Formulas & Filter Assistance for a To Do List

Elise Horgan · 03/04/21

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.

Elise Horgan · 03/04/21

T o Do List 2021-03-04_173626.jpg

Andrée Starå · 03/04/21

Hi @Elise Horgan

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:

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

If you only need to store the date you can use the Record a Date feature.

More info.

https://help.smartsheet.com/articles/2481986-set-the-current-date-with-record-a-date-action

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!

Bassam Khalil · 03/04/21

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.

Formulas & Filter Assistance for a To Do List

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