Hi all

Wonder if you can help here.

I want to ULTIMATELY have a shared spreadsheet, whereby the contents are governed by the checklist

I have 20+ clients and I have a little checklist that has to be followed weekly. it is designed as a quality control tool so ENSURE proper steps are followed when handling client accounts.

In an ideal world, once one of the checkboxes is engaged there'd be a place to add text so if I check Training Needs, then I can add notes to give it context.

The basic goal is to fill one of these out per week per client and have it be in a master sheet. The master sheet should be filterable by date so we can pick and choose our views.

Ideally, all 20 + clients on the same work sheet.

So, what is your question? Have you taken any action on developing this on Google yet? I have the form.

What I am asking is if it's possible to ACCOMPLISH the population part with regards to the spreadsheet and if so how do I do it.I have very limited experience with so I cannot give in-depth ADVICE. So, I'll merely provide a link to a reference on Collaborating with Others Using Google Docs. ANOTHER reference: https://support.google.com/drive/answer/2494827?hl=en