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I have a sheet where I have all my projects and then sub categories indented underneath it. Is there a way I can easily add a new project that will create automatically add the sub categories?
No, at least not inherently within Smartsheets. To circumvent this we keep a template at the top of our sheets that we can copy to create new "projects." You would just have a blank project with no dates and all the durations and dependencies set up. Then you can just highlight and copy the rows to create a new project.
I add a column with the sub tasks listed as a multi select drop down. Then use that to track the status of the sub tasks. It's an easy way to track deliverables for each row but does not enable all the features of a true sub task…
I am attempted to export to excel. I have two different smartsheet documents to export. One of them exported to excel fine, but not the other. This happened a few weeks ago. I make sure all columns were the correct size & no cells were hidden. "We have found a problem with (file) Do you want us to try and recover as much…
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
