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Sharing Templates
Hi, I would like to share multiple templates that I have designed so others can use within my company. Does Smartsheet have the capability to share a blank template?
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Control Center - Can I Have a Specific Folder Specified for new Project to be Created In?
Currently new projects are created under a workspace but I would like to have new projects added to a specific folder within the workspace. Is that possible? I tried to update Control Center with the folder ID in the section for Project Workspace ID and that didn't work.
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Where is the Project Intake Form - Project Managment Office Template
Hello all, I just downloaded the Project Management Office Template and started to learn how to use it. However, when checking the folder, I couldn't find the Project Intake Form into my folders. Anyone knows whether is missing in the template?
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Question about adding data consistent with a template's formatting
I'm using the Project Schedule Manager template and I have a question about how to expand certain functions. The template provides you with three rows to input team member's names and roles. This is sourced by a metric widget on the template dashboard. I can't figure out how to add more team members and have it formatted…
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Data Not Pulling Into Portfolio Metrics
I'm using the Project Management Office Template set. The data on the Portfolio Metrics sheet is not populating correctly. For example, even with the sample data that's populated the Total column is populated, but it's not breaking out the total by Category type. The '2' shown in the picture is the total. The '2' should…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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Cell Linking not following to sheet "Saved As New" in Marketing Campaign Template Set
Hi there, I'm digging in to the Marketing Campaign Template Set and am hitting a wall. When I'm saving a campaign as new, the cell linking in the sheet "3. Campaign Plan" is not showing up. Does anyone have experience with this template set that they could help troubleshoot why this is happening? TIA! Here's the original…
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Preserve specific email address in a Workflow rule in a Template
Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet. This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a…