How can I automate task creation?

CamSME
CamSME ✭✭✭
edited 06/07/23 in Formulas and Functions

I'd like to automate the assignment of tasks upon reaching 90 days of a due date. I've figured out how to create a cell with the trigger date, subtracting the default period from the due date, but I can't figure out how to automate the task creation in a different sheet.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @CamSME

    I hope you're well and safe!

    You could copy the row to the other sheet with a Workflow.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • CamSME
    CamSME ✭✭✭

    @Andrée Starå Thank you for the idea! In this case, I don't see it working. I have a database of dates, when I get within 1 year, or 6 months, or 90 days, depending, I want it to identify automatically and generate a task to perform the task associated with the pending deadline.

    It's looking like the closest I can get is to automate a notification to a person to tell them to generate a new task. Maybe it could be solved with API Integration? But auto tasking is a feature I'm sure most companies with high volume would need.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @CamSME

    Notifying someone to either create the task or the process flow makes sense to me, without knowing too much more about your set-up.

    @Andrée Starå's suggestion of copying a row would work well if you knew exactly what tasks would need to be done for each of the different instances/timings. You could have one sheet set up as a template with the different tasks, then when the person get's the alert they could select the appropriate tasks and copy them over to your active sheet. See: Copy and paste hierarchy 

    Please also feel free to submit a feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community, explaining your use-case and example. This will allow other users to vote on your enhancement idea!

    Cheers,

    Genevieve

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