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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…
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Create a Unique Form within Template
Is there a way to link a form within a template that will be associated with the NEW document created by using the template? CONTEXT: Template Purpose: each time site is visited by senior team, a template is created for site visit to document walk-through notes. Form Purpose: individual senior team members would click the…
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Form Usable on a Template
Would be great if there was a way to create a Form that is linked within a template that when template is used, creates a unique Form so that it translates over to the newly generated document from the template! Otherwise, the form is still stuck linked to the original template and cannot be used on the new document :(
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Upvote Function / Brainstorming Layout
Does anyone have a template or is there a video that shows how to create a sheet that has an "upvote" or "voting" function of any type? Ideally what I'm looking for is a way to have different product ideas listed out and then allow for our team to vote on which items they like the most.
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How to empty out a template?
Hello! Am interested in using the project portfolio template, but have no idea where the information already plugged in is coming from - is there a way to get the same template, but 'empty'?
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Modifications to Internal Communications Template not showing when building reports
Good morning, I am currently working with the Internal Communications Template to create a Planner for our Learning Communications. I needed different Categories and delivery methods so I edited that information the Internal Communications Plan Sheet but when I try to use the summary reports in the template or build new…
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Create Your Own Template Sets
I'd love to be able to create my own template sets for my organization or team. We're not standardized enough to utilize Control Center...yet. Having the capability to create a template set that encompasses the sheet(s), report(s), and dashboard(s) needed for one off projects would be great!
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How do I reset the calendar template?
I am trying to re-use the annual calendar template I've used this past year for 2024. Is there a way to reset it or get rid of all the data I've added into? It would not let me use a fresh template because I already have one in use, so it made me save a new copy. I have a lot of information on it and it would take me a…
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Does anyone have a good RACI template
Hello! I am trying to find a good RACI template but I am unable to find one.
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
