-
How to empty out a template?
Hello! Am interested in using the project portfolio template, but have no idea where the information already plugged in is coming from - is there a way to get the same template, but 'empty'?
-
Modifications to Internal Communications Template not showing when building reports
Good morning, I am currently working with the Internal Communications Template to create a Planner for our Learning Communications. I needed different Categories and delivery methods so I edited that information the Internal Communications Plan Sheet but when I try to use the summary reports in the template or build new…
-
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!
-
How do I reset the calendar template?
I am trying to re-use the annual calendar template I've used this past year for 2024. Is there a way to reset it or get rid of all the data I've added into? It would not let me use a fresh template because I already have one in use, so it made me save a new copy. I have a lot of information on it and it would take me a…
-
Does anyone have a good RACI template
Hello! I am trying to find a good RACI template but I am unable to find one.
-
How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
-
Merged: Create your own templates
This discussion has been merged.
-
Copy & paste tasks and dependencies
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 its own. However, It appears I cannot copy and paste the dependencies :-( - is there any way of doing this in a better way or…
-
How can I change non-working days for all sheets in my account
It seems pointless to set non-working days as a default within the Admin Console and/or sheet since changes don't seem to apply to any sheets unless they are brand new. None of my existing project sheets reflect changes - templates seem to inherit whatever was in the settings at the time the template was created. Please…
-
Templates: We found this template online and can't find it in the Gallery
Can you please direct me where I can fin the IC Sales Account Plan Template? link here https://www.smartsheet.com/content/account-planning-templates
