Checklist workflow automation

Kvaldes4513

I'm trying to convert a onboarding checklist into an automated workflow. For example. Role X has tasks 1, 2, 3 associated with it. Role Y has tasks 1,2, 6,7 associated with it. I would like the tasks to auto-populate based on the role. It would also be great if I can notify people when it's time for them to work on their tasks and the completion of one task triggers the subsequent ones.

Any help on formulas/templates are much appreciated!

Genevieve P.

Hi @Kvaldes4513

How is your sheet set up? If you have the rows associated with the Roles and a multi-select column for your Tasks, then you could use a Change Cell Workflow to add the Task values into each row based on what role you select. The trigger would be when the Role is added or changed.

See: Change the Value of a Cell in an Automated Workflow

Then for notifying your assigned users, as long as you have a Date type of column in your sheet that notes the Start Date, and the Assigned To column is a Contact list type of column, you can set a Date Based trigger in another workflow to run when a date is reached and send an alert to the people in the Contact column.

See: Create a Time-Based Automated Workflow

If this hasn't helped, it would be useful to see a screen capture of your current sheet set-up, but please block out sensitive data.

Cheers,

Genevieve

Kvaldes4513

Hi Genevieve,

Thanks for the tips. Adding workflows did help somewhat, but it still doesn't solve my issue completely.

I would like the list of subsequent "triggers" after "verbal offer acceptance" to automatically populate based on the role that the new hire is in. So for example, if I enter a name of a new hire a row there are subsequent tasks that need to take place, once after the other, based on the completion of the previous task and those all need to show up once I put a name of the new hire into the sheet. I'm not sure if this is entirely clear, what I'm describing, but any further help is greatly appreciated.

-Kayla

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Genevieve P.

Hi @Kvaldes4513

Thank you for posting a screen capture, this really helps! I understand now that you're looking to populate multiple child rows underneath your main row, versus filling in a cell on the same row.

There currently isn't a way to automatically create a number of child rows based on a selection in a parent row (please submit your feedback and suggestion to our Product team, here).

As a manual suggestion, you could set up your task list in a separate sheet, then when there's a new project added you could either copy/paste those rows over, or use the Copy Row feature to bring those across. See the "Tip" under Copy and Paste Hierarchy, here.

Cheers,

Genevieve

Kvaldes4513

Thanks you for the additional help and information, I appreciate it!

Regards,

Kayla