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Re-Title Notification Header
I recently used one of the existing templates "Contract Management" under the Client and Customers in the Solution Center, and it worked great. However, When my users get a notification the header still shows the old name (see attached). Please let me know how to make this change.
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Customer Success Management Template Request
Good Day All, I have been seeking desperately to look the customer success smartsheet referred to in this document (https://www.smartsheet.com/sites/default/files/Customer-Success-Management-Solution-Guide.pdf) However when I connect Smartsheet it seems it was removed. I am hoping there was someone on this community that…
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Report Column Names / Labels are not same as Smartsheet Column Names
Hi, I have noticed on reports created from the original smartsheet that the Primary Column Label and automatic numbered columns don't have the same smartsheet column name. When you pick the reporting you want to include it uses the original default titles as opposed to column titles used in the smartsheet (if you have…
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Expand Project Row
Hello, I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project…
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Meeting agenda item reports
We're piloting the use of the template set including the past & future agenda item reports. The issue is the reports aren't pulling the correct data. I added a column to the meeting sheet that is the meeting date (function pulls it in date format from the parent row where the date is entered as text) so each child row is…
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PICK CHART and Smartsheet Template
A PICK Chart is a very effective Lean Six Sigma tool used to categorize process improvement ideas https://www.vertex42.com/ExcelTemplates/PICK-chart.html I am still a newbie using Smartsheet -- is there a template or can SS be created to match the example "Action Item List with PICK Ranking" shown in the above URL (near…
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Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
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Recommend a solution set?
Hello Community!! I am attempting to build a solution set for an internal training/learning organization who has to go build very complicated trainings for technical staff. Each agenda will contain modules.... Modules will house the table of contents for topics needing to be covered under each module. There could be a few…
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Create a Smart Form to update a row data
How do I create a form to update a data? For example, I want to just click the row line and a form will pop up so I can update it and save rather than scrolling the line item from left and right to fill in the blanks. Hope anyone could help. Thanks.
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Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
