Hey Y'all, i have a slightly complicated one. (For me, anyway)
I have a giant To-Do list for all our clients. Each client also has their own individual Excel workbook with bills and whatnot. I'm trying to make the Master To-Do (MTD) list auto populate to the individual workbook (IW), based on the client, then who the task is for. For example:
Client: Jim
MTD: Get bills - Paul
Client: Jim
MTD: Send Letter - Susan
Client: Billy Bob
MTD: File Report - Anne
Then the IW for Jim would have a To-Do tab for Paul, and one for Susan, each with their task. The IW for Billy Bob would have the tab for Anne, etc. I'm open to different ways to organize the Master list in order to do this. Any ideas or suggestions?
Thanks!
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