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I’ve been invited to speak at ENGAGE 2017

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It is with pride and a sense of gratitude that I announce, that I have been invited to speak at ENGAGE, Smartsheet’s first user conference September 2017. I hope to see you there, to meet people I only know by e-mail and the Community, or customers I only know from tele-conferences. Here’s the link to theRead more

Smartsheet: Quick Backup

Today, I realized I had about two dozen sheets I wanted to remove from Smartsheet. Being me, I didn’t / couldn’t just hit the “delete” key, but the thought of converting them to Templates or exporting them one by one had my finger hovering over that key, slightly trembling (I exaggerate, but not by much).Read more

Zapier: Explore Specific Apps Faster

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If you use Zapier for SaaS integration (there are good reasons to do so) and, like me, you occasionally need to check out a new integration, refresh the possibilities of ones you already use, or check out recent changes, it may help you to know about some short-cuts I use. Explore page The first isRead more

Quick Tip: Help with Help (Smartsheet Formulas)

The Background If you are reading this, you probably have already read the manual, that is, the Smartsheet‘s  Help articles on formulas. I keep this link book-marked: https://help.smartsheet.com/articles/775363-using-formulas I also use Wachete to monitor for changes. You can also access the help from within a Smartsheet using the Function icon This icon is also a convenient wayRead more

An Alternative to Nested IF’s

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An Alternative to Nested IF’s Warning: It takes longer to explain the problem than it does to explain the solution. One of the common issues raised on the Smartsheet Community is problems dealing with NESTED IF’s. NESTED IF are a series of IF statements that are chained (nested) together. These are allowed and occur becauseRead more

Thoughts on Work-Around’s Posted on This Site

The work-around’s that I develop for software I use (like Smartsheet) fall into several categories. These are subjective, my opinion, and can change over time or further development in the existing software or the third party tools employed. At Risk: The solution could be replaced by a modification to the software that seems to line upRead more

Smartsheet: A Different (Maybe Even Better) Send Row

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Anyone that uses Smartsheet should probably know that the user can send a row with a few clicks of the mouse and some typing. This will send the chosen user(s) an e-mail copy of the row(s). The e-mail provides a convenient link back to the sheet that contains the row. Unlike some of Smartsheet’s otherRead more

Forcing TODAY() refresh in Smartsheet

Because Smartsheet and other spreadsheets lend themselves to being used as task lists, a common request on the Smartsheet Community is how to “create recurring tasks in Smartsheet”. While on the surface, this seems to be a simple question, it isn’t. The answer isn’t simple either. We aren’t going to cover that bigger question here. OneRead more

Never say never: There might be a way

One of the things I enjoy about reading and answering questions on the Smartsheet Community forum is that every once in a while there is general consensus that something can’t be done. Some of these are like brain teasers to me. I think about them for a while, I mull them over, I come backRead more

Smartsheet: Stop Alerting me! The task is complete!

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UPDATE 2017-03-23: Smartsheet release yesterday (2017-03-22) may have made this work-around moo. I hope so, but won’t know for sure until I have updated a bunch of sheets. If you find something that still requires this work-around, let me know. Smartsheet has two types of Alerts: Notifications and Reminders. A common request is how toRead more