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PMO Template Sharing
Hello all, We have been using SmartSheet mostly for data tracking on requests and proposals. However, our current project management system falls well short of our needs. I am in the process of setting up a Project Management workspace that will include the templates for the various documents needed for the project…
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Automatically create multiple rows in a smartsheet
I'm creating a couple of web forms with a single smartsheet. Each one will capture slightly different details. The forms are sort of like a helpdesk queue, where the users can have different requests, but ultimately all the work goes to the one helpdesk team, and the work is all 'queued' into the smartsheet, and from…
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Question
Has anyone used Smartsheet to track company vehicle miles, gas usage, etc.
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Travel approval workflow
I am looking to make a workflow for travel approval . As the request form should be accessible for all employees I would like to use a webform. Approval shall be done by the Project Manager if travel is project related or the respective Line Manager if it is for non project travel (training, conferences,...). The Project…
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Property Management templates
Smartsheet kindly has given us a couple of templates. I am looking for more ! . We are an insurance supplier and our Property Management firms are smaller than the superb case studies here. Of course, the templates can become simple ( but the education and creative is not easy). If I can be so bold as to humbly ask for…
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Create a Help Desk in Smartsheet?
Anyone have experience in creating a Help Desk in Smartsheet? We are trying to find a solution to give our customers a way to reach out to us with issues (not necessarily IT-related) and have the ability to track each. Anyone have a template they could share? Thank you in advance!
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Reusing templates with different dates?
So I have a template that will be used for every project with each task having a set duration, task name, assignee, etc that will not change. I haven't been able to find anything on how to reuse all the information in the template while having the ability to shift the start date of the project which subsequently will…
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Pull Down Menu Options from Common Source/Sheet
All, I am using Smartsheets to track time, and have run into an issue that I have to believe there is a workaround for. We need our associates to track their time with specific job and client IDs. This can be done by making the time tracking entries show as a pull down menu of codes. But, when we get new jobs or clients,…
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Construction Commissioning Tracking?
Does anyone out there currently use Smartsheet to record and track Construction Commissioning? I'm looking for ideas/templates, etc to help improve the eficiency of our process which is currently to track Cx in Smartsheet and then export to Excel and reformat the data to be readable to the GC/customer. Especially when…
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Training Observation Form
I'm working with another department to create a trainer observation form in Smartsheet. The form is pretty long and has a lot of categories. When I started working with it the number of columns grew quite large. Does anyone have experience doing this in Smartsheet? Any tips? Thank you, A. Lopez
