷格,

    在上面的解决方案中，您是从OneNote复制页面并粘贴到Smartsheet中吗?当你粘贴到记事本，你有2 ++符号…这是什么意思?我正在尝试工作，然而困惑的工作流程方向。你能给我开导一下吗?谢谢。

    乔治

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  • Ryveted
    Ryveted

    克雷格,

    我找到了一个链接到桌面版的方法:

    1.复制链接到桌面应用程序的位置

    2.创建快捷方式(在桌面上很容易，虽然任何地方都可以)，并粘贴OneNote链接那里

    3.点击附件框

    4.拖放新创建的快捷方式到这里

    这将创建到OneNote位置的直接链接。

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  • 克雷格·莫斯
    克雷格·莫斯 ✭✭✭✭✭✭

    Ryveted,

    抱歉耽误了你的时间。你能解释一下上面的步骤吗?具体地说,

    在#2中，创建一个什么快捷方式?通常你需要选择一个文件或应用程序或其他东西来创建快捷方式。

    在#3中，单击附件框在哪里?在Smartsheet上执行特定任务，或者??

    谢谢

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  • jvick87816
    jvick87816

    看起来我要提出的请求已经被提出了。我想我将为上面的发展请求添加更多肯定的声音。

    谢谢,

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    大家好！

    当您有时间添加您的投票时，请提交增强请求

    一种提交功能请求的新方法

    要使您的增强/功能请求有效，请发送上面的表格，因为没有保证，否则将被注册。

    原来的帖子:https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests

    祝你度过美好的一周!

    最好的

    她名叫Stara

    工作流顾问@ Get Done咨询

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • 维姆·内格尔
    维姆·内格尔 ✭
    编辑10/13/20

    这正是我所面临的问题，请求是否已经创建，我如何投票?

    难道不能想象，允许不同类型的URL会很困难吗

    Clipboard01d.jpg


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  • 黛安·牛顿
    黛安·牛顿 ✭

    碰撞这个线程，看看OneNote与Smartsheet集成是否有任何更新。我的团队目前正在实施Smartsheet，会议记录是我们需要解决的一个明显差距。目前，我们将PWA与OneNote笔记本一起使用，我们喜欢PWA的这一点。我们希望能够找到一种解决方案，将OneNote集成到Smartsheets中，或者Smartsheet会有一个类似的会议记录解决方案。到目前为止，我们还没有看到一个，尽管我们正处于Sprint 1的实现阶段。

    有人有适合自己的会议笔记解决方案吗?我们习惯做大量的笔记，并在行动项目、决定、重要、关键项目等上使用OneNote标签。

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  • 本·赫斯特
    本·赫斯特 ✭
    Bumping this thread to see if there has been any update to the OneNote integration with Smartsheet. My team is currently in Smartsheet implementation and meeting notes are a glaring gap we need to resolve. Currently, we utilize PWA with a OneNote notebook and we love that aspect of PWA. The hope was we could find a workaround to integrate a OneNote to Smartsheets, or, that Smartsheet would have a comparable meeting note solution. So far, we have not seen one, although we are in Sprint 1 of implementation.<\/p>

    Does anyone have a meeting note solution that works well for them? We are in the habit of taking extensive notes and using OneNote tags on Action Items, Decisions, Important, Critical items, etc.<\/p>","bodyRaw":"[{\"insert\":\"Bumping this thread to see if there has been any update to the OneNote integration with Smartsheet. My team is currently in Smartsheet implementation and meeting notes are a glaring gap we need to resolve. Currently, we utilize PWA with a OneNote notebook and we love that aspect of PWA. The hope was we could find a workaround to integrate a OneNote to Smartsheets, or, that Smartsheet would have a comparable meeting note solution. So far, we have not seen one, although we are in Sprint 1 of implementation.\\nDoes anyone have a meeting note solution that works well for them? We are in the habit of taking extensive notes and using OneNote tags on Action Items, Decisions, Important, Critical items, etc.\\n\"}]","format":"rich","dateInserted":"2022-04-29T21:53:41+00:00","insertUser":{"userID":147529,"name":"Diane Newton","url":"https:\/\/community.smartsheet.com\/profile\/Diane%20Newton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5HFn-ZOfYns!!mlZODJ2hniI","dateLastActive":"2022-09-22T03:05:11+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/327926#Comment_327926","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/327926#Comment_327926

    我同意!这也是我认为的差距。目前唯一的解决办法是在另一个驱动器上创建一个文件夹，其中有onenote文件，并在智能表上创建到该文件的链接。通过这种方式，人们可以访问笔记，OneNote可以与桌面应用程序同步，以供PM使用。

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类别

Thank you for the quick reply kirstie858<\/strong><\/a>!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 04:04:01","updateUser":{"userID":155650,"name":"vponis","url":"https:\/\/community.smartsheet.com\/profile\/vponis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu123eObw5fLQtcthrpqsoWY319L3hmQyAsPTpm6=s96-c","dateLastActive":"2022-12-06T04:02:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":98392,"type":"question","name":"Summary Formula Result in new Formula","excerpt":"I am generating multiple results in a Summary Sheet. I would like to use these results in a new formula within the same Summary, is this possible? SS_Result1 SS_Result2 new formula =sum([SS-Result1]-[SS-Result2]) otherwise I have to combine the formulas within each against themselves, kinda tedious","categoryID":321,"dateInserted":"2022-12-04T20:14:28+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154303,"lastUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3340437774,"url":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","format":"Rich","lastPost":{"discussionID":98392,"commentID":353136,"name":"Re: Summary Formula Result in new Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353136#Comment_353136","dateInserted":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T14:48:17+00:00","dateAnswered":"2022-12-04T23:22:27+00:00","acceptedAnswers":[{"commentID":353095,"body":"

Hey @SkiPatrolScott<\/a> <\/p>

Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>

=new formula =[SS-Result1]#<\/strong>-[SS-Result2]#<\/strong><\/p>

If this doesn't make sense, help me understand where I lost you and I will try to explain it better.<\/p>

Kelly<\/p>"},{"commentID":353136,"body":"

Thanks @Kelly Moore<\/a> , I did have to add a ( around the equation ) but it did work.<\/p>

=sum([summary field1]#-[summary field2]) the correct answer was produced.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:48:17","updateUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":98381,"type":"question","name":"Smartsheet Form Logo Question","excerpt":"Hello Smartsheet Community, I have a question that is probably obvious that I am overlooking it. I am creating and I am incorporating a logo into the form. I am able to incorporate the logo, but it's small when you open the form. Is there a way to make the logo bigger? Or, elongate the image so it goes across the top of…","categoryID":321,"dateInserted":"2022-12-02T20:32:19+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T18:37:12+00:00","insertUserID":147643,"insertUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3340106371,"url":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","format":"Rich","lastPost":{"discussionID":98381,"commentID":353078,"name":"Re: Smartsheet Form Logo Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353078#Comment_353078","dateInserted":"2022-12-03T18:37:12+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/868U3BF057NI\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T17:14:43+00:00","dateAnswered":"2022-12-03T18:37:12+00:00","acceptedAnswers":[{"commentID":353078,"body":"

Hello @Anthony DAmbrosio<\/a> <\/p>

The following reference states the dimensions for a form logo is 300pix wide x 52pix tall. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2478921-create-a-quality-logo-to-brand-your-smartsheet-items#toc-where-your-logo-appears-and-how-smartsheet-resizes-it\n <\/a>\n<\/div>

You may need to play with your layout, as suggested in the article, to maximize the size of the text.<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 17:14:43","updateUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">