Action item Tracker with 2 way sync for selective items
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?
Best Answers
-
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.
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with!
-
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.
Answers
-
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.
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with!
-
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 464 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives