Workflow Automations

Melissa Dudley

Hi All: I'm using Smartsheet to manage tasks within my department.

When someone submits a new task, my team fills out the necessary columns and then flags a column called "Notify Owner of New Task" to trigger an alert to be sent to the task owner that they have been assigned a new task. I also want to notify existing task owners when things associated with their task changes, such as hard deadline, priority, etc. For existing tasks, I set the automation so that the trigger is when the priority changes and the condition is when the Notify Owner of New Task is flagged.

I can't figure out how to make it so that the system doesn't trigger multiple times when a new task is assigned (i.e., stops triggering the automations for "existing tasks"). I think I have my conditions set wrong. I hope I'm making sense. Any help would be GREATLY appreciated.

Bassam Khalil

Hi @Melissa Dudley

Hope you are fine, i created sample sheet for your question and i hope you will find the solution in the following.

you need tow create to automation to cover Notify Owner of New Task & Notify Owner for changes in existing tasks . the following screen shout explain the solution:

Bassam Khalil

Hi @Melissa Dudley

Hope you are fine, i created sample sheet for your question and i hope you will find the solution in the following.

you need tow create to automation to cover Notify Owner of New Task & Notify Owner for changes in existing tasks . the following screen shout explain the solution:

Melissa Dudley

THANK YOU!!!!!

Bassam Khalil

You are welcome @Melissa Dudley