Automatically building projects with unique subsets of tasks based on form (or other) selections

I know Smartsheet offers some professional service like this - but is there a way to learn how to do this independently? Here is what I am trying to do. When a new project comes in (a new client) we ask them which software and hardware technologies that we are going to provide for them. Each one they choose, has a unique set up project steps that I have saved in a master template. What I'd love to be able to so is create a new project, somehow "tell" this new project "these are the services we are providing for this new customer, please pull in ONLY the related tasks to setting these up". Does that make sense?

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Jeffrey Domanski

    I hope you're well and safe!

    There are ways to semi-automate it.

    How do you do it today? Do you have an intake process?

    Also, have you looked into using the premium app, Control Center?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers