You can automate a significant amount of work and processes with a series of connected actions, such as approvals that are visually represented on a s...
With Smartsheet, you can quickly create workflows to automate the repetitive, manual tasks that dominate your day....
You can control whether or not you receive notifications for your changes by adjusting your personal settings....
You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis....
With row-level reminders, you can alert yourself or others about specific tasks in your sheet....
You can set up the frequency of change-based workflows to Hourly, Daily, or Weekly....
You can request multiple approvals and create an order for those approvals....
Create a workflow to automate update requests you want to send to your colleagues....
You can make it easy for people to understand alerts and requests by including customized messages and placeholders....
Between the trigger block and action blocks in your automation workflows, you can define conditions to filter which rows will be included in the resul...
With an action block, you can choose what type of automation you want your workflow to perform when triggered....
In the trigger block of an automated workflow, you can trigger actions before, after, or on a specific date by specifying a date field (from a date co...
When creating automation workflows, you can define the criteria that will trigger your workflow....
Use the table below as a reference for what you can do with automated workflows depending on your permissions level....
Building an automated workflow is similar to building a flowchart....
As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to an automated workflow....
With Notification Center, you can stay informed and take action on important tasks and updates as you work in Smartsheet....
As you and your colleagues work with Smartsheet, you’ll likely receive notifications about Smartsheet-related activity via email....
Smartsheet notifications help you stay informed and take action on important updates and tasks no matter where you are: receive email notifications vi...
As you work with the the Move rows action, there are certain behaviors and best practices you'll want to be aware of....
You can control who can receive alerts or requests based on a person's relationship to your organization and whether or not they have access to the sh...
Approval requests let you automatically ask someone to approve or deny an item on your sheet....
With the sheet open:
In the upper-left corner of your sheet, select Automation > Create workflow from template....
Using Smartsheet Automation, you can automatically generate documents as specific conditions are met....
Use the Clear cell value action to delete the contents of the chosen field when a workflow is triggered....
With the Change cell value action in automated workflows, you can input data to text/number, single select dropdown, multi select dropdown, and checkb...
With the Assign people action in automated workflows, you can add an email address or contact to a contact column in a sheet with specific triggers....
Use Record a date action to set the current date into the chosen field when a workflow is triggered....
Quickly and easily manage workflows you’ve created....