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Create new document/grid/etc. in existing workspace
Currently, when I select the Create button in the left menu, I can select from a number of templates and document types but it automatically puts it into a new workspace. I need the option to add this to an existing workspace. Rarely ever do I want to create a new workspace. If I do, I'll go to my folders! How is this not…
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Multi-Category KPI Tracker - Engage Template Contest Win 2023
Hello Community Forum! I won the template contest last year with my Multi-Category KPI Tracker which I have since updated and added on to. I would be happy to help anyone who has questions or wants to know best practices when using this template set. We use it in our Manufacturing department, but are developing it for the…
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Dynamic View Template
We are needing the ability to create a Dynamic View template. Our organization creates many project schedules throughout the year, so a template would ensure consistency as well as simplify the process for creating new projects. Currently, I would have to create a dynamic view for each project, specify the columns shown,…
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Template for IT Services
As an IT manager, I'm responsible for various simultaneous and sometimes unrelated areas, including: Maintenance of existing apps New development projects Recruitment Operations Company websites Procurement Billing I'm looking for a template to help me manage these areas efficiently without overwhelming me with details.…
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Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
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Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
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Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
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Custom Template URL
I am trying to create a widget that links to a custom template. How do I find and copy the template URL?
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Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…
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Which template to choose?
My small civil engineering company is brand new to Smartsheet. I will be overseeing about 70+ projects spread out over 8 engineers in the company. I want to track the status of each project, and add milestones/tasks to each one along the way. Each project also has its own budget. I want to be able to track each project &…