Who Completed this Task?

EquinixJohn

Searched around for answers, I promise! Does anybody have a work around for automatically recording who completed (checkbox column) a given task? We have a large task load each month, and a few users who struggle with technology. Spreadsheets and MSFT Planner couldn't cut it. Set up a SmartSheet with Dynamic views and it's going pretty well. The team only see's their assignments for the month. Because task assignments change (PTO, critical tasks over-due), and some are multi-assigned, I need to automatically record who completed the task for performance tracking purposes. I also need that to be somewhat permanent, so the LastModified column doesn't work, end-of-month automations overwrite that data. Because people constantly complete a task, and realize they checked the wrong task, I do not want to archive the tasks (move to a separate sheet) until the tasks have gone through QA/QC.

Andrée Starå

Hi @EquinixJohn

I hope you're well and safe!

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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EquinixJohn

Your method makes sense, but I foresee many duplicates from people finishing tasks, realizing they were on the wrong task, unchecking it.. realizing they unchecked the wrong one and re-checking it...