How to automate a new project to the Project Plan?
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?
Answers
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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
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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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