Recurring Task List Template

Recurring Task List

Recurring Task List
 

Share an organized list of regular tasks with your team. Perfect for tracking maintenance, client touchpoints, open and close store checklists, or rolling staff performance reviews.

Template design and key features

 

Customizable Columns

 
Issue
Flag any at risk tasks
 
Item
Enter tasks in the Primary Column (this column is used for automated emails)
 
Last Condition
Show the task status using RYG balls
 
Completed By
Pick task owners from your Smartsheet contacts
 
Completed on
Set the date of task completion using the date picker
 
Days Between
Enter the number of days between task checks
 
Next Due Date
Automatically calculated by a formula using the Completed On date & the Days Between
 
Comment
Log any relevant task details & notes

Collaborative Features

 
File Attachments
Store documents & links on any task row
 
Alerts & Reminders
Set alerts for due dates & sheet changes
 
Discussions
Log task details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit tasks in a calendar
 
Row Hierarchy
Organize tasks into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on task status
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your task list on the go

Sharing with different access levels

 

Collaborating on the task list with your team

 

Getting updates from your team

 

Learning resources