Smartsheet templates

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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.

Smartsheet templates

Our Privacy Notice describes how we process your personal data. Or sign up via Google. This template helps you manage your project, and provides an easy-to-grasp visual timeline for your team and clients. Use this template to keep your team organized. Group tasks by priority and use symbols to illustrate progress. Track project and budget performance in one template. Include budget and schedule variance and Gantt chart with dependencies. Use this template to gain an at-a-glance view of your project timeline, with Gantt chart, and your team's availability all in one plan. Designed for Agile project teams, this template is built to track sprints, features, and tasks, and includes a Gantt chart timeline view. For projects with a firm deadline, use this template to help you create a workback schedule to determine start dates for preceding tasks. Template sets are packed with pre-built sheets, reports, forms, and dashboards, infused with best practices and designed to help you save time and hit the ground running.

Executive Board Meetings Template Set Smartsheet templates as an advanced solution to track and manage board members, agendas, unanimous written consent, and action items for the smartsheet templates board and three sub-committees. Plan, track, smartsheet templates, and visualize project tasks in context with budget amounts and variance. 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.

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.

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.

Smartsheet templates

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.

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Leverage these construction timeline templates to schedule and assess all tasks associated with commercial and residential projects. Social Media Plan Template Visualize your social media campaigns on a calendar, card view or grid with relevant campaign data; providing a foundation for incorporating key metrics and advanced visualizations. Vaccination Site Launch Plans Template Set Manage dozens of new vaccination site projects simultaneously by standardizing intake, execution, and reporting. Keep track of documentation needed for new hires to start and centralize the status of documents, due dates, and other information. Click on the name of the template. Templates you create are stored in the same folder or workspace where the originating sheet is stored. Use this Free Template. Ensure you are reimbursed for the correct amount by documenting key details, like odometer readings, miles traveled, gas prices, and travel purpose. Surface key project details, like timelines, financial status, potential risks, and unresolved issues with this comprehensive dashboard template. Marketing Marketing Timeline Templates : Create a comprehensive marketing timeline to help achieve marketing goals and track your progress in easy-to-read marketing timeline templates. To get the best experience, we recommend that you switch to an up-to-date fully supported web browser. Simple Budget Template Easily track and visualize your budget by listing your income, expenses, and totals for each category. Create an Expense Report in Smartsheet. Columns and conditional formatting rules will always be saved to the template. Gap Analysis Template Discover where gaps exist and what changes you need to make to become more efficient and productive.

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Was this article helpful? Sort by Newest. Mark off important changes or roadblocks that arise to keep everyone aware of project progress. Create custom Kanban cards to ensure clear communication and increased efficiency throughout your project. Template sets are packed with pre-built sheets, reports, forms, and dashboards, infused with best practices and designed to help you save time and hit the ground running. Click on the name of the template. Share with subcontractors and clients to make updates from anywhere using the Smartsheet mobile app. Grow your business without outgrowing your technology — or your wallet — with affordable, quick-start solutions for construction management projects. List your KPIs and share with team members and stakeholders to gain buy in. Weigh expenses against income to gain insight into your financial overview with this simple budget template. Keep track of documentation needed for new hires to start and centralize the status of documents, due dates, and other information. Excel Travel Templates Travel Itinerary Template Plan, organize, and track critical travel information related to identification, accommodations, transportation, and more, with this complete itinerary template. Use templates to discover new capabilities, learn best practices, and get more from Smartsheet.