Solution Templates

Clinical Trials Portfolio

Manage clinical trials & study participants

Marketing Campaign Management

Establish a well defined process to manage, track and visualize your marketing campaigns - all in one place

Smartsheet User Hub

Streamline your Smartsheet onboarding process

Quantity-based Earned Value

"We have an accurate view of accomplishments"

Marketing Budget Management

The Marketing Budget Management template set is an easy to use, intuitive process that provides visibility to key budget metrics and management of the change process throughout the year.

Team Travel Management

"Save at least 30 minutes a week"

Remote Employee Onboarding

The Remote Employee Onboarding template set provides a structure to track and manage onboarding, so new employees get up and running quickly – even while remote.

Project Portfolio with Resource Management

Streamline project & resource management

Supply Chain Operations Management

Create a single source of truth for managing vendors and products affected by supply chain disruptions, communicate with stakeholders in real-time, and keep your projects on track.

Inspection Tracking

Capture inspection results from superintendents via forms, track safety compliance over time with a metrics sheet, and display results to executives in a dashboard.

Event Registration and Tracking

The Event Registration and Tracking template set helps you easily track and manage event registrations for any event.

RFP Management

Streamline the workflows for individuals who manage the RFP response process for multiple RFPs while providing visibility to status, outcomes, and milestones

Marketing Shared Services

The Marketing Shared Services template set, marketing teams can effectively manage, track, execute and report on submitted creative requests

Agile Project with Effort Burndown

Chart the schedule & scope of planned hours

Team Operations and Sync

By aggregating critical resources, news and announcements, important calendar events, and high-level project updates in a single place, you can ensure team members keep work moving forward

SWOT Analysis

Customize a proven strategic planning tool