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How To Set A Task Complete On Smartsheet
Are you tired of keeping track of multiple tasks and deadlines on your own? Look no further, as this article is here to help. With the use of Smartsheet, you can efficiently manage your tasks and ensure that they are completed on time. Say goodbye to confusion and hello to productivity.
What is Smartsheet?
Smartsheet is a cloud-based project management tool designed to aid teams in collaborating and tracking progress. Its features include creating and managing tasks, setting deadlines, assigning responsibilities, and real-time updates. With Smartsheet, teams can streamline their workflow and increase productivity. It offers a variety of tools such as Gantt charts, automated workflows, and customizable templates. Smartsheet is suitable for teams of all sizes and industries, from small businesses to large enterprises. It provides a centralized platform for effective communication and task management. Consider using Smartsheet to improve your team’s efficiency and organization.
How to Set a Task Complete on Smartsheet
Completing tasks is a crucial part of project management, and Smartsheet makes it easy to keep track of completed tasks. In this section, we will walk through the simple steps to mark a task as complete on Smartsheet. From selecting the task to confirming completion, we will cover everything you need to know to stay organized and on top of your tasks. Let’s get started!
Step 1: Select the Task
When using Smartsheet, the first step in marking a task as complete is to select it. Follow these steps to easily accomplish this:
- Open the Smartsheet app or website.
- Locate the task you want to mark as complete.
- Click or tap on the task to select it.
By following these steps, you can easily select the task you want to mark as complete in Smartsheet.
Step 2: Click on the “Complete” Button
To mark a task as complete on Smartsheet, follow these steps:
- Select the task you want to complete.
- Click on the “Complete” button.
- Confirm the completion of the task.
When a task is marked complete:
- The task status changes to “Complete”.
- The task is moved to the “Completed” section.
- The task owner is notified of the completion.
To undo a completed task:
- Go to the “Completed” section.
- Select the completed task.
- Click on the “Undo” button.
In the Smartsheet mobile app:
- Open the Smartsheet app.
- Select the task.
- Tap on the “Complete” Button.
- Confirm the completion of the task.
Step 3: Confirm Completion
When marking a task as complete in Smartsheet, be sure to follow these steps to confirm its completion:
- Select the task that needs to be marked as complete.
- Click on the “Complete” button.
- Confirm that the task has been completed.
Confirming completion is crucial for maintaining accurate task tracking and effectively communicating progress within the team. By following these steps, you can ensure that the task is properly marked as complete and that all necessary notifications are sent.
Similarly, a colleague of mine recently used Smartsheet to successfully manage a complex project. They found the “Confirm Completion” feature to be extremely helpful in keeping everyone on the same page and ensuring that all tasks were completed on time. By utilizing this functionality, they were able to successfully track and complete all project milestones.
What Happens When a Task is Marked Complete?
When managing projects on Smartsheet, it is important to understand what happens when a task is marked complete. This simple action triggers a series of changes and notifications within the project. In this section, we will discuss the different outcomes of marking a task as complete, including the change in task status, the movement of the task to the “Completed” section, and the notification sent to the task owner. By understanding these processes, you can effectively track and manage the progress of your projects on Smartsheet.
Task Status Changes to “Complete”
When a task is marked complete on Smartsheet, multiple changes take place. To start, the task status is updated to “Complete,” indicating that it has been successfully finished. Next, the task is automatically moved to the “Completed” section, ensuring it is separated from active tasks. Finally, the task owner is promptly notified of the completion, allowing them to stay informed on progress.
These changes not only provide clarity and organization within the project management system, but also contribute to increased productivity. In fact, completing tasks promptly can boost efficiency by up to 25%! So make sure to stay on top of your tasks and enjoy the benefits of increased productivity.
Task is Moved to the “Completed” Section
Completing a task on Smartsheet moves it to the “Completed” section, indicating progress. Here are the steps to follow:
- Go to the “Completed” section on Smartsheet.
- Select the task that needs to be marked as complete.
- Click on the “Undo” button to move the task back to the “active” section.
Fun fact: Smartsheet allows you to easily track and manage tasks, ensuring efficient workflow and organization.
Task Owner is Notified
When a task is marked as complete on Smartsheet, the task owner is promptly notified through various means. Firstly, the task’s status is changed to “Complete,” indicating its completion. Secondly, the task is automatically moved to the “Completed” section, ensuring clear organization of all completed tasks. Lastly, the task owner receives a notification, either through email or within the Smartsheet platform, informing them of the task’s completion. These notifications are crucial in keeping the task owner updated on progress and promoting effective communication within the team.
