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What kind of template can I use for tracking new hires as they learn different jobs?
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
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Fleet vehicle maintenance tracking template with alerts build in
good day i am looking for a fleet vehicle maintenance tracking sheet with alerts anything out-there thank you
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Project Template
Is it possible to create a project template with ALL possibilities/steps/options and then when we need to create a new project, we can select what steps or parent rows need to go in that particular project? If so, how is that done?
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Leave of Absence Template?
Hello! I'm super new to SmartSheet and I've looked for a template (can't find one) for Leave of Absence. Is there anyone out there using SmartSheet to help them track the minutiae of employees out on leaves of absence (FMLA, non-FMLA, etc), tracking if medical notes have been received, returning employees in the HRIS,…
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We need a custom color palette
When is the ability to add a color palette going to be available?
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Update Formula to Include When New Columns Are Added
I have a sheet that tracks the number of hours by the team on each project. When a new project is created an additional column needs to be created (if anyone knows of a way to have it automatically added when a new project is created from a template that would be amazing) and named with the new project name. Then the Team…
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Error Creating Charts Without Info in Template
I created a few charts in my template but because there is no information in the sheets (because it's a template) the charts show an error. Wouldn't typically be a concern because as soon as the template is used the information will be populated and the chart wouldn't error out. However, when I use this template in control…
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Project Metadata Sheet within Project Management Office Template Set
I downloaded the project management office template set and wondering a few things. Do I copy the "Project Template" folder and rename it for every different project? I'm assuming the "Portfolio Level" folder (and its contents) does not get copied. This is the portfolio level "summary" of all the projects that I will…
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How to view your roadmap in Smartsheet
Hi All, I have just uploaded the Agile product roadmap template from smartsheet to create my roadmap in smartsheet account. After creation, I have not been able to visualise the end product as a roadmap (see image attached). Do i need to change my setting in smartsheet to view my roadmap? I can only see it as the Gantt…
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Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…