How to automate a new project to the Project Plan?

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Hey team just wondering if anyone can help me out.. I am using the project management template and am trying to work out how once ive put a new project into the Project intake sheet I can then get it to automate into the Project Plan?

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  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭✭
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    Hi @Jesse101

    I have a number of ways that might be able to assist you. Please feel free to reach out and I can talk you through the some options open to you.

    Kind regards

    ​Debbie Sawyer - Chief Smartsheet Solutions Officer (CSSO)

    debbie.sawyer@smarterbusinessprocesses.com

     

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Jesse101

    I hope you're well and safe!

    There are multiple options.

    • Have a folder/workspace connected to the Intake sheet with cross-sheet formulas, and you'd use an ID to collect the information from Intake to Project.
    • If you have access or if it's an option, you can automate it almost entirely with the Premium App, Control Center.

    Would any of those options 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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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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