Templates

Discussion List

  • Truck Sales Process Template
    In Using Smartsheet
    Hello, 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…
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • When downloading a template set, the dashboard doesn't seem to download with it.
    In Using Smartsheet
    I 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…
    Answered - Pending Review
    44 1
    Answered - Pending Review 44 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Using a master sheet to change multiple sheets
    In Using Smartsheet
    Currently, 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…
    Accepted
    118 3
    Accepted Answer 118 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Using IF formula to reference any change in cell (adding a value)
    In Formulas and Functions
    Hello 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
    88 1
    Accepted Answer 88 views 1 comment Most recent by Danielle O'Connell Formulas and Functions
  • Automatic creation of sheets
    In API & Developers
    Hi, 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…
    Accepted
    204 4
    Accepted Answer 204 views 4 comments Most recent by Tony Cooper API & Developers
  • Trackers feeding other trackers?
    In Formulas and Functions
    Hello, 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 2
    Answered - Pending Review 22 views 2 comments Most recent by rstefanis41586 Formulas and Functions
  • Document Builder
    In Using Smartsheet
    We 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…
    Answered - Pending Review
    53 1
    Answered - Pending Review 53 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Dashboard widget borders
    In Using Smartsheet
    Hi. 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
    Accepted
    261 4
    Accepted Answer 261 views 4 comments Most recent by Lashawnta Barker Using Smartsheet
  • Document Builder & Templates
    In Formulas and Functions
    Hi 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 …
    Accepted
    54 3
    Accepted Answer 54 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Timeline for projects
    In Using Smartsheet
    We 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
    Accepted
    45 2
    Accepted Answer 45 views 2 comments Most recent by Andrée Starå Using Smartsheet