Solutions Template Gallery Category Descriptions

Project Management

Smartsheet’s online project management templates allow you to seamlessly manage your team, time, and tasks. From a project management chart to project tracker, a project management spreadsheet improves visibility and keeps your project on track.

Select one of the project management templates below to get started.

Sales

Optimize leads, manage pipelines, and put your customers first with a Smartsheet sales template. With sales tracking and sales lead tracking, your reps are always informed, engaged, and working together.

Select a sales sheet template below to get started.

Marketing

From idea to execution, Smartsheet’s marketing templates help you centralize work, track progress, and coordinate every detail. Choose from a marketing campaign template, a marketing schedule template, a marketing campaign calendar, and more.

Select one of the marketing templates below to get started.

IT & Operations

Whether you’re managing help desk tickets or deploying new systems, Smartsheet helps you efficiently manage it all. With templates like a bug and issue tracker or office move checklist, you can organize every task and detail in one place.

Select one of the IT & operations templates below to get started.

Company Management

Streamline business operations, build a culture of accountability, and drive results. Smartsheet’s company management templates offer simple sharing, roll-up dashboards, automated deadline reminders, and more to help you keep everyone in the loop.

Select one of the company management templates below to get started.

Product Development

Organize requirements, track bugs, and drive prioritization while collaborating with your launch team. With templates like a requirements checklist or product feedback survey web form, you can ensure a flawless development process.

Select one of the product development templates below to get started.

Human Resources

Acquire talent, manage training programs, and motivate employees with Smartsheet’s HR templates. Store resumes, reviews, compensation plans, benefits packages and more in one place, organizing your work and keeping everyone on the same page.

Select one of the human resources templates below to get started.

Finance

From automating expense reports to orchestrating due diligence, Smartsheet templates offer a secure, real-time look at your financial projects and processes. Choose from an M&A due diligence with Gantt template, time tracker with rate table template, expense report template, and more.

Select one of the finance templates below to get started.

Specialty Solutions

Whether you’re planning a wedding or organizing a school auction, you can customize Smartsheet to coordinate anything. Share your sheet with anyone, access your information on the go, and set reminders so you never miss a deadline.

Select one of the specialty templates below to get started.