Who Completed this Task?
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.
Answers
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Hi @EquinixJohn
I hope you're well and safe!
Please have a look at my post below with a method I developed.
More info:
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!
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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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...
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