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.
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
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.
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?
Andrée
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.
Happy to help!
Hi everyone, I've noticed in the last few months that some of our users have their licences removed without warning (i.e. no administrator action, or warning). I've had to restore them a few times now. Has anyone else encountered this issue? If so, any ideas on how to fix this?
Does anyone have suggestions? I have a team member who had a Pro license, but then I bought Business licenses for my team. Unfortunately, her Pro license was suspended for non-payment (purposefully) while we got the Business licenses paid for. Now we get errors when I invite her to the Business license. Yikes. Any ideas?
I created a new project in my PMO, when I tried to pick a contact there were very few listed 7 versus the 165 people in my org. I checked My Contacts and all of the contacts were listed. Do I need to link that somehow to my sheet? How would I do that? Second question, what is the best strategy to keep My Contacts updated…
