Google Sheet: IMPORTRANGE, IF, TODAY, conditional formatting, tick box, alternating colors, protect sheet and ranges, share sheet
Sometimes you have teams, staff or students who all need to complete reports and tasks by a certain date, but you need a way to keep track of when the reports are complete so that you can compile them later.
The following tutorial is a simple tick box-based Google Sheet that the user ticks when they have finished writing their quarterly report. I use something like this in my day to day to keep track of a number of reporting processes.
This is very much a follow-along guide for Google Sheet Beginners to help develop some basics skills and think about how to design Sheets for the workplace. Feel free to read what you need or skip to the end for a link to the google sheet for you to make a copy of.
Here is what we will complete by the end of the tutorial.
If the user’s tick box had not been ticked in Column ‘C’, Column ‘D’ will automatically report Overdue in red and Column ‘E’ will report the number of days overdue.
There is a space set aside for administration to note the reminders that they have sent to the user and the last date the reminder was sent. Admin can easily copy the emails and send a message to those staff who have not completed their report by the deadline.
Let me walk you through the workflow for creating this: