how to I create an automation to create a new card in card view (or new row in grid view) every week
I want to set up a automation to create a new Card in a certain Lane every week. Of course I would like there to be certain text in the new card. Thanks for any guidance.
Answers
-
Hi @eagerbeaver
The way I would do this is to have a second, helper sheet stored somewhere in Smartsheet with the text you want for that new row each week.
Then you can set up a Copy Row automation on this helper sheet so that it copies the row, including the correct text and lane, to the new sheet once a week.
See: Create a Time-Based Automated Workflow and Automatically Move or Copy Rows Between Sheets
Cheers!
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.7K Get Help
- 371 Global Discussions
- 204 Industry Talk
- 436 Announcements
- 4.5K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 129 Community Job Board
- 448 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 282 Events
- 32 Webinars
- 7.3K Forum Archives