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Adding checklists to a project
In my project with gant chartsd and ependencies, I would like to add a task, e.g., "Set Up Vendors". As a subtask, I would like be able to add 10 vendors. Ideally then, as each vendor is setup, I want to "checkmark" each vendor. Once all 10 vendors are checked, then the task can be marked as complete. Is this possible?…
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Keeping parent Task during filter search
I have been using the Parent Task as a header for child task below. The child task has an owner, the header does not. I'm in construction so for example the Contract header has child items such as site visit, develop scope etc. My owners don't want to see all the items that they don't own and I have a filter for each owner…
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How to submit a Template to be Shared in Template Category?
Hi! I have created a tax season client template that would be a great addition to the finance category. Travis had requested that I share so please advise on how I can share with the SmartSheet community. Thanks!
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Best practices for managing offshore team task and schedule?
We need to overcommunicate and manage our offshore teams better. What are best practices in terms of tracking and managing ALL the schedule and tasks using Smartsheet? One master schedule containing the details of every task (which we want individuals to go in and update status with comment)? Or separate the schedule from…
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What's the best way to show Baseline Schedule when it's not available on the Gantt?
We are using the Baseline "workaround" by creating the Actual Start, Actual Finish and variance column formulas. What method has worked for you to compare the baseline to the actual since it's not supported in Gannt view? *already upvoted this feature!
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Program and Project Sight Templates
Hi there, I really like the look of the Program and Project sights in the Sight Gallery. Can someone send me the Sight templates and the underlying smartsheets and reports needed to make it work? I'm hoping it pulls from the Basic Project and Basic Agile templates. Thank you! - Janet
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Multiply total project cost by percentage to get sale price
Hello! This is my first post, and I know the answer is simple, but here it goes: I want to take a total project cost column and multiply it by a percentage that is inputted into another call, and have the answer populate an "Extended Price" column. Eventually I want to be able to add subtotals and do the same thing, but…
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Authorisation workflow
Hi, I am in the free trial period with SmartSheet and I am trying to work out if I can make it do what my organisation needs. I want to create a workflow to enable my colleagues to create and authorise projects. At the moment we are using word documents and emails. I have a few questions: · I was hoping to move away from…
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Newbie please help - is this possible
Hi there I'm new to smartsheet and I'm wondering if the following is possible... I'd like to have a template waiting in smartsheet. I'd like to setup a Google form, when its populated, it would automatically be forwarded to smartsheet, as it arrives a new sheet is created based on the Template I created previously. I would…
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Building Asset Manager Template
Hello Community Would anyone have developed a Building Asset Management Template from the one in Templates. Inparticular regarding ongoing maitenance and periodic safety inspections? If not, I would be pleased to share when I develope one. Thanks in anticipation