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Linking action items to project tasks
Hello everybody, first time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smartsheet, so would appreciate help in getting a solution for my workflow I have a project sheet, with task names, start & finish dates, predecessors (dependencies enabled),…
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30 60 90 Initiative sheet
Does anyone have a good/great template/report or dashboard already created that you are willing to share. I am new to smartsheet and have ideas....but limited time to put something together. It is for and acquisition project. Currently have a WBS by functional area...need to quickly strip strip key tasks & milestones out…
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Multiple View Types
Hello Community :) I am wanting to share a Smartsheet among several different companies with different levels of information. That is to say, some of the columns from the originating company generating the Smartsheet are not to be seen by users from the other two companies, and at the same time there are columns from the…
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Report showing resources and assigned projects
I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of…
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Link clients, jobs and opportunities
Hi guys. I use SmartSheet to track clients, jobs and opportunities. I have a sheet for each. For the most part, it works well. But the one area it's letting me down is linking relevant records. I'd like to be able to go to the client card and see all their jobs and opportunities. And I'd like to be able to go to a job or…
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Best way to manage an iterative process in Smartsheet
We are planning to implement a book publishing project in Smartsheet. At one point in this project, the pages of the book go back and forth between the writer, editor and compositor till it gets finally approved with no further changes being required. The number of times this cycle repeats itself is unknown, however there…
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printing gantts, printing stuck on quarters
When I attempt to print a gantt chart, the printed version always shows the dates in quarters, even when I am viewing weeks or months. How do I get the printed version to match what I am viewing?
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% complete based on count of child checkboxes.
I'm hoping someone can help me. I have a sheet set as a grid with a list of tasks for designers to do, these are divided into 4 categories, with the tasks being indented beneath the parent category, I have a column called 'complete' that is checkboxes which the designer check once each task is compete, so like a regular…
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Send update requests to assigned user?
Is it possible to send an update request to the user assigned to the row? For example, I have five tasks listed on my sheet, each assigned to a different user. I would like to select all five rows and hit 'Send Update Request' and use the 'Assigned to' column to determine who it should go to. Having to re-type the…
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Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
