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Template Set: Marketing Request Management - Standards - Scope of Work cells
I am following the initial setup steps for the Marketing Request Management template set. In Step 2.C. customize the sheets for your project types and team, when I change the cells in the Standards - Scope of Work sheet, it breaks the communication to the Intake Sheet and Form, and gives me an error message "Incorrect…
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Capacity Planning Template
A google search shows me a capacity planning template exists in Smartsheet but I cannot seem to find it among the templates. I can see it via google search but when I go to download it I'm asked to create a Smartsheet account... but I already have one. Can anyone point me to the template within Smartsheet? Thank you
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Template for Scoring Grant Proposals?
Is there a template set that could be used/modified to suit the following need: A team of 4 is scoring grant applications. We're using a form to gather scores for 100 applications (estimated), 4 scorers, 15 scoring categories/domains. I'm trying to set up a metadata sheet to collect everyone's scores. I need a single line…
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Roll over Monthly checklist
I am looking to create a month-end checklist which has list of activities and due dates and tracks the completion status driven by user inputs. What is the best way to a) archive the completed checklist and b) roll over the checklist month over month. The fields are consistent month-over-month with 80% pre-populated in the…
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Cashbook
Hi, We currently use Excel for our Cashbook and there are tons of syncing issues. I was thinking of using Smartsheets but was wondering if anyone has an experience doing this? We have multiple bank accounts that need to have debits and credits accurately input. There are weekly and monthly transfers between accounts and…
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How do I create a template that will save to the workspace where its located?
I have a workspace, lets call it "Awesome Stuff", and in that workspace I have a template called "Template of Awesome Thing". As the admin, when I click "Template of Awesome Thing" I'm prompted to rename it, and then save it in to "Workspaces/Awesome Stuff". When my users click on it, who are currently set as editors…
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Templates - Hyperlink
I know how to include a hyperlink in a SmartSheet to another SmartSheet. Is there a way to hyperlink a Template in another SmartSheet?
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Adding the template "Team Vacation Planner" to dashboard
Hi, The title says it all. I've started using the SS template called "Team Vacation Planner" and I was wondering how I could add this onto a Dashboard for quick viewing. I tried making it into a report but it only brought the columns; sheet name, created, created by, modified by and modified over. None of the names or…
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Template Auto Linking for New Projects
I'm trying to have a sheet that is in my template be added to an overall sheet via cell linking. Is there a way to get a group of cells to link to a high level sheet when a new project is created via the template (using control center)? What I'm doing is making a sheet showing all the resources and teams on a project. I…
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Control Center: Adding new sheet to provisioned projects using Optional Templates, broken formulas
I have a new sheet I want to add to an already provisioned project in Control Center but all the formulas return broken. I have created the sheet in the blueprint and have saved it as an optional template. This optional sheet is linked to other sheets in the blueprint (it is a summary of data linked to source data - for…
