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Authorisation workflow
Hi,
I am in the free trial period with SmartSheet and I am trying to work out if I can make it do what my organisation needs.
I want to create a workflow to enable my colleagues to create and authorise projects. At the moment we are using word documents and emails. I have a few questions:
· I was hoping to move away from documents completely but can’t find a way to capture significant amounts of text in a way that is easy to view after the information has been entered, has anyone found a way to do this?
· I want to set up a workflow to automate our two stage project authorisation process. I want the workflow to alerts the next person in the process to review / authorise proposed projects, has anyone one managed to do something like this?
· I want dashboards to draw in the latest project update. I would like the dashboard to update each time a project reports (some report every two weeks some every month their dashboards to draw the latest update), has anyone one managed to do this?
Thanks for the help,
Alison
Comments
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Richard Rymill SBP ✭✭✭✭✭✭Alison
looking at your list of requirements I can assure you that Smarsheet can be the tool for this but you will need to design your workflows carefuilly and experience using the tool makes this process a whole lot easier.
If it helps you to complete your evaluation of the Software then my colleagues and I offer a Free one hour consultation. Our Company have been Smartsheet Approved consultants for @ 6 years now with 100s of such implementations of similar nature completed.
I am in the UK but have colleagues in the USA and Europe who can work with you to build what you need, if seeking outside assistance is feasible to get you started? if you have no budget for help, I am still happy to show you some workflows and answer your questions as part of our commitment to being a Smartsheet Pertner.
Let me know a good time for a Screen share meeting? (UK hours)
Happy to help.
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HellowRichard Rymill SBP, I would like to see how the workflow funtionality works, please let me know if it's possible
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Richard Rymill SBP ✭✭✭✭✭✭
Alison
I got this message from Haydee? Could you email me directly to arrange a suitable day & time? Does she work with you?
Hellow Richard Rymill SBP, I would like to see how the workflow funtionality works, please let me know if it's possible
Posted by:Haydeé ArriagaUpdated at: 02/14/17 08:12AM
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I hope you're well and safe!<\/p>
There's a known issue at the moment.<\/p>
I'll get back to the post if I can find the thread.<\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic weekend!<\/p>
Best,<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":108880,"type":"question","name":"Recover a Row that was accidentally moved then deleted","excerpt":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet 1 had been moved. Apparently one can not simply use the \"undo action\" arrow after moving something--the option is grayed out as in not…","snippet":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet…","categoryID":321,"dateInserted":"2023-08-11T22:27:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165013,"lastUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":32,"score":null,"hot":3383611238,"url":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","format":"Rich","lastPost":{"discussionID":108880,"commentID":390348,"name":"Re: Recover a Row that was accidentally moved then deleted","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390348#Comment_390348","dateInserted":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-12T03:46:02+00:00","dateAnswered":"2023-08-11T23:45:38+00:00","acceptedAnswers":[{"commentID":390342,"body":"
