Looking for Recurring Recurring Routine Tasks Solution

Dave

Longtime smartsheet user, close to 15 years, non developer/programmer looking for template/ collection/dashboard etcetera for routine daily, weekly and monthly tasks program. Built quite a few tools in the past that seemed to work but they always fell short hoping somebody in the community has a good answer. Examples:

-verified monthly bank recs are complete-reviewed monthly financial- weekly linkedin/Facebook new post- reviewed weekly sales metrics- reviewed CRM metrics/todo's from  other tool-opened feature request portal and answered/ reply to all-looked at various project management todo tasks across multiple projects and completed  (followed up on building permit calls/followed up on estimates/ followed up on zoning applications/followed up on iBid submittals  etcetera etc)


main function-to set up a tool to make sure that key daily, weekly and monthly routine tasks are completed by team members.
Type of tasks- review reports/sheets in smartsheet- review reports/ sheets in other software- complete specific smartsheet tasks listed in smartsheet- complete specific tasks in other smart sheets listed in smartsheet
features/ requests-Auto resets when complete/functionality you track missed tasks for a week but line up the next one-ability to set tasks for particular days of the week versus anytime during the week-easy access/clean UI for team members to view/hyperlink if necessary/check complete their daily, weekly tasks in one user interface-audit function/metrics for basic administrative skills to monitor performance/compliance company wide, an easy/gentle notification/communicationwith team members for past due or dropped tasks-Non overbearing reminder system for team members for past due tasks- clean  performance/compliance  dashboard/ report/metrics etc 4 upper management to review to spot serious anomalies and non compliance-Easy roll up/roll down feature to examine reports by type/ frequency/team member etcetera
Bonus-clean iOS and Android iUI-music for completed tasks would be cool!!

Isaac A.

Hi @Dave.!

It sounds like you're working towards a fairly complex solution, but I believe it’s something you can build using Smartsheet’s features. As a starting point, I recommend checking out our template gallery here: Template Gallery. There might already be a structure that fits your needs or can be easily adapted.

Here are a couple of useful resources to get started:

• Creating and Using Templates
• Template Gallery

You might also want to explore Smartsheet's Control Center, which is great for managing projects and portfolios at scale. It helps with automation and reporting, giving you the visibility you're looking for. Here’s more information on that: Control Center.

If you don’t find a solution here or within the community, our Implementation Team can assist with more tailored help: Contact Implementation Services.

Hope this points you in the right direction!

Cheers,
Isaac.