Templates

Discussion List

  • Importing Excel Data into a template
    In Using Smartsheet
    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 si…
    Accepted
    74 2
    Accepted Answer 74 views 2 comments Most recent by Teri Ann Oursler Using Smartsheet
  • Master Roll-Up for multiple project sheets
    In Using Smartsheet
    I am reviewing the Construction and Facilities Management template set provided by Smartsheet.  I only have a Team account for now. The template comes with 2 sheets for Projects.  In the Master Roll-Up sheet, you can see the formulas used…
    369 2
    369 views 2 comments Most recent by Pete Bennett Using Smartsheet
  • How to set up and automate a template for this report chart in the dashboard?
    In Using Smartsheet
    Hi guys, do you know how to set up the following report chart in my dashboard? I have seen this kind of report chart in one of the Smartsheet webinars. My requirements to this report chart would be : Every time I set up a new project plan,…
    Answered - Pending Review
    12 2
    Answered - Pending Review 12 views 2 comments Most recent by Neil Watson Using Smartsheet
  • Dashboard Template
    In Using Smartsheet
    I have multiple projects that have their respective project schedule sheets and I created a dashboard of one project. I was wondering if there was a way to make a template of that dashboard so that I could make the same dashboard for all o…
    727 4
    727 views 4 comments Most recent by Sam Gollon Using Smartsheet
  • Template set with URL Links not working
    In Using Smartsheet
    I have a project plan with 3 supporting worksheets. I want to launch the supporting worksheet FORM within my project plan. So, I copied the supporting sheets FORM URL into the attachment cell on the appropriate row for each corresponding…
    Answered - Pending Review
    106 11
    Answered - Pending Review 106 views 11 comments Most recent by marcelle_cpt Using Smartsheet
  • Dashboard Form Widget - Product Enhancement
    In Using Smartsheet
    I am sure that I am not the only one that has copied a dashboard with needing to go back and edit the "web content" widget which contains a Smartsheet form. It seems like this is one of the few things that does not update when yo…
    22 1
    22 views 1 comment Most recent by [email protected] Using Smartsheet
  • Annual Calendar Template by Day multi activities
    In Using Smartsheet
    Hi, the default set up for the Annual Calendar template seems to only anticipate one activity per day. How can I input multiple Activities per date without adding a new row and duplicating the day of the week and date?
    Answered - Pending Review
    102 6
    Answered - Pending Review 102 views 6 comments Most recent by Paul Newcome Using Smartsheet
  • Facility Bookings
    In API & Developers
    Hi all. We manage many government/public venues and facilities (sports arena, stadium, parks etc) for which we facilitate bookings. At present, bookings are logged using outlook only viewed by one person. We'd like to begin using smartshee…
    Accepted
    22 2
    Accepted Answer 22 views 2 comments Most recent by Andrée Starå API & Developers
  • Is there a webinar or video tutorial on how to set up the Project Management Office template?
    In Using Smartsheet
    I seem to get stuck whenever I try to add an additional project and the formulas between sheets don't seem to transfer properly. I've reviewed the written instructions several times but I can't figure out what I'm doing wrong. I would love…
    Answered - Pending Review
    1 2
    Answered - Pending Review 1 view 2 comments Most recent by Andrée Starå Using Smartsheet
  • Print table into template
    In Using Smartsheet
    I'm looking for a way where I can export a table from Smartsheet into a pre-set titleblock. If there's a way where I can print directly from Smartsheet and have the titleblock set up so it prints with the table, instead of just the logo an…
    Answered - Pending Review
    33 3
    Answered - Pending Review 33 views 3 comments Most recent by Genevieve P. Using Smartsheet