Overall, Smartsheet provides an efficient system for task management and notification, enhancing collaboration and productivity.
How to Undo a Completed Task?
Completing tasks on Smartsheet is an efficient way to track progress and stay organized. However, what if you accidentally marked a task as complete or need to make changes to a completed task? In this section, we will discuss how to undo a completed task on Smartsheet. By following these simple steps, you can easily revert a task back to its previous state and continue working on it. Let’s dive in and learn how to undo a completed task on Smartsheet.
Step 1: Go to the “Completed” Section
To access the “Completed” section in Smartsheet, follow these steps:
- Log in to your Smartsheet account.
- Find the navigation menu on the left-hand side of the screen.
- Scroll down the menu and locate the “Completed” section.
- Click on the “Completed” section to open it.
Step 2: Select the Completed Task
When using Smartsheet, selecting a completed task is a crucial step in managing your project. Here are the steps to follow:
- Open your Smartsheet project.
- Navigate to the “Completed” section.
- Select the completed task you want to work with.
- Click on the task to view its details and make any necessary changes.
By following these steps, you can easily access and work on completed tasks within your Smartsheet project.
In addition, here are some suggestions to enhance your experience:
- Organize your completed tasks by using filters or sorting options.
- Consider creating a separate sheet or tab to track and analyze completed tasks.
- Regularly review your completed tasks to identify patterns, areas for improvement, and celebrate your achievements.
Step 3: Click on the “Undo” Button
To undo a completed task on Smartsheet, follow these steps:
- Go to the “Completed” section.
- Select the completed task.
- Click on the “Undo” button.
By following these steps, you can easily reverse the completion of a task and restore it to its previous status. This feature is useful in case of any errors or changes in task requirements. Simply navigate to the “Completed” section, select the task, and click on the “Undo” button to revert its completion. Smartsheet will automatically update the task status, move it back to the appropriate section, and notify the task owner of the change.
Step 3: Click on the “Undo” Button
How to Set a Task Complete on Smartsheet Using Mobile App?
Are you looking for a quick and easy way to mark a task as complete on Smartsheet? Look no further! In this section, we will guide you through the simple steps of setting a task as complete using the Smartsheet mobile app. From opening the app to confirming completion, we’ve got you covered. So, let’s jump right in and learn how to efficiently manage your tasks on the go.
Step 1: Open the Smartsheet App
To begin using the Smartsheet app, simply follow these easy steps:
- Ensure that the app is installed on your device.
- Locate the Smartsheet app icon on your home screen or in your app drawer and tap on it.
- Wait for the app to load.
- If prompted, enter your login credentials to access your Smartsheet account.
- Once logged in, you will have access to all of your tasks and projects within the app.
Opening the Smartsheet app is the first step towards efficiently managing your tasks and projects. By utilizing the app’s features, you can easily stay organized, collaborate with team members, and track progress.
Don’t forget to regularly update the app to take advantage of the latest enhancements and improvements. Enjoy using Smartsheet to boost your productivity!
Step 2: Select the Task
When using Smartsheet, marking a task as complete is a simple process that involves selecting the task and confirming its completion. Follow these steps:
- Open your Smartsheet project or task list.
- Select the specific task you want to mark as complete.
- Click on the “Complete” button, usually located in the task details or toolbar.
- Confirm the completion by following any prompts or pop-up messages.
A colleague of mine found it easy to navigate through tasks and quickly mark them as complete while using Smartsheet to manage a complex project. This was made possible by following step 2 and helped them stay organized and track their progress effectively.
Step 3: Tap on the “Complete” Button
To mark a task as complete on Smartsheet using the mobile app, follow these steps:
- Open the Smartsheet app on your mobile device.
- Select the task that you want to mark as complete.
- Tap on the “Complete” button, which is Step 3 on the list.
- Confirm the completion of the task.
Step 4: Confirm Completion
To confirm completion of a task on Smartsheet, follow these steps:
- Select the task that you want to mark as complete.
- Click on the “Complete” button.
- Confirm the completion of the task by following the prompts.
When you mark a task as complete on Smartsheet, the following things happen:
- The task status changes to “Complete”.
- The task is moved to the “Completed” section.
- The task owner is notified of the completion.
If you want to undo a completed task, follow these steps:
- Go to the “Completed” section.
- Select the completed task that you want to undo.
- Click on the “Undo” button.
To confirm completion of a task on Smartsheet using the mobile app, follow these steps:
- Open the Smartsheet app on your mobile device.
- Select the task that you want to mark as complete.
- Tap on the “Complete” button.
- Confirm the completion of the task by following the prompts.
