Formulas & Filter Assistance for a To Do List
Hi, I have tried a few searches and haven't quite found what I need to perform the function within my smartsheet. Hoping some of the Formula wizards can help me out.
I am using Smartsheet to manage my to do list.
The filters are great but only make allowances for 1 or ALL conditions, I require 2.
I am wanting to create a formula, likely an IF AND statement to flag all priority rows 3-5 AND alert me when the Due Date is 7 days out from today.
This is what I have got but it is not working as I would like.
=IF(AND([Due Date]@row >= TODAY(7), Priority@row <= "3"), "Red", "Green")
The intent is to flag all priority time-sensitive tasks in a filter, remove completed from this view and for to update automatically with the data provided.
What is the best way to have a column auto populated with a set list of text? eg. When Priority 1 is flagged against a row it populates text "low priority - not time critical"
What is the best way to have a date/ time auto stamped on a row upon the "done" checkbox being marked as complete
Appreciate any and all help.
Answers
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I hope you're well and safe!
Here's a quick answer to your second part.
If you want to store the time.
Please have a look at my post below with a method I developed.
More info:
If you only need to store the date you can use the Record a Date feature.
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
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.
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Hi @Elise Horgan
Hope you are fine, to complete the excellent idea that @Andrée Starå posted, first for your formula when the Due Date is 7 days out from today. you mean a date in the past then the formula must be :
=IF(AND([Due Date]@row <= TODAY(-7), Priority@row <= "3"), "Red", "Green")
and for the other part of your question, you can have a column auto-populated with a setlist of text by using IF formula or by Vlookup with a table of a setlist of text that you want to be auto-populated.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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