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tracking incoming jobs & jobs in process
We are looking or a solution for logging in tax & bookkeeping work.
我想做的是有一张
for ALL tax clients. All we'd need to do is log in the client name & type
of return. Then The "Steps" would appear. Do you have any suggestions on
the best way to do something like this?
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You could use web forms to input your data into the sheet. Possibly one web form for each return type, if there are different steps.
If you use the web form, you could start entering the steps you have done, then submit the form and refer to the row whenever you complete additional steps.
Another option is to just input all the data directly in the sheet. You can name your column with instructions or step guide.
This discussion has been closed.
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I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106984,"type":"question","name":"Using Countif to count Often and Very Often,","excerpt":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\", @cell)))","snippet":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\",…","categoryID":322,"dateInserted":"2023-06-27T22:21:22+00:00","dateUpdated":"2023-06-27T22:25:38+00:00","dateLastComment":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":13941,"lastUserID":13941,"lastUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3375811121,"url":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","format":"Rich","lastPost":{"discussionID":106984,"commentID":382723,"name":"Re: Using Countif to count Often and Very Often,","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382723#Comment_382723","dateInserted":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T09:04:26+00:00","dateAnswered":"2023-06-27T22:35:14+00:00","acceptedAnswers":[{"commentID":382720,"body":"
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