Automate Smartsheet TODAY() Function Refresh

Did you know a single Smartsheet form can power multiple workflows, even though forms only submit to one sheet? While Smartsheet doesn't natively allow one form submission to create rows in multiple sheets, there's a simple workaround using Copy Row Automation. Start by connecting your form to a primary intake sheet. Then create Copy Row workflows that automatically send each new submission to the additional sheets your teams need. To prevent users from accidentally triggering the automation by manually adding rows, create a hidden, locked checkbox column, set it as a hidden field in the form with a default checked value, and add it as a workflow condition. This ensures only genuine form submissions are copied. It's a clean, scalable approach for distributing leads, requests, or project data across multiple teams while maintaining a single source of data entry. Need help building advanced Smartsheet automations? We'd love to help. → https://lnkd.in/gvj2xrwF #SchoolOfSheets #Smartsheet #SmartsheetAutomation #WorkflowAutomation #BusinessAutomation #NoCode #Productivity #ProjectManagement #AutomationTips #DigitalWorkflows #WorkManagement

One of the most common formula mistakes I see in Smartsheet is trying to match multiple values in a single IF statement. If you're automatically assigning a region based on a selected state, you can't compare one cell to several text values at once. Instead, use a combination of IF and OR functions to test each state individually. For example: - NY, NJ, and CT → Northeast - NC, SC, and GA → Southeast - CA, AZ, and NV → West The key is that every text value must be in quotation marks, and each comparison should be written separately inside the OR function. This creates a formula that's easier to read, troubleshoot, and expand as your list grows. Small improvements like this make your sheets more reliable and save time when your workflows become more complex. What's the most frustrating Smartsheet formula you've tried to build? Drop it in the comments. It might become the topic of my next tutorial. → https://lnkd.in/gvj2xrwF #SchoolOfSheets #Smartsheet #SmartsheetTips #SmartsheetFormula #ProjectManagement #SpreadsheetTips #WorkflowAutomation #BusinessAutomation #NoCode #WorkManagement #DataManagement #BusinessSystems

Already using Smartsheet, but not seeing the value you expected? The issue may not be the tool. It may be the structure behind it. Swipe through to see what changes when Smartsheet is built for visibility, accountability, and execution. Learn more: https://lnkd.in/ed9qkqGX #Smartsheet #GovernmentAgencies #PMO #ProjectManagement #GovCon

Managing projects at scale is only effective if the right people have the right level of access. That's where Smartsheet Control Center comes in. If you're responsible for managing project blueprints, programs, or enterprise deployments, understanding how Control Center permissions work can save time and prevent unnecessary access issues. Start by logging in through the Smartsheet Launcher or directly through Control Center, then authorize your account the first time you connect. From there, Program Leads can grant access to Additional Leads, Program Users, Smartsheet Groups, or even an entire company domain, making it much easier to manage permissions as your team grows. A helpful best practice is to create a dedicated dashboard with key program information and a direct Control Center link so your team always knows where to start. A well-managed access structure keeps your deployment organized, secure, and much easier to scale. Follow School of Sheets for practical Smartsheet tips you can apply today. → https://lnkd.in/gvj2xrwF #Smartsheet #SmartsheetControlCenter #ProjectManagement #PMO #EnterpriseWorkManagement #SmartsheetTips #WorkflowAutomation #BusinessOperations #DigitalTransformation #ProgramManagement

What if your portfolio dashboard showed adoption beside cost and schedule? In Smartsheet, it can, without anyone chasing the data. One metrics sheet per portfolio, a row per go-live, targets from the business case beside actuals. Date-triggered update requests collect the numbers from adoption owners at day 30, 60, and 90. A formula flags any go-live running under 80 percent of target, and a dashboard widget puts the adoption picture in front of executives every month. With Control Center, every new project inherits the structure automatically, so nothing ships without it. Our clients see up to a 50 percent increase in portfolio visibility when reporting shifts from manual snapshots to live, automated data. As a Smartsheet Aligned Partner with hundreds of implementation hours, we build these adoption and benefits views as part of real portfolio operating models, not as standalone dashboards. See how we build Smartsheet portfolio solutions: https://lnkd.in/gPMv_T2N

