How can you use the check-list function to build a master smartsheet?

mgz26

Hi all,

I was wondering if someone could help me out/let me know if this function is possible. I am trying to create a comprehensive template of all activities in a project, with the idea that members could check a box to include that activity in their specific project. Is there a way to automate it such that when you check a box, the whole row links to a new smartsheet and displays a projected Gantt chart timeline for the selected activities? Thank you!

Hudson_TMR

Consider using a custom workflow to copy the rows with checkboxes to a new sheet.

Something like this:

Manually create a template for a project by copying the current master sheet and then delete the contents on this template. Save the template file.

Then:

Copy/paste the template sheet as a [New Project Name] (thus making a working copy of the template)

Open the master sheet with the list of tasks and the checkboxes.

Add a 'trigger column' that can be used to run a workflow when contents of that column are set to 'run'.

Build a workflow that copies the checked rows to the [New Project Name] sheet when the trigger column is activated.