Smartsheet Calendar - Removing Completed Tasks from the View
Hello,
I have been investigating the capabilities of Smartsheet Calendar and was most interested in how to use it to track multiple projects through a Smartsheet Report. The report I've created pulls from several projects, all containing a "Completed" column with checkboxes to mark status for tasks. In setting up a calendar for this report, I attempted linking this "Completed" column to the "Task Details" and "Symbol" columns in Smartsheet Calendar.
I observed two scenarios when I mark a task as "true" ("Completed" linked to "Task Details") or a checked checkbox ("Completed" linked to "Symbol"):
- The completed task disappears from the Calendar view
- The completed task stays in the Calendar view, but with "true" noted ("Completed" linked to "Task Details") or a checked checkbox ("Completed" linked to "Symbol") in the task
I've read in this forum that filters can be used to hide completed tasks. But in the above tests, I didn't need to for tasks that disappeared from the Calendar view as per Scenario 1. I am wondering how to adjust the calendar or report such that a user only experiences Scenario 1 when I mark a task as complete. I believe this scenario to be more beneficial to a user and intuitive, rather than needing to create a filter to filter out incomplete or completed tasks.
Any suggestions on this would be much appreciated. Thank you!
Answers
-
Hi,
I hope you're well and safe!
You could add a so-called helper sheet and have the completed tasks move to that sheet when they are marked as completed.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 378 Global Discussions
- 208 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 289 Events
- 33 Webinars
- 7.3K Forum Archives