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…
Good afternoon, Recently we have started one of our sheets in Card View and on a handful of occasions, we have had users deleting cards (or rows) from the sheet, simply by clicking the delete button on the keyboard by accident. I have done a manual test on a copy of the sheet and doing so does not prompt the user to ensure…
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
Hi everyone, I’m running into an issue with one of my sheets and was hoping to see if anyone else has experienced this. Here’s the setup: I have a sheet where, when I check a box, the row moves to a “Completed” sheet. In my Total column, I use a formula that sums a group of cells tied together via a parent/child…
