Automated Workflow - Task Complete

M38a1

I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person has completed their task, I want them to be able to check a box in the email to inform the 1st person that they have completed the task.

The closest workflow that I have found is the Approval Workflow and changing the button names. The issue with this is that I don't want a 'Decline' option.

Suggestions?

Genevieve P.

Hi @M38a1

What about using an Update Request instead? You can either Lock the columns that you want to be view-only or simply not include them in the Update Request so they can only change the checkbox column.

Here are some resources you may find helpful:

• Automatically Request Updates on Tasks
• Top 5 Ways to Automate Your Work

Cheers,

Genevieve

Genevieve P.

Glad I could help! 🙂

Genevieve P.

Hi @M38a1

What about using an Update Request instead? You can either Lock the columns that you want to be view-only or simply not include them in the Update Request so they can only change the checkbox column.

Here are some resources you may find helpful:

• Automatically Request Updates on Tasks
• Top 5 Ways to Automate Your Work

Cheers,

Genevieve

M38a1

Thanks Genevieve! I think that should do the trick. I have used the update request manually in the past. Just didn't think about automating it.

Regards,

Eric

Genevieve P.

Glad I could help! 🙂