Smartsheet templates

To learn more about Smartsheet Regions, click here.

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Smartsheet templates

Transform project planning with an easy-to-use software platform. The familiar interface makes it easy to get the whole team on-board to schedule, budget, and collaborate in real time. Our Privacy Notice describes how we process your personal data. Get up and running more quickly with customizable Smartsheet templates built specifically to help you plan, track, manage, and report on your next project. Get access to hundreds of templates, including these three popular project templates, when you try Smartsheet free for 30 days. Get the Templates. Create your project plan, then track the impact of changes on a visual timeline. Organize tasks and projects into manageable action items and quickly identify and mitigate at-risk tasks. View and track projects across your team by assignee, status, or feature type. Share with key stakeholders to keep everyone in the loop and identify gaps to delegate tasks and balance workloads.

Templates create their own workspace. Construction Timeline Templates : Closely tracked and managed deadlines and task lists are key to delivering construction projects on time and on budget, smartsheet templates.

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Create detailed monthly or quarterly schedules, identify important project milestones, and track progress to ensure timely completion with this project timeline template. Mark off important changes or roadblocks that arise to keep everyone aware of project progress. View project tasks on a visual timeline to ensure your projects stay on track with this Gantt chart template. Identify dependencies, track start and end dates, and assess how your project is progressing, all with this customizable template that you can easily share with key stakeholders. Track business travel costs for all components of travel, from accommodations and meals to transportation and entertainment, with this expense report template. Document additional expenses, travel dates, and traveler information to ensure accurate and timely reimbursement. Download Expense Report Template. Create an Expense Report in Smartsheet.

Smartsheet templates

To learn more about Smartsheet Regions, click here. For more information about plan types and included capabilities, see the Smartsheet Plans page. Starting a project from a template can save you time and help you maintain consistency across standard elements such as column names, column types, and conditional formatting rules. Keeping things standard in this way will help you when you want to create rollup reports or dashboards from multiple sheets. If you are planning on using a solution to accommodate your business case at scale, consider working with our Solution Services team. 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. The sheet name will be the same as the name of the template you can rename it if needed. For information about how to rename a sheet, see Creating and Renaming Sheets. Some templates may include example data to familiarize you with certain features, such as comments, cell examples, formulas, and more.

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To personalize a template: Rename the workspace, sheets, reports, and dashboards. List income sources and business expenses, track operating costs, and balance your budget accordingly with this comprehensive budget template. Starting a project from a template can save you time and help you maintain consistency across standard elements such as column names, column types, and conditional formatting rules. They can assess your situation and design a solution specifically for your needs. Share the tracker with subcontractors and set automated update requests to streamline the submittal process. Program Management Templates : Gain high-level visibility into the important aspects of program management, such as key performance indicators KPIs and project status, with these detailed templates. Name your sheet and decide whether to include all of the features you originally saved to the template for example: data and formatting, attachments, discussions, and forms. Document resources, labor, and the cost of each to provide insight into variance, and ensure your project stays on budget. Discover the secrets to successful project and portfolio management with our comprehensive ebook. Create a To-Do List in Smartsheet. Templates can't be shared individually, but they can be moved into a shared workspace. Attach supporting documents and identify the impact of task delays to rapidly recover from setbacks. Project with Gantt Timeline Template Create your project plan and track the impact of changes on a timeline.

Starting a new project, whether as a certified project manager or not, can be overwhelming.

Keep track of documentation needed for new hires to start and centralize the status of documents, due dates, and other information. Marketing Budget Templates : Prepare a thorough cost overview of marketing activities, from advertising to public relations, to reduce risk and maintain a budget with these transparent, easy-to-use marketing budget templates. Download Excel Try Smartsheet Startup Expenses Template View your expenses and income to ensure your business is successful with this template, designed specifically for startup businesses in mind. Was this article helpful? Get free Smartsheet templates. This template helps you manage your project, and provides an easy-to-grasp visual timeline for your team and clients. Share your solution. Calculate total pay based on weekly hours worked with this timecard template. Excel Accounting Templates Income Statement Template Compare revenue versus expenses, track financial performance, and view net income over time with this income statement template also known as a profit and loss statement. Work-Life Balance Template Set The Work-Life Balance template set enables you to track how much time you are spending on your activities and reprioritize as needed to maintain a healthy work-life balance.