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Automations from a Template are now Broken in existing sheets
Hi Community! I'm having a problem with automations. I added new automations to my template that was originally used to create some existing projects. Once I added the automations to the template, existing projects immediately inherited the new automations and now they're ALL broken. See screenshots. When I tried to start…
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Team Building Templates for remote teams (Games)
Does anyone have team-building templates they can share with remote workers? We have bi-weekly meetings and would like to have a fun meeting themed for upcoming holidays. Thanks in advance!
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"Use Template" for Editor permission level does not allow them to save in a workspace folder
Hello Community, We have created multiple custom project schedule templates using "Save as Template", and want the group members to use them for creating new project schedule sheets. The group members have Editor access permission to the Workspace where the templates are stored, which also has folders for each group…
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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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Employee Objective and Performance Reviews
I am looking for a real-world example of someone using the employee Objective and Performance Review Template for an IT manager? Do you find it useful and easy to use for managing your managers? Anything you can share would be greatly appreciated.
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2025 Free Smartsheet Webinars/Office Hours
I hope everyone is having a great start to their year! I am posting here because I wanted to share the schedule for the Smartsheet Webinars we will be hosting this year. Here’s a breakdown of the schedule for the first half of this year: Office Hours: Starting in February, our Customer Success Manager, Lisette Planken,…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
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Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…
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Automatic Phase from WorkBreakdown
Hello all! I'm modifying the Simple Portfolio Work Breakdown Schedule and having a little trouble. I like the way the Work Breakdown structure works but I'd really like an automatic way to track which Phase something is in. I know I could just add a column and manually select which Phase tasks and sub tasks are in, but I'm…
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Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
