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: 

Lock or Store Date/Value Solution without using Zapier

Andrée Starå

May 24, 2020

Hi all,

I hope you're well and safe!

I've developed a solution that lets you store the date or value.

You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work.

We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id/value that we can use, it will work.

Also, this opens up more options with auto-numbering and similar.

Depending on other workflows, you could reuse one sheet for multiple workflows.

I hope that helps!

Let me know if you have any questions!

Stay safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Would that 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!

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...