Creating Recurring Task

Kamya Pamnani

How do I create Recurring Tasks in Smartsheet. Example if I have to do some task every quarter, how do I set that in Smartsheet, I have checked in Community but couldn't find specific answer.

Brent Wilson

There is no easy way. but my workaround for a Preventative Maintenance Ticket system was this

• Create two Tables a "Schedule Table" and an "Open Ticket Table"
• Then have a workflow that copies the Scheduled Ticket to the Open Ticket on the appropriate date.
• My Scheduled table had some logic with columns "Last Scheduled Date", "Frequency" and "Next Scheduled Date"
• So basically Next Scheduled Date = Last Scheduled Date + Frequency
• For Example, Next Scheduled Date is June 1, 2022, + 90 Days
• On Aug 30th it would trigger to copy that row into the Open Ticket Table
• Then I had another rule that would Update the Last Scheduled Date
• So on Sept 1, it would trigger the rule to update the Next Scheduled to be September 1 and as a result, the Scheduled ticket would now be slated for Sept 1 + 90 days = November 30

You can play to have the ticket trigger the day before and update the day of but wanted to show it this way to make it easy to understand

Kamya Pamnani

Thank you so much

mmhobart

@Brent C. Wilson Any chance you could provide additional details on the rule you used to update the Last Scheduled Date?