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Top Tips
Fixes for Copy Folder
Top Tip Tuesday is here! Smartsheet’s Copy Folder process has been updated. If you’ve ever duplicated a project folder, or even a full workspace, in Smartsheet only to realise your row automation didn’t update correctly, you’re not alone. Until recently,…
Smarter Row Copying
Welcome to Top Tip Tuesday and today we’re sharing how you can save time (and clicks) with Smarter Row Copy. If you use Smartsheet regularly, you’ll know that copying rows isn’t always as flexible as you’d like. If you want…
Smartsheet Backups
Welcome to Top Tip Tuesday and our tip this week is to give yourself peace of mind – something we can all get on board with! Last month we ran a top tip Tuesday for taking Snapshots in Airtable and…
Managing Financial Data
You can simplify your financial workflows with our Smarter Accounts app. Managing financial data across various systems can be a daunting task. If you’re juggling spreadsheets, accounting software, and manual reports, it’s easy to feel overwhelmed. That’s where Smarter Accounts…
Query Strings #2
In these tutorial videos, we are showing how you can pre-populate a form with data stored in a Smartsheet row. For example, you have client orders in a sheet and you’d like to collect feedback from those clients in a…
Airtable Snapshots
Its Tuesday and that means another Top Tip from us! Today we are dedicating the tip to our Airtable Clients and sharing a great way of backing up your Airtable bases to enable data restoration if required. The easiest type…
Send Recurring Reports
Its Top Tip Tuesday and today we are looking at an efficient way to schedule the sending of a recurring report using Smartsheet. Rather than just share someone to a report and hope they look at it every week, you…
Pre-Fill Forms
It’s Top Tip Tuesday and we have brought a previous top tip to life in a video demonstration. This is the first in a series of 3 where we guide you through editing a form URL to pre-populate the form.…
Bottlenecks in Processes
A lack of productivity is one of the most frequently unsolved challenges for businesses but we see evidence on a daily basis of ways our clients – using Smartsheet and Airtable – are increasing their productivity. If you feel like…
Get Up To Speed
Smartsheet have recently released their new Table View. Think of it as an enhanced Grid View. Available to Pro, Business and Enterprise users, it offers improved load speed for large datasets and increased capacity for areas that are under limits.…
Data Security
It’s time for Top Tip Tuesday and we thought we’d share some advice relating to cybersecurity this week. It’s been very much in the news recently, with several high street brands succumbing to malware attacks. It is a reminder to…
Supercharge Your Systems Admin.
Welcome to Tuesday and today’s top tip is especially for system admins. If you’re managing a broad Smartsheet estate, you probably find yourself repeating a lot of simple tasks. That is unless you have one of the apps in our…
Speed Up Your Processes
If you’re looking for a simple way to speed up your processes and make everyday tasks easier, QR codes could be the answer. By linking QR codes directly to forms, instructions, checklists, or workflows in tools like Smartsheet, your team…
Dropdown List Manager
Top Tip Tuesday is here and today’s tip comes from one of our most popular apps! Smarter Dropdown List Manager helps you save time and effort by controlling your Smartsheet dropdown list centrally. You can update the values of the…
Keep Your Work On Track
Today’s Tuesday Top Tip is one from the archives, but it’s a total timesaver! Use Smartsheet Card View to visualise your project. We all interpret information differently, so having another layout to view what’s going on can be really useful.…