Use Smartsheet Templates to Manage Your Business

Discover a few of the greatest Smartsheet templates that assist you to handle tasks and enterprise workflows in numerous industries.

Smartsheet is among the leaders in venture, work, and collaboration administration in small to enterprise-level companies. In keeping with a current Datanyze report, Smartsheet’s market share within the venture administration and collaborative office app trade is 5.28%.

Therefore, it’s extremely apparent {that a} reasonable variety of firms are utilizing Smartsheet for managing duties and tasks. In case you are additionally into this device and wish to cut back your time on enterprise administration, you should utilize Smartsheet templates. 

Learn on to find some skilled and superior Smartsheet templates that may get you began with venture or work administration in a couple of minutes. 

What Are Smartsheet Templates?

Templates are ready-to-use venture or work administration Smartsheet boards that you should utilize in related enterprise instances. There are many templates within the Smartsheet content material library. You’ll not discover it difficult to discover a template that matches your enterprise or trade.

Templates include all of the fields you would want in a venture administration sheet. For instance, an Occasion Plan and Price range include the followings: 

  • Columns for Job Identify, Assigned, Progress, At Danger, Due Date, Amount, Price range, Notes, and so on.
  • Duties and subtasks
  • Varied views like Gantt Charts, Card View, Calendar View, and so on.

Now, all you should do is change the duties and subtasks discipline to begin your occasion administration venture.

You get free entry to all of the Smartsheet templates if you get a paid subscription. Furthermore, the Smartsheet improvement group retains on including new templates usually.   

Why Do You Want Smartsheet Templates?

The first motive to make use of venture or work administration templates in Smartsheet is to begin the venture as quickly as doable. There are another causes which you’ll find under:

  1. Make your tasks and enterprise administration sheets constant. Shoppers might change, however your enterprise information reporting, analytics, and so on., all the time stay the identical.
  2. Smartsheet’s inside skilled consultants create such templates. Therefore, you guarantee to make use of normal enterprise terminologies and venture reporting codecs when utilizing these templates.
  3. Making a venture template from scratch is a time-taking venture. You may concentrate on venture planning and group conferences whereas the Smartsheet app is right here to create the venture everytime you want. 
  4. Small enterprise homeowners and trainee venture managers can begin their Smartsheet tasks with none pricey skilled assist, because of the Smartsheet templates.   

Find out how to Entry Smartsheet Templates

You will need to now be tremendous keen on utilizing templates. However, you’re discovering it difficult to search out the templates you’re on the lookout for. To not fear! Comply with the steps under to discover ways to navigate with Smartsheet templates:

Join Smartsheet

When you wouldn’t have an account, join one by following the below-mentioned steps. Smartsheet is free for 30 days.

  • Go to the Smartsheet web site.
Welcome to Smartsheet portal to sign up or log in
  • Click on on Strive Smartsheet without cost button. 
  • Apart from the ‘Don’t have an account?’ dialogue, click on Create one.
Creating a new account on Smartsheet
  • Enter your electronic mail or enroll with a Google/ Microsoft account.   

Login to Smartsheet

If you have already got an account, observe these steps as an alternative: 

  • Go to the Smartsheet net app login portal.
  • Enter your electronic mail and password.
  • Hit the Register button.
Signing in with an existing Smartsheet account
  • If in case you have beforehand subscribed with a Google, Apple, or Microsoft account, select the suitable possibility for fast sign-in.   

Get Smartsheet Templates  

  • When you log in to Smartsheet, it takes you to the House tab.
  • To discover Smartsheet templates, you possibly can go to the Resolution Heart tab or the Create button on the House tab.
Smartsheet home screen
  • Whereas on the House tab, click on on Create possibility positioned on the high proper nook of the online app. 
  • A context menu will open with choices like Sheet, Kind, Report, Browse Templates, and so on.
  • Click on on Browse Templates.
  • You at the moment are within the Resolution Heart and should see the Browse All Options display.
the Browse all solutions screen of smartsheet
  • Click on on See Extra Templates or See Extra Template Units, relying in your selection. Template Units comprise extra work property like Dashboards, Studies, Varieties, and so on. 
  • Now you get a whole listing of Smartsheet templates.
  • You may slender the listing by clicking filtering choices like Shoppers & Prospects, Finance & Accounting, Human Assets, IT, and so on., from the navigation pane under the Resolution Heart column.   

