How can I copy all of my projects to another sheet automatically?

sanchezf

How can I copy all of my projects from my master summary sheet to another sheet automatically so I can send a weekly request of updates for projects from that new sheet?

Paul Newcome

Are you looking for a one time copy sort of thing, a recurring copy, a two way linking of the data, or something else entirely?

Why not just send the update requests from the existing Summary Sheet?

sanchezf

Looking for linking the data to the weekly updates sheet anytime a project is created in the master summary sheet. So only updates are continuously captured for in progress projects in the weekly updates.

Paul Newcome

Are the users updating the same row every week, or are they creating a new row for each project every week?

sanchezf

They are creating a new row for each project every week. Or unless this is a better way to capture things for each current and new project on a weekly basis? I downloaded the template that is labeled Simple Information Dashboard.

Paul Newcome

You can set up a copy row automation to run weekly that would copy the rows over to the weekly sheet. Then (as long as you have the appropriate contact type column(s)) set up in the weekly sheet have an Update Request automation sent from the weekly sheet.

sanchezf

What does the copy row automation look like?

Paul Newcome

The key is in the trigger. You would set it up to run date based and then select a custom recurrence.