◆ Excel · clean

Validate Intake Data

Set validation on the project intake sheet so required fields are enforced: make application type and contact email ma…

2heights
2tasks
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The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Set validation on the project intake sheet so required fields are enforced: make application…+
Set validation on the project intake sheet so required fields are enforced: make application type and contact email mandatory via dropdowns and validation rules, restrict numeric fields to sensible ranges, and protect the template sheet so applicants supply minimum data for assessment.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before deploying the intake template, reduce bad submissions — add inline help text beside each…+
Before deploying the intake template, reduce bad submissions — add inline help text beside each required field explaining acceptable format, include a quick validation summary that lists missing fields on save, and add a version note so IT knows when rules change; ensure the protected sheet still allows authorised staff to edit.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Set validation rules on the project intake form so applicants supply the minimum data required for assessment.

Who does this

1 roles
Urban Planner

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.