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Project Briefs Roll-Up

Project Briefs Roll-Up

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Instructions

Create Roll-Up Table
Create Roll-Up Table

First, you will need to create your roll-up table. This is the table that will link out to all of the different project briefs, and also the table from where you will create the project briefs. We recommend having this live on it’s own page, for example:

All Projects⁠

.

Create the new table called “Projects”. Add the following columns:

Project (text)

Create Brief (button)

Link to Brief (text)

Feel free to add in any additional columns into this table, such as “Resources Needed”. For an example, see

Projects⁠

:

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Screen Shot 2021-08-17 at 12.31.37 PM.png

⁠

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We’ll complete the table & button in a future step.

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👉 Next:

Create Template⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.