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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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PMO Template
I am struggling with the PMO template and the Schedule Health column in the Project Plan, which is indicating 'Red' even after a Task is complete, with this formula. =IF([Schedule Delta (%)]@row > 0.1, "Red", IF([Schedule Delta (%)]@row > 0, "Yellow", "Green")) Could I use a formula to ask it only to count if "Status" is…
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Create templates WITHIN an existing workspace
Hi, We need the ability to create and use a template set within an existing workspace, without it creating a separate workspace. Steps: Create> browse templates> create from template but IN an already existing workspace without creating a workspace labelled with the template name.
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RACI Matrix Template
Hey, does anyone have a RACI matrix template that they like to use in Smartsheet? I can't find on in the template section and online I am only finding Excel, sheets, and Word templates.
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One project template, one set of dependencies and duration, but different start dates
Hi - I'm trying to create one project template, where tasks are the same, have the same dependencies and duration but the start dates may differ based on the project's complexity. One project has a longer lead time to kick things off from the other. And for the less complex variation, some of the timeline is compressed due…
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Dashboard Widget Dividers
Is there an easy way to get a diving line or border between widgets on a dashboard? The only thing we've found is to insert images of lines from Powerpoint - not the best.
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Merged: Allow editable formatting in automated emails
This discussion has been merged.
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⚡ Special Characters in Control Center
Hello! We have a few blueprints in Control Center with a lot of assets. We're trying to use emojis/icons to draw attention to certain sheets & group/sort them while minimizing the number of folders. For example, one folder might contain something like this: 🗺 Project Plan A 🗺 Project Plan B 🗺 Project Plan C 👥 My Tasks…
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Update Template
I would like to see an option to edit/update a template without using the template to create a sheet, editing the sheet, and saving as a new template. The current process creates additional templates that might have to be renamed and then removed. If we could edit the template itself, it would make the process much easier…