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How do I use task manager to track the completion of a form with multiple user inputs ?

  1. #1
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    How do I use task manager to track the completion of a form with multiple user inputs ?

    I have an excel spread sheet that controls an activity which requires multiple users to complete sections of the spread sheet. I would like to be able to assign and track the progress of this task. I have tried to figure this out on my own and have not made a great deal of progress and would appreciate any help

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    Forum Expert (Lazarus)
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    Re: How do I use task manager to track the completion of a form with multiple user inputs

    A general post like that with no detail as to the structure of the workbook cannot be answered. Explain the layout of the different 'sections', how progress is measured and attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

  3. #3
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    Re: How do I use task manager to track the completion of a form with multiple user inputs

    I have attached the before and after worksheet as requested. There are 8 areas that need to be completed by 8 different users (Engineering, Sales,Purchasing, Production Control, quality Control, Programming, Eng. release and Final Review)
    (Note the sales button is not working I will need to re-code that). I think the best approach is to save the Worksheet in a shared location and use Outlook to direct users to that location and allow them to respond via Email when they have completed their task.
    I would also like to have the originator be able to track the progress of the task.


    Thanks


    Steve
    Attached Files Attached Files

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