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Online Customer Order Forms for Customers and Sales Team
Hi, I signed up the free trial and have been watching a few of the smartsheet videos and playing around in the dashboard but I still am not clear if smartsheet will work for us and I'm hoping to share what I am looking for and then someone at smartsheet can tell me if will work for us or not. We are a small business that…
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Is it possible to Auto-Fill dates?
Hello, I'm sorry if this question has been asked before, but I couldn't find anything through the search function... I have prepared a template for event management. We use the same structure for every one of these specific events that we do (the event date is announced, and then we work back from the date to establish…
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Reference a row by Task Name instead of by the row Number.
Here is my challenge. I would like to create a formula in a template based on a row's Task Name (Task Name is a column), not the actual Row Number. The Row Number for this Task Name may change from proejct to project so I cannot reference the Row Number. The formula is pretty simple. I have a Completion Date column and a…
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Assigning Colors to Contacts
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
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PMO Template Sharing
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 workspace that will include the templates for the various documents needed for the project…
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Automatically create multiple rows in a smartsheet
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 the one helpdesk team, and the work is all 'queued' into the smartsheet, and from…
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Question
Has anyone used Smartsheet to track company vehicle miles, gas usage, etc.
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Travel approval workflow
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 Line Manager if it is for non project travel (training, conferences,...). The Project…
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Property Management templates
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 the education and creative is not easy). If I can be so bold as to humbly ask for…
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Create a Help Desk in Smartsheet?
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 template they could share? Thank you in advance!
