-
Use Smartsheet row data to populate a Template
I am looking for a way to automate a process to take data from a single row in Smartsheet and populate a template. Working in the construction industry, processes are slow to change and we still need to PDF documents for communication with our customers (RFI's, Change Orders, etc). I have setup the forms and procedures for…
-
Office Timeline type of app for Mac
Could someone recommend mac version of Offie Timeline? Since Reporting doesn't support milestones on schedule bars (and make it one bar/row), I wanted to use Office Timeline. The catch is they don't have mac version! Thanks much!
-
Reminder Notifications: translate from templates to new sheets?
Loving Smartsheet so far, and excited about finally having a truly custom system together for tracking project status for our clients, based on our unique parameters and not something superimposed! I've created a template that is working well, but would love to see reminder notifications translate from the template to…
-
Where can I find the Project Charter Template?
There is one displayed on the Smartsheet website.
-
Templatizing
I have an extensive project plan with 250 sub-tasks, which is maintained separately for every client. As 95% of the task list for every client rollout, and the time allocated to every task remains the same; is it possible to automate this process i.e. I simply enter a start date for the project, and each and every task in…
-
OPPM_One Page Project Manager
I am new to Smartsheet I am a big fan of communicating task and project status via a single page. Does anyone have experience of using Smartsheet using the OPPM format?
-
Organizational Hierarchy
Has anyone used SmartSheet to capture organizational hierarchy or some type of org chart?
-
WOULD LOVE THIS FEATURE
For our use, it would be of great assistance if when you are within a workspace, which is housing, say 50 sheets, you could check all and using the actions button duplicate all sheets. I could then move those sheets to a different folder while keeping the data needed and deleting what isn't. We tried templates but our…
-
Forms in a Template
I have been successfully using a template to create project plans with a form. I've created dozens of sheets from the template with no problem having the form transfer from the template to the new sheet. This morning that stopped working, so when I create a new sheet from that same template the form no longer carries over…
-
Looking to Hire Smartsheet Help
Hi all, I see so many great features with Smartsheet, but have been struggling with having the time to learn the program in order to properly use it. Wondering if anyone with excellent knowledge of the program can offer their services to help me set up some project management and product management templates that I can use…
