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Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…
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Automatic Phase from WorkBreakdown
Hello all! I'm modifying the Simple Portfolio Work Breakdown Schedule and having a little trouble. I like the way the Work Breakdown structure works but I'd really like an automatic way to track which Phase something is in. I know I could just add a column and manually select which Phase tasks and sub tasks are in, but I'm…
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Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
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Formula for Cross-Sheet References Based on Row/Task Information
Is there a way [in the Core App - without Control Center] to create a formula that pulls in data from another sheet via cell linking, but is set up in a way that it can be used in a repeated use template? To give an example of what I'm trying to do: I have a set of projects that are fairly consistent as far as activities.…
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On Boarding Template
I've used the new employee onboarding template. If I am onboarding multiple employees, how do I do so within the current template?
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Template for Team Goals that roll up to Dashboard
My team doubled in size in 2024 and I am desperately looking for a tool to have my team enter their goals and have them roll up into a dashboard. I've looked at the OKR, the Individual Task mgmt, the project tracking and rollup and more, but can't seem to find the right fit. My team is not sales, so their goals are…
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Dashboard Templates
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
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Merged: Automations included in templates
This discussion has been merged.
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Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
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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