Finest Smartsheet Templates for Totally different Industries

Digital Advertising

The Built-in Digital Advertising Plan template is appropriate for advertising groups that cater to numerous help and artistic requests from different enterprise groups. Therefore, you should utilize the Smartsheet board instantly to begin an built-in digital advertising marketing campaign. 

Digital Marketing Smartsheet template

The sheet has superior spreadsheet formulation, workflow automation, and customized textual content formatting options. That’s not all! It additionally contains detailed venture pathway planning, granular particulars of the advertising plans, and an govt abstract for managers. 

You may simply change to the Gantt chart view from Grid mode for the reason that template contains the required End and Length columns. There’s a Flag column that you should utilize to spotlight a venture part. To not point out the Price range/Spend column that empowers you to handle advertising spend.    


The retail trade struggles with inventory optimization. Therefore, Smartsheet presents an automatic Stock Inventory Management board that may streamline the next retail enterprise actions: 

  • Productiveness optimization within the stock division
  • Balancing gross sales, orders, and shares
  • Figuring out the right restocking date
  • Minimize down on extra stock expenditures
  • Get provider particulars immediately
Inventory Stock Control for Retail business

The Stock Inventory Management template has a knowledge entry discipline on the precise aspect and stuck particulars on the left aspect. Some helpful default columns are Division, Reorder Standing, Merchandise Identify, Stock Worth, and so on.

You may automate your stock administration with the Barcode Stock Administration Template. It comes with an unique column for product barcodes. You should use barcodes or sync the spreadsheet with an ERP device to trace the variety of numerous items in your warehouse.  

Building and Engineering

Your development enterprise can profit vastly in the event you use the next Smartsheet templates of their respective use instances: 

  • Building Documentation Tracker Template
  • Tools Schedule Template
  • Building Price range Template
  • Building Schedule with Gantt Template

For instance, the development scheduling template is especially useful for planning, monitoring, and visualizing your development venture. You may copy the template and rename it to make use of the identical template for a number of development tasks. 


The template is each cell and net app pleasant. Therefore, discipline engineers and supervisors can replace the required columns for duties. There are pre-set standing columns like Begin Date, Finish Date, Assigned To, Standing, % Completed, Length, Notes, and so on.

The Job Identify column comes with a lot of the development duties and subtasks. As an illustration, there are duties like Plumbing, Insulation, Cupboards, and so on. When you increase the duties, you’ll find subtasks like Floor Work, Tough-In, Bats, Blow-In, Grasp Tub, Kitchen, Basement, and so forth.  

Leisure and Hospitality

The hospitality and leisure trade must precisely monitor spending, process accountability, visitor attendance, ticketing, mapping tickets to income, mapping meal consumption with real-time friends, and so forth.

To satisfy your above wants, listed below are the Smartsheet boards that may come in useful: 

  • Occasion Launch & Price range Template
  • Fundraising Gala Template
  • Occasion Workers Resort & Passes Template
  • Occasion Job Plan Template
Entertainment and Hospitality

As an illustration, the Occasion Workers Resort & Passes format is ideal for managing resort lodging to your employees or shoppers attending an leisure occasion.

The venture board has important information columns like Cross Kind, Cross Price, Resort Price Estimation, Resort Identify, Examine In, Examine Out, Credit score Card, Price, and so on.    

Finance and Monetary Companies

You’ll need correct information capturing and simpler auditing capabilities in your monetary companies tasks. The next Smartsheet templates may meet most of your necessities on this enterprise sector: 

  • IPO Mission Guidelines Template
  • Mortgage Amortization Schedule Template
  • Monetary Month-Finish Template

Allow us to take into account you’re planning to go public by means of IPO choices. It’s a large venture for any enterprise that desires to gather cash from the inventory market by means of share gross sales. Use the Smartsheet board to plan every little thing concerning the IPO, even in the event you have no idea all of the steps. 

Finance and Financial Services

Its Preparatory Work column already outlines all of the duties you should wrap up. For instance: 

  • Monetary statements
  • Put together for Due Diligence
  • Preparation for Twin-Class
  • EIP and ESPP
  • S-1 Prep
  • SEC Evaluation Interval
  • Finalize and Publicly File S-1

Different vital column fields you want are Begin Date, Due Date, T-Minus Weeks, Dependencies, Length, Assigned To, and so on. 


