60+ Users and 25 sheets, Combining sheets

Hi there,

I am working with many users on a variety of projects. We have an issue with requesting updates and keeping them up to date since we are a fast paced company and there would be lots of updates to provide.

I have tried to create reports for each individual so they can see all of their projects in one area, but that does not work well when there are many different column types for each sheet so all info is not available.

I have tried linking the cells that a person is assigned to in a new sheet, but seems that it would not integrate well with other data from the other sheets.

In short, i'm looking for suggestions for something like this...

Project sheet combined in one sheet for each user. User can update the one sheet only, it will request automatic updates for a total of 1 email per week and update the project sheets at the same time.

any help is appreciated!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Kate,

    There are several ways to structure it.

    Do they need to be able to edit all columns? If not, we could combine/join information together so they can see it quickly in a report.

    Depending on the structure and needs of the project, in general, it could also work great to have multiple projects in one sheet. I use this approach with many clients if it makes sense. It's often an excellent structure when it's smaller projects.

    What do you think?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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