Templates
Discussion List
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Truck Sales Process TemplateIn Using SmartsheetHello, I work for a heavy duty truck sales company and we'd like to implement a system that will allow us to track what trucks we've ordered, what their current status is, what trucks have been purchased by customers and ideally send out d…
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When downloading a template set, the dashboard doesn't seem to download with it.In Using SmartsheetI have been trying to download the Project Tracking and Rollup as well as the Project Schedule Management templates, which are both supposed to include pre-made dashboards, but the dashboards do not seem to download or populate. When I mov…
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Using a master sheet to change multiple sheetsIn Using SmartsheetCurrently, I have a project template that I use for opening a new location. Our company is typically working on 5 or more location opening projects at a time. When changes need to be made to the basic structure of the project plan (i.e. de…
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Using IF formula to reference any change in cell (adding a value)In Formulas and FunctionsHello Experts! I was wondering if a formula like this is possible: =IF([Confirmation #]@row = "any value", "Confirmed") When a confirmation number is added to a cell, that means the item is confirmed. What can I put in…Accepted Answer 88 views 1 comment 0 points Most recent by Danielle O'Connell Formulas and Functions
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Automatic creation of sheetsIn API & DevelopersHi, I'm wondering if there is a way to automatically create a tracker from a template when a row is added to a master sheet? So, I'd have a form add rows to a master sheet, then I'd like that to automatically start an individual tracker t…
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Trackers feeding other trackers?In Formulas and FunctionsHello, What is the best way to "push" rows of data from multiple trackers into one tracker? Suppose user 1 and user 2 and a Manager use their own trackers. The trackers follow the same template. User 1 and user 2 must report prog…Answered - Pending Review 22 views 2 comments 0 points Most recent by rstefanis41586 Formulas and Functions
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Document BuilderIn Using SmartsheetWe have a fillable pdf that we use for daily reporting, tied to a sheet via document builder mapping, and are testing it's use for our purposes. Once we're satisfied with how we have it built, is it possible to keep that fillable pdf attac…
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Dashboard widget bordersIn Using SmartsheetHi. I'm full of questions today. I see in some of the examples on smartsheet website, the widgets have borders. How is this achieved? I'd love to do that for my dashboard. THanks, SB
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Document Builder & TemplatesIn Formulas and FunctionsHi Everyone. I have learnt alot from the smartsheet community and really appreciate the hard work everyone puts in providing answers. I am having a problem where I map all the fields to a pdf in document builder and it works fine but when …
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Timeline for projectsIn Using SmartsheetWe have several projects with us, and would like to display them all together clearly in a timeline. Unfortunately I can not find a template or anything else for this, can someone help me? for example sth like this: Thanks! Best Dominic
