Reminders for Quarterly Tasks

[realPrincessApril]

Hi all,

At work we have to complete a certain task quarterly for one type of client (let's call them Type Q) and semiannually for another type of client (Type S).

I'd like the cell in column C to highlight to remind me if the current quarter (for Type Q clients) or current half-year (for Type S clients) is within 15 days and I have either not entered a date (i.e., cell is blank, like in C4) or entered one from a prior quarter for Type Q clients or prior half-year for Type S clients. A half-year is defined as between Jan 1 and June 30 or between July 1 and Dec 31 each year. Q1 is Jan 1 to Mar 31, Q2 is Apr 1 to Jun 30, etc.

Client Name	Client Type	Task Last Completed
Joe	S	7/5/2021​
Jane	Q	6/20/2021​
Mary	S
Bob	Q	3/3/2020​

I realize I might be asking a lot but was hoping someone might be able to help with this doozy. Thank you for any time and consideration and have a nice rest of your day.

April

 

[James Clear]

Hi James,

I don't think I told you how to make your file, I just explained a formula, but automatically sending an email is now in the realms of VBA and you'd need to open the sheet anyway to trigger the VBA.

I suggest you start a new thread as this one isn't related to automatically sending emails. Post some example data using XL2BB and I'm sure the VBA experts on the forum will assist.

Hi Toadstool,

thanks ?