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

Teresa Williams

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.

Bassam Khalil

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.

https://help.smartsheet.com/articles/2478876-scc-create-blueprint

Andrée Starå

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!

Bassam Khalil

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.

https://help.smartsheet.com/articles/2478876-scc-create-blueprint

Andrée Starå

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!