Track Who Completed an Item

Janelle Alexander

I am trying to track who actually changes a dropdown to "Completed". I know I can check individually using the cell history, but I need an easier way to monitor who is completing which tasks without having them update the field manually. I have a contact list column I can use for this, but I can't seen to get an efficient way of automatically updating this, either using formulas or automation.

I have used "modified by", but if there are any other changes made to the record, which does happen, this will change again.

Any ideas??? Thank you!

A Rose

Hi @Janelle Alexander ,

There’s an idea of auto assigning an agent depending on a column type,

If Column A is Apple then it’s assigned to agent “Agent Name”, by using vlookup function, and having on another sheet, Column of types and column of contact, types - Apple, contact - Agent Name.

If you want to do this, then it’ll auto assign, so you’ll see who it was assigned to.

Does this help?

Thank you! 😀

Andrée Starå

Hi @Janelle Alexander

I hope you're well and safe!

How many contacts are on the list?

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

Would that 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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