Forms and Templates

I have created a project template, which consists of several sheets (deliverables, schedule, action lists, etc.) used on a project. One of the sheets is the "Project Intake Sheet", which has a "Project Intake Form" that will have some pertinent information and will feed some of the data in the other sheets.

When I open this Template, I see all the listed sheets, and then do a file save as new on the this template whenever I have a new project.

Once I have saved as a new project, I have to open the "Project Intake Sheet" and then navigate to the "Forms" section from where I then select the form and fill in the relevant information on this project.

My Question:

Is it possible for me to have the "Project Intake Form" show at the main Project Level similar to all the other sheets, reports, etc.?

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Accepted answers

kowal

Hello,

If you use the button on the left (not the folder button) but the folder button with people inside :)

you can also see the forms in this sheet. This is something that smartsheet brought recently.

In my case the BCE Project request is a form.

Let me know if it helps.

All comments

kowal

Hello,

If you use the button on the left (not the folder button) but the folder button with people inside :)

you can also see the forms in this sheet. This is something that smartsheet brought recently.

In my case the BCE Project request is a form.

Let me know if it helps.

KempenUSA

Perfect, Thank you Tomasz

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