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Operations management

Free Client Intake Templates and Forms

Download free client intake forms and templates in Excel, Microsoft Word, Google Docs, and Adobe PDF formats.

Oct 15, 2024 7 閲覧にかかる時間 (分)

Microsoft Dynamics 365 Connector updates

July 27, 2020 - The Microsoft Dynamics 365 Connector provides real-time synchronization between your customer data and Smartsheet

Jul 27, 2020

Data Uploader is now compatible with Box

July 14, 2020 - Data Uploader provides automatic workflow uploads into Smartsheet

Jul 15, 2020

Smartsheet Gov Control Center

July 15, 2020 - Securely automate project consistency and visibility at scale with Smartsheet Gov Control Center.

Jul 15, 2020

Operations management

Free Client Information Forms and Templates

Oct 15, 2024 5 閲覧にかかる時間 (分)

Operations management

Simplified Guide to Vendor Risk Assessment

Sep 16, 2021 24 閲覧にかかる時間 (分)

User merge

July 7, 2020- User Merge allows System Admins to merge a pair of Smartsheet user accounts within their organization into one user account, in bulk.

Jul 7, 2020

Workflow Sorting

July 8, 2020 - Sort automated workflows by name, date modified, or date created.

Jul 9, 2020

Product updates

This automation engine connects data-driven processes across your enterprise platforms

Learn how your organization can use Bridge by Smartsheet to automate processes, integrate data from different systems of record, and align your business.

Nov 5, 2024 3 閲覧にかかる時間 (分)

Operations management

Download Free CRM Templates for Excel and Google Sheets

Sep 6, 2024 4 閲覧にかかる時間 (分)

Project management

Project Management Industry Use Cases | Smartsheet

Learn how project management can benefit construction, IT, marketing, and operations teams.

Jan 20, 2025 6 閲覧にかかる時間 (分)

Operations management

Free Client Log Templates

Mar 26, 2024 6 閲覧にかかる時間 (分)