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I need a streamlined system that lets me create a single source-of-truth task sheet, push tasks from my seat as CEO to specific managers or entire departments, and then keep an eye on everything through a clear, real-time dashboard. The core of the build is task tracking: I want to see what has been assigned, to whom, and where it sits in the workflow without hunting through multiple files or chat threads. Task assignment must be flexible. Sometimes I’ll hand-pick the owner myself; other times the sheet should auto-route work according to simple rules we define together (department, workload, or any other criteria you recommend). Every task record needs three mandatory fields—Due date, Priority level, and Assigned department—so I can sort and filter quickly when priorities shift. I’m open on the platform as long as it is easy for my team to access (Excel, Google Sheets, Airtable, or a light web app are all fine), but the finished solution has to include: • A master task sheet pre-formatted with the three required fields and space for any future columns we might add. • A dynamic dashboard that reads directly from that sheet and lets me drill down by department, manager, overdue items, and upcoming deadlines. • Simple controls for manual entry plus the logic that enables automatic assignment, with clear instructions on how to adjust those rules later. • A brief user guide so managers can adopt it on day one. If you have experience integrating alerts or notifications, flag that in your proposal—I might add it in a later phase. Let me know your proposed approach, the tools you’d use, and an estimated timeline to reach a demo we can review together. One sheet with six headers for the direct lines Assigned from ceo to this 6 positions 1-OD MANAGER 2-CCBO 3-COO 4-CSPGO 5-CFO 6-HR Lists (drop down menu): 1- departments wise : -HR -WAREHOUSE AND LOGISTICS -IT -MARKETING -PURCHASING -RETAIL AND SALES -DESIGN -MERCHANDISE -FINANCE 2- priority Low Medium High 3-request type: -Report -Document -Development -Implementation -ERP Column: 1. Tasks ( managers can add but no edit or deletion) 2. Description / solution (can be edited) 3. Manager (locked) 4. Department 5. Kind (locked) 6. Priority (locked) 7. Started date (printed) 8. Deadline (locked) 9. Remaining days 10. Progress (can be edited) 11. Status (automatically synced to progress) 12. Actual closure date (printed ) 13. Attachment of completion 14. Ceo remarks (locked) 15. Manager remarks (can be edited) Interactive Dashboard and filters Restrictions : Each manger can see only assigned tasks Can’t delete any task or remove or change only can add Requirement: Single Master Action Items Tracker with Department-Based Access Control We need to develop one centralized Action Items Tracker for all departments. The tracker should contain all company action items in one master sheet/list, while allowing users to view or edit only the action items related to their assigned departments. Purpose: To maintain all departmental action items in one centralized tracker with proper access control, dropdowns, status tracking, completion percentage, attachments, evidence links, and management-level dashboard visibility. Main Requirements: 1. Create one master action items tracker containing all departments’ action items. 2. The tracker should include dropdown menus for key fields such as: * Department * Reporting Head * Responsible Person * Priority * Status * Completion % 1. Required columns: * Serial No. * Company / Entity * Department * Reporting Head * Action Item / Challenge * Description / Details * Action Plan / Required Solution * Responsible Person * Start Date * Target End Date * Actual Completed Date * Completion % * Status * Priority * Comments / Updates * Attachment * Document / Evidence Link * Meeting Source * Last Updated By * Last Updated Date 1. Status should be automatically calculated based on Completion %: * 0% or blank = Not Started * 1% to 99% = In Progress * 100% = Completed 1. When an action item is marked as Completed / 100%, the Actual Completed Date should be captured automatically. If automatic capture is not possible, this field should be mandatory before closing the action item. 2. Users should have department-wise access rights: * Mrs. Ghada: Full access to all departments and all action items. * Mr. Nabil: Access only to departments under him, such as Design and Procurement. * Mr. Aiman: Access only to departments under him, such as Retail & Sales, IT, Logistics & Warehouse, Marketing, and Merchandising Planning. * Direct reports under Group CEO such as HR, OD, Finance, COO, CCBO, CSPGO should be visible to Mrs. Ghada. * Department employees should only access their own department’s action items. * Some users should have View Only access, while selected users should have Edit access. 1. Access control should be secure. Users should not be able to see other departments’ action items. Simple filtering should not be considered sufficient unless it fully restricts access to unrelated department data. 2. The tracker should support: * Attachments * Document links * Evidence links * Department-wise filtered views * Management view for all action items * Dashboard/reporting summary by department, status, overdue items, completion %, and responsible person 9. Dashboard requirements: The dashboard should show: * Total action items * Completed items * In Progress items * Not Started items * Overdue items * Completion percentage * Department-wise progress * Responsible person-wise progress Final Objective: To have one centralized master action items tracker with proper access control, dropdowns, status automation, completion tracking, actual completion date, attachments, evidence links, and dashboard visibility for management.
Project ID: 40536836
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This is not just a task tracker—it’s a centralized governance system with role-based access, workflow control, automated status management, and executive reporting. I would build it in Airtable or Google Sheets + AppSheet. A spreadsheet alone can handle dashboards, but secure department-level access requires an application layer so users cannot view data outside their scope. AppSheet is a strong fit because it provides row-level security, file attachments, dropdown controls, mobile access, and management dashboards without custom coding. The biggest challenge is enforcing true department-based visibility while keeping a single source of truth. I would solve this with role-based permissions, filtered data slices, and automated workflows for status updates, completion dates, and assignment routing. The solution would include the master tracker, CEO assignment workflow, six executive reporting lines, department dropdowns, progress-driven status automation, attachment handling, dashboard analytics, and a user guide for adoption. Would you prefer Airtable or Google Workspace/AppSheet as the primary platform for user management and access control?
$500 USD in 7 days
1.0
1.0
90 freelancers are bidding on average $200 USD for this job

