I am looking to create a month-end checklist which has list of activities and due dates and tracks the completion status driven by user inputs. What is the best way to a) archive the completed checklist and b) roll over the checklist month over month. The fields are consistent month-over-month with 80% pre-populated in the…
Hi, We currently use Excel for our Cashbook and there are tons of syncing issues. I was thinking of using Smartsheets but was wondering if anyone has an experience doing this? We have multiple bank accounts that need to have debits and credits accurately input. There are weekly and monthly transfers between accounts and…
I have a workspace, lets call it "Awesome Stuff", and in that workspace I have a template called "Template of Awesome Thing". As the admin, when I click "Template of Awesome Thing" I'm prompted to rename it, and then save it in to "Workspaces/Awesome Stuff". When my users click on it, who are currently set as editors…
We have the ability to hyperlink smartsheets within other smartsheets. It would help to be able to hyperlink templates within other smartsheets.
I know how to include a hyperlink in a SmartSheet to another SmartSheet. Is there a way to hyperlink a Template in another SmartSheet?
Hi, The title says it all. I've started using the SS template called "Team Vacation Planner" and I was wondering how I could add this onto a Dashboard for quick viewing. I tried making it into a report but it only brought the columns; sheet name, created, created by, modified by and modified over. None of the names or…
I'm trying to have a sheet that is in my template be added to an overall sheet via cell linking. Is there a way to get a group of cells to link to a high level sheet when a new project is created via the template (using control center)? What I'm doing is making a sheet showing all the resources and teams on a project. I…
I have a new sheet I want to add to an already provisioned project in Control Center but all the formulas return broken. I have created the sheet in the blueprint and have saved it as an optional template. This optional sheet is linked to other sheets in the blueprint (it is a summary of data linked to source data - for…
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
good day i am looking for a fleet vehicle maintenance tracking sheet with alerts anything out-there thank you