Excel Tips from Users

Importing Contacts

  1. From the Dashboard page, export (using the Export All Contacts button) your existing information using Export Method #1, saving the file to your desktop. This creates a .csv file named contact_export.csv
  2. Open up the file and delete the rows with your existing contact information and then enter your new information; you just need a contact name or a project name to get started
  3. Save the file as a Windows Comma Separated .csv file
  4. Import the file using the Import Contact(s) button on the Dashboard page; each of your new contacts will then be imported into your W5Template.

Linking to project specific files from the Contact Page (see creating Hyperlinks).

Creating Hyperlinks on the contact pages – Creates a shortcut or jump that opens a document stored on your computer, a network server, an intranet, or the Internet. When you click the cell that contains the HYPERLINK function, Microsoft Excel opens the file stored at link_location. More information may be found at the following link.

Tracking who made the last set of changes | version control – have the updater put their name or initials at the beginning of their project note or create a customer user defined column (one of the 8) entitled “Last Updated by” and populate it as needed.

Mark contacts for deletion – putting an “X” in front of the contact’s first name you wish to delete makes it easier to spot as part of the delete name pick list.

Formatting Dashboard page – most cells on the Dashboard page can be formatted by selecting the cell and using “Format” => “Cells” as part of Excel’s formatting options.

Making Columns Wider or Rows Taller – Using the Preference feature of Excel (Preferences, View) you can select to view the column and row headings for any page and then increase the size by just clicking and dragging.  To set the row height for each new contact on the Dashboard page or each new note, use the numeric input fields on the Settings page of the tool.

Creating Action Items | Bullet Point Lists – Entering a “hard return” after each action item (once in the yellow notes field) will return the cursor to the next line allowing the creation of a list which is then displayed back out on the Dashboard page.  Windows: simultaneously press alt-enter for MAC: simultaneously press option-command-return.

 

About

President of Project Marketing Associates (www.projectma.com), a company in the business of assisting leaders deliver results without increasing overhead. David's passion is project management. A graduate of Carnegie Mellon's Engineering and the University of Chicago's Business programs, he offers a practical and results oriented approach to project management based on 25+ years of experience.

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