After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
Is there a way to create a link to a template (other than using the API)? I want to put links to our templates on various sites so people don't have to remember where each template is stored in Smartsheet. Ron
I am looking for a way to automate a process to take data from a single row in Smartsheet and populate a template. Working in the construction industry, processes are slow to change and we still need to PDF documents for communication with our customers (RFI's, Change Orders, etc). I have setup the forms and procedures for…
Could someone recommend mac version of Offie Timeline? Since Reporting doesn't support milestones on schedule bars (and make it one bar/row), I wanted to use Office Timeline. The catch is they don't have mac version! Thanks much!
Loving Smartsheet so far, and excited about finally having a truly custom system together for tracking project status for our clients, based on our unique parameters and not something superimposed! I've created a template that is working well, but would love to see reminder notifications translate from the template to…
There is one displayed on the Smartsheet website.
I have an extensive project plan with 250 sub-tasks, which is maintained separately for every client. As 95% of the task list for every client rollout, and the time allocated to every task remains the same; is it possible to automate this process i.e. I simply enter a start date for the project, and each and every task in…
I am new to Smartsheet I am a big fan of communicating task and project status via a single page. Does anyone have experience of using Smartsheet using the OPPM format?
Has anyone used SmartSheet to capture organizational hierarchy or some type of org chart?
For our use, it would be of great assistance if when you are within a workspace, which is housing, say 50 sheets, you could check all and using the actions button duplicate all sheets. I could then move those sheets to a different folder while keeping the data needed and deleting what isn't. We tried templates but our…