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Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
Here's my current workflow and I know there must be a better way. I have a TEST Smartsheet that matches a LIVE Smartsheet In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the columns and formulas in the LIVE sheet to implement the changes. This is way to time…
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Template Set Links to Plan from Milestones
Hi, I'm new to Smartsheet and currently trialling to see if it will offer what we would like to achieve for Project Management. I am using one of the Template Set that are available to download and having problems with understanding how the Milestone sheet and Plan sheets are linked. I've added Milestones on the Plan some…
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Move / Copy Rows Within a Template
I have a project template Workspace setup, and I would like to be able to copy rows from one sheet to another within the Workspace. The problem I'm running into is that when the Workspace is copied to create a new project, the "copy to" sheets do not update to the newly created sheets. Instead rows are copied back to the…
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Medical Publication Tracking- what is best template to start?
Hello, Any insight to the best Template or Template Sets to use to initiate: --basic tracking for medical publications (ie, manuscript development; congress abstracts & posters & presentations) --with "at risk" elements; or Red, Yellow, Green notifications Thanks!
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Credentialing Tracking with Smartsheet
Looking to setup credentialing system and database with smartsheet. For instance, submitting application, tracking, approvals, expiration dates. Any ideas or format to setup the system will be appreciated. Thank you
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New Sheet -- Announcements Message
Hi, Is there a way to have a welcome screen or alert come up when a person goes into a sheet. I would like the sheets comments to pop up on new sheets or like an announcement on already existing sheets.
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Want to create a sheet with associated dashboard and reports that is a template
I want to create a sheet with associated dashboard and reports that is a template bundle, so when I click on the "Use Template" button, the new reports automatically get data from the new sheet and appear on the new dashboard. I don't want to have to re-associate the new reports to the new sheet and the new reports to the…
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workspaces and templates not appearing in Zapier
I am the owner of the workspaces and templates - Admittedly I do not know if this in on the Zapier side, but I seem to be missing several options when using Zaps to create new sheets from a template. The system does not see the destination (workspace) I want to new sheet to go in, nor the template I want it to create. What…
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Using Smart Sheet and Web Form to manage testing
Hi, Are there any recommendations you can provide to using Smart Sheet and Web Form as workaround to traditional testing applications to manage repetitive testing (case management and result gathering) across multiple users performing same test case? I'm currently using a reporting template but there are numerous…
