Project Management

Task Forms

Task Forms is a Smartsheet automation tool that create child rows under parent with hierarchy. Smartsheet forms create flat rows at bottom of sheet. SmartSyncApp solves this by: select parent row, data files underneath.

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What Smartsheet Can't Do

Smartsheet forms create flat rows at bottom of sheet
No way to add data under a specific parent row
Project schedules have hierarchy (Project → Phase → Task)
Form data breaks Gantt chart structure
Manual re-organizing required after every submission

How Task Forms Solves This

Select parent row, data files underneath
Maintains Smartsheet hierarchy automatically
Perfect for project schedules and nested data
Uses primary column for parent-child relationship
New rows indent correctly under selected parent

Key Features

Create child rows

Under selected parent row

Maintains hierarchy

Correct indentation preserved

Parent dropdown

Shows all top-level items

Gantt compatible

Works with project schedules

Preserves structure

No disruption to existing data

Reference-based selection

Find parent by any column

How It Works

1
Select sheet with existing hierarchy
2
Primary column auto-selected as parent reference
3
Select form fields from available columns
4
Share form link
5
User selects parent → submits → child row created

Perfect For

Project Task Logging

Add tasks under project phases

Product Categories

Add products under category headers

Department Reporting

File reports under department rows

Inventory by Location

Add items under warehouse sections

SmartSyncApp vs Smartsheet Native

Feature	Smartsheet	SmartSyncApp
Create rows	✅ At bottom (flat)	✅ Under parent (nested)
Maintain hierarchy	❌ Breaks structure	✅ Preserves structure
Works with Gantt	❌ Disrupts	✅ Respects
Parent selection	❌ Not available	✅ Dropdown selection