Empower remote teams to get work done.

Smartsheet is the end-to-end work execution and project management platform with the proven power to help your organization achieve more. Access these template sets and more when you try Smartsheet.

 

When the meetings end, the real work begins.

Discover one of our many pre-built solutions to empower your teams to go from getting on a call to getting work done. Template sets are packed with customizable sheets, reports, forms, and dashboards, infused with best practices and designed to help you connect remote teams and keep your entire organization aligned, adapting, and moving forward through change.

Click on the icons below for details about each template set.

Remote Work Management Template Sets

Project Tracking and Rollup

Plan, schedule, and assign project tasks organized by phase. Stay on top of at-risk tasks to ensure project success, and access project information through a project rollup dashboard.

 

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Request Management

Streamline your request management process using the pre-built form to collect any type of requests, prioritize, and automate approvals to close tickets even faster.

 

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Team Operations and Sync

Save your team time by creating a one-stop-shop for everything they need to stay productive. Standardize 1:1 tracking sheets to ensure managers and team members stay in sync.

 

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Project Management Office

The project management office template set provides a streamlined way for organizations to track and approve new projects while seeing key metrics across all projects in real time.

 

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Data Input and Data Collection

Capture any type of data through a simple form accessible on desktop or mobile. Sort, categorize, and evaluate data aggregated from across regions and teams.

 

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Employee Engagement Template Sets

Employee Pulse Check

Conduct a “pulse check” to understand employee morale and collect feedback across your team, organization, or company. 

 

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Policy Governance and Rollout

Efficiently collect and track requests for new and modified policies. Assign business owners and stakeholders to initiatives and automate approval workflows.

 

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Remote Employee Onboarding

Equip new remote hires with the tools they need to ramp up efficiently and effectively. Schedule onboarding tasks and empower managers to monitor progress.

 

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Remote Employee Offboarding

Centralize offboarding tasks to ensure every employee has a smooth exit. Stay informed with automated alerts and easily archive past employees.

 

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Employee Furlough Management

Easily set-up and manage the furlough process, ensuring all the correct steps are taken, tracked, and employee communication remains consistent.

 

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You need to be flexible, you need to be lean, you need to be able to pivot quickly, especially with what's going on now with the coronavirus.

George J. Walmsley, Facilities Plant Manager, Havpak

Operations Template Sets

IT Operations for Remote Workforce

Enable IT to manage, request, and report on the organization's available digital workplace services. Collect, resolve, and visualize IT tickets and their statuses in real time.

 

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Supply Chain Operations Management

Monitor, collect, and streamline information on vendors, products, and projects affected by supply chain disruptions. Gain a unified view across at-risk vendors and products in a central location.

 

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Healthcare Template Sets

PPE Inventory Tracking

Track PPE inventory as it’s ordered and fulfilled for a holistic snapshot into availability. Get automatically notified when supplies are running low so you know to order more.

 

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PPE Burn Rate Calculator

Plan and optimize the use of Personal Protective Equipment (PPE) by calculating and visualizing metrics around daily PPE usage, burn rates and how long the remaining supplies will last.

 

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Hospital Equipment Availability

Efficiently track COVID-19 patients, medical equipment, and staffing needs in a hospital in one central location. Effectively visualize patient counts and availability of equipment with a report and dashboard.

 

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Antibody Testing & Tracking

Provide a framework for healthcare officials to manage blood tests (IgG, Immunoglobulin G, and IgM, Immunoglobulin M) to assist with COVID-related research and other testing.

 

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CDC Preparedness Checklists

The CDC Preparedness Checklists template set transforms CDC recommendations for hospital preparedness into actionable and collaborative emergency preparedness programs.

 

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Our association is all about making a complicated process easier; Smartsheet is the tool that fits with that mission.

Abraham Xiong, President, Government Contractors Association

State and Local Government Template Sets

"Essential Business" Request Management

Provide constituents with a single form to request their business be considered “essential.” Automatically route incoming requests and visualize response data to ensure adequate follow up.

 

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Emergency Management Incident Command

Assess, plan, and respond to incidents, capture general requests, and manage staffing, PPE inventory, and tasks in one dedicated real-time location.

 

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Closing & Reopening of Public Spaces

Report on public space closure and reopen status while in the field. Create a centralized place for management to view the status of spaces in real time.

 

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Small Business Loan Requests

Enable both government officials and lenders to easily and efficiently track and manage loan requests and understand at-a-glance where funds are being allocated.

 

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