Projects that repeat

rebecca.collins

Hello!

I host quarterly webinars that have the same process every time. What is the best way to build a sheet/project plan that will repeat steps once a quarter?

Thanks!

Becky

Sam_Harwart

Like most things in Smartsheet, there are a few options based on your preferences and context for this process.

Here are a couple of options:
1 - You could clear the existing completion status of the repeated tasks via automation. Perhaps clear a [Completion %] column or adjust a [Status] to "Not Started" via the Clear Cell Value and Change Cell Value workflows.

2 - You could build a sheet with these repeated tasks and then have a copy row automation that brings them into your overall webinar schedule each quarter.

Depending on how many events you're doing and their complexity, you could also use Control Center to build out these projects, but that's probably overkill.