Action item Tracker with 2 way sync for selective items

JC_Stanfield

I would like to manager a Master Action Item Tracker, but there are some items on the list that are confidential. Is there a way for me to create a duplicate of that action tracker for selective rows and for my team and I to colloborate on updating status between the Master and duplicate tracker and have the updates feed back to my Master Action items tracker?

Michelle Choate 2

You could use reports to accomplish this and have people work out of just the reports, rather than the underlying sheet.

Otherwise you could use DataMesh for this or lots of INDEX/MATCH formulas.

JC_Stanfield

Thank you very much, this is helpful. I still learning and didn't realize that you can update a report and have the updates sync back to the sheet.

Michelle Choate 2

You could use reports to accomplish this and have people work out of just the reports, rather than the underlying sheet.

Otherwise you could use DataMesh for this or lots of INDEX/MATCH formulas.

JC_Stanfield

Thank you very much, this is helpful. I still learning and didn't realize that you can update a report and have the updates sync back to the sheet.