I can do this project according your requirements. I'm ready to start the project asap. If you can message me now, we can do further discussion. Waiting for your message. Thanks!
$100 USD in 7 days
7.4
7.4

Hi, I've built task management dashboards like this before — pushing tasks from a central sheet to team views is exactly what we do. I noticed you need this to work across departments, so data sync and permissions are critical. We can set this up clean in Airtable or Google Sheets with automation, or build a custom web dashboard if you need something more tailored. Either way, it's straightforward. I have delivered 1500+ web and mobile projects over 14+ years — happy to share relevant examples. Let's jump on a quick call to map out what works best for your workflow. Thanks, Hasan
$200 USD in 7 days
6.9
6.9

Hi, there. I have carefully reviewed the technical issues you are currently facing with CEO-to- Mangers and departments Task Dashboard Development. When a system is unstable or experiencing downtime, I know that speed and accuracy are your top priorities. My team and I specialize in high level technical support and system recovery. We have helped other businesses in Saudi Arabia resolve critical issues ranging from database failures and security vulnerabilities to server side performance bottlenecks. We do not believe in applying temporary patches; we focus on performing a root cause analysis to ensure that the problem is solved permanently so your business operations can remain stable. Our goal is to stabilize your environment while ensuring that your data integrity remains the top priority throughout the process. To help me begin the diagnostic process immediately, I have one quick question: Have you made any recent changes to your server configuration, plugins, or third party integrations that might have triggered this issue? Knowing this helps me narrow down the scope of the fix and get your system back online as quickly as possible. I am available to start the diagnostic process immediately if you are ready to proceed. Best regards Kausar and the Team
$180 USD in 3 days
6.2
6.2

I'm Steven, your go-to expert for developing streamlined and automated systems, and I'm excited about the potential of creating a highly efficient process for your task dashboard. Having spent over 13 years specializing in python web automation, data mining, and customizing AI solutions, your project is a perfect fit for my skillset. I've successfully delivered several projects focusing on high-impact, result-driven solutions just like the one you require. One of my recent projects involved building an action items tracker with precisely the same requirements: dropdown menus linked to key fields, automatic status calculation, and department-based access control. These features were central to ensuring data integrity and offering users a tailor-made experience. I envision integrating these functionalities seamlessly into your desired platforms while emphasizing ease-of-use for maximum team engagement. In addition to my technical expertise, I value clear communication and timely delivery. My work ethic is rooted in delivering not just software but user-friendly experience and accompanying comprehensive guides always. Partner with me and you'll get not only top-notch technical skill but also a freelancer who's genuinely invested in making your vision a reality. Let's build a powerful, transparent task tracking system that grows with your company
$30 USD in 1 day
6.5
6.5

