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Workflow Management Question

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  1. #1
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    Excel 2010
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    Workflow Management Question

    I'm trying to figure out how to manage my teams work. I have 5 paralegals that keep their own tracking sheets and I have a master sheet that I manage. I need to come up with a way to combine their sheets with my master once or twice a month without creating duplicates. I'm not sure if this is something that is possible to do so any ideas would be greatly appreciated.

  2. #2
    Valued Forum Contributor quekbc's Avatar
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    Re: Workflow Management Question

    Have a consistent template for the tracking sheets.

    Copy paste option
    Every so often, tell your team to send you, via email, the tracking sheets so as to record and lock in the submission. Copy the values over (Copy then Paste Special Values) for each and every one of the tracking sheets.

    External link option
    Create 5 separate workbooks with the tracking sheets in there (Optional: Protect sheets so they don't change the format). Give them a unique name (e.g. B.xlsx, Bo.xlsx, Bob.xlsx, Bobby.xlsx and Jane.xlsx).
    Ensure all these are in the same folder.
    In your master workbook, link relevant values to relevant cells into the 5 sub-workbooks - save and close.
    When you receive a file from your team, replace all 5 sub-files with exactly the same name. Open the master workbook and calculate.

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