How to link the health column to show an accurate status of at risk tasks.

Hi @Lauren T

It looks like you just have some parenthesis in the wrong order - try this:

=IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green", IF(Status@row = "Not Started", "Gray", IF(AND([Finish Date]@row = TODAY(), [% Complete]@row < 0.5), "Red", IF([% Complete]@row < 0.75, "Yellow", IF(AND([Finish Date]@row = TODAY(7), [% Complete]@row < 0.25), "Red", IF([% Complete]@row < 0.5, "Yellow", "Green"))))))

Keep in mind that the order is important since logic formulas read left-to-right. For example, in your formula you have the rule that if the Percent Complete is 100% OR if the Start Date is in the future, the ball will turn green. Then you have a rule that if the Status is "Not Started" the ball will turn Gray. This means that if a row has the date in the future and it says "Not Started", the Green ball will be the one returned since it's the first rule.

I'll break it out to make sure it says what you want it to:

=IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green",

If either the % Complete is 100 OR if the Start Date is in the future, return Green

2.

IF(Status@row = "Not Started", "Gray",

If the Status is "Not Started", return Gray.

3 .

IF(AND([Finish Date]@row = TODAY(), [% Complete]@row < 0.5), "Red",

If the Finish Date is Today AND the Percent Complete is less than 50%, return Red. (You can change out the AND for OR, if you prefer).

4 .

IF([% Complete]@row < 0.75, "Yellow",

If the Percent Complete is less than 75%, return Yellow

5 .

IF(AND([Finish Date]@row = TODAY(7), [% Complete]@row < 0.25), "Red",

If the Finish Date is exactly 7 days from now, AND the % Complete is less than 25%, return Red. (You may want to change the = to be <=, less than or equal to, to indicate within the next week instead of exactly 7 days from now).

6 .

IF([% Complete]@row < 0.5, "Yellow",

If it doesn't match any of the criteria above, and the Percent Complete is less than 50%, return Yellow.

7.

"Green"))))))

Finally, if none of the above criteria are met, return Green.

Let me know if you have any questions about how this was built, or how to adjust the criteria.

Cheers,

Genevieve

Hi @Candace Hebert

I've answered you in the other post you tagged me in, see here!