Automatically Adding Subtasks

Ashley Turrell

I am working to create a Kanban Sheet and Cardview for continuous projects that we do in our office. We have the same subtasks associated with each client through 3 various phases. Is there a way that when I add a new client or Primary/Parent Task, that the same subtasks are automatically added? 

Thanks for your help!

Shaine Greenwood

Hi Ashley,

There currently isn't a way to automatically have subtasks added when you add a new client/parent task. When you have a moment, please submit an enhancement request using the Product Enhancement Request form under Quick links on the right of the community site—let our Product team know you'd like to see this type of feature.

What you might consider is briefly switching to Grid view to copy and paste the parent/child rows from another client, then updating the pasted parent row to reflect info from your newly added client.

You can switch back to Card view after you've copied and pasted the data. 

More information on copying and pasting in Smartsheet is available in our help center: https://help.smartsheet.com/articles/518318-using-copy-paste