Templates
Discussion List
- How would i link a new duplicated sheet to a dashboard, lets say i want to use the Sales Pipeline Tracking Template, but i want each of my reps to have their own Sheet-Sales Pipeline that reports up t…
- 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 templa…
- 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 ou…
- 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 c…
- 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…
- 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 t…
- 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 …
- 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 sho…
- 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 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 automati…