Counting cards according to their status
Hi. I have four projects, each assigned to a unit division. Each project has tasks in different implementation stages. By default, Smartsheet counts how many tasks are in each stage (column). I want to use that counting to display in a dashboard, so I can see the status of tasks implementation by unit division in a single screen. I am doing that manually, and wonder how I can have the same result in an automated way. Thanks!
Comments
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Hi Bruno,
What do you mean that you're doing it manually?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help.
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
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Please see the images I just uploaded. I created a grid with projects in the rows and implementation stage in the columns. For each project, I copied manually the total number of tasks in each implementation stage that was calculated by Smartsheet.
I think that the solution should be use the total by column calculated by Smartsheet, but I don't know how to access it.
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Thanks!
You would use the COUNTIF function for this. You could either do it on the same sheet or a separate sheet and collect everything in one place and then display that on a dashboard.
Would that work?
Best,
Andrée
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.
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Thanks Andrée. I will try and let you know.
Bruno
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Happy to help!
Best,
Andrée
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.
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It worked perfectly! It was simpler than expected.
Thanks a lot and take care
Bruno
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Great to hear that you solved it!
Have a fantastic week!
Best,
Andrée
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.
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