Summary Task status - automatic
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
Comments
-
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?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
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
-
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.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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