Roll over Monthly checklist

If I'm understanding what you want to do:

You have a template list for the checklist, that's 80% always the same.

At the end of each month, you want to have the checklist there, with the 20% of columns blank for someone to fill out.

What do you want to do with the previous month's data? Do you want to keep that? Or just clear it?

There are 2 ways you can handle this:

1) Keep the Master List (check list rows with the blank fields blank) in a Master Sheet. Create a 2nd "Working" sheet that is a copy of the Master list.

• the master sheet should have a date column with the date formula =today()
• The master sheet should have the following automations
• - Lock Rows at 12:00 AM Daily
• - Unlock Rows at 1:00 AM Daily
• - On the last day of the month, (after 1 AM), copy all of the rows to your "Working" sheet (which is a copy of the master.
• Use the Working Sheet to fill in the monthly checklist data (the Master sheet always has those fields blank).
• - When the rows are copied from the Master sheet, they'll copy with the last day of the month in your date column because of your today() formula and the Lock/Unlock row automation (which refreshes it).

2) Keep your checklist in 1 sheet. Create a 2nd Archive sheet that is a copy of the master list.

• Have your users fill out the checklist.
• Create the following automations:
• - after the checklist updates are due, and before the next set of checklists are needed, copy all rows to the Archive sheet.
• - After the rows are copied, have an automation clear the 20% of fields that need to be updated by your users.
• From there, you can have users updating the same rows month after month and your Archive sheet becomes your historical record.