Building a Master To Do List

[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

 

[Debra Dalgleish]

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.