In this video, Keefer Welsh from Echolocity demonstrates how to establish and manage parent-child relationships and hierarchy in Smartsheet for more impactful and efficient data flows and reporting.
Learn how to organize tasks, utilize summary values, formulas and functions to ensure seamless data roll-up views and a great user experience. Ancestors, Levels, Helper Columns and more ways to use the hierarchy to provide better data analytics and impactful user friendly reporting.
Chapters:
00:00 Parent-Child Relationships in Smartsheet
02:01 Utilizing Parent-Child Relationships in Project Management
03:31 Visibility and Impact of Data Changes in Smartsheet
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