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Congratulations to the ENGAGE Template Contest Winners! 🎉
We wanted to give a special congratulations to the just announced winners of the ENGAGE 2022 Template Contest, your fellow Community Members and a few Overachievers! (Alison Note: We are not surprised by this at all.) During ENGAGE, Smartsheet put on a contest looking for one standout solution within each of these common…
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Schedule Variance
How can I copy columns from one template and add them to a different template? I want to add the date variance column from the Project Gantt and budget template and add them to the Project plan template. I just want a way to baseline and track schedule variance.
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Gannt chart help please
Hi, i'm using the excel template which smartsheet provide here: https://www.smartsheet.com/top-excel-project-plan-templates in the file ive downloaded the gannt chart looks lovely, however when i add in my project plan which has loads more tasks than the example, and over a greater time period the gannt chart severs no…
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Formula to make it to check the checkbox in another sheet.
Hi all Hope you can help me. i'm trying to make a formular that can help me check off the checkbox in another sheet. So its going to be somekind of formular that looks into another cell and if it is checked off it is going to checkoff in that sheet as well. So 1. sheet is the Intake sheet. - The 2. sheet is the tasklist.…
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Template Set: Marketing Request Management - Standards - Scope of Work cells
I am following the initial setup steps for the Marketing Request Management template set. In Step 2.C. customize the sheets for your project types and team, when I change the cells in the Standards - Scope of Work sheet, it breaks the communication to the Intake Sheet and Form, and gives me an error message "Incorrect…
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Capacity Planning Template
A google search shows me a capacity planning template exists in Smartsheet but I cannot seem to find it among the templates. I can see it via google search but when I go to download it I'm asked to create a Smartsheet account... but I already have one. Can anyone point me to the template within Smartsheet? Thank you
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Template for Scoring Grant Proposals?
Is there a template set that could be used/modified to suit the following need: A team of 4 is scoring grant applications. We're using a form to gather scores for 100 applications (estimated), 4 scorers, 15 scoring categories/domains. I'm trying to set up a metadata sheet to collect everyone's scores. I need a single line…
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Roll over Monthly checklist
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…
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Cashbook
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…
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How do I create a template that will save to the workspace where its located?
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…