Can I set a recurring event and reminder in Smartsheet?
I have a project plan that I am working on that requires certain tasks to be completed weekly, monthly, or quarterly. Is there a formula or automation that can be used to make a task recurring?
Answers
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Try this:
Add a Occurrence column to your dataset to indicate weekly, monthly, quarterly, etc. (make this a dropdown to prevent typos)
Add a Resource column [identity type] that includes the person(s) responsible for the task
1 workflow would be created for each Occurrence type:
Trigger: When date is reached
Custom recurrence:
- Repeat every: X weeks (weekly = 1 week, monthly = 1 month, quarterly = 4 month)
- Repeat on: select reminder day of the week
- Start: select start date
- Ends: Never or On Date or After # of times
Conditions: Where 'Occurrence' field is equal to Weekly / Monthly / Quarterly
Alert someone: Send to contacts in a cell
Select Resource column
Include custom message and sheet columns to be included in the message
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Hi, I have a smartsheet - where I have automations to send a reminder to the submitter from the date of the modification of the contract inputted by the submitter. How would I set up the automation to be recurring indefinitely from the date identified in the modification column ?
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