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Generate Documents & Control Center
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
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Best Practices for Integrating Smartsheet with Third-Party Platforms
Hi Community, I'm currently working on a project that requires seamless integration between Smartsheet and several third-party platforms. Specifically, I'm looking for advice on the best practices and tools to use for integration. Has anyone successfully integrated Smartsheet with platforms like Jira, Salesforce, or…
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Link for Templates
We'd like to create a dashboard with reports and various team resources, such as templates. There is not a way to hyperlink, link templates OR add templates to dashboards. This would be extremely helpful. Thank you!
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Template searches
Hello community, I am wondering if someone can help me understand why when I search within smartsheet for a particular template, it does not return results ex - Test Plan or Test Case. However, when I search on the web smartsheet returns examples of exactly what I was looking for. Am I doing something wrong with my search…
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Template for IT Services
As an IT manager, I'm responsible for various simultaneous and sometimes unrelated areas, including: Maintenance of existing apps New development projects Recruitment Operations Company websites Procurement Billing I'm looking for a template to help me manage these areas efficiently without overwhelming me with details.…
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Target Date vs Baseline in Project Management Office template
The project plan in PMO template have Target Start Date and Target End Date which seem to serve the same purpose as the Baseline Start and Baseline Finish. Are they redundant or am i missing something?
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…
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Merged: Freeze Rows/Columns
This discussion has been merged.
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Help with "Simple Project Portfolio" template
I really want to use the Simple Project Portfolio template but I can't seem to get everything in the "Save as New" folder to do so while keeping all its connections. Maybe I have missed a "how to use" section with this template or just not seeing something obvious any help is greatly appreciated. NOT REQUIRED: I learn best…
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Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a single…