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
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
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
One of the FAQ’s in the Smartsheet Community is a asking for a way to have a “Completion Date” cell be updated automatically when a user sets a status to ‘completed’, a percent complete to 100%, checking a “Done” checkbox, or dozens of other ways a task can be marked as finished. For example, a userRead more
Apologies to the Bard. New Stuff Yesterday (May 7, 2016), Smartsheet and Zapier rolled out an update. Go here for Smartsheet’s release notes and while I couldn’t find a page for Zapier’s release notes (looks like they blog them), their documentation has been updated too. In all fairness, I’ve been lukewarm to Zapier. I have a free accountRead more