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Efficient Monthly Report Data Collection System for Faculty using Smartsheet
I am looking to create a streamlined system in Smartsheet to collect monthly report data from faculty members efficiently. This would include updates on publications, grants submission, presentations, etc. The main goals include consolidating all of this information in one place, providing a user-friendly interface for…
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Template set download is in French
I have downloaded the Project Intake template set. The instructions are all in English but the files related to the template have downloaded in French. I am set up for everything to be in English and normally template sets download in English. What do i do to fix this?
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Save As New does not link to new sheets, dashboards or forms
Hello, It seems since there is the option for the links to link to the newly created sheets, etc. that when selecting this option when save as new it would link to the new sheets. However, none of the linking works for me. For example, if I use the metric widget on a dashboard it remains as the original sheet as the data…
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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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Merged: Template Libraries
This discussion has been merged.
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Question about Templates and Formula References
Hi, I am creating a template of a "Cost Estimator" which will be created into a new sheet each time I have a new project. The Cost Estimator sheet will link to a master Project List using the Project ID and the Project Name. What I am attempting to do is create a Cost Estimator "Totals" sheet which will have a row linked…
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Connecting multiple PMO templates
Hello - Has anyone amalgamated the Client Implementation template with the Customer Onboarding template? They both have areas that would be helpful as one template/dashboard, or having them as separate but still linked somehow. Thanks for your help!
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Template for Submitting Resident files for review and approval
Hi, newbie here. I am the compliance manager for a PHA and am currently using emails back and forth for resident file submission and approvals. Can I get a recommendation for a template that I could use instead? I was thinking the IT requests and ticketing could be modified for my needs. But I am open to ideas.
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Possible to send MS Outlook email Templates once a task is reached
I am trying to set up outbound emails to send to external parties for their deliverables, setting timelines, and forms to complete once certain milestones/tasks are reached with in a project. Is it possible to have a email template built / added and have that template pull in information from the sheet summary such as…
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Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…