Due Date Automation for Tasks

Hello:

I have 2 quick questions regarding how to best automate/populate dates for project management timelines.

  1. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that automation in a way that the due date auto-populates month-to-month?
  2. On a similar vein, is there an easy method to auto-populate due dates for tasks based on time increments? For example, if a post-event thank you note should go out the next business day after an event occurs - how do I initiate that automation in a way that the task due date populates based on the event date and falls on a business day?

Thank you in advance for any insight, and please let me know if I can provide further clarification on these questions.

Jessica

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    @Jessica Zell

    Nice to e-meet you as well!

    Here's a short description.

    • Add a so-called helper column, Frequency where you add the different frequency options
    • Add a Workflow, When a date is reached and then configure a custom recurrence matching the frequency
    • Also add a Condition to check for the Frequency helper column
    • And the last step in the Workflow, add a Record a date step
    • Add Workflows for every Frequency
    • You can also add a check for a a starting date, deadline and more

    Make sense?

    Would that work/help?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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