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Project sheet: put a start/finish date on parent row without editing children
There is a restriction on the standard Project sheet template currently: if using the provided "Start" and "Finish" fields, users are not allowed to add a value to a row that has children - instead, the values must be entered in the lowest grouping of children, which will then roll up. My issue is that not all the rows I…
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Using or not using hierarchies
For sales I have been advised not to use heirarchies to group things by areas like likelihood, potential size, stage of progress, etc, because once they're a few pages long it's a bit unweildy. I was advised to use no hierarchies for a sales pipeline and instead rely on Reports for all of that. But I see that with the…
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Allowing users to only add a row to a sheet and view only those rows
New to Smartsheet and hoping this may be a simple question.... I want to be able to create a sheet that anyone in my company can access, but with the following permission groups: 1. Admin (full access) 2.Edit rights (limited to specific users, columns and rows) 3. View rights (limited to specific users, columns and rows)…
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Contacts List
We have five licensed users from three very different departments on our account. Is there a way for each of us to have our own contacts list? Currently, it pulls any/all email addresses and it would be helpful if we could each create our own. Also, is there a way to combine the "My Smartsheet Contacts" list with the ones…
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My Smartsheet Contacts vs Group Management
In using the Assigned To column, I found that several Contacts did not have their First and Last name fields populated. So, I went into My Smartsheet Contacts and updated all of my Contact items so that all have their First and Last name fields set. I then saved the sheet, closed it, reopened it and went back to the…
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Not for Profit and Charity users
Are there many other not for profit organisations (charities) using Smartsheet and if so how do you maximise its use for your purposes?
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Group within a group
I have some groups already created and I'd like to make a new group and include the previous set up groups in the new group. I just see user names to add to a group. Is there a way to add a group to a group? Thanks, Eric
