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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • 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.