Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient. Learn aboutworkflow permissions. Set up your approval workflow With your sheet open: In
Enable the approval workflow for time and expenses Lock entries upon approval You need to have this setting enabled in order to ensure users cannot add any additional time or expenses after entries have been approved. Without this setting enabled, users cannot edit any approved time or expenses,...
Improve financial management by automating your procure-to-pay process. Improve visibility into accounts payable by implementing paperless approval workflow for invoices. Make better business decisions via real-time access to financial metrics and KPIs ...
This has saved us time and allowed us to accelerate process improvements and process changes, by eliminating the need to go through our Salesforce Administrator and various approval stages. As a result, we can continue to scale and optimize our team’s workflow. Rachel Schiele, Director, ...
It takes a little time to set these workflows up. However, repetitive processes like requesting approvals and sending alerts will be carried out automatically once they are up and running, giving your team more time to focus on the collaborative process. ...
Workflow automation Smartsheet enables teams to create automated workflows to streamline processes, such as approvals, notifications, and updates, reducing manual effort and improving efficiency. Resource management It facilitates the management of resources (people, equipment, materials) by providing visibili...
This approval has helped fuel significant adoption of Smartsheet across several dozen large departments. Previously, I've emphasized the importance of our Brandfolder digital asset management platform as key to cementing our leadership in the CWM space. Naturally, we've spent a lot of time understand...
The ability to automate alerts, approvals, and updates ensures that nothing falls through the cracks and keeps everyone accountable. Additionally, features like dashboards and resource views provide leadership with real-time insights, which helps in proactive management and improves stakeholder confidence...
If you're using Smartsheet as a project management app, chances are that you need a way to automate your most repetitive tasks like assignment alerts, approval requests, and status updates. Smartsheet offers an easy-to-use workflow builder to help you do exactly this—and it goes beyond sim...
• Send automated update and approval requests to streamline work and reduce the need for meetings. • Automate repetitive processes by sending alerts, setting reminders, automatically moving, copying, or locking rows, and assigning work based on sheet changes and preset times. ...