Card Views by dates

Kat Mingus

How do I create a card view using dates? Late, due today, due tomorrow, due this week, etc? 

This is critical for a content production-centric marketing organization.

Thanks

Andrée Starå

Hi @Kat Mingus

I hope you're well and safe!

You'd have to create a Dropdown list with the options, and then you could use different Workflows to automatically change the options so they would show up correct in card view.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Kat Mingus

I hope you're well and safe!

You'd have to create a Dropdown list with the options, and then you could use different Workflows to automatically change the options so they would show up correct in card view.

Make sense?

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 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!

Kat Mingus

Hi Andree,

Thank you for the guidance. This makes total sense and solves for half my dilemma. Do you know the formulas that will automate the return values?

If the due date is today then the column = “Due Today”

If the due date is 1 day less than today = “Due Tomorrow”

The formula for = “Due next week”

The formula for = "Late"

😀

Andrée Starå

Hi @Kat Mingus

I hope you're well and safe!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD