Hello! I am trying to find a good RACI template but I am unable to find one.
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Hey everyone, i have created a template task list including their dependencies and I would like to copy and paste them in my sheet, so I don't have to figure out the dependencies for every bucket on its own. However, It appears I cannot copy and paste the dependencies :-( - is there any way of doing this in a better way or…
It seems pointless to set non-working days as a default within the Admin Console and/or sheet since changes don't seem to apply to any sheets unless they are brand new. None of my existing project sheets reflect changes - templates seem to inherit whatever was in the settings at the time the template was created. Please…
Can you please direct me where I can fin the IC Sales Account Plan Template? link here https://www.smartsheet.com/content/account-planning-templates
Hi Everyone, I have been searching Smartsheet, google and this community, but cant find these types of RACI templates. Has anyone had any luck?? It's weird Smartsheet would post articles about these RACI formats, but not actually have them in Smartsheet. Any help would greatly be appreciated as my attempts to create have…
Hello, I was going through the Smartsheet Academy and saw a page where SS displayed a link and if you select it, it would automatically clone a work space for you without having to manually clone. I'm currently making a dashboard depository of our workspaces we would like all employees to use as templates for projects to…
I'd like the ability to create a dashboard template w/ generic information & settings so that when I make a new one from a template, I'm able to replace rich text without losing formatting. Currently, I "save as new" from an existing dashboard and update the rich text (typically having to reformat it) & then delete…
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?