Solution Templates

Quarterly Business Budget

Allocate, track, & visualize by quarter

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

Smartsheet User Hub

Streamline your Smartsheet onboarding process

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

Marketing Shared Services

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

Event Registration and Tracking

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

Policy Governance and Rollout

Accelerate the policy creation & approval process, surface insights to key decision-makers, & manage an audit-able central repository of your company's policies with this template set

Lean Six Sigma

Reduce waste and improve quality by tracking and managing your work with this template set that includes traditional Lean Six Sigma tools and practices.

Personal CRM

Leverage this template set to deepen your connections, keep in touch, and easily expand your personal and professional contact network - perfect for anyone trying to advance their network

Marketing Campaign Management

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

SWOT Analysis

Customize a proven strategic planning tool