Project Template
Is it possible to create a project template with ALL possibilities/steps/options and then when we need to create a new project, we can select what steps or parent rows need to go in that particular project?
If so, how is that done?
Answers
-
I hope you're well and safe!
You could maybe have a Workflow that moves what you don't need to another sheet or something similar.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
-
@Andrée Starå I'm not sure how that would work. Can you elaborate? Do you think it would work with a large number of choices for each potential project?
-
@Andrée Starå do you have any more guidance on how to do this with workflow? Or do you know someone that might be able to provide more information?
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.8K Get Help
- 409 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives