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Saving Folders as Templates
I think you should be able to save a folder or workspace as a template. Have the whole thing linked within itself so that automations don't have to be updated when you create the new space, they already point to the new sheets within that template folder. My projects use a large set of sheets and the folder structure is…
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Is there a class/how to guide someone would suggest when using the policy template?
I am new to Smartsheet, but catch on pretty quickly. I did not find anything in the university.
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Template from Engage Session
I was lucky enough to attend Engage this year in Seattle, and I attended the "Advanced power-user tips to up-level your Smartsheet experience" session. I was excited to use the template for Multi Entry Form that was provided via QR code from the session deck, however, it appears that at least one sheet is missing from this…
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RACI Template in SS?
Hi, does anyone know if SS has a RACI template available? I thought it did but in searching don't see anything. Thank you!
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Multi-Category KPI Tracker - Engage Template Contest Win 2023
Hello Community Forum! I won the template contest last year with my Multi-Category KPI Tracker which I have since updated and added on to. I would be happy to help anyone who has questions or wants to know best practices when using this template set. We use it in our Manufacturing department, but are developing it for the…
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Template sharing within the community!
Love the community building, better yet when one of us has made a great work product, turn it into a template and share it. Make a community template library! Include owner's contact information should someone have a question. Then when someone takes it and makes it even better, share it again! Hyper-Collaboration!
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Ready, set, share your solution! 🚀 Showcase your skills for a chance to win unique prizes.
Hello Community Members, It's that time of year again and we are thrilled to bring you the Community Created Template Showcase - a unique opportunity to show off your ingenuity and creativity! Submit a solution for a chance to win unique prizes, your very own customer story, and to have your solution published as a…
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Automation in Template not Working
I have a template that has an automation that moves rows at a certain time of day to another sheet. When certain users create a sheet using the template the automation is unable to run. with the error "unknown destination". I need some help. Do all users need access to the destination sheet as well? I want to avoid that.
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Idex/Match is refusing to match against any "Project ID" that does not start with "SM"
I cannot for the life of me figure out why an Index/Match between a project Metadata Sheet and the project Intake Sheet refuses to find any matches unless the Project ID has "SM" in it. This was originally the "Project Management Office" template from Smartsheet, but has since been revised. My formula on the Metadata sheet…
