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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
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Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.
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Workspace Panel View- make templates visible and accessible
Our project workspace structure includes 2 sheet templates that can be used to create additional sheets that conform to the column naming convention and column formulas that are used throughout the workspace, thus ensuring consistency in the workspace. However, these templates are not displayed in the workspace panel view…
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Merged: Hyperlink Templates
This discussion has been merged.
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Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks
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Healthcare Governance Templates
I'm currently working on updating our PPM tool to Smartsheet and I'm looking for templates to utilize that implement a governance process to move projects through the different phases? Does anyone have anything that they could share?
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Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
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Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
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How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…