Project Approval Received / Master Project Sheet Populated

Brad Huff

I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and budget info. This master sheet will also include automated workflows to alert the submitter of the new project to complete the charter and budget requirements (if new row created, fulfill... requirements). The idea is to have the master sheet feed all the necessary reports to be displayed within the top level dashboard(s). Is this possible? Thanks in advance for the feedback!

Andrée Starå

Hi Brad,

Currently, you can move rows from a sheet to another but you can't copy. It's in the works!

As a workaround, you could use the third-party service, Zapier for this scenario. Is that an option for you?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD