-
How to create template dashboard and summary grids with formulas?/ Is it possible?
I need to create a set of templates that are personalized to our needs. The needs are the following: - We have a template that is pre-set with column names that is populated by us. 1. From this template after it is populated I need to create a summary template in a grid containing formulas. 2. From this Summary template I…
-
How to import Microsoft Project Schedule into Project Management Office Template Set
Good day everyone, I am trying to implement the PMO Template Set for my PMO organization. We have been using MS Projects for our schedules for management of our projects. I would like to transition our existing and new projects to smart sheet. Is there a straight forward way to do so with out having to relink and…
-
Can Smartsheet create a new project with the completion of a form?
I couldn't find a good answer amongst the posts already in the community but perhaps I wasn't searching in the right fashion. The way that my team has project intake setup is that once a new form is completed, it feeds the form information in to a sheet which is a pretty standard action. What I'm wanting Smartsheet to do…
-
Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
-
How can I view 2 sheets at the same time? Goal is to make sure the rows are the same.
I am using the PMO template provided by Smartsheets. Under Project Level, I have a Template folder that I use to create new project folders (save as new). When I make a change to the project plan in the template folder, I would like to view the project plan in the other project folders. Right now, I would just like to be…
-
Workspace - How to tell what template was used to create a workspace
Hey guys Is there a way to tell what template was used to create a workspace? I have a stack that were created from a template by someone else (they have since left the organisation)and I cant figure out which one they used by looking at the templates listed. Any advice would be really appreciated :)
-
Seeking advice on template sets.
I am new to Smartsheet and am hoping to get some advice on which template set would be best. My biggest concern is meeting the executive's requests. The executives are looking for a dashboard that shows an overview of the 20-25 projects that we will be running soon. Executives would like the dashboard to include project…
-
Solutions as templates
I have built a meeting minute solution with the following assets; Many of the users on our team are unlicensed. I tested whether or not an unlicensed user could use a 'Template'. And they can. That's the good news. My Meeting Minute solution really needs all 3 parts which are connected with links. Is it at all possible to…
-
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…
-
Shared Docs as Templates
There are some documents that ALWAYS need to be shared with the same team. When I create these documents as templates, the setting for sharing them goes away. I need a template that I can use to create new documents and that automatically includes the entire team so that I don't have to re-share every time, or worse yet,…
