Can I set a recurring event and reminder in Smartsheet?

cmc484

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?

bbates

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