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How do I get around approvers being on vacation in a workflow?
Hi there, We have just started using a simple workflow to approve capital investment projects in the business. The workflow submits each project justification through a hierarchy of approvers, dependant on the value of the project. The workflow has minimum of 7 approvers in the process for a given project to gain approval.…
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Tags (possible feature request)
Hi, is there any way to tag rows? I can use a dropdown list, but that only allows for one "tag" per row. I could also use a comma-seperated list, but without autocomplete and/or tag-management it's a very error-prone approach. All feedback is much appreciated!
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Project Management and Stakeholder Logs
We're using smartsheet to track a land acquisition project for a utility. Each row will contain a contact, parcel features, a dates of progress. We need a way to manage daily communication and updates. We have considered using comments and a remarks column. Is there a better solution? Thanks!
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PICK CHART and Smartsheet Template
A PICK Chart is a very effective Lean Six Sigma tool used to categorize process improvement ideas https://www.vertex42.com/ExcelTemplates/PICK-chart.html I am still a newbie using Smartsheet -- is there a template or can SS be created to match the example "Action Item List with PICK Ranking" shown in the above URL (near…
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Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
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assign child rows from parent row
I have multiple parent rows each with over 30 child rows. I would like my "Responsible Party" cell in in each child row to be populated if I assign it in the parent row. I.e. I would like to select the contact (Responsible Party)in the parent. I would then like for each child row under to automatically be assigned to the…
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Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
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Can you do if this then that for auto entry from drop down list
I want a column to chnge its value from a drop down list when a criteria is met. What I am after is a column that is titled "ready for invoice" and is a check box. I have another column named "currently assigned to"that shows the seperate departments on an account and it reflects which department is resposible for the…
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Contact List [Assign To] and auto-populating this field
In a Project Template Smartsheet, I would like to auto-assign a value to the " Assigned To" column when form data is uploaded. The "Assign To" column is a Contact List type. I would like the "Assigned To" column to auto-select a value in the Contact List based on the form OR another column in my Project Smartsheet. Is this…
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Image Widget Linked to a specif set of rows in a sheet
Does anyone know if there is a way to link an image widget directly to a selected amount of rows in a sheet? I currently only see the option to link to a full sheet, but want to direct the user to a certain section of the sheet.
