Hello,
I am creating a workflow document utilizing one sheet to store all jobs, with proceeding sheets to delegate jobs to staff members based on a drop down selection and populate proceeding sheet(s) with information from the first sheet.
For example,
I will input the job information on the first sheet: Client name, task, assigned to, priority and deadline.
Based on who I select as "assigned to" I want Client, task, priority and deadline to populate one of the proceeding sheets (eg admin, sales, marketing, design, programming)
It has to bump down to a new line each time a new task is entered.
I also want Sheet 1, Priority to update each time it is updated on one of the proceeding sheets. If Joanna is working on a task, and she chooses, "In Progress" from the dropdown menu for 'Status' on her sheet, I want it to update the Sheet 1: Admin Sheet, so a supervisor can look at one sheet and see where we are with each task. I will send the actual doc if necessary. I really need help with this. Thank you,
Sheet 1:Admin
<tbody>
</tbody>Sheet 2:Joanna
<tbody>
</tbody>
<tbody>
</tbody>
I am creating a workflow document utilizing one sheet to store all jobs, with proceeding sheets to delegate jobs to staff members based on a drop down selection and populate proceeding sheet(s) with information from the first sheet.
For example,
I will input the job information on the first sheet: Client name, task, assigned to, priority and deadline.
Based on who I select as "assigned to" I want Client, task, priority and deadline to populate one of the proceeding sheets (eg admin, sales, marketing, design, programming)
It has to bump down to a new line each time a new task is entered.
I also want Sheet 1, Priority to update each time it is updated on one of the proceeding sheets. If Joanna is working on a task, and she chooses, "In Progress" from the dropdown menu for 'Status' on her sheet, I want it to update the Sheet 1: Admin Sheet, so a supervisor can look at one sheet and see where we are with each task. I will send the actual doc if necessary. I really need help with this. Thank you,
Sheet 1:Admin
Client | Task | Priority | Assigned to | Deadline | Status | Notes |
<tbody>
</tbody>
Task | Start Time | End Time | Total | Status | Priority |
<tbody>
</tbody>
Sheet 3: Hidden Drop Down Options
<tbody> </tbody> |
<tbody>
</tbody>