Build an automation that creates a new row once a month

Justin Oswald

Hello! I did some searching but could not quite find what I'm looking for. I'm wondering if Smartsheet (now, or in the future) will have the ability for me to create a workflow automation that will run periodically (once a month) to create a new task/row. The use case is to create a new task on a monthly basis to have a team member pull and distribute a report. The report is outside of Smartsheet. I would then have the row/task assigned to a particular contact and assigned a particular status. From what I can see, there is not currently a way to have a workflow create a new row, only move or copy. Is there a workaround? Or is this an enhancement request?

Andrée Starå

Hi @Justin Oswald

Yes, we could set this up with the copy/move row. We’d use another sheet and add to the task sheet.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Justin Oswald

Yes, we could set this up with the copy/move row. We’d use another sheet and add to the task sheet.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!

Justin Oswald

Thank you for the quick response! So this is really more of a workaround then. I think this could work in the interim but I would really love to see Smartsheet be able to generate a new task on its own within the same sheet. I may put in an enhancement request for that. For now, I'm going to try out your workaround. Thanks!

Andrée Starå

@Justin Oswald

Happy to help!

Yes, it's a workaround, but it works!

Also, Please submit an Enhancement Request when you have a moment