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Workspace - How to tell what template was used to create a workspace
Hey guys Is there a way to tell what template was used to create a workspace? I have a stack that were created from a template by someone else (they have since left the organisation)and I cant figure out which one they used by looking at the templates listed. Any advice would be really appreciated :)
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Seeking advice on template sets.
I am new to Smartsheet and am hoping to get some advice on which template set would be best. My biggest concern is meeting the executive's requests. The executives are looking for a dashboard that shows an overview of the 20-25 projects that we will be running soon. Executives would like the dashboard to include project…
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Solutions as templates
I have built a meeting minute solution with the following assets; Many of the users on our team are unlicensed. I tested whether or not an unlicensed user could use a 'Template'. And they can. That's the good news. My Meeting Minute solution really needs all 3 parts which are connected with links. Is it at all possible to…
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Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
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Shared Docs as Templates
There are some documents that ALWAYS need to be shared with the same team. When I create these documents as templates, the setting for sharing them goes away. I need a template that I can use to create new documents and that automatically includes the entire team so that I don't have to re-share every time, or worse yet,…
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Configure Outlook Integration - Allow new sheet creation from template
Would be great to be able to click from Outlook Email (like the current integration) but select to Create a new sheet from user template.
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Problem with keeping shared status on templates
I have created templates for very basic task list sheets that we use over and over. (I save them as templates by creating the sheets and then clicking SAVE AS TEMPLATE.) Before saving them as templates, I shared them with my boss and set up automations for both of us. When saving the template, I check the box to keep…
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How do I clear content of a cell? Sheet from: Template Project Tracking and Rollup
Hi, I am new at Smartsheet. I am using the sheet in the template: Project Tracking and Rollup. When I add a column and with a checkbox or a date for an example, the checkbox is in every cell in that column, but some of my rows are main rows and therefore I want the cell to be empty. How do I remove the checkbox from a…
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Link for Template
Hi there, I'd like to create a link for a Template. When I right click to copy link, there is no option for that. End Purpose in mind: Be able to link the template on a dashboard so that users can go click directly from dashboard to make a new template. Picture: No ability to copy the link for template
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Adding 2nd product line to existing Project Management Office (PMO) workspace
I have setup the PMO workspace and use it for onboarding our primary product. I have an Intake Form which links to or from Metadata and Project Plan sheets. Links are working properly. I have been asked to setup the same for a secondary product which my team onboards. The tasks (project plan) are entirely different. I'm…
