How to Make Recurring Tasks in Smartsheet

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It is very easy to make recurring tasks in Smartsheet. Here’s a quick tutorial on how to do it:

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1. Inside Smartsheet's Grid View, head over to the top menu bar and click 'Automation'.
2. Select 'Create From 'Scratch' from the available choices.
3. After that, come up with a unique automation name and enter it into the provided input field.
4. Tap the 'Trigger' menu to proceed.
5. Subsequently, choose 'When a Date is Reached'.
6. Right below it, tap the frequency menu.
7. Select 'Custom' to specify your preferred mode of recurrence.
8. Fill out the input fields according to your liking.
9. Following that, review your input and click 'Done'.
10. Go to the Conditions tab afterwards, then click the menu to set your desired source.
11. Choose the field that contains the recurring task you want to use.
12. Subsequently, tap the 'Value' menu and pick one from the given choices.
13. Go to the Action tab, then select one from the list of options.
14. Next, configure the Action settings based on your preference.
15. Once done, tap 'Save'.
16. After completing these steps, the recurring task in your Smartsheet will be created and enabled through automation.