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Help with Flagging Overdue or At-Risk Tasks

  • July 14, 2023
  • 3 replies
  • 53 views
ellllllllllle
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I have a formula that is achieving 2/3 of my goals, but I need some help figuring out that last 1/3! I am trying to add an "SOS" flag to any to-do that meets one or more of the following criteria:

  1. Has been manually flagged as "Behind" in the Alerts column.
  2. Has not been given a Due Date (so the Due Date field is blank).
  3. Has a Due Date that has passed AND it has NOT yet been marked as "Done."

How would I structure that final part of the formula? Currently, I have:

 
IF(
     OR(
          Alerts = "Behind",
          {Due In} < 1
     ),
          "🆘",
          ""
)

I am trying to get the "Post job description on social media" task to be flagged, since it is overdue and not marked as done.

Thank you so much! 
 

 

Best answer by CJSmith

Hi @ellllllllllle, the last component to your OR() clause should be as follows:

AND(DATETIME_DIFF({Due Date}, TODAY(), 'days')<0, {Status}!="Done")

Altogether, the formula should look like this:

IF( OR( {Alerts}="Behind", {Due In}<1, AND(DATETIME_DIFF({Due Date}, TODAY(), 'days')<0, {Status}!="Done")), "🆘", "")

Let me know if that works!

CJSmith

3 replies

CJSmith
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  • CJSmith
  • Participating Frequently
  • Answer
  • July 14, 2023

Hi @ellllllllllle, the last component to your OR() clause should be as follows:

AND(DATETIME_DIFF({Due Date}, TODAY(), 'days')<0, {Status}!="Done")

Altogether, the formula should look like this:

IF( OR( {Alerts}="Behind", {Due In}<1, AND(DATETIME_DIFF({Due Date}, TODAY(), 'days')<0, {Status}!="Done")), "🆘", "")

Let me know if that works!

ellllllllllle
ellllllllllle
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  • ellllllllllle
  • Author
  • New Participant
  • July 14, 2023

@CJSmith It worked, thank you so much!

CJSmith
CJSmith
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  • CJSmith
  • Participating Frequently
  • July 14, 2023

You got it!

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