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Sheet View - Timeline
Within the timeline view - when selecting "weeks" to show the data is there any possibility to create an extra filter which allows the user to narrow the results to 4 weeks of data only? (or a set number of weeks depending on the user needs). Currently i see more than i need and can be difficult to illustrate to wider…
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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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New sheet created from template. Automated workflows being doubled/duplicated.
When creating a new sheet from a template that has automated workflows, the newly created sheet is duplicating each workflow. The result is that when using a template each automation is duplicated, resulting in double row copying, double notifications, etc. This seems to be a new behaviour as our team has been using these…
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Is it possible to create a Template and share it to other users?
Hi, I have the following dilemma- I have created a really good PMO system within smartsheets using different sheets & dashboards, I would love to roll this out to other users within my organisation to utilise it as a template My question is, is this possible and if so how do I do it? For context I am a consultant and we…
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If deprecating GET /templates, provide another mechanism to get the same data
Last week, Smartsheet announced the deprecation of the API call "GET /templates" with no plan for any replacement mechanism. We have a long-standing integration from our software platform that serves mutual customers of Smartsheet and our product that fundamentally depends on the response to the "GET /templates" API call.…
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RACSI/RACI Matrix with Conditional Formatting
Does anyone have a solution to easily set up conditional format for a RACSI/RACI Matrix without having to clone each RACSI option and setting up a conditional format for each role (in columns)? Like a formula or selecting multiple columns with the same dropdown? I created a traditional RACSI matrix for a customer but got…
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Expand Global Updates & Programs Report Scope to add New Sheets to Archived project folders
Our company is adding new sheets to project folders, and some of them need to be in our archived project folders as well so that we can draw from our project history. Right now Global Updates does not support adding New Templates to Archived project folders. I can manually create sheets from the Toolkit Template, so there…
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What is the best template to create a time tracking tool?
I need Task, Note, Priority, Ststus, Created by, Assignee, Start date and time, End date and time, Duration in days and time. And a dashboard to see an overview.
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Simplified Visual Portfolio View
Hello, I am currently using the Project Management Office Template. I have many many projects in here. I am having trouble visualizing the Gannt charts when trying to pull in a lot of projects and compare. I'd like to get something very simple like this: I need to be able to see: How many projects I need to close per month…
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Creating Expense Reimbursement Request
I've been tasked with creating an expense reimbursement request for our employees to use. We currently use an Excel spreadsheet but then have to manually get approvals. We're trying to move that to Smartsheet to automate the process. I can create a very simple form for 1 expense item. However, sometimes an employee will…
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RICEFW Template with Dashboard
Hello! I am looking to see if anyone has developed a RICEFW (Reports, Interfaces, Conversions, Enhancements, Forms an Workflows) Template with a support intake form and Dashboard?
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Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…
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Looking for Template Ideas: Grant Scoring Workflow with Reviewer Restrictions
Hi Smartsheet Community, We’re working on a grant application scoring process and looking for advice on templates or structure that could help streamline our setup. Here’s what we’re working with: Total applications: ~50 Reviewers: 6 in total Each application: Reviewed by only 3 assigned reviewers Scoring: 8 scoring…
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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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Question about Templates and Formula References
Hi, I am creating a template of a "Cost Estimator" which will be created into a new sheet each time I have a new project. The Cost Estimator sheet will link to a master Project List using the Project ID and the Project Name. What I am attempting to do is create a Cost Estimator "Totals" sheet which will have a row linked…
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Template set download is in French
I have downloaded the Project Intake template set. The instructions are all in English but the files related to the template have downloaded in French. I am set up for everything to be in English and normally template sets download in English. What do i do to fix this?
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Connecting multiple PMO templates
Hello - Has anyone amalgamated the Client Implementation template with the Customer Onboarding template? They both have areas that would be helpful as one template/dashboard, or having them as separate but still linked somehow. Thanks for your help!
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Possible to send MS Outlook email Templates once a task is reached
I am trying to set up outbound emails to send to external parties for their deliverables, setting timelines, and forms to complete once certain milestones/tasks are reached with in a project. Is it possible to have a email template built / added and have that template pull in information from the sheet summary such as…
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Template for Submitting Resident files for review and approval
Hi, newbie here. I am the compliance manager for a PHA and am currently using emails back and forth for resident file submission and approvals. Can I get a recommendation for a template that I could use instead? I was thinking the IT requests and ticketing could be modified for my needs. But I am open to ideas.
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Best Template for Digital Platform Maintenance Management
Curious if people can point me in the best direction here (skimmed through template library and couldn't quite find what I was looking for). I manage an LMS which has a lot of on-going maintenance activities we need to complete on it to keep it up and running. These are tasks I want to be able to assign to people and have…