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Workflow utilizing data uploader and a template
So here at my company, we have a project template. This template contains many setting, functions, workflows and conditional formats that help organize our information. We currently generate an excel template similar to the one in smartsheets then copy paste into our template. My question is regarding the best way to get…
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How to Create A Template Set
I've created several project management files (sheets, reports, dashboards). How can I save these as a template set (package) for others in my organization to use/download? Or is it save as a workspace??
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Sheet Permissions from Template
Can someone check my logic here? I have locked rows in my timeline templates that have formulas in them (VLOOKUP for a project summary at the top) that I need my PMs to not edit. Currently, they have admin permissions and can delete the formulas. It was suggested to me to make them editors in the workspace, but they'll…
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Comments - Keep important ones on top
Hello, Are we able to lock comments on rows or sheets do that they stay to the top?
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SmartSheet Jira Integration
Hi all, I'm new to smartsheet and have also purchased their Jira integration. I'm curious as to how many others here are using this integtation? There's a lot of quirks with the integrations so wanted to see what others thought of it and how they're using it. Cheers, Imran
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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Meeting Agendas - Are you utilizing Smartsheet's Meeting Management Template Set?
Hello, I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags. We are considering using the…
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Publish sheet in multiple views?
I'd like to show a sheet in the dashboard in both: 1. Grid view 2. Calendar view WHen I publish the link to put on the dashboard, it only one or the other. Please tell me there's a way to publish in multiple formats!
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Can we show Sheet Summary data on sheet itself to avoid inputting data twice?
Project Sheet 1 and Project Sheet 2 have detailed data. Sheet_report_summary pulls the "Sheet Summary" data (icon in the right pane) for executive summary. In our engineering meetings, we drill down into the details of each sheet. Can I show the "sheet summary" data on the sheet itself? For example, a project is RED-…
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Custom Template changes
Hello, I have a custom template and data is filled out for many tasks relating to employees and their progress. When I add a new task or requirement, it does not transfer to all existing sheets that have the same template applied. I have to retype the additions in each sheet for each employee. Is there a way for my changes…
