Building a Master To Do List

  • Thread starter Thread starter Allyn Cutts
  • Start date Start date
A

Allyn Cutts

To start, I do not work in excel on a regular basis.

I am trying to figure out how to build a Master To Do List.

I manage a bunch on projects at once and I'm trying to
figure out how to use something like excel to stay on top
of them all.

I have created an excel file that contains something like
7 sheets. The first sheet is the Master To Do List, the
other sheets are all individual projects. Each sheet has
these heading across the top, in R1: Done, Date In,
Category,Freq.,Action Item, and Date Due.

I trying to figure out a how to go one way or the other,
or both ways if possible; I want to be able to put in
Action Items, with Date In, Category,Freq.,and Date Due
and have it populate the other sheet.

So, if I put Action Items on sheet ABC, and in Category I
put ABC, that Action item and all the data from that row
is copied/populated to the 'Master To Do List' sheet. Or,
if I put an Action Item in the Master To Do List sheet and
if I enter in Category 'ABC', I want to have that row of
data populate the 'ABC' sheet.

I'm hoping someone has already put together something like
this.

Thanks,

Allyn Cutts
 
Instead of creating sheets for the individual projects, keep everything
in the Master List, and add a column for Project Name.

Then, select a cell in the list, and choose Data>Filter>AutoFilter.
From the dropdown lists in row 1, you can select criteria, to filter
what is visible in the list. So, you can look at tasks for one project,
or of a specific action type.

You can also sort and print the items in the filtered list, and create
summaries by using a PivotTable report.
 
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