Project Template Metadata
Hello, I have figured out how to fix the references to the project intake sheet. I understand that the information will flow from the intake sheet to the metadata. My question is, can you set up links from the project plan back to the metadata (that will copy with each project) back to the intake sheet?
What i am trying to accomplish is having the intake sheet be the overarching portfolio information - so each time a teammate updates their project plan, it will link back to the intake or metadata - but i do not want to set up those links every time i copy a new template folder. Any help appreciated!
Answers
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I hope you're well and safe!
Have you explored the premium app, Control Center? Is it an option?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I honestly don't know what that means. Can you tell me how to tell if i have that?
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Sure!
Which Smartsheet plan do you have?
What happens if you open this link?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Licensed user. Enterprise Plan.
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I do not have control center. Confirmed. Calendar, Pivot and data Mesh only. So can you answer the question regarding the links?
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