Task Automation Question

edited 01/31/21 in Using Smartsheet
01/31/21 Edited 01/31/21
Answered - Pending Review

How can I automate when a task is assigned from another user to automatically add to my sheet?

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Kim Scanlon

    Not sure I follow.

    Do you mean when someone else assigns it to you?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 PARTNER & CONSULTANT / EXPERT

    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.

  • Thanks for responding. So I am shared on a project sheet with multiple people assigned to different tasks. I currently get an email notification when the start date is approaching for a task but I'm hoping that I could also get that task added to my own personal task smartsheet. I took screen shots of the the project (project 101) sheet and my own personal sheet that I would like the task added to. Does that make sense? Thank you!


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Kim Scanlon

    Happy to help!

    You can either set up a Workflow that copies the row(s) over or use a cross-sheet formula structure to collect the information (see it).

    Which option would work best?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

  • I think just copying the row over would work- can we set that up for when the start date is approaching? I have the notification set up to notify the assigned person 3 days prior.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Kim Scanlon

    Yes, you can set a condition in the workflow.

    Make sense?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    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.

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