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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…
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Unique ID auto generated from State designation
I have attached an image of a project schedule. I need to generate a formula for the "task-id" column that auto-generates a unique prefix and suffix based on the "state" column. The formula should reference the two character state and and start at 0001, if this initial encounter of that state. If the state has been…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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How do you track small contractor jobs within larger project plans?
Hi everyone, I’ve been building out a few project plans in Smartsheet for some upcoming property updates, and one thing I’m not sure how to handle cleanly is tracking small, independent contractor work like when we bring in a concrete contractor or a local crew for a quick 2-3 day job. These smaller jobs aren’t full…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…