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Feature request: Moving completed tasks to the completed tasks section
Hey all:
Has anyone figured out how to move completed tasks in a RYG task list automatically to the "Completed" task section? This seems like an obvious (and implementable) thing to do -- after all, Google Keep does it pretty easily. This seems like a prime candidate for something that could be automated, since so much of SmartSheets requires manual effort.
Thanks
C
Comments
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I'd submit this as a Product Enhancement Request. Please see the quick links section to the right to submit it.
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I don't understand your question ... what is an RYG task lisk? just a task list with an RYG column in it? or a specific template?
Also, what do you mean auto move? based on what? the ball turning green? something being entered into the done column? something else?
Also, what do you mean move to completed? set its status to completed? what if you decided to remove completed from the status dropdown?
sorry if my confusion is because I am missing a really obvious point ....
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It sounds like Clening wants the lists to auto-sort. A feature that could prove really handy on a list with an RYG. At least, having a filter setting that could auto-sort every time it loads would be useful. Sorting seems to always be a manual process. It would be nice to see all tasks sorted, even in a dropdown with complete, in process, and not started. Having those grouped in a filter could be very useful. However, sorting doesn't apply in a filter.
Clening: Have you tried creating a report? Reports will let you sort data... your report could load everything from the sheet and have it sorted for you. Adding new data would have to be done via a web form, or via the main sheet - but your report would always be sorted based on your preferences. See https://help.smartsheet.com/articles/522214-creating-reports for more information on creating reports. After you've created your report, you can sort it by clicking on SORT as in my screenshot attached. You have to run your report and collect data before you can choose to sort it. See if that works?
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@mike -- You hit the nail on the head. I want something that will push down completed results, marked with 'Complete' in the status field. Currently, for example there's a rule that strikes through completed results, once you select Complete in the Status category. Moving completed results down to the Completed tasks group, would just make life easier.
As for reports, every time I try to make this work in the reports, it organizes things in a completely unhelpful way. porting interface is kinda garbage, TBH. I don't use it because I spend more time doing battle trying to get it to do the most basic reporting features. Easier to just manually type up all 150 items in word than to try to make the report "work".
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Moving of rows (to another part of the sheet, or to another sheet) can be done via the API or Zapier (www.zapier.com).
Sorting is not an option from within Zapier. I am working on a design for doing it with API now that I have learned I shouldn't conflict with the rate limits of the API.
Craig
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I agree that there are some major issues with reporting. I wish there were some better solutions.
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I manage this through reports rather than at the sheet. I, too have a column for status ... active, close-out, complete (and others). I don't try to sort the master sheet with project data, rather I define what I want to show on the report criteria, then sort the report to separate completed from other status notations. Customizing at the report works for me.
