Aging Report for Statuses
Does anyone know how you can identify items that remain in a single status for too long? For example, if an item is "In Progress" for more than 3 months, it is a concern. I was hoping to utilize the new date tracking automation but haven't quite figured out how to do this specific task.
Answers
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Sammy, there's a couple of ways of doing it. It will depend on your need.
One example would be: You can add a column for created or updated (and you should use system generated ones to be zero chances of being altered) and you can use conditional formatting with the formula: if created is in the 90 last days then apply this format (choose format) to the entire row.
Another example would be: you can have a column with manually status change date, another column with today's actual date and a third one with the formula of today's date minus last updated date. This result you will get in days. Again, you can have conditional Formatting highlighting the row o cell in the ranges you see fit (30, 60, 90 days).
There's also other options. Feel free to contact me if you want to set up a meeting so we can over this together and find a good solution for you.
Regards.
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I hope you're well and safe!
Yes, you could use the new Recor a Date feature, but you'll need to add multiple so-called helper columns.
Another option that might help. Please have a look at my post below with a method I developed.
More info:
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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