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Status Notes
Next Actions
- Complete the write-up of the instructions for altering all WDI tabs
- Get time estimates for updating all client sheets for capacity planning
- Reina is writing instructions for her team
- We will coop the doc Reina makes and alter it for our reps
Questions
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Related Projects
Future Work
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Notes
How To Alter WDI Tabs:
Open the client sheet.
Scroll over to column I
You will then need to add five additional columns to the right of column I
You can copy the columns from the Client Sheet Template
Paste them starting in column J
Next, you will need to set up conditional formatting to highlight the rows when an “X” is added to column J
In the main toolbar at the top, hover “Format”
Then from the drop-down click, “Conditional Formatting”
A new settings pane will appear on the right side of the screen
Click “+ Add Another Rule“
You will then want to make the settings match the following:
After that click “Done” and place an “X” in column J to ensure the formatting took effect.
That’s all!