New in Smartsheet – Updated Mobile Web Forms & Smarter Notifications

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Smartsheet is a collaborative work management platform that is accessible from any device or browser. It is helping teams, companies and enterprises be more productive by providing the tools to manage their projects, programs and other business operations. Recently, it has announced the availability of new features to help boost productivity even more. Mobile web forms have been updated to work better with iOS and Android apps. Also, notifications are smarter to give alerts to specific changes.

Updated Mobile Web Forms

The latest Smartsheet mobile apps now have updated web forms that are easier to use and manage. Users can expect a more intuitive experience when using web forms. First and foremost, web form links will now open directly and automatically in the Smartsheet native app. Also, there is a new web forms section in the Home screen together with the categories for Favorites, Sights and sheets. This is meant to help users find quickly what they are looking for. Web forms are a solution to many communication and collaboration challenges. Mobile web forms now can be used in many situations, including for :

  • On-site documentation – collect data and use camera to snap photos and communicate with the team
  • Requesting intake – streamline intake process with easy-to-access mobile phones and simpler consolidation process, or
  • Personal task lists – capture thoughts, ideas and inspiration together with task lists.

The latest mobile update now also allows Microsoft Azure authentication, allowing users with Office 365 credentials to sign in to Smartsheet mobile apps. Users can also work with shared filters, saved filters and Current User filter options. Finally, long press in iOS on a sheet row header allows users to drag and drop rows. (Available in Android soon).

Be more specific with Smarter Notifications

Smartsheet now has smarter notifications to help users work better. Rest assured, notifications that have been previously set up will continue to work. Users can continue to create familiar and simple rules. However, they also now have more options which is available in a new menu. From there, users can choose to be notified either by general changes such as sharing, to specific changes to rows, columns or even cells.

Notifications from Row Updates

A new Notification Dialog in the Alerts tab located at the bottom of the sheet allows users to be notified whenever updates are made to a row. They can even set it up to create the alert only when the priority of the row being updated is high or very high. Users can also add notifications for rows with multiple conditions, such as when a box is checked, a number is greater than a certain threshold, and/or the person assigned is changed. Users can set the notification such that all conditions are true.

Notifications from Specific Column Changes

Smartsheet smarter notifications are not limited to rows. Users can also monitor and be alerted to specific changes to columns or cells. For example, a user tracking a marketing budget sheet wants to be notified when any member spends more than $2000 in an event. He or she can set up the notification that is triggered only when the program type is an event, and the value exceeds $2000. Any change in spending will not create an unnecessary notification. Users can still create automatic notifications from changes made to a column, including changes to attachments and comments.

More Options and Customizations

Aside from these new options, users also can name their new notification rules for easier identification. They can also customize notification emails, such as its subject line, text in the body, and included columns in the email. Furthermore, a user can choose to receive notification from changes to a sheet that he or she made by turning the alert on at the Personal Settings>Settings>Communication Preferences. This can also be turned on at the footer of every notification email. To learn more about the new smarter notifications and other features, check Smartsheet also on Facebook, Twitter, Google+ or LinkedIn.

Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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