Hello All, Has anyone implemented the Meeting Management template set who would be willing to share what works and what could be improved? We are looking at moving our minutes into Smartsheet (obviously), and I would like to understand a bit more. The "Getting Started Guide" for the Meeting Management template set is a bit…
Hello all, I just downloaded the Project Management Office Template and started to learn how to use it. However, when checking the folder, I couldn't find the Project Intake Form into my folders. Anyone knows whether is missing in the template?
I'm using the Project Schedule Manager template and I have a question about how to expand certain functions. The template provides you with three rows to input team member's names and roles. This is sourced by a metric widget on the template dashboard. I can't figure out how to add more team members and have it formatted…
Smartsheet grants Admins the ability to update global settings such as Non-working days however, this setting only applies to new sheets so, if your organization heavily depends on Templates, the settings for non-working days does not apply. Our organization has over 50 reusable templates and some dating back to 2019…
I'm using the Project Management Office Template set. The data on the Portfolio Metrics sheet is not populating correctly. For example, even with the sample data that's populated the Total column is populated, but it's not breaking out the total by Category type. The '2' shown in the picture is the total. The '2' should…
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
Hi there, I'm digging in to the Marketing Campaign Template Set and am hitting a wall. When I'm saving a campaign as new, the cell linking in the sheet "3. Campaign Plan" is not showing up. Does anyone have experience with this template set that they could help troubleshoot why this is happening? TIA! Here's the original…
Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet. This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a…