Automatocally changing due dates and status on recurring tasks (Monthly, weekly, etc)
How do I make a row update the due date for a monthly, weekly, and/or quarterly recurring task? I would like it to automatically change the due date to one month, one week, or three months in the future and change the status back to Not Started once a recurring task is marked Complete. I need to be able to do this at the row level, not the sheet level. Is there a formula I can use to do this? Please help, and thank you for your assistance in advance!
Comments
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Hi Arez,
Zapier is a great option for this scenario. Is that an option for you?
Would that work?
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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We don't currently have Zapier, but can get it. How would it work with Zapier?
Thanks,
Andrea Rezabek
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Happy to help!
It's quite advanced, but here is some excellent info to start.
https://zapier.com/help/create/basics/different-field-types-in-zaps#step-2
https://zapier.com/help/create/customize/adjust-date-and-time-values-in-zaps
Hope that helps!
Let me know if I can help with in any way!
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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