Write your First Formula

Formulas turn raw fields into calculated insights—totals, variances, percentages, due‑date math—so updates happen automatically as data changes.

What is the formula field?

A formula field computes a value per record using operators (+, −, ×, ÷) and functions (dates, text, logic, math), referencing other fields by name inside braces, like {Price} or {Due date}.

Writing basic calculations with the formula field

1. Add

Use + to total values across fields, for example an invoice sum:

• Example: {Design Fee} + {Copywriting} + {Hosting}
  
  

2. Subtract

Use − to get a difference, like budget variance:

• Example: {Budget} − {Actuals}

3. Multiply

Use × for amounts like rate times quantity:

• Example: {Rate} * {Hours}

4. Divide

Use ÷ to create ratios or percentages:

• Example: {Units in stock} / {Capacity}

Take action: Write your first formula

• Add two number fields: “All tasks” and “Completed tasks.”

• Add a new field of type Formula.

• Enter: {Completed tasks} / {All tasks}

• Set the formatting to Percent for an automatic “% complete” that updates as counts change.