Your manufacturing crops require numerous uncooked supplies, tools, product recipes, product improvement pointers, and extra. You may effectively monitor all these on venture administration sheets accessible in Smartsheet. For instance, you want the followings: 

  • Incident Report Log with Kind Template
  • New Product Approval with Kind Template
  • New Product Growth Schedule Template
  • Machine Upkeep Schedule Template

The Machine Upkeep Schedule format is an easy guidelines that you may print out or monitor digitally. It outlines most fields you should monitor, like Machine Situation, Machine Identify, Location, Final upkeep Date, Subsequent Upkeep Date, Upkeep Cadence, Assigned to Machine Technician, and Notes.  

Human Assets

Smartsheet has, by far, some extraordinarily useful templates for staffing companies. Companies that preserve their staffing group can even use these Smartsheet boards. Some nice examples are: 

  • Worker Information Listing
  • Worker Evaluation Guidelines
  • Job Utility Kind
  • Job Candidates Tracker
  • Applicant Resume Tracker With Kind
  • Worker Termination Documentation
  • Interview Course of With Gantt
  • New Rent Guidelines
  • Time Card With Automated Approval
Interview Process With Gantt

As an illustration, you should rent 10 workers to your advertising group. You have to use the Interview Course of With Gantt template on this state of affairs.

This spreadsheet consists of all of the phases you possibly can count on in a hiring course of. For instance, the Pre-Interview Section, Candidate Interview Section, Candidate Choice Section, and Hiring Section. 

The venture board robotically exhibits a Gantt chart on the right-side navigation pane and the Calendar view on the highest columns. Thus, HR managers can evaluation the complete venture standing by trying on the Gantt chart dashboard.   


The next Smartsheet templates are really appropriate for nonprofit and non-government organizations (NGOs):

  • Nonprofit Occasion Advertising Plan
  • Discipline Staff Submissions With Kind
  • Donor Administration
  • Volunteer Roster

The nonprofit accounting course of is essential to sustaining your tax-exemption standing within the US and UK. Thus, you should monitor donor information like their donation quantities, title, tackle, TAX ID, and so on.

Nonprofit donor management

Thus, you should utilize the Donor Administration format from Smartsheet. It comes with normal information fields that you just would possibly want.

For instance, Donation Yr, Donor Identify, E-mail, Cellphone Quantity, Deal with, Area, Fund Identify, and so on., column headers are there by default. Since Smartsheet boards are based mostly on spreadsheets, you possibly can simply import these information to numerous nonprofit accounting software program.


Smartsheet has an unlimited assortment of templates for accounting companies and companies. Some notable codecs at your disposal are: 

  • Money Movement Assertion
  • Stability Sheet
  • Earnings Assertion
  • Monetary Month Finish
  • Yearly Tax Preparation   
Balance Sheet

Small, medium, and startup companies can simply save hundreds of {dollars} utilizing these codecs. Sustaining these Smartsheet templates will allow you to adjust to accounting laws with out paying an exterior company.

Options to Smartsheet Templates

You may have explored the large collections of templates by Smartsheet. Now, have a look at the next venture administration apps that additionally provide templates: Templates

Monday templates has an elaborate library of templates for various enterprise instances. When you entry its template library, you see Featured classes of templates like Advertising, Mission Administration, Design, Gross sales & CRM, HR, and Software program Growth. You may, nonetheless, get extra templates by deciding on enterprise classes from the left-side navigation panel.    

ClickUp Templates

ClickUP Templates

ClickUp’s template library showcases steadily used templates immediately on the template residence. These are from enterprise niches like Design, Creativity, Engineering, Finance, Product, Accounting, and so on. There are additionally two ranges of filters on the left sidebar. These filters are Ranges and Use Instances. You will discover an acceptable template by modifying the filters.    


Templates are nice sources to begin new tasks with out guesswork or human errors. Therefore, most venture administration apps provide ready-made templates. Smartsheet isn’t any completely different and presents free templates for private or business use with none licensing wants.

The article has, to date, defined some excellent enterprise and venture administration templates from Smartsheet. You will need to discover a Smartsheet board above associated to your enterprise. Begin using the templates straight away or personalize to make the template sheet yours.

You might also be keen on the most effective bill templates for Phrase and Notion.

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