We have a monthly board meeting. I am responsible for getting lunch orders, ordering, and picking up the lunch.

I would like to set up recurring tasks for:

Decide on the restaurant

Create the order form

Send an email to the Board

There are more, but that will do for now. I do not see an easy automation that will create a new duplicate task when one is marked complete (preferably with a new date on the second Wednesday of the next month).

Is this possible?

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I created a demo solution.😀

The solution duplicates a recurring task by copying the row when complete is checked to another sheet and moving the row back to the original sheet with automation at each sheet.

Calculating a new date on the second Wednesday of the following month was complex; handling December(12)'s next month is January(1), for example.

Please check the published dashboard for details.

• After each task is checked, check Complete.
• Once Complete is checked, copy it to another sheet.
• When a row is added to the other sheet, move the row to the original sheet.
• The original sheet clears the check for each task once the row has been added

Mechanism for setting the date for the second Wednesday of the next month (fairly complicated)

• When a row is added to the original sheet, record that day.
• Calculate the next first day of the month to which that date belongs For example, if November 7, December 1
• If it is December, the next month will be January of the following year using the following logic
• Year
• Month
• Day = 1
• Get the day number of the first day of the next weekday, WEEKDAY (e.g., December 1 is Friday, 6)
• Week Day=WEEKDAY([First Date Next Month]@row)
• Add the following number of days to the first day of the next month (e.g., December 1) to get the second Wednesday
• Second Wed Next Month=IF([Week Day]@row = 7, 14, 7) + 4 - [Week Day]@row

• Thank you; I will try it. It does seem complicated.

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The setting of the "new date on the second Wednesday of the next month" part is a challenge. There may be some more straightforward way, but the above was what I could think of.

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Sorry, let me see if I'm understanding this right? Smartsheet doesn't let you create recurring tasks?

I run 5 to 8 projects at any given time. Each week there is

1. an internal meeting
2. a meeting with the client
3. roughly 3 hours of project management time.

How on earth is Resource Management going to be accurate if we can't create recurring meetings like this?

I'm sorry but this is absolutely crazy.

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I left a somewhat related comment on recurring tasks here.