How do I find Smartsheet templates?
You’ll find hundreds of pre-built templates in the Solution Center right in the Smartsheet application. You can customize these pre-built templates in the same way you can edit sheets—for example, you can edit cell data, change column types, or include your own attachments as needed.
How do I create a template in Smartsheet?
To create a new template, follow these steps:
- In Smartsheet, view the sheet you want to save as a template.
- Click the Sheet Actions button at the top-left of the toolbox on the left and choose Save as Template.
- Type in a template name and optional description.
What types of templates are located on the Smartsheet website?
- Project Planning & Execution Templates.
- Project Budgeting Templates.
- Gantt Chart Templates.
- Agile Project Management Templates.
- Construction Templates.
- Marketing Templates.
- Project Management Templates in Other Platforms.
What is a sheet in Smartsheet?
In Smartsheet, most solutions start with a sheet: it’s the primary place where information is stored. You can configure a sheet to track a wide variety of workflows—from tasks and project deadlines to punch lists, inventories, or customer information.
Who uses Smartsheets?
Companies Currently Using Smartsheet
| Company Name | Website | Employees |
|---|---|---|
| GENERAL RV CENTER | generalrv.com | From 1,000 to 4,999 |
| CBRE | cbre.com | Above 10,000 |
| Lucid Motors | lucidmotors.com | From 1,000 to 4,999 |
| Thermo Fisher Scientific | thermofisher.com | Above 10,000 |
Are smartsheet templates free?
Smartsheet Contributor Kate Eby on Aug 23, 2019 We’ve compiled a list of the top tracking templates, all of which are free, easy-to-use, and fully customizable.
How do you create a template in sheets?
Create your own template
- Choose an option:
- From the Docs, Sheets, Slides, Forms, or Sites home screen, at the top, click Template gallery.
- Click Submit template.
- Click Select a document and choose the template file you created.
- Click Open.
- (Optional) To submit a copy of the file instead of the original, check the box.
Can I copy a smartsheet form to another sheet?
Anyone with access to the sheet can copy a sheet as new. Find out if this capability is included in Smartsheet Regions or Smartsheet Gov. To create a copy of a sheet, use the the Save as New command. When you do this, columns and conditional formatting rules from the original sheet will always be saved to the new copy.
Can I copy a Smartsheet form to another sheet?
How do I add a sheet in smartsheet?
Import Multiple Sheets From a Microsoft Excel Workbook
- Import the workbook into Smartsheet once to create a new sheet, as described above.
- Go back to the Excel file and move a different tab into the left-most position by clicking on it and dragging it to the left.
- Save the Excel file, and import it to Smartsheet again.
Why smartsheet vs Excel?
The simple answer is that most people are familiar with Excel spreadsheets. And, Excel is still the best tool for number crunching, financial analysis, and pivoting data. So use Excel spreadsheets where it makes sense, like tracking your project bid and budget, then choose Smartsheet for managing the overall project.
What is smartsheet good for?
Smartsheet is a spreadsheet-style project management solution for businesses managing multiple projects with dozens of moving parts at any given time. It helps companies of all shapes and sizes manage workflows and improve collaboration efforts from a single platform.
What does Smartsheet project tracking template do for You?
Smartsheet is a cloud-based platform that allows teams and organizations to plan, manage, and report on projects, helping you move faster and achieve more. See Smartsheet in action. Manage the budget of multiple projects with this template.
Which is the best sample application for Smartsheet?
This is a collection of code samples for using the Smartsheet Platform. Node.js sample application that loads a sheet, updates selected cells, and saves the results Sample node application that creates a webhook and receives event callbacks Ruby sample application that loads a sheet, updates selected cells, and saves the results
What does Smartsheet do for a sales team?
Smartsheet is a cloud-based platform that allows sales teams to effectively manage pipelines by creating one location to track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting. See Smartsheet in action.
Is there a free trial of Smartsheet for Excel?
See how Excel and Smartsheet compare across five factors: work management, collaboration, visibility, accessibility, and integrations. Or start a free 30-day trial of Smartsheet to get hands-on experience.