Report Uncompleted Tasks when Date is not Used as a Reference

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michael_ord
edited 12/09/19 in Smartsheet Basics

Greetings!

New (very green) customer working through a ton of issues and plans before go-live on Jan 1.

We are using SmartSheet for simple workflow processes that contain multiple tasks with some dependencies and involving several different departments. We do not create deadlines based on dates, rather, when a particular task is completed, a rep from the department checks a box on a "Done" column. It will be up to my department to send messages to others via Automated Workflow that their task is "up to bat"  and via Reports that there are tasks that are ready for completion and undone.

I'm trying to create a report that details all the uncompleted tasks by simply listing the rows where that Done column is unchecked. However, I'm also getting those rows where a task isn't truly "due" since it may be dependent on a prior task that isn't done yet.

So for example, Task 3 is not checked in the Done column, and tasks 4 and 5 are dependent on 3 being completed before they can be acted on. So I want row 3 on this report, but not Rows 4 and 5.

Any conditions I can write to avoid these indented Rows?

Thanks folks.

looking forward to lots of support from this group, and (eventually) contributing a little advice myself.

 

 

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