-
Error Creating Charts Without Info in Template
I created a few charts in my template but because there is no information in the sheets (because it's a template) the charts show an error. Wouldn't typically be a concern because as soon as the template is used the information will be populated and the chart wouldn't error out. However, when I use this template in control…
-
Project Metadata Sheet within Project Management Office Template Set
I downloaded the project management office template set and wondering a few things. Do I copy the "Project Template" folder and rename it for every different project? I'm assuming the "Portfolio Level" folder (and its contents) does not get copied. This is the portfolio level "summary" of all the projects that I will…
-
How to view your roadmap in Smartsheet
Hi All, I have just uploaded the Agile product roadmap template from smartsheet to create my roadmap in smartsheet account. After creation, I have not been able to visualise the end product as a roadmap (see image attached). Do i need to change my setting in smartsheet to view my roadmap? I can only see it as the Gantt…
-
Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…
-
Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
-
New Template Sets for these Workflow Categories! Let me know your thoughts!
Hey everyone! As a Product Marketing Manager here at Smartsheet I am always thinking about how we can produce content that helps you work more efficiently. Especially now, we are producing new Template Sets that will help you and your organization work remotely more efficiently. Let me know your thoughts, but we are…
-
A3 Report
Hello Team, is it possible to create a A3 Project Report in Smartsheet according to the template I attached? I already tried to create it, but it did not work for me. Purpose of this sheet is to have an A3 Report for some projects. Looking forwards to your feedback. Best regards, Chris
-
Collect Ideas & Voting Functionality
Is there a Smartsheet template that collects ideas and allows other users to vote on the ideas?
-
Getting a Template's columns and rows using the API
Is there a method for retrieving a Template's columns and rows using the API? Trying to use the "Get Sheet" API method (e.g., /sheets/{sheetId}) with a Template ID returns a "Not Found". For now, I'm working around this by doing a "Create Sheet from Template", inspecting that temporary sheet as I need to, then deleting the…
-
Burndown Chart
I would like to use a burndown chart to track tasks of projects. Is there the template for burndown chart on Smartsheet?
