Full year calendar - accounting month/quarter end

Jeager

Hi All!

 

I am at a loss at how to even start this design. 

 

I have approximately 15 tasks that occur every month on the same BUSINESS day 

I have another 5 tasks that occur on the same business day every quarter.

 

I would like to see this in a calendar view

 

Any suggestions on how to build this? 

 

ie: Formula for the 'due date' that will give me business day (which would exclude holidays/weekends)

A way to clearly delineate monthly vs quarterly tasks (perhaps just a color?) 

and how to format this on the excel sheet so that it shows up on the calendar view clearly? 

 

 

Throughout the year, there will likely be additions to the process, so I need to be able to add tasks as the year progresses

Nick Burrus

You can use a project sheet settings/gannt and change your default view to Calendar.

https://help.smartsheet.com/articles/516392-defining-working-non-working-holidays-on-a-project-sheet

Also there is a function that does business days: https://help.smartsheet.com/function/workday

https://help.smartsheet.com/function/networkdays

Andrée Starå

Hi Jeager,

I created a solution for a client recently with a daily repeating task list for quality assurance, and I think a similar structure could probably be applied in your use case.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD