How to use a master to-do list to auto populate project to-do lists

L_P

I am managing multiple project and each has it's own task list. I would like to have a master to do list i can input all task to and that list auto populates tasks to each projects to-do lists automatically. Also if I mark complete or delete a task on my master to-list or individual project task list the other list auto updates with changes, is this possible?

Andrée Starå

Hi @L_P

I hope you're well and safe!

You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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