Advanced Action Item Tracking

Gabe Pinedo

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.

JLC

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

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?

JLC

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

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.