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Project Briefs Roll-Up

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Create Automation

Now that we have the template created, we can go back to the main roll-up table and set up the automation to create a new project brief.
To do this:
First, Create a “Create” button column for each table in the template. For example:
“Create Time Needed”
“Create Resources Needed”

The buttons actions should be the following:
Screen Shot 2021-08-27 at 11.02.14 AM.png
Once created, you can hide those button columns.
Next, in the “Create Brief” column, set the following button actions:
Screen Shot 2021-08-27 at 11.11.36 AM.png
The formula should be:
Screen Shot 2021-08-27 at 11.11.47 AM.png
👉 Next:
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