Good morning all
I have created a grid for 'preventative maintenance' program - whereby the grid shows the task, owned by, frequency (daily/weekly/monthly etc), date last completed (user enters this each time they complete the task) and date next due is calculated (from the date last completed).
But - my gap is that i also need to store results at each task when its repeated - ie a Monthly task - check pressure settings on pipe - record setting - so July result is stored, the new date is calculated for task to be completed by, the automated workflow sends the reminder/alert, and the user completes the task again on a date in August, and needs to store the result.
So far, i can only see doing this with comments? but thats much harder to extract and report on, and doesnt provide the easy visual needs for history.
I am hoping there is a way (formula or whatever) that basically, you start with row 1 Parent/header task - and the first level row heirarchy task with its due dates.
When the task is done (by entering the task complete date), smartsheet creates a NEW ROW (indented) with an exact copy of the previous row task requirement,but new dates (calculated based on the criteria) and a blank comments field etc etc. Each time the row has the task completed (by entering the date), on calculation of the new date, a new row with its 'complete by' field is created.
its the automation here thats important - i dont want my infield users to have to manually create new rows for each task reminder date.
thoughts?
Note - on infield users will be using CARD VIEW - with traffic light colouring for the tasks calculated by no of days til take needs to be completed
thanks
Kristy
https://app.smartsheet.com/sheets/4Wph73q87R3cgfQ3W2jmWch8q5Hh7qMxPmQ6XMf1
