Learning Track
This Help Article appears in the Level 2: Intermediate Users learning track. Get the most out of this learning track by starting at the beginning.
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Overview: Automated workflows
Applies to
Smartsheet
- Pro
- Business
- Enterprise
This Help Article Appears in the Following Learning Tracks
With Smartsheet, you can quickly create workflows to automate the repetitive, manual tasks that dominate your day. Get started with guided workflow templates to quickly and easily set up your first automation to collect updates, track due dates, and more.
Workflow ideas
The workflow template gallery makes it easy to create workflows for common actions. The gallery includes tips on when to use the workflow and how to customize each template.
Here are a few examples:
|
Use this template |
To do this |
|---|---|
|
Alert someone when specified criteria are met |
Let someone know you’ve assigned them a task or changed a date |
|
Remind someone on a specific date |
Remind stakeholders as critical dates approach |
|
Request an update every week |
Collect weekly status reports and keep projects up-to-date |
|
Move a row to another sheet when specified criteria are met |
Automatically move rows to another sheet when something changes, like when a task is completed, a status is updated, or a team is assigned a new task. |
These examples are just a starting point; you can customize each template to meet your workflow scenarios. To get started, in the upper-left corner of your sheet, select Automation > Create workflow from template.