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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…
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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,…
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Configure Outlook Integration - Allow new sheet creation from template
Would be great to be able to click from Outlook Email (like the current integration) but select to Create a new sheet from user template.
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Problem with keeping shared status on templates
I have created templates for very basic task list sheets that we use over and over. (I save them as templates by creating the sheets and then clicking SAVE AS TEMPLATE.) Before saving them as templates, I shared them with my boss and set up automations for both of us. When saving the template, I check the box to keep…
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How do I clear content of a cell? Sheet from: Template Project Tracking and Rollup
Hi, I am new at Smartsheet. I am using the sheet in the template: Project Tracking and Rollup. When I add a column and with a checkbox or a date for an example, the checkbox is in every cell in that column, but some of my rows are main rows and therefore I want the cell to be empty. How do I remove the checkbox from a…
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Link for Template
Hi there, I'd like to create a link for a Template. When I right click to copy link, there is no option for that. End Purpose in mind: Be able to link the template on a dashboard so that users can go click directly from dashboard to make a new template. Picture: No ability to copy the link for template
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Adding 2nd product line to existing Project Management Office (PMO) workspace
I have setup the PMO workspace and use it for onboarding our primary product. I have an Intake Form which links to or from Metadata and Project Plan sheets. Links are working properly. I have been asked to setup the same for a secondary product which my team onboards. The tasks (project plan) are entirely different. I'm…
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Create a Unique Form within Template
Is there a way to link a form within a template that will be associated with the NEW document created by using the template? CONTEXT: Template Purpose: each time site is visited by senior team, a template is created for site visit to document walk-through notes. Form Purpose: individual senior team members would click the…
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Form Usable on a Template
Would be great if there was a way to create a Form that is linked within a template that when template is used, creates a unique Form so that it translates over to the newly generated document from the template! Otherwise, the form is still stuck linked to the original template and cannot be used on the new document :(
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Upvote Function / Brainstorming Layout
Does anyone have a template or is there a video that shows how to create a sheet that has an "upvote" or "voting" function of any type? Ideally what I'm looking for is a way to have different product ideas listed out and then allow for our team to vote on which items they like the most.
