How to fully automate your Task tracker using Google Sheets and Google Forms
Excel Is Simple
How to fully automate your Task tracker using Google Sheets and Google Forms
Here is the link to the original video for task tracking: https://www.youtube.com/watch?v=0s-xSQjXKBg
Assume that your team is working in collaboration from multiple locations…working from home like what we are doing right now because of the pandemic situation. You have tasks allocated to everyone and they need to report back to you once the task is completed. We all know that calls, chats, and emails can eat away a lot of time and is not the right way to work on it. The manager or the supervisor will spend his/her entire time just tracking and updating the statuses if there are hundreds of job tickets to be tracked. You also do not want to expose your tracker to everyone to collaborate as it would cause a lot of chaos and unwanted issues if multiple people are filling it at the same time.
So, to resolve this problem, we will use a combination of Google Sheets and Google Forms. In our solution, the tracker is never exposed to the team and they only see what is allocated to the team members.
In our solution, every time, you allocate a new job, it will show up in the pivot and in turn on the webpage that the team can view. Once they are done with their work, they fill the form. This updates the records in the responses tab. This in turn updates the master tracker. Once the master tracker has the completed date, it is removed from the pivot and hence removed from the webpage that is shared with the team as well.
#workfromhome #freetasktracker #wfh #projectmanagement
Here are the time codes to jump to the respective sections of the video:
02:09 Creating the master tracker
06:28 Pivot Table Creation
10:02 Create a webpage from the Pivot Table
11:41 Create a google form
17:40 Link the Form responses to master tracker
19:43 VLOOKUP Form Responses and Master Tracker
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