How do i check open Actions items in multiple sheets under Report?

Khasim ✭✭✭✭✭

How do i check open Actions items in multiple sheets under Report?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭


    Try something like this.

    You'd add the different sheets in the Where? section of the form builder or the Workspace they are in if that makes sense.

    If you have a Status column in the sheets that you select complete when the Action item is done, you will use the What? section in the Report Builder and add the Status column and select Complete and then check the little checkbox in the bottom left to exclude completed action items and only show those that aren't completed.

    Make sense?

    Would that work?

    I hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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