How can I set up recurring tasks in Smartsheet?

I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?

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Adam Murphy

Hi @Kamal0625 ,

I do something like this with 2 "helper" sheets. The first helper sheet has all of the desired recurring tasks which include a dropdown field for "Daily, Weekly, Monthly" to control the frequency. I then have 3 automations that run daily, weekly and monthly, with that extra field as a condition for each rule. The second helper sheet is just my archive. In main sheet I have automation that moves to archive sheet when status changes to Complete. The end result is the recurring tasks appear as new in my main sheet when their respective automation runs in that helper sheet (I set mine to run at 1am, for example), and they move to archive when I mark them as complete.

Hope this helps!

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