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Access to a template in a workspace
I have created a template and saved it in a workspace. For some reason, the collaborators shared to the workspace (editor-can share access) are not able to see the template. Is this expected behavior?
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Templated Sheets and Dashboards
Hello! I have been trying to do some research into this and all of the previous questioned posted were all from some time ago (3,4 years!) so I wanted to revisit the question. I am working on a means to create a templated sheet that is automatically tied to a dashboard that does not require someone to manually switch the…
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Update Template
I would like to see an option to edit/update a template without using the template to create a sheet, editing the sheet, and saving as a new template. The current process creates additional templates that might have to be renamed and then removed. If we could edit the template itself, it would make the process much easier…
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Create a new sheet from template using automation
It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.
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Allow editable formatting in automated emails
It would be great if similar to a document generator, we could generate an email template. One example I have attached where it shows "1 row added or updated (shown in yellow)." It would be great if that was an option to enable or disable some of the email elements or have my own format filled out with information in my…
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Template Idea for 1:1
Hello, I'm looking for a template or idea for my direct reports to use for a 1:1 documenting the agenda, discussion points, etc. It's one link for sheet/report for all team members, but each sees their part in the sheet or report. I'm not planning to publish it. Thanks,
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Meeting Management - Implementation of Template Set
Hello All, Has anyone implemented the Meeting Management template set who would be willing to share what works and what could be improved? We are looking at moving our minutes into Smartsheet (obviously), and I would like to understand a bit more. The "Getting Started Guide" for the Meeting Management template set is a bit…
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Does anybody know where this Smartsheet template is located in their system?
Thanks in advance for your assistance. Rex
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How do you use Smartsheet in a Learning & Development Enviroment?
I am relatively new to Smartsheet, and I never knew how robust this product was and learning everyday! I'm curious to know how you utilize Smartsheet in a Learning & Development enviroment. Please share your feedback and examples (if you are able) I'm looking to be inspired to how to leverage Smartsheet next.
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Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
