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Advanced Action Item Tracking
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.
Comments
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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.
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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?
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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.
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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.
