New Template Sets for these Workflow Categories! Let me know your thoughts!

Hunter Reed · 03/26/20

Hey everyone! As a Product Marketing Manager here at Smartsheet I am always thinking about how we can produce content that helps you work more efficiently. Especially now, we are producing new Template Sets that will help you and your organization work remotely more efficiently.

Let me know your thoughts, but we are planning on creating some content that aligns to the following workflows/categories:

Workforce Engagement (things like employee pulse surveys, remote employee onboarding or offboarding…)
Supply Chain Management
Collaborative Work Management in a Distributed Workforce (a.k.a day-to-day operations & processes for remote teams)
IT Operations for a Remote Workforce (Digital Workplace Services, IT Support & Ticketing, Software Deployments)
Develop, Communicate, Track, and Adapt Strategic Direction
Business Model Transformation

Do you have any ideas for processes I should include in each? Any Smartsheet use cases you’ve used you’d like to share with others?

Looking forward to hearing from you all!

Hunter

Hunter Reed · 04/08/20

Okay, here is what we've created so far (13 template sets!) based on the vision shared previously. You can find these all in Solution Center, but here are the links for easy access:

Closing & Reopening of Public Spaces:https://app.smartsheet.com/b/publish?EQBCT=08be71cd354848a3b258acd4ad65e675

Data Input and Data Collection:https://app.smartsheet.com/b/publish?EQBCT=b7e48215363448a9a56f06877521f272

Employee Pulse Check:https://app.smartsheet.com/b/publish?EQBCT=74198c891d9d41c5a1b5fe0a337102cf

基本业务Request Management:https://app.smartsheet.com/b/publish?EQBCT=a7db07b915e642dc88756fd1248fabe2

IT Operations for Remote Workforce:https://app.smartsheet.com/b/publish?EQBCT=7bfccbc7de7a47beb0a48c75da3de7bb

Objective and Key Result (OKR) Tracker:https://app.smartsheet.com/b/publish?EQBCT=150765a85c5a45f382962b78999696a9

PPE Inventory Tracking:https://app.smartsheet.com/b/publish?EQBCT=bad0c73d298a4398947dbf85c1627ac3

Policy Governance and Rollout:https://app.smartsheet.com/b/publish?EQBCT=56f74749c925437c879293eec8d95bd4

Remote Employee Offboarding:https://app.smartsheet.com/b/publish?EQBCT=be3c2a069ac24e939ebbcc86e544b8d4

Remote Employee Onboarding:https://app.smartsheet.com/b/publish?EQBCT=ae8683f338e544a1958359722632a05d

Small Business Loan Requests:https://app.smartsheet.com/b/publish?EQBCT=8f16ce024cee4632899bd90426569ee3

Supply Chain Operations Management:https://app.smartsheet.com/b/publish?EQBCT=2a598cbf939b4e04bb68a01f38e628b8

Team Operations and Sync:https://app.smartsheet.com/b/publish?EQBCT=72266c090e1f4e0195063998346f4cb7

We got more coming down the pipe, so stay tuned and please feel free to provide feedback, ideas, etc!

Thank you,

Hunter

Christine Rosenberg · 04/22/20

some great stuff - one Q: how do you make the links in text widgets, that you use in your dashboards? Ie like in the:

https://app.smartsheet.com/b/publish?EQBCT=72266c090e1f4e0195063998346f4cb7

Genevieve P. · 04/22/20

Hi@Christine Rosenberg

You can hyperlink text in Rich Text widgets by highlighting the text and selecting the Hyperlink icon from the top menu bar:

Screen Shot 2020-04-22 at 1.34.41 PM.png

This will bring up a pop-up window where you can either link to a Smartsheet Item or to a URL:

Screen Shot 2020-04-22 at 1.34.54 PM.png

Let me know if you have any questions about this!

Cheers,

Genevieve

David Levinson · 05/08/20

These are great! Thank you

Any chance you have a customer life cycle management set? Something to manage/communicate important contractual dates.

One other idea: a set to automate vendor/contractor liability insurance compliance. (Basically, an easy way to get through the annual process of requesting and organizing vendor insurance (Accord) forms.

Sheila Castellanos · 05/29/20

These are great templates! Thanks for sharing. One idea I had is to add a template set for data governance needs - a set of sheets that contain inventories like business glossary, applications, interfaces, vendors, etc that are all linked together to help create a profile / dashboard for different uses. For example, once all of the information is put in there would be a dynamic / filtered dashboard for say each application that provides the key details of critical data elements, who the contacts are, which interfaces it has, etc. I know there are tools out there that can do this, however, in this crazy time our budgets for procuring new platforms is limited and we are implementing in Smartsheet as we speak. Thanks again for all of the amazing templates that are out there.

Ameya Athalye · 09/18/20

These are great templates. Maybe we could use some in future.

I'm working on one idea about planning out monthly marketing email templates. It'll be essentially a visual calendar and on the side you'll have available template images. One can simply drag and drop or copy paste the images of templates into respective days they want and build monthly email content calendar. I've built one in Google Sheets and now working on building one in Smartsheet. Here is a screenshot of what I have in Google Sheets.

Daniel Medved · 06/16/22

So cool to see these templates!

New Template Sets for these Workflow Categories! Let me know your thoughts!

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