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Smartsheet Forms to be saved as Template for Recurring Use
We currently use Smartsheet Forms to accomplish a payment request. There are instances where a request is sent monthly with some details that are repetitive. The current workaround for this is maintaining an Excel spreadsheet where the information is stored and then copied and pasted to the Smartsheet form. It would be…
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Workspace Panel View- make templates visible and accessible
Our project workspace structure includes 2 sheet templates that can be used to create additional sheets that conform to the column naming convention and column formulas that are used throughout the workspace, thus ensuring consistency in the workspace. However, these templates are not displayed in the workspace panel view…
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Link for Templates
We'd like to create a dashboard with reports and various team resources, such as templates. There is not a way to hyperlink, link templates OR add templates to dashboards. This would be extremely helpful. Thank you!
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Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks
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Healthcare Governance Templates
I'm currently working on updating our PPM tool to Smartsheet and I'm looking for templates to utilize that implement a governance process to move projects through the different phases? Does anyone have anything that they could share?
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Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
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Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
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How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…