OnePager Express is a timeline tool for Excel that makes it easy to create great-looking project timelines in minutes. Simply export your Smartsheet plan to Excel and bring it into OnePager to get started.
Start with your project plan in Smartsheet. Here, we have a sequence of tasks broken out into different phases. Our goal is to have all of the tasks for a given row lined up left-to-right, so if we have four phases, we'll end up with four timelines in the chart.
Right-click in your Smartsheet chart and choose the Insert Column Left option. We are going to insert a new Text/Number field called Parent Task. Click OK so that the new column appears in your Smartsheet plan.
Click into the new field and write a formula that will give you the parent task for each task in your plan:
The formula is =PARENT([Task [email protected]])
Make sure you copy the formula to all of the tasks in your project. You can do this by highlighting the empty cells and pressing Ctrl + D to fill down.
Once this is complete, you will see that all of the tasks in your Smartsheet project clearly identify their parent task.
We'll another field to Smartsheet that lets us decide which tasks we want to include in our OnePager chart. Following the same steps as before, we'll create a Checkbox field called OnePager:
Now, check the boxes for the tasks that you want to include in your timeline. In this example, we will select the standard tasks, but not the summary tasks. You'll see why in a minute:
The final field that we want to insert into Smartsheet is an Auto-Number/System called Row ID:
Save your project, and Smartsheet will automatically number each task in your plan.
Your Smartsheet plan is now ready to be exported to Excel. In Smartsheet, go to File > Export > Export to Microsoft Excel:
Now it's time to bring your project plan into OnePager. Open the Excel file that you just created, go to the Add-Ins tab, and click the OnePager Express icon:
On the start screen, click NEW to start building a new timeline. On the import wizard, give your timeline a name. We want to switch OnePager's default template from Single Project Gantt View - Detailed to Birds on a Wire Chart. You can switch the template by clicking on Change > Browse Files and selecting the correct template:
Click the Next button, and then from the next screen, click Create New Chart. OnePager will import the selected tasks from your Smartsheet project and give you a timeline like this:
This timeline takes the phases that you have in your Smartsheet project plan and uses those phases to create a series of timelines where sequential tasks are lined up left-to-right. OnePager also automatically assigns color so that all of the tasks in a given phase all share the same color.
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