Task Status

tdbozarth
tdbozarth ✭
inSmartsheet Basics

I am evaluating Smartsheet against MS Project. In MS Project I have a custom field that tells me task status automatically. In progress and on track means the start date is today or earlier, the end date has not passed and the % complete is proportional to elapsed time. Behind schedule is same but % complete is less than elapsed time. Past Due is finished date passed, not 100% complete. Complete is 100% complete. Coming up in next 2 weeks and coming up beyond two weeks are other statuses.

Can smartsheet do this somehow as well? I do not want a purely manual status.

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Answers

  • tdbozarth
    tdbozarth ✭

    This is my formula in MS Project

    image.png
    image.png

    IIf([Scheduled Duration] = 0, (IIf([% Complete] = 100, 5, IIf([Scheduled Finish] < Now(), 4, IIf([Scheduled Finish] > Now() And [Scheduled Start] < Now() + 14, 6, 1)))), IIf([% Complete] = 100, 5, IIf([% Complete] >= 100 * (Abs(ProjDateDiff([Scheduled Start], Now()) / ProjDateDiff([Scheduled Start], [Scheduled Finish]))), 2, IIf(([Scheduled Start] > Now() And [Scheduled Start] < Now() + 14), 6, (IIf([Scheduled Finish] > Now(), IIf([Scheduled Start] > Now(), 1, 3), 4))))))

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Yes. It would look something like this...


    =如果([%完成]@row = 1,“完成”,如果(或([固定播送时间uled Finish]@row < TODAY(), ([Scheduled Finish]@row - TODAY()) / ([Scheduled Finish]@row - [Scheduled Start]@row)< [% Complete]@row), "Behind Schedule", IF([Scheduled Start]@row> TODAY(14), "Starts in more than two weeks", IF([Scheduled Start]@row> TODAY(), "Starts within two weeks", "In Progress/On Track"))))

    10xViz.com

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  • sravya.gupta127326
    sravya.gupta127326 ✭✭✭✭✭

    Hi,

    我们还用一个公式来计算status. However, we are now looking to use Automation (Change Cell) instead of the formula. This will allow users to change status in card view if they would like instead of % change.

    For reference, here is the formula:

    =IF(Stopped@row = true, "Stopped", IF(Duration@row = "", "Not Started", IF([% Complete]@row = 1, "Complete", IF([End Date]@row < TODAY(), "Overdue", IF([At Risk]@row = 1, "At Risk", IF([Start Date]@row > TODAY(), "Not Started", IF([% Complete]@row = 0, "Not Started", "On Track")))))))

    Thanks,

    Sravya

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  • tdbozarth
    tdbozarth ✭
    Yes. It would look something like this...<\/p>

    =IF([% Complete]@row = 1, "Complete", IF(OR([Scheduled Finish]@row < TODAY(), ([Scheduled Finish]@row - TODAY()) \/ ([Scheduled Finish]@row - [Scheduled Start]@row)< [% Complete]@row), "Behind Schedule", IF([Scheduled Start]@row> TODAY(14), "Starts in more than two weeks", IF([Scheduled Start]@row> TODAY(), "Starts within two weeks", "In Progress\/On Track"))))<\/p>","bodyRaw":"[{\"insert\":\"Yes. It would look something like this...\\n\\n=IF([% Complete]@row = 1, \\\"Complete\\\", IF(OR([Scheduled Finish]@row < TODAY(), ([Scheduled Finish]@row - TODAY()) \\\/ ([Scheduled Finish]@row - [Scheduled Start]@row)< [% Complete]@row), \\\"Behind Schedule\\\", IF([Scheduled Start]@row> TODAY(14), \\\"Starts in more than two weeks\\\", IF([Scheduled Start]@row> TODAY(), \\\"Starts within two weeks\\\", \\\"In Progress\\\/On Track\\\"))))\\n\"}]","format":"rich","dateInserted":"2022-03-31T15:39:44+00:00","insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/324683#Comment_324683","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/324683#Comment_324683

    @Paul NewcomeThank you for this = very kind. When I put into a column I am getting #UNPARSEABLE.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Double check that the column names are correct. I used what you had listed in your first sample formula, but if those do not match what is actually in the sheet then you will get that error.

    10xViz.com

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  • tdbozarth
    tdbozarth ✭

    @Paul NewcomeThose are not column names they are functions within MS Project. And it is because I do not know that similar functions in smart sheets that I am asking if this can be done or not. For example, MS Project knows that a task should be 70% complete for example so if it is less than that I can tell it is behind schedule. It also keeps scheduled start and scheduled finish dates separately from actual start and actual finish, etc.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You will need to create columns that house each of these different pieces (Start Date, Finish Date, % Complete, etc.) then reference them in the formula.

    10xViz.com

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Categories

Hi @David Sprague<\/a>, <\/p>

I hope you're well and safe!<\/p>

There's a known issue at the moment.<\/p>

I'll get back to the post if I can find the thread.<\/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":[]},{"discussionID":108880,"type":"question","name":"Recover a Row that was accidentally moved then deleted","excerpt":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet 1 had been moved. Apparently one can not simply use the \"undo action\" arrow after moving something--the option is grayed out as in not…","snippet":"I was attempting to copy a row from sheet 1 to sheet 2, but I accidentally moved the row then deleted it, but then realized belatedly that the original (now deleted) data in sheet…","categoryID":321,"dateInserted":"2023-08-11T22:27:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165013,"lastUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":32,"score":null,"hot":3383611238,"url":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted","format":"Rich","lastPost":{"discussionID":108880,"commentID":390348,"name":"Re: Recover a Row that was accidentally moved then deleted","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390348#Comment_390348","dateInserted":"2023-08-12T05:12:42+00:00","insertUserID":165013,"insertUser":{"userID":165013,"name":"GlennJo","title":"Riparian Stewardship Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/GlennJo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T03:46:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-12T03:46:02+00:00","dateAnswered":"2023-08-11T23:45:38+00:00","acceptedAnswers":[{"commentID":390342,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted\n <\/a>\n<\/div>\n

Hey @GlennJo<\/a>,<\/p>

the sheet should be available in the owner of the sheet, deleted files. If it is specifically a row of data that was deleted, you can try checking the activity log to see if it shows the removed data there.<\/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":[]},{"discussionID":108822,"type":"question","name":"Activity Log | Rows Deleted Filter","excerpt":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing indicating that it was deleted (even though the Activity Log doesn't have a specific filter for this, I traced through the log for the past 11 days…","snippet":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing…","categoryID":321,"dateInserted":"2023-08-10T21:46:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":121055,"lastUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":39,"score":null,"hot":3383410044,"url":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","format":"Rich","tagIDs":[447],"lastPost":{"discussionID":108822,"commentID":390131,"name":"Re: Activity Log | Rows Deleted Filter","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390131#Comment_390131","dateInserted":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/SIFFD1TSN3Q6\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T22:01:20+00:00","dateAnswered":"2023-08-10T22:01:16+00:00","acceptedAnswers":[{"commentID":390131,"body":"

Ok, I found it. Classic case of submit something for help, then find the answer. I think what may have happened previously, is that I turned on all the filters, but since there isn't one for a Deleted Row, maybe the Deleted Row was hidden. When I came back, I didn't click anything on the filters for the Activity Log and when scrolling through looking for the 'magic' delete word, I found the record I was looking for.<\/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":447,"urlcode":"activity-log","name":"Activity Log"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4941,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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