Automation help

JohnL

I would love to use what we have built in Capsule and use them here at Smartsheet.

My main question for now is this...

Is there a way to automate a start date/due date based on me clicking "done"

For example once the Email Clinic for set up call is clicked DONE, I'd like to have a due date of 7 days after it was clicked done. This would enable us to be reminded after x amount of days to contact customer if need be for followup. Of course we could do that manually -- but it would be amazing if it could automate those due dates if possible.

If the way I have set it up doesn't look right, please let me know.

Andrée Starå

Hi @JohnL

Yes, it's possible, but not if you use dependencies. Do you need to use the dependencies feature?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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JohnL

I don't believe I need dependencies. Was just hoping to get a trigger or automation to automate the due date based on the previous task being checked off as complete.