Perpetually Tracking Annual Completion

Donna T

We have a Smartsheet that lists out all of our renewal obligations.

The PO RENEWAL DATE tells us when the obligation renews. This can change depending on the term for each product renewal (each row).

I wanted to use a checkbox to be able to mark something as complete so that my flags for past due dates don't switch on if a renewal is complete. This works fine for the initial term of the renewal. But, when the following term comes and "complete" is still checked from the previous year, it could be overlooked for renewal.

Does anyone have a solution to offer? I feel like get close, but it gets complicated with so many helper columns and I need to keep it super easy for the free collaborators also using the sheet.

Paul Newcome

Try setting up an automation to clear the cell value based on the date of when it should begin being evaluated again.