How do I automate the creation of a project schedule from a form submission?

Hoping someone might be able to help me figure out this workflow:

  • Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager
  • This form submission triggers a workflow that will automatically pull a project template, inserts "name of project" in title, inserts "go live date", inserts "assigned project manager"

I have a project schedule template already set up. There will be requests for dozens of projects that use the same template and I'm hoping to be able to automate this piece.

Best Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓

    Hi @Teresa Williams

    Hope you are fine, i think you can find a solution for your issue by using Smartsheet Control Center: Create a Blueprint, please read the following article and i hope it will help you.


    PMP Certified

    [email protected]

    www.mobilproject.it

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Teresa Williams

    To add to Bassam's excellent advice/answer.

    If the Premium add-on, Control Center isn't an option.

    I'd recommend creating an Intake Process and then connect that to the Schedule Template (Sheet), so for each new project, you'd use the Schedule Template (Sheet) and then add a project id or similar, and the information from the Intake Sheet would be shown.

    Make sense?

    Would that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓

    Hi @Teresa Williams

    Hope you are fine, i think you can find a solution for your issue by using Smartsheet Control Center: Create a Blueprint, please read the following article and i hope it will help you.


    PMP Certified

    [email protected]

    www.mobilproject.it

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Teresa Williams

    To add to Bassam's excellent advice/answer.

    If the Premium add-on, Control Center isn't an option.

    I'd recommend creating an Intake Process and then connect that to the Schedule Template (Sheet), so for each new project, you'd use the Schedule Template (Sheet) and then add a project id or similar, and the information from the Intake Sheet would be shown.

    Make sense?

    Would that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.