Items move to the bottom when marked complete

I'm helping my manager set up her "To Do" list and the way that she has been working is that she moves  completed items to the bottom of the list, so that what she needs to do is always on top.



Is there a way to set up Smart Sheets so that it automatically moves completed items to the end of the list? We know it can be done manually by dragging it down but we are looking to automate this process.



Thanks!

Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    You will need to use a third party automation tool like Zapier (www.zapier.com) to move rows automatically.

    Alternatives:

    1. Instead of working directly in the Sheet, a Report can be set up to only show the incomplete tasks.

    There are drawbacks if she is doing more than just entering data in the cells, but it works for many use cases, in my experience.

    2. Use filters / shared filters to filter out the completed ones. This won't move the rows, but it will remove them from view.

    I hope this helps.

    Craig