Creating Due Dates (Monthly & Quarterly)
I have been asked by a colleague to build a smartsheet that sets out a list of tasks to be completed and the due date of each task (to be used primarily in calendar view by the colleague to plan her time).
Her due date for a task is either made with reference to:
(i) a business day in a particular month (i.e. task A is due on the 15th business day of each month, which for this month would be 22 December 2020); or
(ii) a business day occurring x business days from the end of a financial quarter (i.e. task B is due 10 days prior to the end of the financial quarter or is due by the 20th business day of the financial quarter).
In some cases she requires a third formulation to determine a due date, which is usually like " due by the 3rd business day of month 3" (i.e. - the 3rd business day of March).
I have played around with and used the smartsheet formula examples regarding dates and just cannot fathom how it would be possible for me to create something that can cater for these nuanced dates and date ranges. Is this something that Smartsheet can even do?
I am a legally trained professional and this is an area of knowledge that I am severely lacking in and any help would be appreciated.