Hello, I’m Naresh. With over 7 years of experience in Excel, Google Sheets, dashboards, workflow automation, and management reporting, ➡️ I specialize in: • Excel & Google Sheets Automation • Task & Action Item Trackers • Management Dashboards • Access-Controlled Reporting Systems • KPI & Performance Monitoring • Workflow Design & Process Automation • Power Query & Advanced Formulas • Executive Reporting Solutions I can build a centralized Action Items Tracker with department-wise access control, automated status tracking, completion monitoring, dropdown-driven data entry, and an interactive management dashboard. Based on your requirements, I would recommend Google Sheets (with Apps Script) or Airtable for secure role-based access, as Excel alone cannot fully restrict users from viewing other departments' records. ➡️ I provide: ✔ Master Action Items Tracker ✔ Department-Based Access Control ✔ Automated Status & Completion Logic ✔ Dashboard with KPI Metrics & Filters ✔ Attachment & Evidence Link Support ✔ User Guide & Handover Documentation ✔ Demo Version Before Final Delivery The dashboard will include overdue items, completion rates, department-wise progress, responsible-person tracking, and executive-level visibility for management while restricting departmental users to their assigned records only. Looking forward to collaborating with you! Regards, Naresh
$150 USD in 1 day
5.8
5.8

Hello, I can build a centralized Action Items Tracker with secure department-based access control, automated status tracking, and a real-time management dashboard. My recommended solution is Airtable or a lightweight web application because simple Excel/Google Sheets permissions are not sufficient for the level of access control you require. Key Deliverables: • Single Master Action Items Tracker containing all departments • CEO assignment workflow for OD Manager, CCBO, COO, CSPGO, CFO, and HR • Dropdowns for Department, Priority, Request Type, Reporting Head, Responsible Person, Status, and Completion % I have experience building management dashboards, workflow systems, KPI trackers, and role-based business applications with strong access controls and reporting capabilities. Best regards, Muhammad Rizwan LA
$100 USD in 2 days
5.5
5.5

⭐⭐⭐⭐⭐ CEO-to-Managers and Departments Task Dashboard Development ❇️ Hi. Ive reviewed your project needs and see youre looking for a streamlined task management system that connects you as the CEO directly to your managers and departments. I have already completed over 50 similar projects for task management and dashboard development. I will create a user-friendly, real-time dashboard that allows you to push tasks and track progress seamlessly across all departments. ➡️ Why Me? I hold a PhD in Information Systems with over 5 years of experience in dashboard development, task management systems, and real-time data integration. My expertise includes workflow automation, data visualization, and system customization. I am also well-versed in platforms like Excel, Google Sheets, Airtable, and light web app development, ensuring a perfect fit for your teams accessibility needs. ➡️ Let’s have a quick chat to discuss your project in detail, and I can show you samples of my previous work. ➡️ Some of my similar work: ✅ Integrated Task Management System for a Multinational Corporation ✅ Real-time Project Tracking Dashboard for a Tech Startup ✅ Automated Workflow System for a Large Retail Chain ✅ Customized Departmental Dashboard for a Financial Institution ✅ Dynamic Scheduling System for a Logistics Company ✅ Performance Tracking Interface for a Marketing Firm ✅ Automated Alert System for a Healthcare Provider Waiting for your response! Best Regards, Dr. Muhammad Asad
$200 USD in 6 days
5.6
5.6

Hi, I can build the single-source-of-truth task system you described: from your CEO seat you push tasks to specific managers or whole departments, with flexible assignment — hand-pick an owner, or auto-route by rules we define (department, workload, etc.) — all visible in a clean real-time dashboard showing what's assigned, to whom, and its workflow status, without hunting across files or chats. I'd build it as a lightweight web app (web + mobile responsive) with role-based views (CEO overview vs manager/department views), statuses, due dates and notifications. We build internal management tooling and dashboards for our own SaaS operations. — Muhammad Idrees, Global IT Vision Pvt. Ltd
$235 USD in 10 days
4.8
4.8

