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Advanced Action Item Tracking

Gabe Pinedo
edited 12/09/19 in Archived 2015 Posts

Hi Everyone,


Is it possible to take Meeting Action Items across multiple projects and consolidate the Action Items into one view in an automated fashion for a person?


Let's say I have five projects that I take action items for in individual sheets. I would like to have one master sheet for that shows a global view of all project action items. 


I'm sure I can create multiple sheets, and do a lot of cell linking. But I'm also wondering if such a collection of sheets could be made into a template to be reusable and have less start up work for users.


  • Jaye Casciano
    Jaye Casciano ✭✭✭✭✭✭

    Gabe - have you tried building a report? I think this would give you what you're looking for. Go to Create New > Report, and use the "Report Builder" tab at the bottom to tell the report which sheets to pull data from ("Where") and which columns of data in particular to include.

  • Gabe Pinedo
    edited 12/09/15

    I had not tried that. It does seem very helpful, but there doesn't seem to be an option to save as a template. So if I multiple people on my team wanted the same functionality, it's safe to say they would each need to build a report?

  • Jaye Casciano
    Jaye Casciano ✭✭✭✭✭✭

    Hi Gabe, I think if the reports were containing similar information but pulling data from different sheets you could copy/Save as New with the report you built and modify the parameters of the new copy to suit.

  • Travis
    Travis Employee

    Jaye is correct, you can make a copy of a report then adjust specific criteria, for example - who is assigned to tasks.


    You can also save sheets as templates by right clicking on the sheet title tab and selecting Save as Template. 

This discussion has been closed.