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Recurring Task List

TF
TF ✭
edited 12/09/19 in Archived 2015 Posts

I am trying to see if anyone knows a way to setup a recurring task that would be due on a given day of the month, i.e. 3rd business day of each month.

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    edited 12/23/15

    TF,

     

    If by recurring task, you mean creating a new task row after a task is completed, not without programming via the API or using a third party app.

     

    You could send a Reminder on the 3rd of the Month, however.

    You'd want a formula to calculate the day based on another field you enter.

    It might be a little complicated but not so hard to do.

     

    I'd want to know your workflow, for example

    - what changes when the task is complete?

    - is it always the 3rd workday of next month until complete - that is from 1/7/16 (since 1/6 would be the last time the task was done) to 2/3/16, the due date would be 2/3/16.

     

    The way I've done recurring tasks in the past is to send a Reminder and then create the next row / task when I finish the task and update Smartsheet.

    If that is also OK, then the last thing to know would be if there is a date to trigger off of in the row.

     

    Hope that helps.

    Will be happy to help with that formula if you can clarify your needs.


    Craig

     

     

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  • TF
    TF ✭
    edited 12/23/15

    It would be something in the form of a report is due each month by the third business day.  I was hoping for a way to create a new task for the next month as soon as you marked the current one complete.  I am given to understand that that is a feature request but no indication if it is happening anytime soon in an upcoming release.

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    TF,

     

    You might want to check out Zapier.

    https://zapier.com/app/recommendations/smartsheet/#content

     

    That is something the app can do and if that is all you use it for, the free version might suffice.

     

    Craig

     

     

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  • JohnHinkle
    JohnHinkle ✭✭✭✭✭✭
    edited 12/23/15

    Zapier could work for some of this. Set the Zap trigger as however you mark a task as complete. The Zap could copy the contents of the row to a new row. You would have to go in and adjust the date, but this would at least do some of the work for you. 

     

    Another option is to send a recurring update request (once a month for example) on the row with the recurring task. 

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