Task Automation Question

Kim Scanlon · 01/31/21

How can I automate when a task is assigned from another user to automatically add to my sheet?

Andrée Starå · 01/31/21

Not sure I follow.

Do you mean when someone else assigns it to you?

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

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Kim Scanlon · 01/31/21

Thanks for responding. So I am shared on a project sheet with multiple people assigned to different tasks. I currently get an email notification when the start date is approaching for a task but I'm hoping that I could also get that task added to my own personal task smartsheet. I took screen shots of the the project (project 101) sheet and my own personal sheet that I would like the task added to. Does that make sense? Thank you!

Andrée Starå · 01/31/21

@Kim Scanlon

Happy to help!

You can either set up a Workflow that copies the row(s) over or use a cross-sheet formula structure to collect the information (see it).

Which option would work best?

Kim Scanlon · 01/31/21

I think just copying the row over would work- can we set that up for when the start date is approaching? I have the notification set up to notify the assigned person 3 days prior.

Andrée Starå · 01/31/21

@Kim Scanlon

Yes, you can set a condition in the workflow.

Make sense?

Task Automation Question

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