New Template Sets for these Workflow Categories! Let me know your thoughts!
Hey everyone! As a Product Marketing Manager here at Smartsheet I am always thinking about how we can produce content that helps you work more efficiently. Especially now, we are producing new Template Sets that will help you and your organization work remotely more efficiently.
Let me know your thoughts, but we are planning on creating some content that aligns to the following workflows/categories:
- Workforce Engagement (things like employee pulse surveys, remote employee onboarding or offboarding…)
- Supply Chain Management
- Collaborative Work Management in a Distributed Workforce (a.k.a day-to-day operations & processes for remote teams)
- IT Operations for a Remote Workforce (Digital Workplace Services, IT Support & Ticketing, Software Deployments)
- Develop, Communicate, Track, and Adapt Strategic Direction
- Business Model Transformation
Do you have any ideas for processes I should include in each? Any Smartsheet use cases you’ve used you’d like to share with others?
Looking forward to hearing from you all!
Hunter
Comments
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Okay, here is what we've created so far (13 template sets!) based on the vision shared previously. You can find these all in Solution Center, but here are the links for easy access:
Closing & Reopening of Public Spaces: https://app.smartsheet.com/b/publish?EQBCT=08be71cd354848a3b258acd4ad65e675
Data Input and Data Collection: https://app.smartsheet.com/b/publish?EQBCT=b7e48215363448a9a56f06877521f272
Employee Pulse Check: https://app.smartsheet.com/b/publish?EQBCT=74198c891d9d41c5a1b5fe0a337102cf
Essential Business Request Management: https://app.smartsheet.com/b/publish?EQBCT=a7db07b915e642dc88756fd1248fabe2
IT Operations for Remote Workforce: https://app.smartsheet.com/b/publish?EQBCT=7bfccbc7de7a47beb0a48c75da3de7bb
Objective and Key Result (OKR) Tracker: https://app.smartsheet.com/b/publish?EQBCT=150765a85c5a45f382962b78999696a9
PPE Inventory Tracking: https://app.smartsheet.com/b/publish?EQBCT=bad0c73d298a4398947dbf85c1627ac3
Policy Governance and Rollout: https://app.smartsheet.com/b/publish?EQBCT=56f74749c925437c879293eec8d95bd4
Remote Employee Offboarding: https://app.smartsheet.com/b/publish?EQBCT=be3c2a069ac24e939ebbcc86e544b8d4
Remote Employee Onboarding: https://app.smartsheet.com/b/publish?EQBCT=ae8683f338e544a1958359722632a05d
Small Business Loan Requests: https://app.smartsheet.com/b/publish?EQBCT=8f16ce024cee4632899bd90426569ee3
Supply Chain Operations Management: https://app.smartsheet.com/b/publish?EQBCT=2a598cbf939b4e04bb68a01f38e628b8
Team Operations and Sync: https://app.smartsheet.com/b/publish?EQBCT=72266c090e1f4e0195063998346f4cb7
We got more coming down the pipe, so stay tuned and please feel free to provide feedback, ideas, etc!
Thank you,
Hunter
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some great stuff - one Q: how do you make the links in text widgets, that you use in your dashboards? Ie like in the:
https://app.smartsheet.com/b/publish?EQBCT=72266c090e1f4e0195063998346f4cb7
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You can hyperlink text in Rich Text widgets by highlighting the text and selecting the Hyperlink icon from the top menu bar:
This will bring up a pop-up window where you can either link to a Smartsheet Item or to a URL:
Let me know if you have any questions about this!
Cheers,
Genevieve
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These are great! Thank you
Any chance you have a customer life cycle management set? Something to manage/communicate important contractual dates.
One other idea: a set to automate vendor/contractor liability insurance compliance. (Basically, an easy way to get through the annual process of requesting and organizing vendor insurance (Accord) forms.
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These are great templates! Thanks for sharing. One idea I had is to add a template set for data governance needs - a set of sheets that contain inventories like business glossary, applications, interfaces, vendors, etc that are all linked together to help create a profile / dashboard for different uses. For example, once all of the information is put in there would be a dynamic / filtered dashboard for say each application that provides the key details of critical data elements, who the contacts are, which interfaces it has, etc. I know there are tools out there that can do this, however, in this crazy time our budgets for procuring new platforms is limited and we are implementing in Smartsheet as we speak. Thanks again for all of the amazing templates that are out there.
Thanks, Sheila
HR Process and Data Governance Mgr
JM Family Enterprises, Inc
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These are great templates. Maybe we could use some in future.
I'm working on one idea about planning out monthly marketing email templates. It'll be essentially a visual calendar and on the side you'll have available template images. One can simply drag and drop or copy paste the images of templates into respective days they want and build monthly email content calendar. I've built one in Google Sheets and now working on building one in Smartsheet. Here is a screenshot of what I have in Google Sheets.
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So cool to see these templates!
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