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Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
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Smartsheet Gantt Chart
I’d like to suggest enhancing the Gantt chart to support more complex project schedules, similar to Microsoft Project Professional or Primavera P6. Currently, Smartsheet’s Gantt chart works well for simple schedules but is not suited for managing complex construction projects. Improving this feature would make Smartsheet a…
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When using Smartsheet for Project Management, what do you use for the Scope doc?
I have been working with google docs, created project intake, scope template documents. Then I started to use Microsoft Loop - but I can not embed the loop URL into a smartsheet field. Cuious what others use for "documents" to keep all of the project docs together?
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Automated Column Increment for Due Date Changes
Tracking how many times a due date has changed in Smartsheet currently requires multiple helper columns, copying rows to another sheet, or a combination of these methods. This process seems overly complex for such an important project management task. A built-in feature to automatically count and display the number of…
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Possible to change the Resource Allocation End date in bulk for one project.
We have a large number of resources for multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this, we can extend the resource allocation end date in one way for all the resources in the single project, which will help us minimize our effort for…
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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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Merged: Drag and drop to reorder rows
This discussion has been merged.
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Populate Status Based on Children
I need a formula that will auto populate the status of a parent task based on its children's statuses. If all children have the status "Not Started", the parent should reflect "Not Started". If any children have the status "In Progress", the parent should reflect "In Progress". If all children have the status "Complete",…
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PMO within a PMO - creating sub-projects for one existing project
I have an extensive PMO setup and working well. I need to create a sub-project within an existing project. The idea is to track sites that are associated with a project. Is there a best practice for this? There will be about 100 sites that need their own project plan, dashboard, etc., and should roll up to the primary…
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Suggestions for Risk Register Reporting
We have created a blueprint for all projects to have the same workspace within Smartsheet. Part of this includes a mandatory Risk Register that all projects are required to update monthly. I'm in the process of creating portfolio reporting for my leadership team that includes an overarching dashboard and some separate…