-
Best template sets for use with Resource Management?
I will be getting access to Resource Management soon, but I need to begin the process of moving all of my company's project plans into Smartsheet before I will have access. Are there certain template sets that are designed to work with Resource Management? I would hate to get all of the projects moved and then find out…
-
Why are some templates not showing up for me
I am working with another team member. They had a free trial version and accessed the templates on this screenshot. When I look for them, the templates, are not find-able. Or they don't have a smartsheet equivalent, download version but not in smart sheet. Any guidance in why it would show up like this, looking as if it's…
-
Creating a technology device loaning process
Good day everyone. I am new to the community but not new to Smartsheet. Have been using at my company for a number of years now. My team has acquired a quite a few pieces of equipment and it seems that we are constantly loaning them out to other teams for certain periods of time. I have been working on a loaning process…
-
Editing default templates in Smartsheet
Hi, Smartsheet has pre-existing templates available, such as Grid, Task List, Project etc. Is there a way we can edit these pre-existing templates? https://drive.google.com/file/d/1zLbUc4qzOiQ9EuEwl8-HbG7hg0pQwbf4/view?usp=drive_link Aditya
-
Keep Fillable PDF mapping when duplicating sheet
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set…
-
PMO Template Project Plan not displaying correct End Date at top row
Happy August! This project plan was created using the Smartsheet PMO Template, which I have done many times before. How can I get the End Date in the first row to show the correct date (8/31/23), instead of 8/17/24? It's not rolling up. Thanks in advance for your help.
-
Copy of Template loses Alert Someone Email address in Automation
Hello, When I "Use" a template to create a new sheet, most of the automation remains, but the email address in the 'Alert someone' section gets erased and the Automation 'Saved Workflows' say UNABLE TO RUN. How can I get the template to keep the Automation workflows intact when I use the template to create a copy? I…
-
Template not visible in workspace
Hi, I created a Template (New Project Plan Template) in my Workspace. When I use the link generated from the Share button on my Workspace (Copy Link), am I unable to view the Template. I created both the attached screenshots. I am assuming if I cannot see the Template in the Workspace from this link than none of the other…
-
Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
-
Sharing Templates
I've created a Testing template for UAT/SIT that I have used internally and would like to share with Smartsheet, does anyone know the process of doing that? Is there an approval process?