Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.

如何自动生成任务列表

Shari Cable
Shari Cable ✭
edited 12/09/19 inArchived 2016 Posts

Hi, I'm super new to Smartsheet but have seen a handful of videos and am suggesting it as a solution for a bookkeeping client of mine for task and project management. We have created payroll and non-payroll client engagement templates (found on YouTube by schoolofbookkeeping) in her account to be used for each client and would like to automatcially generate task lists for herself and her assistant from them. Is there a way to do this so that they each get an updated task list daily emailed or something by chance? Thanks!

Tags:
· Share on Facebook Share on Twitter

Comments

  • JamesR
    JamesR ✭✭✭✭✭✭

    Create a Report that is driven by the Due date or Start date or some other date type category that shows only task that need to be done today. Share the report to the usesrs and every time they open it it will be full of the tasks that need to be done today. Alternativly all tasks that are not complete.

    Also the report can be schedules to be sent as an Excel file or PDF to them.

    Also Update requests can be set up to be sent daily.

    You choose

    James

    · Share on Facebook Share on Twitter
This discussion has been closed.

Categories

Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/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":106940,"type":"question","name":"IF cell CONTAINS one\/two\/three different values, return corresponding values","excerpt":"Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria \"Consolidation\", \"Reduction\", \"Termination\", \"New\" Currently the formula works for single values with the following formula =IF([Type of Project]@row = \"Consolidation\", \"🝢\",…","categoryID":322,"dateInserted":"2023-06-27T09:24:42+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:11:45+00:00","insertUserID":143463,"insertUser":{"userID":143463,"name":"Sam Swain","url":"https:\/\/community.smartsheet.com\/profile\/Sam%20Swain","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T13:05:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":46,"score":null,"hot":3375727587,"url":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106940,"commentID":382505,"name":"Re: IF cell CONTAINS one\/two\/three different values, return corresponding values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382505#Comment_382505","dateInserted":"2023-06-27T12:11:45+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/Q6RJIERQGF1Y\/screenshot-2023-06-27-at-10-22-29.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-27 at 10.22.29.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T10:17:00+00:00","dateAnswered":"2023-06-27T10:12:21+00:00","acceptedAnswers":[{"commentID":382490,"body":"

Hi @Sam Swain<\/a>,<\/p>

You should be able to use this formula to accomplish this:<\/p>

=IF(HAS([Type of Project]@row, \"Consolidation\"), \"🝢\", \"//m.santa-greenland.com/community/discussion/4675/\") + IF(HAS([Type of Project]@row, \"Reduction\"), \"︾\", \"//m.santa-greenland.com/community/discussion/4675/\") + IF(HAS([Type of Project]@row, \"New\"), \"○\", \"//m.santa-greenland.com/community/discussion/4675/\") + IF(HAS([Type of Project]@row, \"Termination\"), \"⨷\", \"//m.santa-greenland.com/community/discussion/4675/\")<\/p>

Example output:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - if there are any issues etc. then just post! ☺️<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106930,"type":"question","name":"Help with date formate","excerpt":"I have my months extracted from a date column using =Left(EISD@row,2) I need a formula to evaluate my month column, if it's 01-06 it returns an S, if its 07-12 (or <=7) then it returns an F.","categoryID":322,"dateInserted":"2023-06-26T22:42:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:53:54+00:00","insertUserID":157924,"insertUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":157924,"lastUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375690965,"url":"https:\/\/community.smartsheet.com\/discussion\/106930\/help-with-date-formate","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106930\/help-with-date-formate","format":"Rich","lastPost":{"discussionID":106930,"commentID":382517,"name":"Re: Help with date formate","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382517#Comment_382517","dateInserted":"2023-06-27T12:53:54+00:00","insertUserID":157924,"insertUser":{"userID":157924,"name":"jpaul","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/jpaul","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/34U84XEA80NI\/nJBANQUTUTY9A.png","dateLastActive":"2023-06-27T18:03:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T12:53:24+00:00","dateAnswered":"2023-06-26T23:07:25+00:00","acceptedAnswers":[{"commentID":382460,"body":"

Assuming your result will only ever be 01-12, this should do the trick. The VALUE() function may not necessarily be needed, but I'm not sure what type of date you are pulling the month information from and it isn't going to hurt anything.<\/p>

=IF([Month Column]@row <> \"//m.santa-greenland.com/community/discussion/4675/\", IF(VALUE([Month Column]@row) < 7, \"S\", \"F\"))<\/p>

Replace [Month Column] with your column name.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending Posts

  • How to show data of previous working day?

    For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday. =COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, "Close Gap", {Customer Escalation Request Date}, TODAY(-1)) I'm…

  • IF cell CONTAINS one/two/three different values, return corresponding values

    Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria "Consolidation", "Reduction", "Termination", "New" Currently the formula works for single values with the following formula =IF([Type of Project]@row = "Consolidation", "",…

  • Help with date formate

    I have my months extracted from a date column using =Left(EISD@row,2) I need a formula to evaluate my month column, if it's 01-06 it returns an S, if its 07-12 (or <=7) then it returns an F.