-
Work App Template
How do I replicate a Project Launch Template filled out with examples so that separate Work Apps are created for separate projects? Probably wrong category but they are limited... Thanks in advance! dw
-
Looking for Invoice tracker and/or Purchase Order tracking template
I inherited a sheet that I'm trying to redesign. We have multiple purchase orders (PO) with multiple invoices applied to each PO. Once an individual invoice is paid by accounting, we want to mark the row "complete" and move the row to an archive sheet. The PO needs to continue to reside on the original sheet so that…
-
Calculating Days
Hello How do i get this formula to Calculating the numbers of Days when i select the date columns. e.g I want to select the dates and then it calculates the number of days from the two date ranges selected.
-
Sharing Two Linked Template Sheets
We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project. When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. Is it possible to share two templates together and have them…
-
"Project Requirements Matrix" excel Template
I am trying to import a excel template into Smartsheet but when I do the formulas are all out of sync. The template was on the Smartsheet website but whenever I click on the "Click here to Create in Smartsheet" it asks me to sign up for an account. Manually uploading it just makes it very cumbersome due to the formulas…
-
Create dynamic custom schedules based on selections in intake
Hi all, I recently developed a cool solution to an issue that we had... how to build a custom schedule based on selections in an intake form. This solution leverages Bridge, but you could do the same thing using a third party integration tool. THE GOAL The process goal for this solution is: Collect project requests using…
-
Looking for examples and templates for tracking annual review notes
As a manager of a large team, I take notes regularly of my team's successes and areas needing improvement throughout the year to refer back to during our annual performance review. Right now I am simply adding these in OneNote with comments and the date as I go. I would love to begin managing this in smarthseet to keep…
-
Sheet Templates
I'm new to the Smartsheet Planning group for our team so I'm coming in after years of them doing things a certain way. I'm trying to find a more efficient manner to manage updates to master sheets instead of rolling them out quarterly as we've been doing. Essentially every quarter we pull all feedback, make updates to the…
-
Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option…
-
How do I customize the Strategic Plan template so the project request form attaches to a project tas
I need assistance customizing the Strategic Plan template to the needs of my department. I don't understand how the project request sheet connects to the project A & B Task sheet. I created a form for the team to submit their strategic initiatives for approval. Once a strategic initiative a approved, how does it auto…
