Recurring Workflows - configure a workflow with a time-based trigger
Comments
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Any update or ETA on this feature? It would highly improve our company's workflow on some items.
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Soon! My guess is no more than two weeks!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Is there an update on this yet? It's almost summer!
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Hi Faz,
Good news! It's already released!
https://community.smartsheet.com/announcement/introducing-automated-workflows-and-recurrence
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Great, I look forward to trying it out. Thanks Andree
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Faz, All:
In case you were not aware, the ability to set up recurring time-based workflows is now available to all Smartsheet users. To get started quickly please see the steps in the following article: https://help.smartsheet.com/articles/2479396-ensure-continuous-project-execution-with-recurring-automation
If you have suggestions or other feedback for the team who builds these capabilities, please use the "Please provide feedback" link on the Automation / "Manage Workflows dialog inside of the app.
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Thanks Andree, unfortunately this isn't what I thought it would be. My fault for confusing 'workflows' with 'tasks'.
What I really would like Smartsheet to do is have the ability to create recurring tasks on a project. At the moment this isn't possible and you have to create a new task line every time. For example, I have a project with a stakeholder meeting every 2 weeks. The project is 6 months long so I have to create 24 lines to show this on the gantt chart. It just doesn't seem sensible.
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Happy to help!
Zapier is a great option for this scenario. Is that an option for you?
Have a fantastic weekend!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Is scheduling reoccurring tasks still not possible with smart sheet ?
example I want to post a work schedule every Monday and would like that tasks to re appear like it does with plan plus online.
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Hi Andrew,
It might be possible to structure a solution that would copy the row(s) from another sheet or with the help of a third-party service like Zapier.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Has Recurring Workflows been released yet? are there any templates available?
Cheers, Kathleen
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Did this ever happen? Are there recurring workflows out there? And if so, where? Rgds, Ele
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Hi @Kathleen Murphy and @Eleonora Scoseria
Yes! You can set your trigger to be based on a date/time. Here's the Help Article that goes through this feature: Create a Time-Based Automated Workflow
You can click on "Run Once" and change the workflow to be custom, such as "every Monday".
Cheers,
Genevieve
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Hi Everyone
Did this feature ever get created - this post was from a few years ago now and I still can't find how to create a recurring task?
thanks for any assistance
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