Templates
Discussion List
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Using smartsheet for grant writingIn Archived 2016 PostsI am a grant writer at a nonprofit and my development team uses smartsheet. I am at the beginning stages of using smartsheet and want to use it for EVERYTHING related to my grant writing (calendar, deadline tracker/notifier, links to email…
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Limit View within a Sheet (using Web Forms)In Archived 2016 PostsHello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, w…
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Are there limitations on CheckBox columns?In Archived 2016 PostsI imported an XLS file that has 4 columns that I want to convert to checkboxs. When I change the properites on all 4 columns to checkbox, the columns act as if they are text. If I change any of the 4 columns to text, the other 3 will sho…
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Allocation for Project ManagerIn Archived 2016 PostsWe are using Smartsheet with Resource Management enabled. We are tracking % allocation for employees and would like to do so for Leads as well. The idea is that the Lead would be allocated for the duration of task consisting of smaller sub…
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Merging custom templates and imported excel filesIn Archived 2016 PostsIs it possible to create a custom template, and then import data from an excel file on the custom template?
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How to insert a disclaimer in the headerIn Archived 2016 PostsOur Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to p…
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Holidays over multiple projectsIn Archived 2016 PostsHello, Is there anyway to default dependences so that when you start a new project sheet the dependences are already set? I am currently setting up multiple projects and having to enter working weeks, hours per day and holidays is qu…
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Reporting tool for invoicingIn Archived 2016 PostsI run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a su…
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Updating TemplatesIn Archived 2016 PostsWe use Smartsheet to track progress of clients moving through our implementation process. With that, we often make changes to our process and want to add items to our different templates. In order to do so, we have to create the a sheet, m…
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Feature Request (2 of them): Use own tempatesIn Archived 2016 PostsFeature Request 1: When I want to use a template, I want to use one I have created. When I select Browse Templates Feature Request 2: I'd like to be able to share the templates in the same way I currently share sheets. …
