Help with status formula

Hi there, I need to create formulas to automatically update the status of my tasks but I keep getting an error. Can someone help?

I have 2 columns: Baseline Start Date and Baseline Finish Date. I want the status column to be connected to those in the following way:

In progress - if the baseline start date is equal to or has passed AND if the baseline finish date is not reached yet

Delayed: if the baseline finish date has passed (although I feel I am missing another condition?)

Not started: if the baseline start date has not been reached

Completed: if the finish date has passed and if the status has previously been in progress (again, I feel I am missing another condition?)

Can someone help?

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @ydaneva 

    Hope you are fine, please try the following formula and convert it to column format formula:

    =IFERROR(IF(ISDATE([finish date]@row), "Completed", IF(AND(TODAY() > 
    [Baseline Start Date]@row, TODAY() < [Baseline Finish Date]@row), 
    "In progress", IF(TODAY() < [Baseline Start Date]@row, "Not started", 
    IF(AND(TODAY() > [Baseline Finish Date]@row, [finish date]@row = 0), "Delayed")))), "")
    


    the following screenshot shows the result:


    PMP Certified

    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"

  • abdos1@yahoo.com
    edited 07/29/21

    @Bassam Khalil

    Thank you Bassam!

    Although I couldn't get through your formula above, but was wondering if I can set up a conditional situation by automatically populating a text values (e.g. Completed, In Progress, Past Due) whenever the cell turns into one of the colors (Green, Yellow, Red)? This would be under the Status column.

    I have already set up a conditional formatting to reflect (Green, Yellow, Red) under status column. Yellow: once we start an entry or during 10 days frame of starting it. Red: Passing the 10 Business days, without entering a completed date. Or Green: if we entered a completed date during the 10 days window. I just need to add text (on the colored cells, under status column) to state (Completed, In progress, Past Due).

    Would really appreciate it if you can help me on this one.

    Have a great day,

    Abe

    Please ignore the 2 attachments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @abdos1@yahoo.com

    I hope you're well and safe!

    You could use workflows with the change a cell action.

    More info.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!