-
Creating Project Planning Sheets from a Template, Linking to Master Sheet
I created a master sheet that will list all projects for a department. We will also have a planning sheet for each project in the master sheet, created by copying one of four templates (based on the project type). Each of the four templates will have columns set up and a hierarchy of rows based on phases, workstreams,…
-
Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
-
Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.
-
Workspace Panel View- make templates visible and accessible
Our project workspace structure includes 2 sheet templates that can be used to create additional sheets that conform to the column naming convention and column formulas that are used throughout the workspace, thus ensuring consistency in the workspace. However, these templates are not displayed in the workspace panel view…
-
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!
-
Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks
-
Healthcare Governance Templates
I'm currently working on updating our PPM tool to Smartsheet and I'm looking for templates to utilize that implement a governance process to move projects through the different phases? Does anyone have anything that they could share?
-
Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
-
Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
-
How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?