Auto add task list to a smartsheet
We are trying to create a smartsheet that when a new manual ID is added from another sheet it automatically adds the child rows with a set of tasks to be completed.
Any suggestions would be appericated.
Answers
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Can you post a screen shot of what a successful outcome looks like? Manually create the result and we can see if there is a way to get there.
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This is a version I have made so far, but has many issues.
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Hi @Yvonne Stamm
Hope you are fine, you can collect the data of the child task easily using Index with Match function but the problem it will not be a parent-child relation, all the collected task will be in the same level.
bassam.khalil2009@gmail.com
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I hope you're well and safe!
I've developed something similar for a client recently.
In short.
- Import Sheet where they copy/paste from another system
- A project plan sheet is connected to the Import Sheet
- The Project Plan Sheet is populated automatically with all tasks and details
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I am also very new to SmartSheet and trying to do something similar to the OP. I have a form set up to collect data from the customer that goes right into SmartSheet. How do I set up each new input as a separate project with their own child tasks?
Mike
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