If you want a benefits register that actually survives go-live, here is how I build it in Smartsheet. One report at the portfolio level, pulling information from projects and programs. Columns for benefit name, owner, baseline, target, source system, measurement frequency, and a date-stamped column for realized value. Automated workflows to ping the benefits owner thirty days before each checkpoint. A separate column for the owner's reply with the realized number and a short comment. Roll it up into a dashboard that shows planned versus realized at the portfolio level. Filter by program, by sponsor, by year of approval. That dashboard alone changes the conversation with your executive team. It also changes how seriously sponsors fill in the next business case, because they know somebody will be checking. Working on something similar and want a second pair of eyes? Send me a message.

From Manual Updates to Automated Impact! I recently automated our Daily Status Report process using Microsoft Excel, Power Automate, and Outlook. What used to be a repetitive manual task is now fully automated and delivered to stakeholders on schedule. The automation: 1. Reads status updates from an Excel table 2. Removes blank rows 3. Creates a clean, styled HTML table 4. Sends the report through Outlook 5. Skips weekends and public holidays It’s a simple workflow, but the impact is meaningful: 1. Saves time every day 2. Reduces manual copy-paste work 3. Improves consistency 4. Reduces chances of human error 5. Makes stakeholder communication more reliable I’ve written a blog covering the complete approach, flow structure, challenges faced, and fixes implemented. Read the full blog here: https://lnkd.in/g2RtkdAQ This is a great example of how small automations can create real productivity gains in project management and daily operations. #PowerAutomate #Excel #Outlook #Microsoft365 #Automation #ProjectManagement #ProcessAutomation #LowCode #Productivity

Something I have noticed about working in Smartsheet for 6 years. The tool is rarely the problem. I have walked into environments where teams had Smartsheet for months, sometimes years, and were still managing approvals over email and pulling reports manually every week. Not because they didn't have the right software. Because nobody ever sat down and actually built it properly for how they work. That gap between having a tool and actually using it is where I spend most of my time. If your team has Smartsheet but it still feels like a fancy spreadsheet, that's a setup problem. Not a people problem. Happy to talk through it if that sounds familiar. 👋 #Smartsheet #WorkflowAutomation #Consulting #ProcessImprovement

If your team is maintaining a separate project calendar from your Smartsheet data, you're creating extra work every time a schedule changes. The Smartsheet Calendar App solves this by turning your existing sheet or report into a dynamic calendar that updates automatically as your data changes. To build a clean, useful calendar: ✅ Start with a sheet or report that includes at least one date column. ✅ Choose the calendar view that best fits your team (Monthly, Weekly, Daily, Quarterly, or Multi-Month). ✅ Map your task name and date columns correctly during setup. ✅ Use colour coding and data grouping to quickly identify projects, teams, or priorities. ✅ Add comments, attachments, and a web form if your team collaborates directly from the calendar. ✅ Share the calendar so everyone works from the same up-to-date schedule. A live calendar doesn't just display deadlines - it gives your entire team a single source of truth for planning, collaboration, and execution. Still managing project schedules manually? Get in touch - we'd be happy to help you build a Smartsheet Calendar that automatically stays in sync with your project data and fits the way your team works. → https://lnkd.in/gvj2xrwF #SchoolOfSheets #Smartsheet #SmartsheetTips #SmartsheetCalendar #ProjectManagement #ProjectPlanning #WorkManagement #PMO #WorkflowAutomation #BusinessAutomation #TeamCollaboration #OperationsManagement #CalendarManagement

Get a Smartsheet Row in Power Automate. Should be simple right? Well, if you've tried, you know that there's not built in action. So, you're back to making an API call with the HTTP connector. It's not THAT bad to do, but that just means you have to get the end point, include your authorization header with an API token... do you have it vaulted? Then lookup any query parameters like include=attachments. Wouldn't it be nice to just drop in an action and supply the relevant parameters without needing to reference docs continuously? And, enter in your API token as a connection to be reused in all your flows. The Power Automate Toolkit for Smartsheet includes a Get Row action so you can do just that. A quick demo video showing the details: https://lnkd.in/g-9KtSZB #smartsheet #powerautomate