-
How to make child rows indent in a report that rolls up multiple plans?
Hi, I need to roll up detailed plans across multiple sheets, and have the parent child relationships be really clear by having child rows indented, just as they are in the original plan. Is there a way to make sure that child rows indent under their respective parents in a report? Thanks! Brent
-
Resubmitting a Form With New Info After Declined Approval
Hi All, Our department is looking to produce a Training Request form for our staff. How do we set up an automated workflow where it'll allow the original requester to edit the training request if it has been declined by the manager? For instance, the manager may know that there's a less expensive training in Los Angeles,…
-
Renaming Template Sheets
Hi All, I am new to Smartsheets and currently using a folder of template sheets for every new project. Every time there is a new project, I would duplicate the template folder but then need to rename all the files within it to the new project name. Is there a formula or bracket I can type into each sheet name so I can…
-
Sorting a sheet by auto-numbered column.
When I try to sort the sheet by the auto-numbered column it sorts 1,10,11,...2,20,21 How do I sort in conventional 1,2,3,4,...10,11,12order?
-
Grid View / Repeating Task
Hi, Is there a way to make a task "re-occuring"? For example, I have a design meeting that occurs every tuesday and thursday for the next 3 months. Instead of manually typing "designing meeting" and manually selecting tuesday and thursday for each week for the next 3 months, is there a way I can populate this automatically?
-
Calendar View / Creating New Task
Can I create a new task in Calendar View? I tried to click on the date in Calendar View but nothing happens. It'd be great if there was a way to create a new task in Calendar View!
-
Is possible to show each filter in different color on a report for better visual understanding?
For example in the given picture below is it possible to show week number in different color and the sub filters which is Fully located and Missing in different color for more visual understanding?
-
Automation not working
Hello I have set up this automation to myself (as a check) and to a member of staff. The trigger is working as I am receiving the emails but the staff member is not. The email address is correct and she is has been shared the sheet as an editor. Any other clues would be gratefully received! Thank you Tracey
-
Calendar View / Color Setting
Is there a way I can pre-determine the color of my task in Calendar view? Right now, the client meetings are shown in blue, but I'd like to all the client meetings to be red instead. Instead of manually changing each meeting to RED, is there a way I can set all the client meetings to red from the beginning?
-
Project Management with Multiple Subprojects
Hello! I'm looking for recommendations on the best (aka easiest) way to create and manage subprojects within a project. Our current systems are set up to have 1 project number, 2XXXXX, with several subproject numbers, 3XXXXXX, depending on how many phases and shipments of the job there are. The subproject numbers are…