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Sara_Davis
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Jun 29, 2022
‎Sep 15, 2023

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  • 8 Posts
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  • 7 Kudos given
  • 3 Kudos received

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Hello!I have a table of clients, each of whom has been assigned a coach.I have a second table of appointments which is coming from Acuity. In that table, I have the clients linked so I can see all of the client's meetings with anyone in our company.W...
Hi all - I'm trying to set up some budgeting and forecasting tools for my CEO. I've downloaded the "Small business budget" template, which helps, but he's got a preferred way of forecasting that doesn't quite correspond to anything simple.Essentially...
Hello wonderful community! I’m trying to work with a project plan. I’ve got my projects, tasks and assignees I’m working on building a table to show each assignee their “to do” list based on the project plan tasks 2 things - Is there a way to assign ...
Hello Community! I am trying to figure out the following with a nested IF formula- returning a value based on the name of the project. I have 8 different projects to categorize into one of 3 categories. I keep getting an error message saying to check...