Workflow Automation & Task Tracker

A self-contained Google Sheets system that tracks tasks, owners, priorities, and due dates, then automatically rolls everything up into a live dashboard — with scheduled refreshes and automatic archiving so the active tracker never gets cluttered.

📊 Project Summary

Custom Workflow Automation menu added to Google Sheets via Apps Script, with one-click actions for the full task lifecycle.
Start / Reset Tracker builds all tabs, formatting, dropdowns, dashboard, and archive from scratch.
Update Tracker & Dashboard auto-fills task IDs, refreshes formatting, and recalculates every dashboard metric and chart.
Dashboard surfaces tasks by status, priority, and owner, plus overdue tasks and completion rate — at a glance, no manual tallying.
Archive Completed Tasks moves finished work out of the active tracker automatically, and a daily scheduled trigger can keep the whole system refreshed without anyone opening the file.

🧰 Tools Used

Google Apps Script (custom menus, time-based triggers)
Google Sheets (data validation, conditional formatting, charts)

📷 Dashboard & Tracker

Workflow Automation dashboard showing tasks by status, priority, and owner

Task Tracker tab with task IDs, owners, priorities, and due dates

📁 Files

Download the setup guide, dashboard reference, and task tracker reference.

Download Setup Guide (.pdf)Download Dashboard (.pdf)Download Task Tracker (.pdf)