Project Management - How do I create a recurring task within a project task list?

Lauren Severe · 04/22/21

@JeremiahHorstick What is your 1-sheet solution for this?

These processes have helped immensely, and now I am wondering how to achieve this when the due date is the same date each frequency (i.e. annually on June 1st, quarterly [Jan. 15, Apr. 15, etc.]) rather than based on when the last completion date was. Do you have any advice for this? Thank you for your help!

JeremiahHorstick · 04/22/21

@Lauren Severe I've put it in the shared workspace.

Check row 423 "Specific Date (Monthly)"

I copy & reset this sheet annually.

Giles Magee · 06/24/21

@JeremiahHorstick,

Whilst looking for a solution like this this morning and found this thread. I wonder whether you would be willing to give me access to the Workspace you have these examples on as well?

Many thanks!

JeremiahHorstick · 07/01/21

@Giles Magee It looks like you were able to request access.

JeremiahHorstick · 07/01/21

2 Sheet Recurring Task (Shared Publicly).pdf

Here's a PDF explaining the solution for those of you who cannot access the Google Doc.

TimShreve · 11/12/21

Trying request access to Jeremiah's workspace. Not sure it is going through.

JeremiahHorstick · 11/12/21

✅

TimShreve · 11/16/21

Jeremiah,

Thank you. Although I messed up the request. You granted me access to my unlicensed/test userid; so I can see the sheets, but can't copy the sheets into my licensed userid. (or at least I don't know how to do that.) Sorry to trouble you.

JeremiahHorstick · 11/16/21

@TimShreve I grant access to any account that requests the workspace.

If you request access with the account you have a license for you can copy it.

Willetta_DeYoung · 02/22/22

@JeremiahHorstick I am interested in the 1 sheet solution. I have also requested access to the 2 sheet solution workspace. I am trying to create a 'Month at a Glance' recurring task list and calendar for my team. Thank you.

Willetta_DeYoung · 02/22/22

https://community.smartsheet.com/discussion/comment/320378#Comment_320378

@JeremiahHorstick Thank you!

Asha Krishnan · 03/20/22

@JeremiahHorstick Can you give me access to the shared workspace? Thanks!

Hwalker · 03/22/22

Hello, I just requested access to the workspace using my IT_Services account. Thank you for putting this together!

Hwalker · 03/22/22

Access received. Thank you, @JeremiahHorstick

Neil Watson · 03/23/22

@JeremiahHorstick requesting access please to this solution! Thanks

Project Management - How do I create a recurring task within a project task list?

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