I have created a template Sheet & Form to use over multiple PM jobs.
Am I able to link the form answers to my sheet template 1 time so they will be link everytime a create a new job with my templates?
Not sure I follow!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
Have a fantastic day!
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Sorry about that.
I have created a Template sheet, rollup, and dashboard that I will fill out and it will track my job progress for different task.
I have also created a form to send to a stakeholder at the job which he will update everyday. I have linked this to the tracker sheet above.
As jobs come up
Job1, Job2, Job3, Job4, Job5
I will need a blank template tracker, rollup, dashboard, and form for each job.
Will a template keep the links or is there another way to do this? I hope I've explained myself better.
If it's structured correctly it sounds like it should work, but I'd need more information to be sure.
Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
Were you able to answer this Andre?
Hi @Joanna Vanderslice
I hope you're well and safe!
I don't remember.
Do you have a similar use case?
I hope that helps!
Be safe and have a fantastic week!
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
When managing a PMO. is it considered a best practice to establish an individual workspace for each project? If this is advisable, is there a method for setting up an automated recurring backup for all projects without having to do them individually?
Hello all! I have an automation workflow set up to record a date when a particular column changes to a specified value. Essentially I need to record a date when the "Current Stage" column changes to "Reevaluate/Schedule Final". See the workflow trigger screenshot below. I created this workflow and tested it on 11/16. It…
I use Outlook with my company. When a tagged email comes in from Smartsheets, I click on the "reply in Smartsheet" and it won't take me to any conversation box. It just opens the page, but not on the line that I need. Why is this happening? I updated this morning. Also, I get an Error message sometimes.
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.