Checklist in Numbers over Multiple Sheets combined in a Main Checklist

Hello together,


I got a new MacBook for Christmas and want to make a new Checklist and searched a long time and couldn't find any solution to my Problem:


I made a Checklist in Numbers, in this Checklist i have a Main Checklist on the first Sheet and made multiple other Sheets in which the Tasks are written down. These Tasks are in der own Checklist on the different Sheets. To Understand first Sheet is called Checklist Main (All the Sheets are referenced as a Task (example First Work Steps)), Second one is called First Work Steps (Has its own separate Checklist in it).


My Question is as followed:


Is it possible to make it that, when all of the Tasks are done in First Work Steps are done it automatically Checks of the Tasks maker in the Checklist Main Cell, so I have an overview when i forget a step in one of the different Checklists. Or is there an easier way to make this work, i don't want to have a huge checklist over one Spreadsheet, because it gets very confusing over time.


Thanks in Advance for Your help and time

MacBook Pro (M4)

Posted on Dec 29, 2024 9:51 AM

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Question marked as Top-ranking reply

Posted on Dec 29, 2024 8:23 PM

MasterLuzu wrote:

i don't want to have a huge checklist over one Spreadsheet, because it gets very confusing over time.


Congratulations on the new MacBook.


I think you will find it less confusing, and far more efficient, to keep one big checklist and use the power of built-in filters in Numbers to manage the tasks and steps. Much easier than keeping different checklists scattered through your document and trying to get an overview of those.


For example suppose you have three tasks each with multiple steps. You can put them all in one table, something like this:



To see just the steps for Task A (temporarily hiding steps for other Tasks) simply Quick Filter on column A like this:





To see unchecked/"forgotten" steps in all your tasks simply reset the filter on column A (Select All) and Quick Filter on column C.




This works equally well with many more tasks and steps.


Using the power of built-in tools in Numbers is much easier than setting up many different checklists and then trying to get an overview of them.


SG




6 replies
Question marked as Top-ranking reply

Dec 29, 2024 8:23 PM in response to MasterLuzu

MasterLuzu wrote:

i don't want to have a huge checklist over one Spreadsheet, because it gets very confusing over time.


Congratulations on the new MacBook.


I think you will find it less confusing, and far more efficient, to keep one big checklist and use the power of built-in filters in Numbers to manage the tasks and steps. Much easier than keeping different checklists scattered through your document and trying to get an overview of those.


For example suppose you have three tasks each with multiple steps. You can put them all in one table, something like this:



To see just the steps for Task A (temporarily hiding steps for other Tasks) simply Quick Filter on column A like this:





To see unchecked/"forgotten" steps in all your tasks simply reset the filter on column A (Select All) and Quick Filter on column C.




This works equally well with many more tasks and steps.


Using the power of built-in tools in Numbers is much easier than setting up many different checklists and then trying to get an overview of them.


SG




Dec 29, 2024 11:25 AM in response to MasterLuzu

A cell can be for data entry by the user (such as typing in a X into a cell or checking a checkbox) or can have a formula that gets data from other cells and spews out a result. It cannot be both. You will not be able to have a column of checkboxes that get checked based on something else in your spreadsheet. With that in mind:


If your main table is a list of all the tasks in one column and checkboxes in another column and your other tables are lists of some of these tasks and a column of checkboxes, you could make it so that if a task is checked off in either place it changes the color of that task in both places. It won't check the checkbox on the other sheet but it can change the color of the cell background or text color of the task (or the entire row, but that is more complicated).


The formulas on the main table may get a little long-winded if you have a lot of other tables to look at to see if anything got checked. Or it might take a few columns to do all the work (one per other table).

Dec 30, 2024 2:00 AM in response to Badunit

> You will not be able to have a column of checkboxes that get checked based on something else in your spreadsheet. With that in mind:


Mostly true, although I'm always the fan of a hack.


In this case the OP is looking for a visual check that the checkboxes are all set.


While you're right in that a cell can't be a formula and a checkbox at the same time, you can get something close.


For example, this formula counts all the TRUE() (i.e. checked) cells in column B and compares it to the number of non-blank cells, if it matches it puts the symbol of a checkbox in the cell using a simple IF() formula:



the checkbox image is available via Edit -> Emoji and Symbols.

Dec 29, 2024 7:33 PM in response to Badunit

Thanks for that explanation it was very help full.


I will look into the color changing of the cells it is the same direction I'm going for.

The List needs to be easy to understand for every Person and no steps should be forgotten that was the initial intention of doing it the described way . Coloring should also do the Job and its easy to understand.


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Checklist in Numbers over Multiple Sheets combined in a Main Checklist

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