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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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Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
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Blank Rows in Gantt - Automatically get populated by start date
In Gantt format - I leave some rows blank to separate workstreams or buckets of work. But for whatever reason - Smartsheet goes and fills just the start date automatically in these row. I delete them, and then after I save, they come back again. They are harmless, but misleading and hurt the aesthetics of the chart. How…
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Dependent tasks should not be forced to follow
Hi all, When 2 tasks are created and task2 is made dependent on task1, task2 is automatically moved so it follows directly the end date of task1, and there is no way I found so as to create a time gap between the 2 tasks. My team often wants to work on yet another task, say task3 and have task3 worked in between task task1…
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Formula results varying between today and yesterday
I have a formula pulling info from another sheet. This then feeds into a dashboard metric. The formula is a COUNTIF for anything with today's date. What is happening (and this sounds crazy....I had to get a couple of people to observe it to confirm it wasn't just me) is that at some moments in time the figure on the…
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Help with Google Forms sync
Hi All, I am trying to create a procurement Smartsheet for my company, using Google Forms as a method of collecting data for procurement requests. The reason I am using Google Forms is that it has form logic, which is something the people at Smartsheets have not implemented yet, but are working on from what I am being…
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Making bulk changes to a Sheet in multiple Workspaces
As an Admin for a Project Management firm I deploy a new Workspace as new Projects come online. Within the Workspace, Sheets feed Reports which feed the Dashboard. Each Project is a self contained Workspace. Occasionally, a formula error is picked up in one of the sheets by our users. This typically means that the same…
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Why am I receiving automation email replies?
I set up an automation that will send a PO request to external clients. When they reply to the automated email it comes to my email address and not the person that was requesting the PO. 1. Does it come back to me because I created the automation rule or because I own the sheet? 2. If I sent an update request instead of an…
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IF AND OR
Hello all, I'm looking to use a Created By column to auto-fill my Primary column with a specific user's first and last name. I was planning on listing each user's email and full name with some variation of a IF/AND/OR or IFERROR statement, unless there's a more efficient alternative. Here is my current and one of many…
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Scheduling and Dispatching
I want a master calendar so I can see where our in house crew is working and other individuals so I may schedule them throughout multiple jobs. Now, we use individual sheets to gantt construction jobs. I want to find a calendar program (because SS does not have time stamp) were I am scheduling resources through out the…