We are needing a template workbook constructed that has a master sheet that will compile info from all the other sheets within, to help our Strata Managers prioritise their "to-do's / tasks" for all of their portfolios (each Strata Manager has a different quantity of Unit Plans and Complex’s)
So, i was thinking that then each Strata Manager could add in a sheet for each complex and be able to add in each one a list of "to-do's / tasks" This list could include a quote or work order and what status it is at (sent to contractor, in progress, awaiting EC, complete) or simpler tasks like when the next AGM and other meeting types are scheduled for (again with status like awaiting EC, or meeting scheduled for 01/01/1900) or even things just like complaints or queries that people may place that require attention (noise complaint, insurance claims etc) I was thinking that if on each sheet we could have a heading space where they could title the Unit Plan number, complex name, EOFY and perhaps a few other things that is just general info. Then have columns for: the date started – deadline date – level of priority - what the task is – status of task – last date this task was updated – count of how many days – notes / comments (I can add in the drop down lists for the correct options at the end )
Then if this information off each sheet for each Unit Plan Complex could formulate to the master sheet at the beginning of the workbook to assist the Strata Managers to be able to have a snapshot / summary of all their tasks across all of their portfolio in date due (possibly only business days M/T/W/T/F?) and then by priority. Obviously you could also just add in the filter at the top so they can sort how they like if this will not muck up the formula?
This workbook would be being used by people with a wide range of computer skills, and some with minimal Excel knowledge. So it would be great if eventually we can have the workbook as locked and protected as possible (but still have the appropriate cells where they can type whatever, or add it in) to avoid mistakes being made / the workbook being broken.
It would be nice if the workbook template could perhaps be made to look professional and possibly adding in our logo.
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