Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
You must be a licensed Smartsheet user with Owner or Admin-level permission on the sheet to create workflows. Learn about workflow permissions.
Overview: Automated workflows
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 updated. |
|
Move a row to another sheet when specified criteria are met |
Automatically move rows to another sheet when something changes, like when someone completes a task, updates a status, or assigns a team a new task. |
These examples are just a starting point. You can customize each template to meet your workflow scenarios. To get started, go to the upper-left corner of your sheet and select Automation > Create workflow from template.