- Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
- How to show the actual person who added information to a sheet
In smartsheet, you have the Created By and Modified By autonumber system properties. If you have created a web form, any responses provided via the web form reflect "web-form@smartsheet.com" in those columns. Is it possible to get the actual persons email who submitted the information via the web form reflected there…
- Add a task to more contacts from your contact list
Hi, Sometimes a task is not assigned to one contact. Is it possible to add (for example) the task to two contacts? Regards, Melanie
- Automated Notifications for Swim Lane Changes in Card View
Now that Card View has been unveiled (and I love what I see so far), is there any way to automate notifications based on status changes? For example, let's say that we are using card view for a Kanban board, with swim lanes for "Work Queue," "In Development," "In Test," and "In Production." There are different people who…
- Sending notifications to a specific user for any row changes
Hi, I want to send email/mobile notifications to only the "Assigned To" person when anything (including attachments/discussions) changes for that particular row. Please think of this scenario where a particular task is assigned to a specific resource. Now any changes to that task need to be notified to only that resource…
- Using a formula =CONTACT wont populate actual contact info subtasks
Help! At the top of my projects, I am including the resources involved. I'd like for subtasks to be auto-populated when I fill in a resource. Example: in my resources section, I set the HL7 Engineer to Joe Downing. I have it set so all HL7 tasks then populate with Joe Downing. PROBLEM: Joe Downing's contact info doesn't…
- Contact Database
Hello! I'm new to smartsheet. I was wondering if there was a way to click on a company name and have it display all of the contacts associated with that company? I understand that you can link cells and link sheets but I don't want to create a sheet for each company. We have hundreds of companies and hundred of contact…
- Sending auto update request based on % completion
Hi, I want to send update request automatically to shared users of that particular sheet after the % completion column is 100%. Please guide me, how it is possible. Thanks.
- I would like to hire an experienced consultant
I am relatively new to Smartsheet. I need someone to help setup Smartsheet to manage our book production schedule. We publish books (print and e-) and have managed our production schedule for many years with a Google Sheet. It is severely lacking. I have not yet signed up for any plan. I don't think I'll need 3 licensed…
- adding a contact to a group - Team edition
I have created groups and when I add a member from my Smartsheet contacts, the new user is shown at the top of the list instead of in alphabetical order and the name of the user is not shown only the email address
