- Added Ability within Dynamic View to Group Views in a Folder-type Structure
For anyone using Dynamic View with over 30 views, it gets increasingly difficult to manage your views when views are pertaining to different areas (clients, departments, etc) are spread out in the list. I currently have almost 200 views which pertain to a multitude of different clients that I work with listed out with no…
- Grouping and Organizing Reports
Is it possible to use grouping in reports and manually arrange those groups? For example, I have groups (Initiation, Planning, Execution, Closure, Terminated) to group phases, but then I only have options to alphabetically (ascending or descending) organize those groups; this means I can't actually get the groups into the…
- Mentions via user groups
Ive created groups within our organization and when I try to use the mentions feature to notify the all the group members within chat it doesnt work. Do I need to turn on other features?
- Group members saved to group but not appearing in group members list
Hi I created groups of users and wanted to add new members to each group. I added the contacts' email addresses and saved them. However, they do not appear in the list of group members even after logging in and out and refreshing the group management page. Any suggestions bout how this issue can be solved?
- How do I sort by due date in a report?
Is there a way that once I have grouped in the primary data in a report I could sort by due date in that report? I have grouped the primary column and then summarized the start and due dates, but would then like to sort by the due date so the "Project-Interviewee#" and "Interview Name" is sorted in descending order by the…
- Exporting group members
I'm wanting to do a review to make sure I have everyone placed in the right buckets. I can dump a user list but there's no group membership details included. I don't see any automated way of dumping group members to CSV for review. The best solution i found is stupid -- open each group and copy-paste the html into excel…
- Dynamic Group - From Cell
Update a Contact Group from a Cell in a sheet to ensure that the correct people are always in the group with out needing to go to the Account Administrator to update the Group,
- 智慧heet Group Management arbitrarily changes contacts' names
This is a weird one. I have added a (male) contact called Chris to my contacts. His correct name is showing in the contacts list. When I add him to a group, I find and select him (still with the correct name). However, when I save after adding him to the group, Smartsheet is changing his name to Christina. Not great, and I…
- Multi dropdown on report
Hi, I'm trying to do a report which shows things from a multi drop down list; in this case, quarters. The projects can run over multiple quarters and I want them to be showing in each of the quarter. I have created grouping with the quarters too but it won't show the data when in multi dropdown, only when it is a single…
- Can Groups be added as a contact in a contact list column?