Project Template

Andrea Westrich

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?

Andrée Starå

Hi @Andrea Westrich

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

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Andrea Westrich

@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?

Andrea Westrich

@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?