Track Who Completed an Item
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!
Answers
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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! 😀
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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:
Would that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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