Templates

Discussion List

  • PMO Template Sharing
    In Archived 2015 Posts
    Hello all,   We have been using SmartSheet mostly for data tracking on requests and proposals.  However, our current project management system falls well short of our needs.   I am in the process of setting up a Project Management work…
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    Closed 32 views 2 comments Most recent by Nicci Newsom Archived 2015 Posts
  • Automatically create multiple rows in a smartsheet
    In Archived 2015 Posts
    I'm creating a couple of web forms with a single smartsheet.  Each one will capture slightly different details.  The forms are sort of like a helpdesk queue, where the users can have different requests, but ultimately all the work goes to …
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    Closed 382 views 4 comments Most recent by Travis Archived 2015 Posts
  • Question
    In Archived 2015 Posts
    Has anyone used Smartsheet to track company vehicle miles, gas usage, etc.
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    Closed 11 views 2 comments Most recent by Richard Rymill SBP Archived 2015 Posts
  • Travel approval workflow
    In Archived 2015 Posts
    I am looking to make a workflow for travel approval . As the request form should be accessible for all employees I would like to use a webform. Approval shall be done by the Project Manager if travel is project related or the respective …
    MF Profile Photo MF
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    Closed 273 views 4 comments Most recent by Data Solution Consultant Archived 2015 Posts
  • Property Management templates
    In Archived 2015 Posts
    Smartsheet kindly has given us a couple of templates. I am looking for more ! . We are an insurance supplier and our Property Management firms are smaller than the superb case studies here. Of course, the templates can become simple ( but…
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    Closed 102 views 1 comment Most recent by Travis Archived 2015 Posts
  • Create a Help Desk in Smartsheet?
    In Archived 2015 Posts
    Anyone have experience in creating a Help Desk in Smartsheet? We are trying to find a solution to give our customers a way to reach out to us with issues (not necessarily IT-related) and have the ability to track each.  Anyone have a templ…
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    Closed 103 views 2 comments Most recent by John Sauber Archived 2015 Posts
  • Reusing templates with different dates?
    In Archived 2015 Posts
    So I have a template that will be used for every project with each task having a set duration, task name, assignee, etc that will not change. I haven't been able to find anything on how to reuse all the information in the template while ha…
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    Closed 31 views 1 comment Most recent by JamesR Archived 2015 Posts
  • Pull Down Menu Options from Common Source/Sheet
    In Archived 2015 Posts
    All,    I am using Smartsheets to track time, and have run into an issue that I have to believe there is a workaround for. We need our associates to track their time with specific job and client IDs. This can be done by making the time tr…
    BPI Profile Photo BPI
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    Closed 111 views 2 comments Most recent by BPI Archived 2015 Posts
  • Construction Commissioning Tracking?
    In Archived 2015 Posts
    Does anyone out there currently use Smartsheet to record and track Construction Commissioning? I'm looking for ideas/templates, etc to help improve the eficiency of our process which is currently to track Cx in Smartsheet and then export t…
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    Closed 73 views 1 comment Most recent by Travis Archived 2015 Posts
  • Training Observation Form
    In Archived 2015 Posts
    I'm working with another department to create a trainer observation form in Smartsheet. The form is pretty long and has a lot of categories. When I started working with it the number of columns grew quite large.    Does anyone have exper…
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    Closed 42 views 1 comment Most recent by Travis Archived 2015 Posts