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Report with multiple tasks as ("what") conditions

Pratik

How do I create a report with multiple tasks (in my primary column) as conditions? E.g. I wanted to display sheets in a report where Task 3 = Yes AND Task 5 = No.

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Andrée Starå

Hi Pratik,

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Pratik

Hi Andree,

See attached screenshot. I have 76 such sheets for each school. I wanted to create a roll-up report where I want to see schools where the "Completed Contact Info Sheet" is marked as Complete and "Send PIF Payee Information Sheet" is marked as Not Started. Both items are currently in the Primary columns i.e. the Task column. Is this possible?

I can only see a way to include one of those conditions.

Andrée Starå

Ok.

Unfortunately, it's not possible without a helper column on each sheet.

One way to solve it would be to use the helper column (Checkbox type) and a formula to check if both conditions are true. If they are the checkbox gets checked and then you could use that as a criterion in the report.

Would that work?

Best,

Andrée

Pratik

Thanks. That's what I thought too. Unfortunately, to do that, I've to create a helper column in each of the 76 sheets. I was wondering if there was a quicker way.

Andrée Starå

Happy to help!

Best,

Andrée

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