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've "starred" the lines I wish to be viewed in calendar view. I've clicked on Calendar view, filtered by starred items, went to File, Send as Attachment, entered my email, selected the PDF option and hit send. When I receive the email with the PDF attachment, the PDF will not open. It acts like it's going to but will not.…
A former employee has returned to work with us as a contractor. Her old company email is still in various Smartsheet workspaces. When I delete it and attempt to re-share the sheet to her contractor email, I get a popup saying "You're sharing to people who have multiple email addresses. You'll be sharing this workspace to…
I cannot for the life of me figure out how to get the overdue which is in a date field in red text, counted on multiple sheets and only if its not complete, or not cancelled - everytime we try, it get 0 which is inaccurate =COUNTIFS({Exp_Status}, <>"Complete", {Exp_Due}, <TODAY())
