Summary Task status - automatic

Roger

Hello,

Im very new to smartsheet, so, im sorry if this question is too "basic".

 

I have a summary task with 3 or 4 children tasks.

I would like to know if there is any way to automatically update the status of the summary task:

- If all children are completed --> completed

- If any children is on-going --> on-going

An the other way? If I set the summary task as complete, to set all children to complete?

 

Thanks

 

 

Paul Newcome

Welcome! And no question is "too basic". Everyone has to learn somehow.

 

Anywho...

 

You could go one way OR the other. You can either

 

Use the Children to drive the Parents

or

Use the Parents to drive the Children

.

The reason for this is that any manual entry in a cell containing a formula (which is what would be needed in the automated row(s)) will delete the formula.

.

Do you need help setting one or the other up?

Roger

Actually i would like the children to drive the parent.

I understand that i need to set up a formula to calculate the parent status, right?

Thanks

Paul Newcome

That is correct!

 

We will use an IF statement to look at the Children rows using a CONTAINS function to determine if any of them are "On-Going". If even one is, then the result of the formula in the parent row will be "On-Going". Otherwise the result will be "Completed".

 

=IF(CONTAINS("On-Going", CHILDREN()), "On-Going", "Completed")

.

If you have any other statuses besides these two, feel free to let me know, and we can work them in as well.