We currently calculate the onboarding days using a formula column with Build Start Date and Deal Ramped At Date.
However, sometimes there are delays. When there’s delays, we update the Build Start Date. This isn’t ideal because we’d like to keep the original start date.
Goal:
We’d like to include delays or pauses into the calculation.
Is there a way we can add pauses into the Current Onboarding Days calculation?
For example:
My Build Start Date is Oct 1 and Deal Ramped At Date is Oct 10.
I had to pause ramping for 2 days between those dates. So my Current Onboarding Days would would 8 days instead of 10 days.
Tried:
The timeline + duration column won’t work because there are times when we need to pause on different weeks.
The Delay automation in Workflow Center won’t work because the number of days is different for each project.
The best solution I have so far is to have the team manually enter into the numbers of days that the project is paused but curious to see if anyone else has another solution.
Hi @cphu - have you looked into using a Time Tracking column hooked to automations to start/stop/pause based on status changes, etc? You can then use a formula column to calculate the number of days based on the Time Tracker?
Hi @cphu there is a new app called Smart Timer and Team Tracking, it has the same look and feel as the native timer, but with additional features and reporting.
We have a service based business also and had a similar pain point and couldn’t find anything on the market that did what we needed, so we built a solution that works for us and have recently released it.