Templates

Discussion List

  • Using smartsheet for grant writing
    In Archived 2016 Posts
    I 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…
    44 2
    Closed 44 views 2 comments Most recent by Richard Rymill SBP Archived 2016 Posts
  • Limit View within a Sheet (using Web Forms)
    In Archived 2016 Posts
    Hello, 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…
    93 3
    Closed 93 views 3 comments Most recent by Travis Archived 2016 Posts
  • Are there limitations on CheckBox columns?
    In Archived 2016 Posts
    I 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…
    1 4
    Closed 1 view 4 comments Most recent by J. Craig Williams Archived 2016 Posts
  • Allocation for Project Manager
    In Archived 2016 Posts
    We 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…
    11 2
    Closed 11 views 2 comments Most recent by J. Craig Williams Archived 2016 Posts
  • Merging custom templates and imported excel files
    In Archived 2016 Posts
    Is it possible to create a custom template, and then import data from an excel file on the custom template?
    3 2
    Closed 3 views 2 comments Most recent by Amy Johnson Archived 2016 Posts
  • How to insert a disclaimer in the header
    In Archived 2016 Posts
    Our 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…
    228 5
    Closed 228 views 5 comments Most recent by Tim McCarthy Archived 2016 Posts
  • Holidays over multiple projects
    In Archived 2016 Posts
    Hello,    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…
    11 2
    Closed 11 views 2 comments Most recent by Justin S Archived 2016 Posts
  • Reporting tool for invoicing
    In Archived 2016 Posts
    I 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…
    61 1
    Closed 61 views 1 comment Most recent by JohnHinkle Archived 2016 Posts
  • Updating Templates
    In Archived 2016 Posts
    We 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…
    14 3
    Closed 14 views 3 comments Most recent by Andrew Callahan Archived 2016 Posts
  • Feature Request (2 of them): Use own tempates
    In Archived 2016 Posts
    Feature 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. …
    2 1
    Closed 2 views 1 comment Most recent by Travis Archived 2016 Posts