How to Make Recurring Tasks in Smartsheet
- George Apostolov
How to Make Recurring Tasks in Smartsheet: step-by-step guide
Inside Smartsheet's Grid View, head over to the top menu bar and click 'Automation'.
Select 'Create From 'Scratch' from the available choices.
After that, come up with a unique automation name and enter it into the provided input field.
Tap the 'Trigger' menu to proceed.
Subsequently, choose 'When a Date is Reached'.
Right below it, tap the frequency menu.
Select 'Custom' to specify your preferred mode of recurrence.
Fill out the input fields according to your liking.
Following that, review your input and click 'Done'.
Go to the Conditions tab afterwards, then click the menu to set your desired source.
Choose the field that contains the recurring task you want to use.
Subsequently, tap the 'Value' menu and pick one from the given choices.
Go to the Action tab, then select one from the list of options.
Next, configure the Action settings based on your preference.
Once done, tap 'Save'.
After completing these steps, the recurring task in your Smartsheet will be created and enabled through automation.
Quick answer: To make recurring tasks in Smartsheet, click Automation in the Grid View, choose Create From Scratch, name the automation, select When a Date is Reached, and set a custom frequency. Then, configure the Conditions source and value, select an Action, adjust its settings, and click Save.
About this Smartsheet tutorial
Set up automated recurring tasks in Smartsheet by configuring triggers, custom frequencies, conditions, and action settings to streamline workflows. This guide shows how to make Recurring Tasks in Smartsheet in 16 steps, starting with "Inside Smartsheet's Grid View, head over to the top menu bar and click 'Automation'" and finishing with "After completing these steps, the recurring task in your Smartsheet will be created and...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to make Recurring Tasks in Smartsheet?
16 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet. Related guides: How to Merge and Center Cells in Smartsheet, How to Merge Data From Multiple Cells in Smartsheet and How to Publish a Smartsheet Document. Last reviewed 05 Oct 2026.
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