Automatize the creation of new project sheet and synch them to the project master
as many other users, I organised my project in a master file, containing one row for each project, and several sheets for each single project, where the first row is a replica of the corresponding master file row, and the rest is dedicated to hierarchically organised tasks.
I have a business account, and I am struggling to figure out how to realise the following
- From a specific row of the master file, trigger the creation of a new sheet containing the row of the master file as its first row
- Export to the newly created file a predefined selection of the master file columns
- Make the newly created file structured as a template, which can be different according to the project type
- Synchronise bidirectionally the row of the master file with the first row of the single project file, such that each change on either ones is updated on the other one.
I am looking forward to solutions to each of these points, through the opportunity available to a business account, and understand if extending the account or accessing additional API would help.