Inactivate a task

Sam Minardi · 01/26/24

Is there a way to make a task or group of tasks inactive in a project plan? In Microsoft Project there's a function called Inactivate that's used after you select tasks that you want to make inactive. Doing this does not affect resource availability, the project schedule, or how other tasks are scheduled. I know this doesn't exist in Smartsheet, but I'm wondering if anyone has found a viable workaround.

Thanks

Sam Minardi

Debbie Sawyer · 01/30/24

@Sam Minardi

There isn't a built in function for this so I would create it myself.

Set up a Check box column called Inactivate, then when its ticked the following could happen:

1) Conditional Formatting can be used to strikethrough the row

2) Automation workflow can be used to update the cell value in % complete to 1 (so that it doesn't effect % complete roll up)

3) Automation workflow #2 can be used to clear the cell value in Assigned To (so that the resource is no longer assigned to the row)

4) a Filter can be created and shared on the sheet to remove any tasks that have been checked in the Inactivated column

Would that work?

Kind regards

Debbie

Sam Minardi · 01/30/24

@Debbie Sawyer

Hi Debbie,

Thanks for responding to my question. I've created these four functions in my project plan and they work well, but I do have a question re #2. I've created that workflow and it updates the cell value to the number "1". Is that to have a value that's very low (appears as 1%) so that it won't affect the roll up from child tasks to parent for those rows that are to be inactivated? And does that somehow also have the effect of ignoring the Start/End dates associated with the inactivated tasks? That is the most important hurdle for me to address. I want the tasks to be inactivated such that the Start/End dates for those tasks are ignored and doesn't affect the overall date scheduling.

I tried setting the Duration for inactivated tasks to zero so that the first inactivated task picks up at the same date as its predecessor and then all subsequent rows/inactivated tasks have the same date. After the last inactivated task in the group, the next active row picks up as though the inactivated group of tasks didn't exist. Or at least that's the way it appears. See attached screenshot.

Inactivate Tasks 20240130.png

Debbie Sawyer · 01/30/24

Hi @Sam Minardi

Thanks for the extra question.

The 1 for the cell value should represent 100%.

I've just tested this in an automation of my own and I apologise, you need to put 100 not 1. In Smartsheet 1 is 100% but in the automation you need to write the whole number! 😉

You can add another workflow to clear the cell contents in Duration for Inactivated Tasks and that removes the End Date and takes the task bar off the Gantt view.

You can't clear the content of the Start Date column with the automation sadly, but if the inactivated task had its start date being set by the end date of another inactivated task then the start date will also remove

Does this help at all?

Kind regards

Debbie

Sam Minardi · 01/30/24

Hi @Debbie Sawyer

Yes, works better when using the number 100 😁

I'm very surprised that Duration is actually available to use in a workflow, I thought that column was totally off limits. Interesting though, you can use it if you want to clear the contents of it, but you can't use it if you want to change the value of it. So I created another workflow to clear Duration for Inactivated tasks and that has the same results as manually changing the Duration to zero, but I like this method much better. I've attached a couple of screenshots showing the first few task rows of a group of tasks that need to be inactivated and also shows the last few inactivated rows from that group. You can see that the dates skip over those inactivated tasks as though they didn't exist, with End Date of 2/11/25 for the task right before the first inactivated row and then picking up at 2/12/25 for the first task after the last inactivated row. I'd like to show you something related to all this, which is a solution to use Status to drive duration, I'll send in a separate thread.

Thanks for your help with this!

Inactivated image 1 20240130.png

Inactivated image 2 20240130.png

hfreeman · 03/26/24

I was searching for a solution similar to this. I have a question regarding the % complete, however. If you have child tasks at 0 but one is not applicable / inactivated and you set the % complete to 100% it changes the parent percent complete. For example 25% if you have 4 child tasks. How would you avoid that, as you would not want to assume the entire parent is 25% in progress - it should still be 0%.

Also, clearing duration, start or end date is not an option for my sheet.

Thanks,

Debbie Sawyer · 03/27/24

@hfreeman

https://community.smartsheet.com/discussion/comment/427299#Comment_427299

Yes, you make a good point here.

But if you have dependencies enabled, there isn't much more you can do that hasn't already been mentioned in this thread, as you can't edit the roll up in the Parent Row directly. Also, you need to bear in mind that %Complete roll up isn't just a sum of the %Complete child rows, it also weighs the %Complete against the duration of the task too. Making everything all the more complex.

I did write a solution for a client who only used 0% or 100% in %Complete child rows, they also had an N/A column. The %Complete was a column formula, so the 0% or 100% values were added via another checkbox column called Complete. They wanted, like you, for the Parent Roll up summary to only summarise the applicable child %Complete figures. Within this solution, we had also disabled the dependencies, thus allowing us to enter formulae into the Parent Rows of the %Complete column. The following formula worked for that scenario

=IF(Parent@row = 1, IF([N/A]@row = 1, 0, (SUMIF(CHILDREN(), >0, CHILDREN()) / COUNT(CHILDREN()))), IF(OR([N/A]@row = 1, Complete@row = 1), 1, 0))

If you need to keep dependencies enabled, then we do have an app that would help you use a formula in a reserved column. It is called Smarter Formula Loader - if you reach out to me, I can forward you details on it.

I hope this provides you with food for thought.

Kind regards

Debbie

hfreeman · 04/29/24

Thank you @Debbie Sawyer !

Inactivate a task

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