◆ Excel · clean

Status Tracking

Add a status dropdown for each client's treatment goal with options On track / Delayed / Achieved, update during super…

2heights
10tasks
5roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Add a status dropdown for each client's treatment goal with options On track / Delayed /…+
Add a status dropdown for each client's treatment goal with options On track / Delayed / Achieved, update during supervision and keep a totals row so supervisors can quickly scan caseload health.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make the goal-status sheet supervision-ready — put client risk level and last review date…+
Make the goal-status sheet supervision-ready — put client risk level and last review date beside status, conditional-format Delayed in orange and Achieved in green, add a totals row counting each status, and include a filterable view for the supervisor.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

5 of them
Use a simple status dropdown to mark whether a client's treatment goal is on track, delayed or achieved so supervisors can quickly scan caseload health.
Use a simple color-coded status list to mark which subcontractor deliverables are awaiting sign-off, in progress or complete.
Use a status dropdown and conditional formatting so stakeholders can scan which projects are at risk at a glance.
Use a status dropdown and conditional formatting to show which development plan reviews are complete, in review, or awaiting revisions.
Use a simple status dropdown and conditional formatting so the project manager sees stalled pages at a glance.

Who does this

5 roles
PMO AnalystTransportation PlannerArt TherapistInterior DesignerWeb Designer

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.