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Examples / Templates for Employee 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 Smartsheet to keep…
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Can smartsheet create and display Binomial Trees?
Hi, I was wondering if anyone has tried to create and display a Binomial tree within Smartsheet? Is it possible, as I have been unable to find a template for it. I don't need it to run the calculations more for display purposes only. Thanks.
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Un-shared filters on templates
Since Pro accounts cannot share filters (which should also be changed), that means that we also cannot include filters on templates. This needs to change. The benefit of templates is that you don´t have to re-create a sheet from scratch. It undermines the purpose of templates if you have to recreate the filters every time.…
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Need report and forms to track client status
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
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Overview of Assigned tasks and status of different sheets
Hi guys, I'm quite new, so my apologies if this is quite a silly question. We would like to have a sheet that summarizes the open tasks of everyone in the organization. I first tried to structure one Client Sheet, so that I can later add all of our other clients in the same format. I added two screenshots, one of the Sheet…
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Can't figure out why formula is not working in my budget plan
Creating a budget plan using a Smartsheet template. I initially deleted the code names because they weren't useful to my project. The formula search_value was linked to code name and produced an error message. I adjusted the search_value and column_num to match the correct linked data and had no issues in any other month…
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'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…
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Building a Client-Facing Portal in Smartsheet. Workapps?
Hi Smartsheet Community, I am trying to figure out what the best avenue/ tools within smartsheets are to build out a published portal that is dedicated to our customers. Some background: My company generates utility-scale renewable energy projects from scratch. Our business model is to develop these projects over time…
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Onboarding Spreadsheet Help
Hi there, I am creating a new employee onboarding spreadsheet to assist our new hires in getting familiar with the company and have come across a roadblock. I want this spreadsheet to be reusable for different employees as they start in a department. I want it to function similar to this link at the bottom where it creates…
