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Recurring Tasks Set Up
Comments
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Kennedy Stomps Employee
Hi Maja-- We don't yet have recurring tasks, but this is on our enhancement request list and I'll add your vote for it!
We have a template called "Recurring Task List" that may help in organizing your recurring tasks. This template has you list each recurring task on a row. Each time the task is performed, input the date it was last Completed On and Smartsheet will automatically calculate the next Due Date using a formula://www.santa-greenland.com/solutions/recurring-task-list
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Kennedy:
Thanks. I appreciate the feedback but it won't work in a large task list that has both recurring and non-recurring tasks. Any ideas how how soon they may change the system to more easily enable recurrence as a feature of task properties?
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Kennedy - please add my vote for this to the enhancement list. It's definitely a feature that would be used regularly for my purposes. Any update on how soon this feature may be added to the system?
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J. Craig Williams ✭✭✭✭✭✭
I can do this with Zapier.
When an existing row that has been designated recurring is completed, a new row is created based on the required periodicity.
The limiitations:
1. Once the task is marked complete, any modifications to the row will result in a new task. This would handled by admin procedures until/unless Smartsheet allows lockiing of rows in formulas (could use the API to do this too, I think)
2.有一个问题(我没有时间fully debug) with doing the periodicity in Zapier instead of in Smartsheet. Doing it in Smartsheet results in the system thinking all rows are being updated when they aren't. I just need a little time to tweak the process on the Zapier side.
3. Cost. Each sheet would have it own Zap. More likely cost will be the number of tasks and their recurrence. Easy to calculate how many transactions this one Zap will generate - 300 weekly tasks would be 12-1500 per month.
But again, easy determine ROI
Contact me or Richard at Smarter Business Processes (richardr@smarterbusinessprocesses.com) if you'd like help setting it up.
Craig
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Deven ✭
+1 for Recurring Task feature.
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+1 - Please add my vote
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This is a really needed feature, is there any near plan to implement it?
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jmyung ✭
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+1 Needed desperately.
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J. Craig Williams ✭✭✭✭✭✭
If desperate, contact Richard at[email protected]
I recently helped a customer looking for yet another recurring task system. It has been delivered and we are waiting on post-project feedback.
My problem with task management is that there is no one-size fits all solution. Google "task management app" and one of the first 10 hits is something like the "best 40 task management apps" ... 40. FOUR ZERO. BEST.
Just describing a week long recurring task can result in many variations.
Does it start immediately again after completion? Is it due on a specific day of the week? What happens if it is done late? Does the record of completion need to be archived, counted, deleted? On and on.
Does GTD work for you? If it does, that is one set of apps. If it doesn't, that's another?
I've developed several task management systems using Smartsheet based on customer requirements that have not been acceptable to the next. I'm pretty sure any generic recurring task system that Smartsheet implements won't satisfy many users.
There's a reason why the bookstore shelf is full of "solutions" and it requires research to get down to a list of only 40 "solutions" to try.
I hope you find what you are looking for.
Craig
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Andrée Starå ✭✭✭✭✭✭
Hi everyone,
Good news! It's coming!
Customers have requested the ability to set up workflows that repeat on a regular schedule.
We're preparing recurrence for time-based workflows so you can save even more time on repetitive steps, such as daily due date reminders and weekly status update requests. This automation enhancement will beavailable this spring.
https://community.smartsheet.com/discussion/coming-2019-recurring-workf…
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
Categories
Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>
=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>
Thank you,<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"
Try this:<\/p>
=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109500,"type":"question","name":"Auto-populate emails on a \"contact list\" column","excerpt":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\") is in the Form where they type in their names. The \"Requestor Name\" column is a Contac List column. My issue here is, how can I have Smartsheet…","snippet":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\")…","categoryID":321,"dateInserted":"2023-08-25T21:43:36+00:00","dateUpdated":"2023-08-25T21:44:14+00:00","dateLastComment":"2023-08-25T22:14:15+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-27T06:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164850,"lastUserID":165374,"lastUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3386002071,"url":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","format":"Rich","tagIDs":[204,247,334,448,527],"lastPost":{"discussionID":109500,"commentID":392677,"name":"Re: Auto-populate emails on a \"contact list\" column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392677#Comment_392677","dateInserted":"2023-08-25T22:14:15+00:00","insertUserID":165374,"insertUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-27T06:55:03+00:00","dateAnswered":"2023-08-25T22:14:15+00:00","acceptedAnswers":[{"commentID":392677,"body":"
Hi, <\/p>
Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>
Thank you!<\/p>
<\/p>