-
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?
-
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…
-
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…
-
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.…
-
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.…
-
Merged: Freeze Rows/Columns
This discussion has been merged.
-
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…
-
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…
-
Self-Paced Managing Project Data with Formulas Issue
I'm working through the Managing Project Data with Formulas Issue as noted above. When I go to download the template sets, I keep getting the attached screen. Once I follow the prompt to login, it just brings me to the home page (if you were to click the home icon in the left bar). Is this happening to anyone else in the…