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Best Way to Facilitate Task Hand-Off to Different Assignees
I've been trying to build out a solid "template" of sorts to help manage numerous tasks/subtasks for similar but different projects. Each row contains a parent task or a child task (subtask). Many of these tasks change hands throughout the process of the project as it evolves toward completion. As one example, Assignee A…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…
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How to write VLOOKUP to source data from multiple sheets
I have a Master Project sheet and multiple individual project sheets. I need to gather one piece of data from the individual project sheets to write into the row on the Master Sheet. While VLOOKUP will work, the wizard requires me to know the sheet that I want to search. I need to reference all sheets in a workspace as the…
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Struggling with an IF/OR/AND formula
Hi, I have a formula I'm struggling to put into a single IF/OR/AND formula! Basically, if the [Add-ons] column includes the tag "Prebill" AND if the [Final Invoicing] column is “Invoiced”, I want the [Total Amount Invoiced] column to add [Prebill Actual Invoiced] and [Final Invoicing Amount]. To clarify, if just one of…
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Move all tasks to new column, not just Parent cards!
I primarily work in card view, running the project via Scrum methodology. When I move level 1 cards into the 'done' column, it doesnt move the level 2 subtasks into 'done' as well. This is an expected outcome for Smartsheets, but I'd argue that when working in card view, you would only move parent card into 'done' when all…
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Inactivate a task
Is there a way to make a task or group of tasks inactive in a project plan? In Microsoft Project there's a function called Inactivate that's used after you select tasks that you want to make inactive. Doing this does not affect resource availability, the project schedule, or how other tasks are scheduled. I know this…
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Tracking hours spent on a task
We need to track the actual time spent on each task (daily and/or weekly) in addition to the percentage completed (gantt) . Any ideas how I can configure that?
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How can I
I'm trying to find a way of updating the column Term Expiration Date with the New Term Date column. I currently have a workflow that once a date is entered into the New Term Date it copies that row to a new sheet. The problem that I am running into is if I use the Data Mesh, or Data Shuffle it tends to update…
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Constraint Types in Gantt View
Requesting the ability to use constraint types in a project (Gantt view), similar to the options in MS Project: As Late as Possible As Soon as Possible Finish No Earlier Than Finish No Later Than Must Finish On Must Start On Start No Earlier Than Start No Later Than
