Discusiones de Workflow Management Software

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The flows created for purchasing processes we want to integrate with the SAP B1 database in some cases, this may be possible in some version of PM

In the generated document, the email is displayed over the email despite the column showing the name. I found people have had this issue in the past, but haven't found a real solution (besides creating helper columns) - any ideas? Thanks

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I think it would be awesome if there were a way to view the PDF and Jira ticket within the dashboard as something that can be rather small but expandable as needed for review.

Sometimes i want to do detailed analysis using tableau but my data is on smartsheet. I want to connect tableau with smartsheet for an exploratory data analysis

Si necesito cortar o copiar una línea o campo de datos de una hoja inteligente, esencialmente tengo que escribirlo desde cero. En otras palabras, no puedo simplemente copiar y pegar una línea de datos de una hoja y pegarla en otra. En mi opinión, esto lo hace muy contraproducente y casi... Leer más

Actualmente, tenemos que seleccionar cada filtro y luego presionar imprimir. Con más de 40 filtros, eso es mucho trabajo extra. Además, tenemos más de 100 filas en la mayoría de nuestras hojas inteligentes. Sería útil poder exportar todas las imágenes a sus filas de una vez.

I work at a Higher Education institution and many types of support roles like mine that do not serve the whole university don't have a large operations budget to cover extra expenses such as the ability to add the advanced reporting widget. With my question, I hope to find more people in a... Leer más

Sería increíble si hubiera una manera de vincular tareas de Asana en Miro para una colaboración adicional.

Prefiero los videos para poder volver a ver algo hasta que lo entienda completamente.

It would be great to have different formatting within the cell, e.g. bolding or underlining one word within the description cell; I am also still waiting for the resolution to create a project timeline from the end date. If Smartsheet could figure that out, this would be a fantastic feature as... Leer más

When I try to print the smartsheet Gantt charts, there are very few options other than what is provided. How can we change the look ?

I would like to see the hours I worked for longer periods of time. Also, when leaving the analytics page it is hard to see the hours worked by project. It would be great if Asana could add this to the analytics feature as I find it so useful in billing.

Me encantaría usar la aplicación de teléfono asociada con Asana, porque me gusta la versión de escritorio pero no es utilizable a menos que use mi computadora portátil.

We're always looking for the best way to create work resources for new staff. Does SmartSheet have anything helpful in creating a kind of "instructional" workflow to teach the user a specific process, for example?

What is the best way to track weekly meeting / weekly meeting minutes for the project in Wrike? How about small tasks that needs to be tracked but do not necessarily warrant the creation of tasks in project?

What is the best way to set up a dashboard on Wrike?

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I would love to rely on it more but it's too buggy

Is there an online tutorial to learn the more advanced capabilities of smartsheets?

¡Eso es todo lo que necesito!

Okey fine

If you use the Collavate Business/Team plan, you can request document approval from an external domain user, and the recipient can receive the approval document via e-mail and view and approve/reject the document without logging in or purchasing an additional license.

Everything you work on in Collavate is saved in your Google Drive, and you can rest assured that no information is left on Collavate except for the following information which is used for displaying the organization chart. – Unique ID, email address, user’s organization, last name, first name,... Leer más

1. If you are using Collavate web app: Click the [Process] menu on the left side of the Collavate main screen. After clicking the [Start Process] button at the top right, you can upload a file from your computer or Google Drive, or you can create an approval workflow using a template. After... Leer más

Does smartsheet contact users

This is very easy to use it. The easy to use dashboard has enabled us get comprehensive view of projects across the entire business. It has streamlined internal communication with ease of sharing information across different teams.

Example; sales doesn't need to see all the columns that manufacturing see & creating separate sheets becomes hard to manage, if i could filter views for each section then they would see only what they need to see & check boxes could then be used to automate who can see what & when.

Esta es una imagen de mi panel izquierdo en Gmail - https://i.imgur.com/5B88ko6.png - Me gusta arrastrar correos electrónicos de la lista a carpetas, es rápido y fácil. Recientemente, los tableros de Gmelius y las Conversaciones Compartidas... Leer más

¿Tienes tutoriales en video o escritos para usar funciones más avanzadas?

Are there aspects that most don't pick up on but can help streamline project management even more.

I would like to see a 2021 interface.

Tenemos planes de proyecto que utilizamos para gestionar implementaciones. Constantemente los mejoramos basándonos en la experiencia del usuario o incluso cuando se añade una nueva característica. Luego necesitamos actualizar los planes de proyecto, pero al actualizar una plantilla parece que... Leer más

No me gusta tener que hacer seguimiento a los formularios de solicitud de actualización de Smartsheet que envía a los usuarios. Si hay una manera de que se reenvíen hasta que se cumplan, eso evitará que tenga que enviar correos electrónicos de recordatorio personales.

PLEASE FIX: task name in the calendar view always truncates. MAKE THE TEXT WRAP

What other features are planned to roll out in the future?

Would love to know if there are available webinars and resources so both myself and the team can stay up to date with everything Smartsheets can offer.

I work on several projects at a time. But sometimes, I would like to see the dates compared on both projects to understand if one will be affected or overlapped by the other. So is there a simple method to put one timeline on top of the other.

I would like real-time training and watching a sheet setup.

I would like to know whether we can invoke a Macro/ VBA code to do things, or any suggestions to download a source sheet from an external website and use it here in smartsheet with the help of an automation workflow.

A veces sería mejor si pudiéramos cambiar las cartas para verlas más fácilmente.