Report on Tasks due including Header
Hi all,
Can someone provide me a workaround here.
I would like to run a report that lists all the tasks due to start in the next 5 days.
But what I need is to include the Phase name, even though the Phase has already started.
I have added screenshots of what I have done, but this adds all phases, even the ones that does not have tasks that is scheduled to start in the next 5 day.
So my question basically is that how to I list tasks in a report that is starting in the next 5 days and add their "Phase" name as well?
Best Answer
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Try something like this in your checkbox column...
=IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, IF(COUNT(CHILDREN()) > 0, 1), IF(AND(Start@row >= TODAY(), Start@row <= TODAY(5)), 1))
First it checks to see if it is a parent row. If it is a parent row, then it checks to see if any children are checked. If any children are checked, the parent row will be checked.
If it is not a parent row then it will look at the start date and check the box if it is in the next 5 days.
Then you should be able to build your report on only the checkbox column.
Answers
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Hi Andre,
Would it work if you see the Phase names in another column on the same row as each task, or do you want to include the header/parent?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Try something like this in your checkbox column...
=IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, IF(COUNT(CHILDREN()) > 0, 1), IF(AND(Start@row >= TODAY(), Start@row <= TODAY(5)), 1))
First it checks to see if it is a parent row. If it is a parent row, then it checks to see if any children are checked. If any children are checked, the parent row will be checked.
If it is not a parent row then it will look at the start date and check the box if it is in the next 5 days.
Then you should be able to build your report on only the checkbox column.
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