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Template for Team Goals that roll up to Dashboard
My team doubled in size in 2024 and I am desperately looking for a tool to have my team enter their goals and have them roll up into a dashboard. I've looked at the OKR, the Individual Task mgmt, the project tracking and rollup and more, but can't seem to find the right fit. My team is not sales, so their goals are…
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Dashboard Templates
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
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Merged: Automations included in templates
This discussion has been merged.
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Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
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Capacity Planning Template
A google search shows me a capacity planning template exists in Smartsheet but I cannot seem to find it among the templates. I can see it via google search but when I go to download it I'm asked to create a Smartsheet account... but I already have one. Can anyone point me to the template within Smartsheet? Thank you
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Best Template for Task
If my goal is to handle the overall progress of a number of projects, which template would be best to start with? It will be for the whole lifecycle - from application, setting meetings, follow up paperwork filled out and submitted, check ups, and request for final research results. It'll likely be laid out in a sequential…
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Do we have Test Management Template set ?
Hi All, I am quality analyst and work across different project which uses Project management template set. I can find individual template for Test Case, Test scenarios but need to manually link each project with Test Plan which is linked to Test Cases and Iterations. I have used Microsoft Test Manager, Atlassian Jira,…
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Ability to update Smartsheet Templates with Non-Working Days to support year-over-year changes
Smartsheet grants Admins the ability to update global settings such as Non-working days however, this setting only applies to new sheets so, if your organization heavily depends on Templates, the settings for non-working days does not apply. Our organization has over 50 reusable templates and some dating back to 2019…
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Is it expected behavior for "Blueprint Summary" Cell Links from an "Optional" template not to work?
Using Control Center, I am adding an "optional" sheet from the blueprint templates to some existing projects. While Control Center is then linking the identified "Blueprint Summary" fields from the newly added sheet to our metrics Rollup sheet….they don't actually function. Meaning they show a blue arrow as if they are…
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Smartsheet Formula of The Week!
Hey Smartsheet Community! We're excited to introduce our DigitalRadius' Formula of the Week Email! Each week, we’ll share a practical Smartsheet formula to help streamline workflows and solve real-world challenges—all for free! This week’s formula: Flag duplicate values in a column to clean up your data and avoid errors.…