Change "End Date" based on status change?
Hello, all!
Is it possible to change the "End Date" column based on when someone completes a task?
Sometimes my team finishes a task on time. Sometimes it's a few days late. Sometimes (like today), a person finishes nearly a week early! Of course, if the end date is off, that messes with all successor tasks. We're doing a significant review of task/resource management this quarter, so these have to be accurate.
Currently, I have an automation to let me know if someone marks an item as "complete" and the end date is not today. I tried to set up an automation to change the cell value, but the date columns aren't an option.
Is there any hope for me that isn't a manual process?
Thank you!
Amber Eakin
Instructional Librarian
Answers
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iamje ✭✭
Yes, there's an automation that you can use. Whenever the task status changed to complete the end date will be recorded automatically. You can also add additional criteria if you want to.
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Amber Eakin ✭✭✭✭✭✭
Hi@iamje- I know I can set up an automation to automatically log a date in a system column, but that's not what I'm after. Do you know how to do it for an existing date column?
Amber Eakin
Instructional Librarian
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Paul McGuinness ✭✭✭✭✭✭
You can work around this by using a couple of helper columns, one would be planned end date and the other actual end date, you would then use a formula in the end date column to reference the planned date column until the task is marked complete and then use the automation to populate the actual end date column at which point the formula would then read the true date.
Something like this
Formula in the End date. column is =IF(ISBLANK([Actual end date]@row), [Planned end date]@row, [Actual end date]@row)
Hope that helps
Thanks
Paul
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Amber Eakin ✭✭✭✭✭✭
@Paul McGuinness- This is elegant, but I can't get it to work, either. I can't use formulas in the column that is part of my dependency settings.
我可能要简单et up an automation to send me an update request any time a task is marked as completed if the "End Date" is not today. Not ideal, but quicker than going into the sheet constantly.
Amber Eakin
Instructional Librarian
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Paul McGuinness ✭✭✭✭✭✭
Sorry it didn't work in the context you needed.
Hoping you can get to a more practical solution that works with the dependencies.
Thanks
Paul
Categories
I hope you're well and safe!<\/p>
I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>
Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p> I hope that helps!<\/p> Be safe, and have a fantastic weekend!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]},{"discussionID":108269,"type":"question","name":"Dashboard Metric Breaks on Update of DataShuttle","excerpt":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and says Data missing even though there is data in the field. Is there anyway around this or does Data Shuttle always break a Metric Cell?","snippet":"I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. 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I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various functions already, IF, AND, and it says Unpearsable. I'd like to spread out the costs in the Cost column to the months on the right, based on the start…","snippet":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. 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The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
<\/p>