Auto add task list to a smartsheet

Yvonne Stamm

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.

James Keuning

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

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

Bassam Khalil

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.

Andrée Starå

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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Michael Bradley

@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