Recurring Tasks and Automation

Jholl

I am relatively new to Smartsheet and would like to set up an automation for recurring tasks on the Schedule sheet. One suggestion was to use automations to clear out information if marked as Complete then change the date to the next due date. I would also like to include a notification then to the assigned person.

Would someone be able to provide detailed instructions on setting up such automations? I will have weekly, monthly and semi-annual recurrent tasks at this time, but hopefully with some good direction I will be able to replicate in the future.

Thank you

bisaacs

Hey @Jholl,

I'd highly recommend working through Smartsheet University's self-paced class called "Automating Your Workflows". It teaches you how to build your automations and empowers you with the tools to be able to create them yourself!

https://smartu.smartsheet.com/automating-your-workflows-elearning