Proposal Project Creation

KKellegher

We are slowly implementing Smartsheet from Trello and have a few questions on how to automate this to make it easier.

We use a Form for our Coordinators to fill out information (RFP Name, due date, exceptions due...) so that this can be added automatically to a master list of RFPs for the year. With this, is it possible, for this information to then trigger automatically a sheet made from a template? Or at least within the form, include a row that links to a sheet that will automatically create a copy from that template?

This template is used as a checklist to go over the different actions that need be performed by Proposal Managers.

Thanks

Andrée Starå

Hi @KKellegher

I hope you're well and safe!

Yes, you can automate this and much more with the Premium App, Control Center.

Is that an option?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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KKellegher

Yes, we have access to the premium app. Could I acquire the steps to perform this?

Thanks

Andrée Starå

@KKellegher

Excellent!

Happy to help!

Here's some more information.

https://help.smartsheet.com/learning-track/control-center

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