Sign in to join the conversation:
Does anyone have a template or know of an existing template that could be used for OKR's?
Hi,
You might be able to modify the Team Objectives Tracker template: https://www.smartsheet.com/solutions/team-objectives-tracker
This can help you track objectives, you may need to build formulas in this sheet in order to get metrics for measuring your KPIs. More on creating formulas in Smartsheet can be found here: https://help.smartsheet.com/articles/2476171-create-and-edit-formulas-in-smartsheet
I have some templates in Excel and Google sheets but i don't know if they will work in Smartsheet easily.
Do you have some templates already?
I will try them out when i have some time and get back to you here later.
Best,
Andrée Starå - Workflow Consultant / Get Done
I wrote a blog article for implementing Objectives and Key Results OKRs with Smartsheet. The article is in German, but you can use the built in translation from your web browser.
https://agilemanagement.eu/de/okrs-mit-smartsheet/
You will also see my Smartsheet OKRs template in this article. If you are interested I can share this template with you. Simply send me an email to hi@agilemanagement.eu
Here are more information in English about OKRs with Smartsheet
https://agilemanagement.eu/objectives-and-key-results-okrs/#okrs-with-smartsheet
Sebastian
Great article! I like your template, simple and effective. Have you implemented it and if so, have you found it convenient to follow up on OKRs?
Thanks for the feedback Felix.
I have published more information about OKRs with Smartsheet by now, also in English:
Yes I have implemented this and it helped my clients to cell link the fitting objectives into their weekly and monthly meetings to stay focused and aligned.
Hi Sebastian,
Will you share your template with me as well?
msdeanehtx@gmail.com
Can you share your OKR template with me?
chris.howerter@benthic.com
Thanks!
hi - the links here seem to be broken. Is this template and/or article something that is still available and that can be shared with me?
thanks
kitg@accretivetg.com
Hello Sebastian, can you share the template with me @ abostic@voyagersearch.com?
Can you please share your OKR template also: asaari@blytheco.com
The links don’t work for me either. Would you mind sending me the template. Ottinger.rjo@gmail.com
Thank you!
I'd also love the template. trish@raewellness.co . Thank you!
Hi @Sebastian Paasch [AgileManagement.eu Smartsheet Co
Will you share your template with me as well? Michael.Halvey@forevercompanies.com
Thank you,
Michael
Hello Sebastian and other users on this chain,
I would also love the link to this template. If anyone could share that would be amazing.
ssoldini@anscorporate.com
Susan
Hello Sebastian,
could you please share the template with me as well? adrian.breitfeld@aju.edu
Thank you
Adrian
Have any of you created a Smartsheet that would show the savings for a project by the month? In other words, if I saved $1200 annually and the project ended in say March, then the savings would go $120 per month, Mar 2025-Feb 2026. I have done it on Excel sheets manually, but I think there should be a way to do it with…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…