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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…
This discussion was created from comments split from: I am an editor on a smartsheet but can't edit the sheet.
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
I'm trying to create a graph chart that captures monthly count of records by divisions (Northeast, West and Central) that should be stacked with a legend displaying each by different color like a presented in Excel. When I attempt to duplicate the process in Smartsheet I receive the following results. In Excel, I created…
