Google docs help

By thebone
Feb 18, 2014
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  1. Hi all

    Wonder if you can help here.

    I want to ultimately have a shared spreadsheet, whereby the contents are governed by the checklist

    I have 20+ clients and I have a little checklist that has to be followed weekly. it is designed as a quality control tool so ensure proper steps are followed when handling client accounts.

    In an ideal world, once one of the checkboxes is engaged there'd be a place to add text so if I check Training Needs, then I can add notes to give it context.

    The basic goal is to fill one of these out per week per client and have it be in a master sheet. The master sheet should be filterable by date so we can pick and choose our views.

    Ideally, all 20 + clients on the same work sheet.


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