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Help with template!!!

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(@mhuot)
Posts: 1
New Member
Topic starter
 

Hi guys,

 

So I'm a records clerk and I need to track everything the office receives or sends out. We are a district and have 22 offices that we overlook. In our office we have 5 managers who all overlook their own specific office. I currently have a tracking sheet made on Excel (includes: file number, office it relates to, date it came in, due date of the file, what the file is, notes on the file, who it is assigned to/manager, it's priority and if it's been concluded). 

I HATE THE LAYOUT of it. It's a basic table and every time we have meetings I find it unappealing. I've looked for pre-made templates. I've tried to come up with something more fun, but clearly no luck as i am reaching out to you. I know it's hard with no visual (I can try and post a snapshot of it). But can you guide me into having an appealing tracking sheet???

 

Thank you so much!!

Mélo 

 
Posted : 16/06/2017 12:58 pm
(@fravis)
Posts: 337
Reputable Member
 

Did you try making an Excel table of it? (select data, tab insert, button table (on the left)).

And after that you can either choose your colorstyle, or make your own and use that.

I did this recently for somebody who had to make some 'professional looking tables' in a paper and that worked out very well.

 
Posted : 16/06/2017 4:56 pm
(@sunnykow)
Posts: 1417
Noble Member
 

Hi Mélo

No idea what you mean by an "appealing" trackerLaugh. I assume you mean more colours/images/charts/data validations/alerts etc.

Maybe the attachment can give you some idea.

Hope this helps.

Sunny

 
Posted : 17/06/2017 10:33 pm
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