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Create dynamic custom schedules based on selections in intake
Hi all, I recently developed a cool solution to an issue that we had... how to build a custom schedule based on selections in an intake form. This solution leverages Bridge, but you could do the same thing using a third party integration tool. THE GOAL The process goal for this solution is: Collect project requests using…
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Looking for examples and templates for tracking annual review notes
As a manager of a large team, I take notes regularly of my team's successes and areas needing improvement throughout the year to refer back to during our annual performance review. Right now I am simply adding these in OneNote with comments and the date as I go. I would love to begin managing this in smarthseet to keep…
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Sheet Templates
I'm new to the Smartsheet Planning group for our team so I'm coming in after years of them doing things a certain way. I'm trying to find a more efficient manner to manage updates to master sheets instead of rolling them out quarterly as we've been doing. Essentially every quarter we pull all feedback, make updates to the…
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Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option…
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How do I customize the Strategic Plan template so the project request form attaches to a project tas
I need assistance customizing the Strategic Plan template to the needs of my department. I don't understand how the project request sheet connects to the project A & B Task sheet. I created a form for the team to submit their strategic initiatives for approval. Once a strategic initiative a approved, how does it auto…
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Examples / Templates for Employee Review Notes
As a manager of a large team, I take notes regularly of my team's successes and areas needing improvement throughout the year to refer back to during our annual performance review. Right now I am simply adding these in OneNote with comments and the date as I go. I would love to begin managing this in Smartsheet to keep…
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Can smartsheet create and display Binomial Trees?
Hi, I was wondering if anyone has tried to create and display a Binomial tree within Smartsheet? Is it possible, as I have been unable to find a template for it. I don't need it to run the calculations more for display purposes only. Thanks.
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Un-shared filters on templates
Since Pro accounts cannot share filters (which should also be changed), that means that we also cannot include filters on templates. This needs to change. The benefit of templates is that you don´t have to re-create a sheet from scratch. It undermines the purpose of templates if you have to recreate the filters every time.…
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Need report and forms to track client status
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
