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How to auto-populate/insert 10-15 task rows as child items under new project row?
What is the best way to automatically insert a set of (about 10) rows as child tasks under each project row? I am designing a smartsheet based on the Project Sheet template, but in my case we manage a large number (about 150) of projects. Each project is fairly simple: each project contains the same set of 10 tasks. I want…
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Task Dependency Block View
Would be awesome to be able to see projects in a format like that used by Casual.pm. Gantt charts make it very easy to see how tasks lead to deadlines, and to identify critical paths, but they are not great at immediately showing how tasks depend on one another, nor the total number of processes in action at any given…
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Dynamic Status
A more refined and slightly more universal solution to the first posting is as follows: =IF([% Complete]18 = 0, "NOT STARTED", IF(AND([% Complete]18 > 0, [% Complete]18 < 1), " IN PROGRESS", IF([% Complete]18 = 1, "COMPLETE", IF([% Complete]18 > 1, "INVALID ENTRY", IF([% Complete]18 < 0, "INVALID ENTRY"))))) This assumes…
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Add lines in templates and have the formulas auto appear
Hi, So I created this template for our sales team. The idea is that in the yellow boxes they enter item number and quantity (and other things based on where they are in the template) and was informed that there are some sales orders where they will need to add additional boxes. We were looking to have it set up so that one…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Checklist for Airbnb Cleaners
Hi all! I want to create a checklist for the cleaners who turn over my airbnb properties. I know how to create this checklist but there are a few specific things that I need it to do and can't figure out how. Any advice would be appreciated! 1) This checklist will need to be filled out each clean. That means there needs to…
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Coverpage for Tempaltes
has anyone come up with a creative way to combine a template with a cover letter? So example - we use smartsheet to gather requirements, we want to deliver those requirements to our customer at the end of the project in a polished package. Right now, we use the export to PDF, and add a few notes in the provided comments…
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RYG Formula Average
Is there a way to take the average of the RYG colors and roll it up to an overall summary for a section and then the overall section to the overall project summary? I've included a snapshot of what I'm talking about.
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Auto Downfill?
Is there a way for smartsheet to implement an auto-downfill function that allows users to input their desired formula into a column heading that makes every cell within that column (including cells added in the future) populate with said formula? This can help users decrease their time entering formulas and allow ease of…
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completed task names auto skipping other tasks?
Hi, I am trying to create a project where depending on a certain task completing or not, the project sheet auto skips other listed tasks. This is very simple, but very hard to communicate via words what I am trying to do. For example, lets say I have a project that lists out how to drive a car. Task 1 is does it have gas,…
