Discussions - Smartsheet Community

Browse Member Tips

HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

See all

Recent Discussions

Updating template -> updates sheets made from the template
I would love to have the ability to make a change to a template that I created and be given the opportunity to select sheets that were created from that specific template to automatically update as well. For context: I keep track of ~130 employees training records. Each employee has their own separate sheet with all of the…
Resource Calendar - OOO
Hello Smartsheet Community, Is there a feature to create a calendar that would list when project resources are out of the office? I have an Excel document, but wondered if there is something available. Very helpful when looking at the months ahead for timeline.
Calendrier rapport
Bonjour, quand je crée un rapport avec toutes les dates de mes projet. Est-ce possible d'attribuer une couleur a chaque nom de projet ? merci
Control Center Profile Data - Appearing in the wrong column
Hi, I think I have a strange behaivour in one of the Profile Data parameters set in Control Center. Even that I do designate a Target Column as "Date" for the Profile Data in SCC, this data keeps appearing always in the default column in the template: text/number column to the right of the Primary Column in the template…
IT PMO Template Instructions
I'm new to Smartsheet and need assistance with using templates. I didn't see instructions on how to use the IT PMO template, but I like the functionality and want to use existing projects to add to the template as well as create new projects from the Intake process. Would love a guide or even one on one support engagement.…
Borders
Dear, I would like to know if borders in rows can be made thicker? So wat I like to achieve to make the bottom of a row in a darker line. Kind regards
Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
Create new document/grid/etc. in existing workspace
Currently, when I select the Create button in the left menu, I can select from a number of templates and document types but it automatically puts it into a new workspace. I need the option to add this to an existing workspace. Rarely ever do I want to create a new workspace. If I do, I'll go to my folders! How is this not…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
Custom Template URL
I am trying to create a widget that links to a custom template. How do I find and copy the template URL?
Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…
Which template to choose?
My small civil engineering company is brand new to Smartsheet. I will be overseeing about 70+ projects spread out over 8 engineers in the company. I want to track the status of each project, and add milestones/tasks to each one along the way. Each project also has its own budget. I want to be able to track each project &…
Template for Committee Management
Hi all, I'm looking into what template set might work best to manage various committees so there is some standardization to the individual committees that can then have a dashboard that provides visibility on initiatives and meeting insights/information to several groups (peers, Executive, Board). If anyone has something…
Sub-Columns and Grouping by Time on Smartsheet Calendar App
We are a study abroad center and currently use Smartsheet for our class schedule, which works well to combine information between our different sheets. However, when we need to have a more visually effective class schedule (e.g., to verify potential class conflicts, find an empty spot for an event, or simply for…
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…
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…
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…
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…

Welcome!

It looks like you're new here. Sign in to post and engage.