-
I've created templates of Sheet/Report and Dashboard Templates. If I copy them, will the link remain
I've created a folder containing templates for sheets and reports all linking to a dashboard for a status report. I want my team to be able to copy these and use them for their partners. How can this be done easily? If they create the sheets from Template and Save As the Reports and Dashboard, do they have to reset the…
-
Merge data from Smartsheet in Microsoft Word Document
Hello, I have been able to merge data from a smartsheet into a Google Doc Template using the smartsheet merge add-on. Works great. But, is it also possible to do the same thing but then in a Microsoft Word Document ? I have been asked that question by Microsoft users. Thank you for your help, Rudy
-
Can a smartsheet form autopopulate a PDF? Or can you push every row to a recreation of the form (in
Hi, We are using forms to gather group ideas for creative projects. After, we would like to take each form submission or row and populate to a formatted PDF that can be presented to the managers for approval. Is there a way to push a form submission to populate a PDF? Or link cells in smartsheet to a PDF? Or any other…
-
How do I change the columns on a task rollup report?
I'm trying to replicate the Task Rollup report that is available in the Smartsheet templates. However, for reasons I can't figure out, I'm unable to get different values for the Status column to populate the columns like the template does. Instead, it imports every task in the base file and it's respective status as rows.…
-
Kanban style dashboard
Hello, I would like to build a kanban style dashboard from a project plan or any other sheet that contains an action/owner/status. The second step, is I can create this Dashboard to bring together actions from multiple sheets. e.g. I can have action list 01 and action list 02. Bringing them together could show me the…
-
COVID-19 Vaccine Tracking and Distribution
Hello Healthcare Community! My name is Brianne and I work as the healthcare vertical program owner in customer success at Smartsheet. Over the last few weeks, we have been seeing an increased number of our healthcare clients having a need for COVID-19 Vaccine Tracking and Distribution planning. What do you need to see in a…
-
Our newest template set, Vaccination Tracking, has just been published to Solution Center!
If you are a healthcare employee we encourage you to join our Healthcare Community Group where updates like this are posted. Details about the new Template Set: Organizations authorized to administer vaccinations during a period of great demand face an uphill battle; the requirement to precisely track, manage, and report…
-
Generic timeline on Gantt chart
I'm trying to put together a Gantt chart with a generic timeline (i.e., Month 1, Month 2; Week 1, Week 2, etc.) rather than actual dates. Is there any way to do this in Smartsheet?
-
Template recommendations for tracking product design approvals and status from design to production?
So I've been looking at Smartsheet as a solution to a project tracking problem, but I'm having a hard time finding a template for the purposes I'm intending it for. If this needs to be created from scratch, I'd love to be pointed in the direction of some resources. I work at a company where we have many products being…
-
Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks
