Planning Calendar conundrums

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Mary Vogt Excellent! You're more than welcome!

    @mitchell.beness113091 Can you share some more details about how you'd want to use it?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • mitchell.beness113091
    mitchell.beness113091 ✭✭✭✭✭✭

    Hi @Andrée Starå ,

    I guess what I have is a list of activities that happen every month, quarter, half year and year.

    These activities in some cases, extend of multiple periods.

    What I would like is a "rolling" calendar that can almost pull these activities into a given gant calendar that extends into the foreseeable 18 months.

    Right now, I need to take all my monthly tasks for example (I have ~25x) and copy past with dates 18x for each month. Then I need to do the same for my quarterly, half yearly and yearly activities.

    Hope that makes sense!?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @mitchell.beness113091

    Ok.

    Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • mitchell.beness113091
    mitchell.beness113091 ✭✭✭✭✭✭

    Hi @Andrée Starå

    So here is a couple of screen shots. First showing the yearly, half year, quarter, then second showing monthly. All of these activities repeat. As it stands, I am copy pasting the same actions and manually changing the dates in each quarter/year/month etc.

    Is there a better way to automate the propagation of activities across dates in a sheet/gantt chart?




  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @mitchell.beness113091

    I have a few ideas!

    I've created something similar for a client recently for a Daily need that might be able to update for your need.

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • mitchell.beness113091
    mitchell.beness113091 ✭✭✭✭✭✭

    Thanks @Andrée Starå !


    Just shared.

  • mitchell.beness113091
    mitchell.beness113091 ✭✭✭✭✭✭

    Hi @Andrée Starå ,


    I saw that you have downloaded my sheet, any feedback or advice?


    Looking forward to your input!


    Thanks