Tracking stages

Joseph Aloysias

We have stages in client on boarding and we would like to track the stages automatically,

I want to track the stages by weeks for example client 1 stage 1 happened in week 1 and stage 2 happened in week 2

is there a way or work around to track the stages?

SoS | Dan Palenchar

Yes there are several ways you could do this. If you have a baseline date (maybe the date they appeared in your Sheet) use formulas that determine when week 1, 2 etc. is occurring and populate those columns with text, check a box etc. I'm not exactly sure what you are looking for based on the information you have provided but in general yes you can use formulas to determine when certain predictable processes are occurring based on duration/time.

Joseph Aloysias

@SoS | Dan Palenchar Can you please help me with the formula/workaround?

SoS | Dan Palenchar

@Domnic Victor

Happy to help. Can you please describe the process in more detail? The more specific you can be the more likely it is I can make a formula that will match what you are looking for.