Check and Uncheck boxes based on recurring tasks being complete or not

Automations 1

Hi Community,

I have a list of tasks that each need to be done either monthly, quarterly or annually. When the task is complete, a checkbox needs to be checked off to indicate that it was taken care of. (This checkbox is used in multiple reports that help us see what is outstanding.)

However, being that these are recurring tasks, I want the box to automatically uncheck, either a few days, weeks or a month before the task is due again.

Ex: a task is due on the 15th of each month. on 2/15 the task was completed, so the box is manually checked off. The next month, on 3/10, I want the box to uncheck so that it appears on my "upcoming tasks" report.

Currently I have four columns that I'm working with:

1. Frequency - dropdown list - (Monthly, Quaterly, yearly)
2. Last Task - Date column - Whenever they do the task they put the date in
3. Next Task - Column Formula - Looks at the Frequency Column and Last Task column and calculates when the Task is due again
4. Completed - Check box column.

Please let me know if you have any good ideas or workarounds!

Thanks!

Andrée Starå

Hi @Rivky Emert

I hope you're well and safe!

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could either use the Smartsheet API or a 3rd party solution like Zapier.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Automations 1

@Andrée Starå Would you be able to set up the Smartsheet API for me? I'm not familiar with it. Thanks.

Andrée Starå

@Rivky Emert

I'd recommend doing it with Zapier instead, and yes, I can help. It's quite advanced.

I would need more information.

Please send me an email at andree@workbold.com, and we'll take it from there.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support 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!