Auto add task list to a smartsheet

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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

  • James Keuning
    James Keuning ✭✭✭✭✭
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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.

  • Yvonne Stamm
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    This is a version I have made so far, but has many issues.


  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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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.

    PMP Certified

    bassam.khalil2009@gmail.com

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Yvonne Stamm

    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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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Michael Bradley
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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