Templates
Discussion List
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Suggestions? How to manage/track the Smartsheet workspaces and sheets?In Archived 2016 PostsOur SS environment is growing rapidly. Any suggestions or tips when it comes to managing all the sheets. I'm thinking about building a sheet registration Smartsheet that captures who reuested the sheet, when, purpose, department, owner....…
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Smartsheet for email management via ZapierIn Archived 2016 PostsI would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapie…
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Modify the styles of the web form iframeIn Archived 2016 PostsHi there! I am wondering if is an opcion to modify the styles of the web form iframe? Right now I am using the free version, but being a member/licensed user and paying every month is there an option to modify the styles of the iframe? …
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Duration calculation issueIn Archived 2016 PostsI don't know if it is bug or feature, but it looks strange for me. So I have sheet created based on project template. I have dependency turned on. I noticed next behaviour: If task start at weekend or holiday then duration calculat…
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Tracking New Smartsheets - How to request and track the sheetsIn Archived 2016 PostsHas anyone worked on a SS template for users to request/update new Smartsheets? I could use a standard ITSM ticket tracking system, but I'm leaning toward a webform users fill out to request a new Smartsheet. I could use the functionality …
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Create birthday calendar with reminders - no year entryIn Archived 2016 PostsWe would like to use SS to create an employee birthday calendar and set the due date as their birthday - without using the birth year (so we don't have to recreate the wheel in subsequent years). If I set the birthday (date) column, I have…
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Hide Column in TemplateIn Archived 2016 PostsHello, I have a sheet that I would like to convert to a template. I would like to hide several columns as they will auto calculate once a box (in another column) is checked and they are therefore unnecessary for the end user to see. Is…
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Should I have a PM Lite Smartsheet? A One Pager?In Archived 2016 PostsThis time last week, my CIO asked me to look into Smartsheet. One week later I have a beta version of a project template containing 6 sheets, 3 reports, and one dashboard. I was surprised how easy it was to develop a pretty solid solution …
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Is there a way to build a template containing multiple sheetsIn Archived 2016 PostsWhat I'm trying to do (maybe there is a better way) is to build a project template with contains the project sheet, a requirements sheet, and a budget sheet. When we "use" the template, it then creates all three sheets. Similar t…
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Sharing out Statistical DataIn Archived 2016 PostsHi everyone, What templates would you recommend for a report exclusively showing statistics? No date information will be included in this report (beyond the name of the month); however, there are three layers of statistics I need to sh…
