Weekly tasks automation on task management

Natasha Szczerb · 05/28/20

Hello, I'm optimising a task management sheet with automation and would like to know if there's a way to use automation to create a row? Some tasks are weekly, and it'd be great if they could be automatically added in every week, so the owner can get notified and mark them as completed each week. Is this possible?

Andrée Starå · 05/29/20

@Natasha Szczerb

Excellent!

You're more than welcome!

Have a fantastic weekend!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 05/28/20

Hi Natasha,

You could maybe use the method described in my post here:

Lock or Store Date/Value Solution without using Zapier

Andrée Starå

May 24, 2020

Hi all,
I hope you're well and safe!
I've developed a solution that lets you store the date or value.
You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work.
We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id/value that we can use, it will work.
Also, this opens up more options with auto-numbering and similar.
Depending on other workflows, you could reuse one sheet for multiple workflows.
I hope that helps!
Let me know if you have any questions!
Stay safe and have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Natasha Szczerb · 05/29/20

Thanks Andree!

That's very helpful! I've added the tasks to another column and did 'copy row' with a date trigger. I don't know how to auto populate the rows in the new sheet yet, but will look into your suggestion.

Have a great weekend!

Andrée Starå · 05/29/20

@Natasha Szczerb

Excellent!

You're more than welcome!

Have a fantastic weekend!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Smartsheet Basics

Smartsheet Basics

Weekly tasks automation on task management

Best Answer

Answers

Lock or Store Date/Value Solution without using Zapier

Quick Links

Categories

Trending in Smartsheet Basics

Create New Folders in Sheets Directory

Automations Are Not Triggering

How to make hyperlinks clickable in reports?