How to automate a new project to the Project Plan?

Jesse101

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?

Debbie Sawyer

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

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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