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Merging custom templates and imported excel files
Is it possible to create a custom template, and then import data from an excel file on the custom template?
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How to insert a disclaimer in the header
Our Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to put the disclaimer in the logo area, but you can't read it. What is the best way to show a…
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Holidays over multiple projects
Hello, Is there anyway to default dependences so that when you start a new project sheet the dependences are already set? I am currently setting up multiple projects and having to enter working weeks, hours per day and holidays is quite time consuming.
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Reporting tool for invoicing
I run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a summary sheet that links to the individual consultant reporting sheets in order to…
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Updating Templates
We use Smartsheet to track progress of clients moving through our implementation process. With that, we often make changes to our process and want to add items to our different templates. In order to do so, we have to create the a sheet, make the changes, then save as a template, delete the old template, and repeat five…
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Feature Request (2 of them): Use own tempates
Feature Request 1: When I want to use a template, I want to use one I have created. When I select Browse Templates Feature Request 2: I'd like to be able to share the templates in the same way I currently share sheets. Thanks Craig
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User Interface
I guess many of you are using Smartsheets to great effect in many different ways. Some of the ways I am configuring it for my clients is to act as a service request/ticketing tool (for cleaning/maintenance tasks). Customers fill in service request forms, which creates a new row in a sheet. There, a manager adds a bunch…
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Using a template multiple times in a sheet?
Hi I need a series of 8 lines (template?) repeated within a sheet along with any discussions/attachments. These lines would be added at various times throughout the year as required. I do NOT want to use a template to create a new sheet with my required lines....just to be able to add to existing sheet. Any thoughts folks?
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Excel template that generates (automatically) formulas for smartsheet
Hi Guys, I made an excel (macro enabled) that allows to my team create projects easily and faster. The file generates (automatically) formulas for smartsheet. I publish the example here You can register time here This is the video The video is in spanish, I will translate it in the coming days. Regards, Álvaro
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Deleted a sheet by mistake
I deleted a sheet by mistake and there is no option to "UNDO" How can I get back the infomation?
