Tuesday, June 7, 2011

Workbook That I Use At The Office

I've previously posted workbooks that our customers are using and thought that you might like to see one of the workbooks that's in use at the office.  This is one is Mike's version of a workbook that others are currently using.  

From left to right across the top.  A count of filtered tasks being displayed.  A button (Refresh Data) that runs a query to refresh the main query.  A button (Display Task Notes) that will navigate to another worksheet where you can choose to either display Header Notes or Activity Notes from the selected Task.  Check boxes that allow Mike to Include or Exclude EDI and WM Tasks.  A button (Display Personal Notes) that allows for displaying personal task notes if they've been entered.  A button (Add Personal Notes) that allows for the entry of personal task notes.

Most of the columns are self explanatory except for the ones on the right side.  These indicate which profiles a task is assigned to (Requested, Approved, Programming, User Acceptance and Mike Current).  The last column indicates if a task has personal notes attached

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