Automations best practice

smartnewbie

Hello All

I'm attempting to get familiar with automations in Smartsheet.

In the example screenshot attached...

Should I instruct Henry McNeal whose task is currently 'In Progress' to change the status on his row to 'Complete' once it is finished - after which he should change June Taylors task to 'In Progress" which will trigger an email to June Taylor. I'll be setting up the automation called 'when rows are changed (i.e. status column to 'In Progress'), alert someone'

Is this the best way or am I'm not approaching it correctly?

Paul Newcome

I would suggest using predecessors and then setting some helper columns up to automatically flag when the previous task has been completed. It can be relatively straightforward or rather complex depending on the complexity of your project.

https://community.smartsheet.com/discussion/84257/successors-testing