Templates
Discussion List
- I have a master sheet that I plan to replicate multiple times retaining all configuration I have done ie workflows, attachments, predecessors. It appears that saving as a template and saving as a new …
- Hi all, I'm sure someone has encountered this but I'm curious if anyone has done anything with setting an entire project "On Hold" so that it reflects in the rollup sheets/dashboards. For reference, w…
- Hey everyone, i have created a template task list including their dependencies and I would like to copy and paste them in my sheet, so I don't have to figure out the dependencies for every bucket on i…
- We have a one Smartsheet for a list of different type of training events we run throughout the year with associated tasks. We have templates at the very bottom of the smartsheet, to copy and paste, fo…
- 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 fiel…
- Hi everyone! We are hoping to leverage Smartsheets to help our team understand how much we have on our plates. The net net: We believe we are operating overcapacity but need an easy way to show that -…
- I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is…
- Hi Team, I am trying to find a template to create/form a RFQ for a customer and then turn that into an invoice. So for clarity - customer ask for a quote to build a product that has multiple steps to …
- So I've set of a project template, comprising a project schedule and project cost tracking. In the project cost tracking solution there is a budget & cost tracking sheet, an invoices sheet and a cost …
- Have the option to 'File-> Save as Template' in a report or dashboard like you can do with a sheet.
