Project management template packet- Forms Included

Eddie Velasco

Hello,

I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then processed by the PM in order to generate an external document for the client's design team with all relevant information.

Is there a way to clear form submissions so that the template can be copied and used again by a different PM and under a different project folder and form title? (the forms would be titled project specific for example)

Any help is appreciated!

Andrée Starå

Hi @Eddie Velasco

I hope you're well and safe!

Not sure I follow! Can you elaborate?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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