Pull latest date of a task from a Task Sheet to a Latest Contacted Sheet

Hi community!

I'm trying to find a way to have two sheets linked together.

1st Sheet: "Task Dump" where I can input the day-to-day tasks & notes after chatting with customers.

Columns: Customer Name | Date | Type of Task | Action Items | Addtl. Notes

2nd Sheet: Pulls in the latest contacted date, type of task, action items, and notes into 4 columns of a much larger list.

The goal is to be able to view a dashboard where I can pull in all the tasks had with a specific customer, items pending, and a bunch of other details from the 2nd Sheet.

Have any formulas worked for you? I've been able to create this in gsheets using the below but have not had success with it here.



  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    How are you inputting data into the first sheet?

    Have you looked into creating a report? You can insert a system generated Created (date) type column on sheet 1, filter your report by client, then sort by created date (descending) so the most recent is on top. If you include a "completed" checkbox on the first sheet, you could also filter the report to show only rows for that client that are not completed.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!