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Possible to create multiple linked templates?
Hi All, Hoping there's a few Smartsheet super users out there that can help! I've created a pretty flash client specific dashboard which pulls in from one master project template, which is is also linked to about another 10 seperate report sheets. Without cloning and linking it all up again, I was wondering if there was a…
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Is it possible to create a Template and share it to other users?
Hi, I have the following dilemma- I have created a really good PMO system within smartsheets using different sheets & dashboards, I would love to roll this out to other users within my organisation to utilise it as a template My question is, is this possible and if so how do I do it? For context I am a consultant and we…
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If deprecating GET /templates, provide another mechanism to get the same data
Last week, Smartsheet announced the deprecation of the API call "GET /templates" with no plan for any replacement mechanism. We have a long-standing integration from our software platform that serves mutual customers of Smartsheet and our product that fundamentally depends on the response to the "GET /templates" API call.…
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WBS in smartsheet.
Hi. Is there a way that I can have a dewey decimal system kind of the numbering for the items on my worksheet. I have found a solution that lets me have items numbered in the format 1.1 and 1.1.2 and 1.1.2.4 etc. But I want a system where I can have the format 01.00.00.00 and 12.04.09.11 etc; How do I make sure that there…
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RACSI/RACI Matrix with Conditional Formatting
Does anyone have a solution to easily set up conditional format for a RACSI/RACI Matrix without having to clone each RACSI option and setting up a conditional format for each role (in columns)? Like a formula or selecting multiple columns with the same dropdown? I created a traditional RACSI matrix for a customer but got…
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Create a new sheet from template using automation
It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.
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What is the best template to create a time tracking tool?
I need Task, Note, Priority, Ststus, Created by, Assignee, Start date and time, End date and time, Duration in days and time. And a dashboard to see an overview.
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Expand Global Updates & Programs Report Scope to add New Sheets to Archived project folders
Our company is adding new sheets to project folders, and some of them need to be in our archived project folders as well so that we can draw from our project history. Right now Global Updates does not support adding New Templates to Archived project folders. I can manually create sheets from the Toolkit Template, so there…
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Creating Expense Reimbursement Request
I've been tasked with creating an expense reimbursement request for our employees to use. We currently use an Excel spreadsheet but then have to manually get approvals. We're trying to move that to Smartsheet to automate the process. I can create a very simple form for 1 expense item. However, sometimes an employee will…
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Simplified Visual Portfolio View
Hello, I am currently using the Project Management Office Template. I have many many projects in here. I am having trouble visualizing the Gannt charts when trying to pull in a lot of projects and compare. I'd like to get something very simple like this: I need to be able to see: How many projects I need to close per month…