Clone Workspace with link
Hello, I was going through the Smartsheet Academy and saw a page where SS displayed a link and if you select it, it would automatically clone a work space for you without having to manually clone. I'm currently making a dashboard depository of our workspaces we would like all employees to use as templates for projects to…
Dashboard Design Templates
I'd like the ability to create a dashboard template w/ generic information & settings so that when I make a new one from a template, I'm able to replace rich text without losing formatting. Currently, I "save as new" from an existing dashboard and update the rich text (typically having to reformat it) & then delete…
Hi Everyone, I have been searching Smartsheet, google and this community, but cant find these types of RACI templates. Has anyone had any luck?? It's weird Smartsheet would post articles about these RACI formats, but not actually have them in Smartsheet. Any help would greatly be appreciated as my attempts to create have…
Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
Template sharing within the community!
Love the community building, better yet when one of us has made a great work product, turn it into a template and share it. Make a community template library! Include owner's contact information should someone have a question. Then when someone takes it and makes it even better, share it again! Hyper-Collaboration!
Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
Create Your Own Template Sets
I'd love to be able to create my own template sets for my organization or team. We're not standardized enough to utilize Control Center...yet. Having the capability to create a template set that encompasses the sheet(s), report(s), and dashboard(s) needed for one off projects would be great!
NEW! Your survival guide to formulas is here. Meet the Formula Handbook.
Hi Community, Whether you’re summing child rows, calculating budget minus actual, or doing cross-sheet data lookups with multiple criteria, formulas are a must for tailoring solutions to your needs. The new Formula Handbook is here to help formula beginners and pros alike. This template contains: A glossary of all…
How can I share a custom template company wide?
We are creating some templates for my company. How can I make them available company wide, and have them show up as the first thing in the "Create Browse Templates" list?