"Task Status" - custom status set up
I used the "Project Tracking and Rollup template set to get started on tracking certain tasks for a project. it looked like it came with pre-populated options for task status (On Hold, In Progress, Not Started, Complete, Canceled). I added a couple of my own statuses (see attachment) but the task rollup report only shows those prepulated statuses and only counts the tasks that are marked by those. My tasks that are marked with the custom statuses aren't included in the task count at all. Do I have to set up the list of task statuses somewhere? Or am I only stuck using the current list?
Best Answer
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I hope you're well and safe!
You'll have to add the new options to the sheet summary section in the project sheet (+ template) and add it to the Task Rollup report (+ template) as well.
Make sense?
Did 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.
Answers
-
I hope you're well and safe!
You'll have to add the new options to the sheet summary section in the project sheet (+ template) and add it to the Task Rollup report (+ template) as well.
Make sense?
Did 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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That helped! I was able to add the additional statuses to my report & dashboard. Thanks so much!
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That helped! I was able to add the additional statuses to my report & dashboard. Thanks so much!
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