How do I track a tally of previous meetings?

Set up is one row per client that tracks previous meetings in one column (dates separated by a comma within one box). I would like to be able to have a +1 added to tally column for every date added to the "Previous Meetings" column. Is this possible?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Renee T.

    I hope you're well and safe!

    You could either add a Workflow that changes the count for each change, or you could count the number of dates in the cell.

    Make sense?

    Would that work/help?

    I hope that helps!

    Have a fantastic week & Happy New Year!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Thank you, Andree. I am brand new to SmartSheet and learning with the purpose of assisting my Ops Team with tracking the work they have been tracking in Excel - moving to and utilizing the power SmartSheet.

    I did attempt to create a workflow, but do not know how to set the exact trigger, conditions or creation of cell value to enter to make it work. I have tried several combinations, but have not yet been successful. I am working through initial course videos, but am impatient to jump forward and make this work. Can you give me specifics, please?

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!