Daily Task Flow
Hello - I have a team who wants to run their daily task flow in smartsheet. I have created the basic flow, how do I create a new occurrence today and log the previous day responses? The completion of today's could go out three business days. Should I consider using a form? Anyone else doing anything better?
Thank you in advance!
Michele
Best Answer
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Hi @Michele R.
I hope you're well and safe!
There are a couple of options.
- Have an archive sheet and copy the tasks to it. And then reset/clear the tasks.
- Add the same tasks for multiple days and then use a filter or a report to show the tasks for the specific day. (I developed something similar for a store chain for daily tasks)
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @Michele R.
I hope you're well and safe!
There are a couple of options.
- Have an archive sheet and copy the tasks to it. And then reset/clear the tasks.
- Add the same tasks for multiple days and then use a filter or a report to show the tasks for the specific day. (I developed something similar for a store chain for daily tasks)
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hello @Andrée Starå! I ended up moving the tasks over to columns and put my running dates in rows. It creates a lot more rows but overall keeps it cleaner I believe. I did have a challenge figuring out how to do a running date in my date column, ended up doing in excel and copying over.
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