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Project Management, Excel, Software Development, Data Visualization, Airtable, Google Sheets, Automation, Database Management, API Integration, Web Application Please come over chat and discuss your requirement in a detailed way. Regards
$180 USD in 7 days
4.4
4.4

As an automation and software development expert, I firmly believe I'm the ideal for your CEO-to-Managers Task Dashboard project. My company, Web Crest, has a proven track record of delivering high-performing, secure, and future-ready solutions tailor-made to clients' needs. We understand the vital importance of streamlined task management and centralized accessibility in complex organizations like yours. Our proficiency in backend and frontend technologies, coupled with extensive experience in creating action items trackers, ensures that we can make your master task sheet vision a reality. The dynamic dashboard we'll design will provide you a holistic view of every task assigned while offering department-wise or manager-wise drill-down options. The tracker's dropdown menu-based functionality will simplify task assignment based on your defined rules. Moreover, we excel in automation and have successfully integrated alert systems in a multitude of projects similar to yours. This means that future phases like notifications can seamlessly be added if required. At Web Crest, we envisage long-term client partnerships marked by transparent communication, responsive support, scalable solutions, and a focus on security and performance. Don't delay; let's chat more about how we can bring value to your organization with our exceptional technical expertise.
$200 USD in 3 days
4.1
4.1

I’ve built similar Airtable-based task trackers with role-based row-level permissions and automated status tracking, so this is right in my wheelhouse. My approach: I’ll set up a single Airtable base with structured fields mapped exactly to your requirements—dropdowns for departments, priority, status, and roles. I’ll implement granular permissions so managers see only their department’s rows and restrict deletions while allowing edits to progress/remarks. Airtable automations will auto-calculate status from completion %, capture actual closure dates, and push overdue alerts. The dashboard will use Airtable’s native views for real-time summaries by department, priority, and status, with filtered interfaces per role. I’ll include a README for rule adjustments and a 1-hour walkthrough for the team. I can start immediately.
$150 USD in 4 days
4.3
4.3

Hello, As a result of a detailed review of your project requirements, I understand that you need one centralized Action Items Tracker where the CEO can assign tasks to 6 direct positions, managers can update only allowed fields, and management can view a real-time dashboard by department, status, overdue items, completion %, and responsible person. I have experience handling similar task tracking, workflow automation, dashboard, and access-control projects and I’m available to start your project right now. I bring strong expertise in Project Management systems, Google Sheets/AppSheet, Airtable, Excel, Automation, Data Visualization, Database Management, API Integration, and Web Application development. One of the key challenges in projects like this is making department-based access truly secure, not just hidden by simple filters. For this project, I recommend AppSheet with Google Sheets or a lightweight database backend, because it supports role-based views, editable/locked fields, dropdowns, attachments, evidence links, dashboards, and mobile/desktop access. I can also prepare the interactive dashboard, filtered manager views, add/edit restrictions, and a short user guide. A demo version can be ready in 5–7 days, with alerts/notifications added in a later phase if needed. My quick question is: • Will users log in with Google/Microsoft emails so access rules can be assigned per person? Best regards, Carlos.
$30 USD in 5 days
4.3
4.3

As a software developer with extensive experience in project management and data visualization, I am excited about the idea of streamlining your task tracking system for optimal team efficiency. Harnessing my proficiency in Excel, VBA, and web app building, I can create a robust, scalable, and intuitive task dashboard that empowers both you as the CEO and your department managers with real-time insights into task progress. To ensure flexibility in task assignment, I can implement both manual and rule-based automated assignment systems while adhering to your specific criteria. Concurrently, I'll employ comprehensive dropdown menus such as department names, priority levels, and request types to provide uniformity throughout the tracking process.
$240 USD in 3 days
4.4
4.4

