Automate checking "Done"

System

This discussion was created from comments split from: Trying to combine 2 AND functions with an OR.

Torie Hollingsworth

Hey @Paul Newcome

Could you help me think this through backwards?

I have a team member who would like to use a column of "Daily To Do" to assign days to tasks. If they are in card view and move something from "Thursday" to "DONE" we would like to automate it more fully to also check the "Done" box and vice versa, if they are in grid view and check "Done" we would like the "Daily To Do" column to be "DONE". However, I need to have the option for them to assign days of the week without overriding the formula.

The "Daily To Do" options are: Monday, Tuesday, Wednesday, Thursday, Friday, DONE, To Schedule.

Paul Newcome

Unfortunately there is no way to have a formula and manual entry work in the same cell without one overriding the other.

Moving a card from one lane to another is considered a manual update which in turn overrides the formula.

Andrée Starå

@Torie Hollingsworth

Hi Torie,

The third-party service, Zapier, is an excellent option for this scenario. Is that an option for you?

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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