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Here we go!! Ready to roll out our BETA project plan!
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.…
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linking to a template?
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
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Use Smartsheet row data to populate a Template
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…
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Office Timeline type of app for Mac
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!
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Reminder Notifications: translate from templates to new sheets?
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…
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Where can I find the Project Charter Template?
There is one displayed on the Smartsheet website.
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Templatizing
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…
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OPPM_One Page Project Manager
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?
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Organizational Hierarchy
Has anyone used SmartSheet to capture organizational hierarchy or some type of org chart?
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WOULD LOVE THIS FEATURE
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…