Hello there, We will build your centralized task tracker with role-based access, auto-status sync, and a real-time dashboard filtered by department, manager, overdue items, and completion percentage. Google Sheets paired with Apps Script handles this well. Each manager gets a protected view showing only their tasks. Status updates automatically from the completion percentage field, and the actual closure date prints on completion. A couple of quick things to confirm: 1) Does your team already use Google Workspace, or is Airtable preferred? 2) Should notification alerts (email or chat) be part of phase one? The number quoted here is a starting estimate. The exact cost and timeline will be confirmed after we go through the full scope together. Send me a message and we can go over the details. Best regards, Faizan
$90 USD in 5 days
4.5
4.5

With my experience in developing customized task management systems, I understand your need for a streamlined solution that allows easy task assignment and tracking. I have successfully created similar tools that automate task routing based on predefined criteria, ensuring efficient workflow management. Could you provide more insight into the specific rules or criteria you envision for auto-assigning tasks to streamline the process further? Regards, Yogesh Kumar
$160 USD in 10 days
4.6
4.6

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD
$140 USD in 7 days
4.4
4.4

As someone who's skilled at API integration, I'm confident that I can create a streamlined, efficient CEO-to-Managers and Department Task Dashboard solution for you. My experience in website and app development includes designing systems with complex backend and frontend components, much like what you're looking for. With your project vision in mind, I can build a user-friendly yet powerful tool that allows you to easily assign tasks to specific managers or departments, organize priorities, and view real-time progress through an interactive dashboard. My technical expertise aligns perfectly with your project demands. I am adept at working with languages like HTML, CSS, JavaScript, PHP, React, Flutter and WordPress; platforms like Laravel, Shopify and Wix; as well as design tools such as Figma and Adobe XD. This wide range of proficiencies ensures I can meet your requirement for an easily accessible platform while incorporating all necessary functionalities.
$30 USD in 1 day
4.1
4.1

Hi, There, I understand you're seeking an efficient solution for a centralized action items tracker with robust access control, dynamic task assignment, and a real-time dashboard for oversight. My expertise aligns perfectly with your requirements. I am Abdul Haseeb Siddiqui, with over 6 years of experience in Project Management, Software Development, Data Visualization, and Automation. I specialize in creating streamlined user-friendly systems that enhance task tracking and reporting. My proposed approach includes utilizing Google Sheets or Airtable to develop a master tracker with all specified fields, alongside a dynamic dashboard that filters data according to your outlined specifications. This will ensure that each manager only sees their relevant tasks while maintaining a seamless flow of information throughout the organization. **Portfolio Links:** - [My Portfolio](https://www.freelancer.com/u/haseebsidd07) I look forward to collaborating and delivering a solution that meets your needs. Thank you, Regards, Abdul Haseeb Siddiqui
$30 USD in 7 days
3.7
3.7

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, Thank you for sharing the detailed project brief. I can build your single source-of-truth task sheet system using Excel, Google Sheets, or a light web app with a dynamic dashboard and flexible task assignment logic. I will deliver: • Master task sheet with three mandatory fields • Dynamic dashboard for real-time tracking • Manual entry controls with logic for auto-assignment • User guide for easy adoption You will also receive user training for seamless implementation. I am confident I can execute your vision efficiently. Looking forward to discussing further. Best regards, Chirag.
$200 USD in 7 days
3.8
3.8

❀༺ Hope you’re having a good day ༻❀ Your centralized Action Items Tracker is exactly the type of business operations system I have built for leadership teams and multi department organizations. I can deliver a secure solution using Airtable, Google Sheets with Apps Script, or a lightweight web application depending on the level of access control required. The system will include one master tracker, department based permissions, CEO assignment workflows, automated status calculation, completion tracking, attachment support, evidence links, dropdown driven data entry, and a real time dashboard. Managers will only see tasks assigned to their departments, while executive users will have visibility according to your reporting structure. I will implement automatic status updates based on completion percentage, overdue tracking, remaining days calculations, dashboard KPIs, department performance reports, responsible person analytics, and role based editing restrictions. The solution will be designed for future automation including email notifications, reminders, escalation workflows, and ERP integrations. A working demo can be delivered quickly, followed by refinement of access rules, dashboards, and reporting. Complete documentation and user guides will be included to ensure immediate adoption across all departments. Best regards, Jayant
$100 USD in 7 days
3.5
3.5

Riyadh, Saudi Arabia
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