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Owner Task Counting and Reporting

Kyle Kaldor
Kyle Kaldor ✭
edited 12/09/19 in Archived 2016 Posts

How would I create a formula to calculate tasks complete (last 30,60,90 days), open, past due by owner similar to this screen shot which comes from the Webinar - "Manage and Track Tickets with Custom App".

 

 

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  • JohnHinkle
    JohnHinkle ✭✭✭✭✭✭

    You will want to use COUNTIFS formulas for some and other math functions for others.

     

    For example:

     

    Count the number of open tasks assigned to Jane:

     

    =COUNTIFS(Status:Status, "Open", [Assigned To]:[Assigned To], "Jane")

     

    This will look to the Status and Assigned To columns and will count the number of rows where Status is Open and Assigned To is Jane.

     

    % Closed (for row 5):

     

    =([Percent Complete]5 + [Cost to Department]5) / [Cost to Department]5

     

     

    Smartsheet help center article on formulas: http://help.smartsheet.com/customer/en/portal/articles/775363-using-formulas

     

    Let me know if there is a specific formula you are having trouble with. 

     

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