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4. Use Data Validation to Track and Assign Tasks

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Transcript

In this video, you will use data validation to assign task owners and track the status of each task.

Data validation enables you to create a drop-down list of possible choices within a cell.

Limiting choices to a list saves time and reduces the possibility of errors when you're planning your project.

As your group organizes a project, you will use the drop-down list to track each task and view whether it has been started, is in progress, or is finished.

You will also use a drop-down list to assign who is responsible for completing tasks.

To begin, select one group member to add data validation to the status column.

Select “List of items” as your Criteria.

Then type in “Not started,” “In progress,” and “Complete” in the box, separated by commas, to describe the different stages of your project.

Now, use the drop-down list to assign task status.

The data validation acts as a checklist to ensure each task is completed on time and nothing is forgotten along the way.

As your group works on your project, update the status of each task.

If you find you need another status, you can add a new item to the data validation list.

Data validation can also be used when assigning task owners.

The owner is the person responsible for completing each task.

Use data validation again, this time listing each group member’s name.

Add “All” to the list of names for tasks that everyone will work on, such as choosing a location for your project.

Use the drop-down list to assign an owner to each task.

Your group has used data validation to create a clear way to track status and assign task owners.

This will help you stay on track and reduce the possibility of errors.

Now, it’s your turn: Use data validation to update the status of each task.

And use data validation to assign a group member to each task.

Instructions

  1. Use data validation to update the status of each task.
  2. Use data validation to assign a group member to each task.