I've been searching for a solution on the board since yesterday, but can't seem to find an answer on how to do this... (please bear with me, it's lengthy)
First, here is what I have setup so far:
I have an employee task tracking matrix that is layed out like this (with explanations of what goes into them and how):
Columns:
A: Level
This is a drop-down list (pulled form another worksheet) that has 4 levels: Main Task, Section Responsible, Section Task, and Subtask. It is referenced by B for conditional formatting.
B: Tasks
This is where the staff inputs their respective tasks. The drop-down list in A causes a format to these blocks (just for asthetics -- a simple cell fill).
C: Suspense
This is what I put in. Eventually, I want to compare this with today's date (or perhaps a few days prior to turn it to "amber" status) so that I can have visibility of what's coming up.
D: Start
Manually entered.
E: Finish
Manually entered upon completion of the task or subtask.
F: Status
Red, Amber, Green selected from a list on another worksheet. Conditional formatting turns the cell the same color as the status (and leaves the words in for B&W printing).
G: Owner. Just for reference.
H: Priority.
Critical, High, Medium, and Low. Conditional formatting red, orange, amber (low is not formatted).
I: Remarks.
***
What I want to do is somehow "find" all of the major tasks (based on Level 1 of Column A) and compile them onto another worksheet in the same file. I want to list them along with their status "bubbles" (symbol or just cell fill) beside them.
I could do this easily if the task list were locked, but the staff members must be able to add rows without affecting anything else (it's a dynamic, semi-perpetual project, so new things come up daily).
The status should be pulled from Column F (conditional formatting that just carries over). I would like to have an automatic override for the status that turns it red if it's overdue (based on suspense) regardless of what status has been input.
I was thinking something along the lines of "COUNTIF" to find the tasks, but I'm just not adept enough to figure it out. I don't know VB, so if that's the only way to do it, could you please add enough comments so I can modify it if necessary (I know some programming -- BASIC, Inform -- but not to any great level of proficiency).
Another nice-to-have feature would be the ability to sort tasks by priority, but keep them "grouped" (since each section has tasks and subtasks, I don't know how to keep them together under the correct parent during a sort).
Thanks in advance for your help.
First, here is what I have setup so far:
I have an employee task tracking matrix that is layed out like this (with explanations of what goes into them and how):
Columns:
A: Level
This is a drop-down list (pulled form another worksheet) that has 4 levels: Main Task, Section Responsible, Section Task, and Subtask. It is referenced by B for conditional formatting.
B: Tasks
This is where the staff inputs their respective tasks. The drop-down list in A causes a format to these blocks (just for asthetics -- a simple cell fill).
C: Suspense
This is what I put in. Eventually, I want to compare this with today's date (or perhaps a few days prior to turn it to "amber" status) so that I can have visibility of what's coming up.
D: Start
Manually entered.
E: Finish
Manually entered upon completion of the task or subtask.
F: Status
Red, Amber, Green selected from a list on another worksheet. Conditional formatting turns the cell the same color as the status (and leaves the words in for B&W printing).
G: Owner. Just for reference.
H: Priority.
Critical, High, Medium, and Low. Conditional formatting red, orange, amber (low is not formatted).
I: Remarks.
***
What I want to do is somehow "find" all of the major tasks (based on Level 1 of Column A) and compile them onto another worksheet in the same file. I want to list them along with their status "bubbles" (symbol or just cell fill) beside them.
I could do this easily if the task list were locked, but the staff members must be able to add rows without affecting anything else (it's a dynamic, semi-perpetual project, so new things come up daily).
The status should be pulled from Column F (conditional formatting that just carries over). I would like to have an automatic override for the status that turns it red if it's overdue (based on suspense) regardless of what status has been input.
I was thinking something along the lines of "COUNTIF" to find the tasks, but I'm just not adept enough to figure it out. I don't know VB, so if that's the only way to do it, could you please add enough comments so I can modify it if necessary (I know some programming -- BASIC, Inform -- but not to any great level of proficiency).
Another nice-to-have feature would be the ability to sort tasks by priority, but keep them "grouped" (since each section has tasks and subtasks, I don't know how to keep them together under the correct parent during a sort).
Thanks in advance for your help.