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Filtering gantt chart
My goal is to filter a gantt chart so that clients only see a portion of my task list when I export a gantt chart for them. Since I'm brand new to Smartsheet, I'm hoping to run my workflow by all of you to make sure I'm on the right track.
I first assemble my master list of project tasks and sub-tasks. The first image I attached is an example of my master task list with sub-tasks. I created a "primary task" column so I can filter out only the tasks that I want the client to see on my exported gantt chart, which is in the second image I attached.
Here's where I have some questions for all of you:
1) Is this the correct method for creating a filtered gantt?
2) How do I fix the line numbers on the filtered gantt? Kind of odd to have missing line numbers since they're hidden by the filter. Any way to create a "fake" line number column that only numbers the primary tasks sequentially, then just hide the actual line number column in the export?
3) Having indented sub-tasks on the master task list is very helpful, but when I filter only the primary tasks, the indents look odd (see attached image #2). It creates the illusion of sub-tasks, when the correct parent tasks are hidden by the filter. Any way to fix that? The only option I see is that when I want to export a gantt chart for the client, I have to duplicate my sheet and un-indent all primary tasks back to "level 1". Seems time consuming.
Thanks for helping a newbie.