Counting Past Due Task excluding marked complete

Hi! Is there a way to count all tasks that are past due based off of date, but exclude tasks that are marked complete? 

=COUNTIF(Finish:Finish, <TODAY()) 

Can I add an exemption in this so marked complete is not counted? 

 

Please let me know! 

 

Branden 

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Comments

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    Is Complete a checkmark field? Or a dropdown field? How, specifically, are tasks being marked as complete? 

    If its a checkmark, 

    =Countifs(Finish:Finish, < Today(), [Complete Column Title]:[Complete Column Title], 0)

    If it's a dropdown try: 

    =Countifs(Finish:Finish, < Today(), [Complete Column Title]:[Complete Column Title], <>"Complete")

  • I am marking it complete with a checkbox. The goal here is to highlight any past due tasks by finish date that are not complete excluding tasks that have been marked complete. Then I would like to set a reminder within Smartsheet to automatically notify me via email or whatever that it is past due and to ensure we are staying on schedule. 

    So do you know how I can automatically do this and is the formula you mentioned previously the correct one?

     

    Branden 

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    edited 05/22/18

    Mike's formula of:

     

    =Countifs(Finish:Finish, < Today(), [Complete Column Title]:[Complete Column Title], 0)

     

    for the check boxes is the one you want.

     

    You can then set up a notification to alert you whenever the date is in the past (or within x amount of days/weeks/etc. if you wanted to keep ahead of it) and add a condition within the same alert that the Complete Column is unchecked. Then it will only send you an alert (don't forget your Delivery Settings for timing and frequency) whenever BOTH of those criteria are met.

     

    To highlight the rows in question you can use conditional formatting, setting the same criteria as the notification.

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  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    What Paul said. laugh

  • Hi Everyone,

    I am trying to create this formula in my Sheet but it says incorrect argument:

    What I want to do, is to count how many tasks are overdue, excluding Complete Status.


    Thank you for your Help.

  • Hi @Natalia Nino

    Your first reference is one cell, but the second reference is an entire column. Based on your description I believe you want to have the entire column as a reference for the first part as well!

    Try:

    =COUNTIFS([Scheduled Finish Date]:[Scheduled Finish Date], <TODAY(), Status:Status, <> "Complete")

    Cheers,

    Genevieve

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  • Hi Genevieve

    Thank you for your help.

    It works perfectly.

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