How to replace all occurrences of one contact in a project plan with a different contact

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This discussion was created from comments split from: Search and replace contacts.

iPhonebore

Hi there - my comment relates to the original post which came up as top in my search for an answer. I want to replace all occurrences of one contact in a project plan with a different contact. So I can have a template Project Plan and update the client details where they are involved in tasks. at the moment the only way I can see to do it is to click in the "assigned to" cell and manually uncheck and check to change the responsible person. It would save a great deal of time if I could use search and replace to do this. perhaps I am missing something?

Andrée Starå

https://community.smartsheet.com/discussion/comment/487806#Comment_487806

Hi,

I hope you're well and safe!

You can filter by the contact and then replace them all.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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