Notify Successor when Predecessor task has been completed
Our project plan includes parent tasks that are specific, however each child task has the same task description. I would like to set up automations to notify the ASSIGNED TO when the predecessor task = COMPLETE. I would also like to include the parent task in the notification.
Here is the template we use to add new parent/child tasks. The Sheet also has a column "Parent Task" which is a check box.
Answers
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@K King It is a bit time intensive to setup and requires numerous helper columns, but can be done. There isn't an out of the box solution that I know of. I know that doesn't really answer your question other than saying that yes, it is doable.
This has been asked more than once... I'm going to look at making a template and commoditizing it as a product 😎
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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@K King Is this what you are trying to do, but with some additional features like passing the parent task down to the children for the purposes of notifications?
Darren Mullen, join the Smartsheet Guru Elite
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@Darren Mullen - Are you able to share how you developed this formula for the Ready to Start and Gating Pred/Succ columns? I'm working on a similar case and this would save me time to develop it myself.
Thank you in advance!
Michael Halvey
"Strive for Progress, not Perfection."
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@MHalvey hi! It's a pretty complex solution to put into a community post. I do sell it as a solution if that's something you'd be interested in.
https://www.smartsheetguru.com/smartsheet-task-ready-to-start-solution/
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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