For each project, we have a 'team list' sheet that shows up on the project dashboard. The team list uses cell links from our master employee list, so by entering the name, it automatically shows their phone number, department, etc. In theory, it should be updated at project kickoff and periodically throughout. It never happens.
But, the team are very good at using the work plan for assignments, adding the contacts assigned. I would like to leverage this to automate the update the 'team list' sheet. When an assignment is made in the work plan, that contact assigned is automatically added to the team list.
There would need to be some logic…A single person may have many assignments in the work plan, and would not need to be added to the team list each time.
Is there a basic (or complex) Smartsheet only method for this, or does it require an add-on?
