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

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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!

krieves

Hello!

I am looking to do something very similar. When our team signs a contract for a new project, I would like to automate the creation of a series of tasks necessary to complete the project. Is there a way to do this without Control Center? Thank you!

Andrée Starå

Hi @krieves

I hope you're well and safe!

How would the tasks be structured? All in one, or a separate sheet for each project?

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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

krieves

Hi @Andrée Starå !

We don't necessarily need a separate sheet for each project, as long as we could keep all the tasks for Project 1 under Project 1, the tasks for Project 2 under Project 2, etc. Is that something that's possible outside of using Control Center?

Thank you!

Andrée Starå

@krieves

Happy to help!

Yes, we could have a package of tasks copied to the sheet, but it would always be added at the end of the sheet. Otherwise, we would need to use a Premium App or the Smartsheet API.

Make sense?

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

subirp

Hi @Andrée Starå I am learning so much reading your posts. Thank you :)

I am trying to do the same thing as above, except that I want the ability to create a separate sheet for each project with the same set of milestones and it should get assigned to the project manager assigned for the project. Is my only option here to go with the premium offering of Control Center?

Andrée Starå

https://community.smartsheet.com/discussion/comment/477537#Comment_477537

Hi,

I hope you're well and safe!

Thank you for the kind words! I'm glad to hear that they are helpful!

It's not your only option but the easiest and best one (Especially with what I know is coming 😉).

Other options would be to use a 3rd-party option or the Smartsheet API.

Feel free to reach out if you want my help getting you the best deal possible.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!