Roll-up of status for parent tasks

I have a long list of tasks and there are many parent/child relationships. There is a status column that is manually updated by the owner for all bottom-level tasks. Is there a way for the parent, grandparent, etc statuses to be auto-populated based on the aggregate of the children statuses? In other words, can I have the parent task status change to complete once all children are complete? And most important to this question, can the status drop-down be "locked" for manual update if it is a parent or grandparent? Thank you!

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You would need to provide the logic for ALL statuses. For example:

    Complete = All children "Complete"

    In Progress = At least one "In Progress" or combination of "complete" and "not started"

    Not Started = All children are "Not Started"


    Something like that will allow us to put something together.


    To lock a cell from editing on the parent rows, you would need to lock the entire row.

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