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Project Plan Backward Scheduling / Planning
Implementing backward scheduling in Smartsheet would significantly enhance its utility for project managers who work with fixed deadlines and need to calculate start dates based on a target completion date. Backward scheduling allows users to plan by defining end goals and identifying the necessary steps and timelines to…
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Formula Question - Integration Project Management Tracker
Hello, I am a project manager in the acquisition space and am creating a project tracker in SmartSheet. One column contains the days +/- from the close date that a task needs to start and another column that contains the days +/- from the close date that a task needs to end. How can I create a formula that will take the…
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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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Recurring Tasks - Please.
Please create some kind of button/feature/right-click that will easily turn tasks into recurring ones (like in Asana or Microsoft Project). The amount of workaround hacks needed to get this to work is tiring, and puts off team members who are not as experienced with bullying Smartsheets into doing what they need it to do.…
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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…
