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.
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.
