Accomplish More in Less Time with Automated Actions
by Joosung Nam
Time spent on routine tasks reduces your ability to focus on solving problems or innovating for your business. Managing updates, status reports, and approvals is time consuming and repetitive, not to mention disjointed and error-prone. Often, the updates and approvals you need to move work forward get lost in your email inbox, or requests get lost in someone else’s.
We are excited to introduce three powerful new capabilities in Smartsheet: Automated Actions to eliminate routine tasks, freeing you to focus on higher value work; Smartsheet notification center to make it easier to stay up to date; and an all-new mobile app to help you, your team, and your stakeholders move work forward from anywhere.
Streamline Work Processes with Automated Actions
Now you can create simple automation rules in a matter of minutes - without writing any code or complex formulas - to streamline work processes and increase productivity. Save time, reduce error, and accelerate progress with automated approval requests and automated update requests.
Smartsheet automated action requests are sent based on easy-to-configure rules that you set up. You can prompt users to provide updates based on specified conditions and request approvals when a specific change is made to a sheet.
While reminders, notifications, and manual update requests will still be available to customers on all plans, only licensed users on Business and Enterprise plans will be able to set up automated approval requests and automated update requests.
See All of Your Important Updates From Within Smartsheet
Unfortunately, it is too easy to lose important updates in an overflowing email inbox. Now you no longer have to rely on email to stay up-to-date on Smartsheet notifications. Our new notification center enables you to see all of your important updates, including sheet notifications, reminders, update requests, and sharing invitations from within Smartsheet. You can choose how you want to receive updates from Smartsheet including in app, via email, and mobile push.
Keep Work Moving, On the Go
Our completely redesigned Smartsheet Mobile apps extend the power of Smartsheet to your favorite iOS or Android device and better support the needs of on-the-go workers. A new home screen and streamlined navigation incorporates Home, Recents, Favorites, and Search tabs to help you easily navigate to the information you need quickly. The mobile notification center allows you to see all of your Smartsheet notifications in one place and quickly take action on update and approval requests from anywhere right on your mobile device.
We’ve also optimized Sights™, Smartsheet's customized dashboards, on mobile. Now you can switch between mobile and desktop layouts based on your device size and viewing preference, enabling you to quickly access the information you need when you are on the go.
Keep Processes Moving Forward
While each of these features help you accomplish more on their own, together they enable you to automate and easily manage updates and approvals from anywhere - saving time, reducing errors, and accelerating progress.
Some of our customers are already leveraging this new functionality to improve their businesses as part of the Early Adopter Program. Colliers International is a global commercial real estate company operating in 68 countries with over 15,000 employees. Kristin Komassa, Associate Vice President at Colliers International | Wisconsin, recently started using automated approval requests with her team to track approvals of tenant lease amendments.
When a team member makes changes to an amendment, they upload the updated documents to a sheet and an approval request is automatically sent to the manager, who receives a notification of the approval request via the notification center. The manager is able to quickly open, review, and approve the request, thus accelerating the approval process and speeding team progress.
“The new automated actions reduce steps in our work process and save us time - and to us time is money,” says Komassa. “Not having to send an email to get an approval and being able to capture work progress in a sheet allows the team to track the process.”
There are many ways that automated approval requests and automated update requests can benefit you and your organization. We invite you to explore how to accomplish more with Automated Actions. To learn more about how to set up approval requests for your organization, see the help article here.
For more information about this release, read the release notes.
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