Creating Recurring Tasks in Smartsheet While Retaining Original Rows
Answers
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How would one create recurring tasks that simply copy the rows once a week/month to the existing sheet, but LEAVE the original row (notes are attached) so that it could be viewed in calendar view?
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Have a feeder sheet with the tasks you want created each week / month and then have an automation that copies them to the sheet where you want them. Automation can be set to run at the frequency you want and you can have a date formula in the feeder sheet running off TODAY(), which means the date can acts as the trigger and is the intended date when it hits the receiving sheet as only the data and not the formula are copied across.
Rich Coles
Prodactive | Smartsheet-aligned Platinum partners
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