Tasks with multiple start and completed stages before FINAL completion

JadeMA

Hello!

I'm building a sheet to track multiple tasks. Each task (FILE) has different stages of completion (PROCESS/INTAKE, Research, Drafting, Reviewing and Finalizing). Each stage has an ASSIGNED TO contact and COMPLETED date. The Finalizing date will be the FINAL/END date.

We want to track turnaround time per ASSIGNED TO contact, and also total TASK/files research, drafted, examined, finalized per contact.

I'm attaching a sample of our current sheet setup to help with the visuals.

Practice Tracker -- 2026.xlsx

Any recommendations, suggestions tips and tricks will be greatly appreciated.

Thanks, in advace!

Akblevins

In your columns, the Drafted by, Exam by, etc. Are these the people assigned to the activity?

My thought was maybe having these actions turn into child rows of the document as a whole. Not sure if I would have used the right column as the one where you'd indent the rows but here was my first stab at it:

You could always have another column for Finalizing Date for an automation to say once a certain field is populated either Finalization/parent row has a completion date - mark that date separate as needed. The duration would give you total time per activity and per document as a whole.

If you want to track calendar days and not business, you can have another column to just track the differences between start/end.