Duplicate or copy a row when checkbox is checked, and update the date

Hello everyone, I hope you are well.

We use SmartSheet for some fairly basic task tracking. Some tasks are recurring and need to be manually added every month. I'd like to be able to clone these recurring tasks once the current task is marked as completed.

In other words, when "Is Task Completed?" is checked, I'd like to have this row duplicated with the due date month updated to next month.

Can this be achieved?

Thanks everyone.

Edit: I have since worked out how to use Zapier to add a row of custom info to SmartSheet on a set date each month which works okay, but if it can be done natively in SmartSheet, that would be preferred. Thanks team.


  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You would use a copy row automation to send the row to a second sheet. On this second sheet you would use a clear cell automation to get rid of the completed indicator. Then you would use a move row automation to push the row from the second sheet back to the first.