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Resource Allocation
So we have some re-occuring projects sheets that are used like check list. example: * Board Meeting* Put out Name Tags * Confirm Tech Times * Check AV Equipment And a lot of time they are all assigned to one person. We know that we can assign the value to these tasks a percent that is low, but is there a way to set…
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Time Tracking
I have been tasked with creating a time-tracking sheet to hopefully avoid looking elsewhere. We have various areas that work on the same project, so we need to track their work. I have started by creating a parent row (listing the name of the project) followed by the various columns of data we need to track. However - and…
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Task Duration - Partial day at beginning of period, not the end
Hi, I notice when you add a half day duration to a task, it places the half day at the end of the period, for example a start date of 13/11/17 (Monday) with a duration of 2.5 days will result in the half day being on the Wednesday. Is it possible to make the half day on the Monday and the full day on the Wednesday? I'm…
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Setting intermittent dates for a single task
I am just getting started with Smartsheets. So far, I am really liking the ease of set up and functionality. One issue I am struggling with is how to set up intermittent dates for a single task. For example, I have a single task where I want to set a date for every other Friday to meet with the client. I don't want to have…
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Datamesh to Update Engagement Progress for Coaches and Clients
I run a smartsheet for tracking coach/client engagements. There are typically 6 or more sessions in an engagement. Neither coaches nor clients can have access to the sheet. I need the coaches to report the dates of each session in the engagements. Due to the nature of this environment, coaches can report any number of…
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#Circular Reference when automating Yes,Hold,No decisions
Hi, Hit a lil road block here. Trying to automate the symbols for my status column based on drop down lists, but i keep getting a circular reference when putting in this formula, =IF([Lead Result]1="Win",Status1="Yes",IF([Lead Result]1,="Negotiating",Status1="Hold",Status1="No")) Posting a screenshot of my sheet for…
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Formulas: Countif / And / Children Rows
H E L P! What is a simple way to formulate the "Evaluation" Chart in the Screen Shots attached, based off ONLY the children rows of the 4 Departments on the top of the sheet in both the "status" and "risk level" columns? I'm trying to avoid a "messy" formula but I'm receiving an error through all my attempts.
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Automated Row to bring up
Is there a way to automatically bring up rows that are in the bottom of the sheet? for ex: bunch of tasks that are live, done and on hold respectively. Is there a automated way to bring the live rows up, done rows at the bottom and on hold rows in the middle? I can do this with a report but was just wondering if I can…
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Setting a default format with Parent/Child Rows
Hello, Is it supported to set a default format for parent/child rows? For example, when a row becomes a parent, automatically * set text to bold * set text size == 16 * set the row background color to gray and * set the text to white. Thank you, Justin
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Linking Cells from Columns to Rows / Transpose Paste Special
I am trying to copy data from a source sheet to a destination sheet. The data on my source sheet is in columns, but I want it to be shown as rows on my destination sheet. I have tried to link several cells at a time, but it only links one cell - not the group of cells. So... I tried to bring in over as column to column and…
