Filter/remove closed tasks

abradley

One of the columns in my smartsheet is labelled 'Status' and fields are completed using a drop down menu.  The corresponding rows are a list of tasks.

One of the drop down options for status  is 'closed' (for when a task is completed).

Is there a way of filtering the list of rows to remove these 'closed' tasks?

Ally

Andrée Starå

Hi Ally,

Filters or reports would work great for this.

You could add a filter on the sheet to only show the incomplete tasks.

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

https://help.smartsheet.com/articles/522214-creating-reports

Would that work for you? 

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

abradley

Hi Andrée

 

That is just perfect!  Exactly what I was looking for.  Thanks so much for your help. 

 

Allyson

Andrée Starå

Happy to help!

Have a fantastic weekend!

Best,

Andrée

abradley

Is it possible to add a comment to a column rather than a row?  I have a smartsheet that has project names as the rows and some of the column headers are time points with the content being the time taken in days.   I want to add a comment to the column headings to explain how the time points are calculated (e.g. number of days from 1st review date to final sign off date).

I can only find a way to comment on the whole row.

Thanks for any help!

Andrée Starå

Hi,

Unfortunately, there isn't a comment function for the columns, but a possible workaround could be to use the first row to add that information and maybe hide it with hierarchy so that it's just visible when the user want's to see it. I do this all the time for instructions, KPI's and more.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

abradley

Thanks so much for your help - that would definitely work!  

Andrée Starå

Happy to help!