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Expand Global Updates & Programs Report Scope to add New Sheets to Archived project folders
Our company is adding new sheets to project folders, and some of them need to be in our archived project folders as well so that we can draw from our project history. Right now Global Updates does not support adding New Templates to Archived project folders. I can manually create sheets from the Toolkit Template, so there…
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Creating Expense Reimbursement Request
I've been tasked with creating an expense reimbursement request for our employees to use. We currently use an Excel spreadsheet but then have to manually get approvals. We're trying to move that to Smartsheet to automate the process. I can create a very simple form for 1 expense item. However, sometimes an employee will…
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Simplified Visual Portfolio View
Hello, I am currently using the Project Management Office Template. I have many many projects in here. I am having trouble visualizing the Gannt charts when trying to pull in a lot of projects and compare. I'd like to get something very simple like this: I need to be able to see: How many projects I need to close per month…
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RICEFW Template with Dashboard
Hello! I am looking to see if anyone has developed a RICEFW (Reports, Interfaces, Conversions, Enhancements, Forms an Workflows) Template with a support intake form and Dashboard?
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Smartsheet Template for ADDIE Model of ID
Has anyone created a Smartsheet template that follows the ADDIE (Analysis, Design, Development, Implementation, Evaluation) model of instructional design? I'm looking to use Smartsheet to manage our ID process, which is based on that model. Thanks!
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Merged: Automation of Copying Rows
This discussion has been merged.
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How to edit a template
Hi everyone I have a template saved in a workspace but can't see how I can edit this - can anyone help please? Thanks! DW
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Looking for Template Ideas: Grant Scoring Workflow with Reviewer Restrictions
Hi Smartsheet Community, We’re working on a grant application scoring process and looking for advice on templates or structure that could help streamline our setup. Here’s what we’re working with: Total applications: ~50 Reviewers: 6 in total Each application: Reviewed by only 3 assigned reviewers Scoring: 8 scoring…
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Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…