Counting cards according to their status

bruno.benavides · 12/04/18

Hi. I have four projects, each assigned to a unit division. Each project has tasks in different implementation stages. By default, Smartsheet counts how many tasks are in each stage (column). I want to use that counting to display in a dashboard, so I can see the status of tasks implementation by unit division in a single screen. I am doing that manually, and wonder how I can have the same result in an automated way. Thanks!

CQI project.PNG

Manually-produced summary.PNG

Andrée Starå · 12/04/18

Hi Bruno,

What do you mean that you're doing it manually?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help.

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

bruno.benavides · 12/04/18

Please see the images I just uploaded. I created a grid with projects in the rows and implementation stage in the columns. For each project, I copied manually the total number of tasks in each implementation stage that was calculated by Smartsheet.

I think that the solution should be use the total by column calculated by Smartsheet, but I don't know how to access it.

Andrée Starå · 12/04/18

Thanks!

You would use the COUNTIF function for this. You could either do it on the same sheet or a separate sheet and collect everything in one place and then display that on a dashboard.

Would that work?

Best,

Andrée

bruno.benavides · 12/04/18

Thanks Andrée. I will try and let you know.

Bruno

Andrée Starå · 12/04/18

Happy to help!

Best,

Andrée

bruno.benavides · 12/04/18

It worked perfectly! It was simpler than expected.

Thanks a lot and take care

Bruno

Andrée Starå · 12/04/18

Great to hear that you solved it!

Have a fantastic week!

Best,

Andrée

Counting cards according to their status

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