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Merged: Grouping in Reports
This discussion has been merged.
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Can 2 workspaces have same name?
Using the PMO template. I create a workspace for each customer onboarding opportunity that is sold. After a year, I am now getting additional opportunities for existing customers. Is it best to create a new customer workspace, if so, does the name have to be unique? Is there a better way? Here's the PMO folder structure:…
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Can I attach a form to a Gantt chart to be sent out automatically when milestone is met?
I want to attach a form to a Gannt Chart, so that when a specific milestone is met, the form will automatically be sent to be filled out. I am using the Gantt chart to track multiple jobs, and I want it to send out checklists at certain times during the job process. I created one of the checklists as a form in another…
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Pasted text from OneNote to Smartsheet cell appears as an image?!
Hi, When you paste text from OneNote into a cell in Smartsheet it appears as an image. This is so annoying. See attachment. The only workaround is to paste the text into a web browser or word document, then copy/paste that back into Smartsheet cell. This is affecting our use case somewhat, as often in project meetings our…
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Is there a way to utilize one sheet for multiple projects, but still roll up into a dashboard?
I work in an IT department as part of a fairly large school district. We typically don't super fancy PM tools other than a project name, all the tasks associated with that project, who is doing those tasks, and when they need to be completed. So each division in our department has setup their own sheet which as multiple…
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Cascading timelines by linking timelines
I have three grid sheets, named Sheet 1, Sheet 2 and Sheet 3. The timeline of Sheet 2 is dependent on Sheet 1 timeline and the timeline of Sheet 3 is dependent on Sheet 2. I want a function wherein if the end date of any one task of Sheet 1 gets changed then it automatically changes the start date of the task of Sheet 2 or…
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Any LMS/Content Managers using Smartsheet to track their content? Do you mind sharing?
My team manages training content for a specific part of our organization and we have content that can be as old as 2016 to as new as of yesterday. For a few weeks now, I've been trying to figure out a way to track "content" (right now, just LMS courses) we own in Smartsheet so I can share with leadership "This is…
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Merged: Add Gantt View to Dynamic View
This discussion has been merged.
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Collapse When Completed
When the completion marker (ideally configurable based on a selected column) is "complete" the hierarchy for that parent item should collapse to free up space since those child items are no longer part of active work. This would make long-running projects/sheets much easier to manage by displaying only the active work…
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Populating parent row status based on different combinations of status from child rows
I am using the formula below to populate my parent status but I also want the parent status to say "In Progress" if the child rows are any combination of "Complete" AND "Not Started". Right now when the child rows are a combination of "Complete" and "Not Started" the status will read "Not Started". How do I get that…