Word Templates for Proj Mgt

[AJD10]

Currently we have central Word doc that tracks work we do per project. There is a list of tasks that we all do, and as they are completed, we update the document.

The problem with this document is that it is quite long and repetitious (each task is a 2-3 row table w/date info). Even if you don't need to do a particular task, it will remain on the document. So, you may update 2 lines and still have a 6 page document. Also, you need to scroll around for what you need to update.

I added a table of contents with Hyperlinks and not everyone is thrilled about it (since page 1 is gone in just TOC). I envision a template that would make it easier for us to select specific tasks. I'd love to create a whole form w/checkboxes and the like, but I don't have time to sit and code (can't justify my time since it ain't really broke - just annoying).

Any place I can go to download templates that would meet my reqs?

Thanks in advance

 

[Doroth]

I don't know if there are any templates, but I have a definate way that you could save everybody's time! Remove your hyperlinks, copy the table and paste it into Excel. Make sure there are headers at the top of each row. From that point, you could use the filter option. To filter, you would select the table, data/autofilter. You can show blank fields, when needed (like in the finished column). You can do custom filters, for example, if you wanted to know what was completed within the last 10 days, you can filter for "between 6/14/03 and 6/24/03". You can filter by who the task has been assigned to and whatnot. Of course, it may take a little time to set up the file and teach the users about this function, but I bet it would drastically improve the usability.

 

[AJD10]

That totally makes sense. I was stuck in the "it's always been that way" mode and trying to fix it.. I checked with my boss if there was a particular reason it was in Word and there is no reason (she was into drawing tables at the time). So, I got her blessing to move forward.

Anyway, Excel will be the easy part -- changing people will be harder!!

Thanks for your helpf

 

[Dreamboat]

The other thing is to create forms using the method at the link below. No one said you have to know how to code.

http://www.theofficeexperts.com/word.htm#Fill-inForms

You can even have dropdowns and everything.

Anne Troy
Way cool stuff:

http://www.cafeshops.com/OfficeExperts