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?


  • Debbie Sawyer
    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)


  • Andrée Starå
    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!