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Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
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How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Include Project Settings Non-Working Days Data in API
We currently use the API below in an automation that creates a duplicate sheet of a template we created. All of the formatting and data is duplicated using the API, but updated Non-Working Days in the template is not making it's way into the new sheet. Please include support for updated Non-Working Days data to passed via…
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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
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Seeking Independent Consultant to Advise on Best Practices Using Control Center
Hi, Looking for someone to serve as a Control Center advisor with non-standard blueprints that do not manage programs and projects. Candidate will be an out-of-the-box thinker, providing innovative methods to enhance current structure to meet developing requirements. Would need this resource about 3-5 hours per month.…
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…
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Adding a new Column to multiple workbooks
I have used the same template to create a tracking system throughout our company and now have 25 sheets. I have been asked to add a column to the template and all existing workbooks. Does this need to be done manually one at a time?
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Updating template -> updates sheets made from the template
I would love to have the ability to make a change to a template that I created and be given the opportunity to select sheets that were created from that specific template to automatically update as well. For context: I keep track of ~130 employees training records. Each employee has their own separate sheet with all of the…