Automating the addition of a task list to a sheet

joe.visconti · 09/11/19

My department is working on a change management process, the steps of which will be standardized for each change. We're using a web form and alerts to notify the team of a new change request, and managing the workflow with a separate sheet.

Is there a way in the workflow sheet to populate the list of tasks without having to copy and paste the full task list each time a change is approved?

Andrée Starå · 09/11/19

Hi Joe,

The third-party service, Zapier could be an excellent option for this scenario. Is that an option for you?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Ella · 09/12/19

How about using Datamesh? You would still have to copy/paste an unique ID in the workflow sheet, but all the rest will be transferred automatically and will update with any changes.

Andrée Starå · 09/12/19

That's an excellent alternative as well.

Automating the addition of a task list to a sheet

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