Full year calendar - accounting month/quarter end
Hi All!
I am at a loss at how to even start this design.
I have approximately 15 tasks that occur every month on the same BUSINESS day
I have another 5 tasks that occur on the same business day every quarter.
I would like to see this in a calendar view
Any suggestions on how to build this?
即:公式the 'due date' that will give me business day (which would exclude holidays/weekends)
A way to clearly delineate monthly vs quarterly tasks (perhaps just a color?)
and how to format this on the excel sheet so that it shows up on the calendar view clearly?
Throughout the year, there will likely be additions to the process, so I need to be able to add tasks as the year progresses
Comments
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Nick Burrus ✭✭✭✭✭✭You can use a project sheet settings/gannt and change your default view to Calendar.
https://help.smartsheet.com/articles/516392-defining-working-non-working-holidays-on-a-project-sheet
Also there is a function that does business days:https://help.smartsheet.com/function/workday
Dr. St Nicholas Burrus DHA, PMP
I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.
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Andrée Starå ✭✭✭✭✭✭Hi Jeager,
I created a solution for a client recently with a daily repeating task list for quality assurance, and I think a similar structure could probably be applied in your use case.
Can you describe your process in more detail and maybe share the sheet(s) or somescreenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Categories
You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107142,"type":"question","name":"Dynamic View not allowing editable field","excerpt":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having this issue? I just built this last week and was working correctly until today.","snippet":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having…","categoryID":343,"dateInserted":"2023-06-30T15:30:52+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T16:08:48+00:00","insertUserID":116932,"insertUser":{"userID":116932,"name":"Darla Brown","title":"Executive Assistant\/Smartsheet Nerd","url":"https:\/\/community.smartsheet.com\/profile\/Darla%20Brown","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2ijXPwm027Q!unNWp2GmkrQ!CBVsVJExguI","dateLastActive":"2023-06-30T18:53:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-30T18:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":16,"score":null,"hot":3376282180,"url":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","format":"Rich","lastPost":{"discussionID":107142,"commentID":383352,"name":"Re: Dynamic View not allowing editable field","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383352#Comment_383352","dateInserted":"2023-06-30T16:08:48+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-30T18:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/5JPTRQJ4FVMN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T16:04:54+00:00","dateAnswered":"2023-06-30T15:49:28+00:00","acceptedAnswers":[{"commentID":383344,"body":"
Hi @Darla Brown<\/a> <\/p> I hope you're well and safe!<\/p> Has anything in the sheet changed? Any formulas in the cells? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/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":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":50,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":" Hi Dear Andrée Starå<\/strong><\/a><\/p> Thank you so much for your solution!<\/p> It can work, but more like a compromise way. Editing on a report is less convenient.<\/p> It would be better for me to set access right to each column.<\/p> But that can also work for now, thanks a lot.<\/p> By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"
