How do you move task from sheet to specific lane assignment?


I want to set-up an automation to move data from assigned lane in one sheet, to specific kanban lane. I can't find instruction on this, is it an option and if so, how do is it best to set-up?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Arodthom

    I hope you're well and safe!

    Not sure I follow! Can you elaborate?

    Be safe, and have a fantastic weekend!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Arodthom

    Hello! Yes, we have a Smartsheet sheet that we track all emails in. Once that email comes in we update one column with the rep who's assigned to the workflow. We also have a team Kanban to to track rep assignments to completion. I'm wondering if there's a way to set up a Smartsheet automation that would copy the row on the first sheet into the Kanban lane for the responsible rep.