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How to create a dashboard metric widget to automatically obtain the data template？
Dear friends, I am using the dashboard metric widget to obtain data, but I have not found a way to reuse it, it cannot use functions. I can create a new project form through a template, but when I use the dashboard, I have to re-select the data source. To obtain data for a new project, is there any good method to suggest…
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Why would you save a sheet as a template vs saving as a new sheet?
I have a master sheet that I plan to replicate multiple times retaining all configuration I have done ie workflows, attachments, predecessors. It appears that saving as a template and saving as a new sheet would retain all of those features. So what is the benefit of saving as a template vs saving as a new sheet (and vice…
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Setting an entire Project Sheet to On Hold
Hi all, I'm sure someone has encountered this but I'm curious if anyone has done anything with setting an entire project "On Hold" so that it reflects in the rollup sheets/dashboards. For reference, we are using the PMO template to base our projects off of. What we would like to be able to do is put a new row in at the…
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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…
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Template for repeat tasks
We have a one Smartsheet for a list of different type of training events we run throughout the year with associated tasks. We have templates at the very bottom of the smartsheet, to copy and paste, for different type of events and the associated tasks. Is there a way to save these templates and also have certain tasks to…
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Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
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Best Template for Managing Capacity of a Team
Hi everyone! We are hoping to leverage Smartsheets to help our team understand how much we have on our plates. The net net: We believe we are operating overcapacity but need an easy way to show that - especially a way to see schedules. Our team manages product launches plus a lot of product marketing projects, and we need…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
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RFQ and Invoice
Hi Team, I am trying to find a template to create/form a RFQ for a customer and then turn that into an invoice. So for clarity - customer ask for a quote to build a product that has multiple steps to complete. for example: Purchase metal, cut metal, shape and form metal, weld metal, pain and ship. Steps and processes might…
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Having 'Fun' the Smartsheet Cross Sheet References, again.
So I've set of a project template, comprising a project schedule and project cost tracking. In the project cost tracking solution there is a budget & cost tracking sheet, an invoices sheet and a cost variations sheet. The budget & cost tracking sheet pulls data from the other two. There are 8 cross sheet references in the…