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Celebrating Milestones
Hello all! We have been tracking our KPIs on a dashboard for one of our large events. I was wondering if anyone has unique ideas on how to highlight reaching a milestone on the dashboard in a visual way? For example if we register 500 participants? Thank you in advance!
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Linking a field in a form to a source sheet as picklist
I already put in a ticket and got the answer this is currently not possible, but was encouraged to put in a post here to hopefully being integrated one day. In my situation we have a huge list of project names (and constantly growing) that we'd like to be able to pick from in a from related to a SmartSheet. We find that…
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E-Builder/Smartsheet comparison
I'm looking to connect with anyone who has moved from E-Builder to Smartsheet to track construction projects.
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Project Metadata Sheet Not Correctly Indexing the Project Intake Sheet
I just downloaded the Project Management Office Template Set. I created a new project in using the Project Intake Form. The project populated to the Project Intake Sheet correctly; howver, when changing the Project ID in the Project Metadata sheet, the information is not pulling the information from the Project Intake…
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Project Management Office Template Updates
Hi all, I've downloaded the amazing PMO template. At step 2 of the instructions, I've added more than the 6 standard fields (and renamed them) in the Project Intake Form and have rearranged how I wish the Intake Sheet columns are viewed (step 2). Before doing step 3, I want to update the Project Metadata Sheet in the…
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Connecting multiple PMO templates
Hello - Has anyone amalgamated the Client Implementation template with the Customer Onboarding template? They both have areas that would be helpful as one template/dashboard, or having them as separate but still linked somehow. Thanks for your help!
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How can Smartsheet be utilized to create a searchable resource repository?
Hi everyone, My team and I are exploring a Smartsheet solution for a searchable resource repository. We currently have a variety of resources available to our managers to help them coach their associates, including job aids, videos, simulations, etc. These resources are housed in different locations. We would like to…
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Dashboard - How to Add Dynamic Editable Text on Dashboards
Hi, I am working on creating a Dashboard where the Project Manager (PM) can input their Project Summary, which will then be displayed on their Dashboard. I understand that I can create a Metric Widget, connect it to a specific sheet, and point it to a particular cell. However, I need to ensure that this setup remains…
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Who can share a best in class Product Launch template?
Hi All, New to Smartsheets and I am trying to figure out the best way to organize a Launch Management Program in Smartsheets for Product Launches. I have all of my items in chronological order, but could use a visual pointer for the best way to organize the structure of the sheet to best utilize reporting/summaries. I…
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Best Way to Facilitate Task Hand-Off to Different Assignees
I've been trying to build out a solid "template" of sorts to help manage numerous tasks/subtasks for similar but different projects. Each row contains a parent task or a child task (subtask). Many of these tasks change hands throughout the process of the project as it evolves toward completion. As one example, Assignee A…