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[email protected]

Creating to do lists
 
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?

thanks for your help.

Wendii

md[_2_]

Creating to do lists
 
On Mar 2, 4:34 am, wrote:
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?

thanks for your help.

Wendii


Sort on the date?

[email protected]

Creating to do lists
 

Sort on the date?-


Hi MD..

Maybe I'm missing something obvious, but I can't work out how to do
that.. I have the activities across the top of the spreadsheet
(there's about 20) and the jobs down the side.. if I sort using the
dates, I can sort on one activity at a time (or a maximum of 3)
whereas I want to know all the things I need to do today.

Does that make sense?

Wendii


houghi

Creating to do lists
 
wrote:
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?


Yes. Others will be better with giving the actual coding then I am.
basicaly you will have three fields. 1 with the start date, one with the
current date and one with what you want to do.
=IF(ISBLANK(A1);"";IF((B1-A1)14;"Conatct Manager";""))

A1 is the date of the opening. B1 is =TODAY()

The first part tells you to show nothing if A1 is empty. Then it won't
do anything. The second IF will show "Contact Manager" if it is longer
then 14 days.

There is one drawback and that is that you will see it even after 2000
days and that is something you do not want. The best would be to enter
an extra field where you enter wether or not you have done what is
required and use yet another if in the above to show it not anymore if
the selection with e.g. a dropdown is Yes (and where the default would
be No.

With autofilter it should then be easy to show all the non-blanks and
have those things that need something done shown. As long as you do not
change anyting, you do not need to bother about weekends and such.

houghi
--
It's people. Source code is made out of people! They're making our
source out of people. Next thing they'll be breeding us like cattle
for code. You've gotta tell them. You've gotta tell them!

Bob Flanagan[_2_]

Creating to do lists
 
I would suggest that you write a macro that looks at all the date in your
data table, and if it finds a date on the row that is today's date, that it
copies the row header and column header for that date entry to a new
worksheet. Sounds like a fun macro to write!

Bob Flanagan
Macro Systems
http://www.add-ins.com
Productivity add-ins and downloadable books on VB macros for Excel

wrote in message
...
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?

thanks for your help.

Wendii




[email protected]

Creating to do lists
 
Bob said: "*Sounds like a fun macro to write!"

Bob, did you mean fun as in fun, or fun as in hard?! I had to find
instructions to find out how open macro window... I'm prepared to do
the work and learn, but not if what I'm trying to do is really hard!

Wendii

md[_2_]

Creating to do lists
 
On Mar 2, 4:34 am, wrote:
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?

thanks for your help.

Wendii


If you want something more complex, then the macro suggestion seemed
correct. You might try group microsoft.public.excel.programming .
This is macro city supercharged with the native language vba. (Hit
F11, or edit macro from the macro dialog, while in your ss. It's not
something you just do. Takes some work.) You can also add color to
cells based on dates and the todays date (dynamic). Not sure how.

Debra Dalgleish

Creating to do lists
 
Instead of entering the dates in a grid, you could enter them in a list.
Then, use an AutoFilter to focus on a specific date or job, and use a
pivot table to summarize all the tasks.

There's a sample file he

http://www.contextures.com/excelfiles.html

Under PivotTables, look for 'PT0019 - Task List Summary'

To convert your current task grid to this type of layout, use the
technique described he
http://www.j-walk.com/ss/excel/usertips/tip068.htm

wrote:
Hello.

I need some help with creating a todo list. I work in recruitment,
and we have certain things to do after certain periods of time. For
example, I have to contact the hiring manager 2 days after a vacancy
closes, which is 14 days after it opens. I have created a spreadsheet
with all the different activities and their dependancies, and I can
put in the opening date and get a list of other dates when I need to
do something.

The problem is, I have 30+ jobs on the go at one time. What I want to
do is have excel scan all the data, then present me with a date
ordered to do list.. so I can see all the activities I should be doing
today.

Is this possible?

thanks for your help.

Wendii



--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html


[email protected]

Creating to do lists
 
Debra,

that makes sense.. thank you! I need to put some time aside to work
on it, but you've given me a real step up!

MD - I'm determined to learn - I'll hop over to macro city, thanks for
the hint!

Wendii


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