Tip #19 - Create checkbox tracker in your spreadsheet

Hello Sheet users!

We are here with yet another tip to help you get the most out of Zoho Sheet.

Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically?

Here's a sample use case that provides a clear understanding of a checkbox tracker :

Consider you are a project manager and you want to use checkboxes to represent the completion of each project phase or milestone. Here's how you can do it:

Step 1: Define your rows and columns. In this instance, we can have rows as Project Name and columns as Phase/milestones. 

Step 2: Insert Checkbox using Insert -> Checkbox. Once the checkbox is inserted in the first cell (B2), drag and drop the cursor to insert the checkbox in the remaining cells.

Step 3: Now enter the function as =COUNTIF([B2:B6;True)/COUNTA([B2:B6]) and change the number type to Percentage.

 

Your checkbox tracker is ready, and as you check each action item, the progress can be viewed dynamically.

We hope you found this tip helpful. Follow our Tips and Tricks forum to discover more ways to leverage Zoho Sheet for your business. Also, join our Zoho Sheet community to stay updated with the latest product announcements and connect with fellow Sheet users.

• Topic Participants

• Srinalini M

  

• Sticky Posts

• Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

  Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that

• Tip #16: Ask Zia your data-related questions and get powerful insights

  Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-related

• Tip #17: Easily share spreadsheets with non-Zoho account users

  With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not

• Tip #7: Four things you didn't know you can do with Conditional Formatting

  Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are

• Tip #15: Stop guessing and start estimating with Zoho Sheet's Goal Seek

  Goal Seek is an ideal spreadsheet tool for devising estimates, as it helps you retrieve your desired output value when the input values are not known. In other words, Goal Seek does back-solving to find input values once you've provided an output value.

• Recent Topics

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• Feature request - export as video

  Export presentation as video. I think that it would be super useful for many users. Thanks

• Display Company Logos in Pipeline View

  To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier

• Attention: Scheduled Maintenance at US DC on Dec 19, 2024

  Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts

• StatusIQ

  Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

• Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

  Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568

• Cross module filtering is now supported in CRM

  Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access

• Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"

  When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter

• Getting email status through api

  Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON

• Présentation d'une nouvelle fonctionnalité de webinar à la demande

  De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalité

• An accurate email totals report

  DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.

• Settings - Time Display 12-hour vs 24-hour

  Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the Settings

• AMP HTML in Email Templates on Zoho CRM?

  Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email template

• Error : Bin Locations Provided are not valid

  1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on

• [FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio

  Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho Marketing

• Trouble Creating Basic Chart for Accounts - past 6 months

  We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"

• Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?

  In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view

• Sorting a list of record acquired from the zoho.crm.searchRecords function.

  This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

• Creating cadences Unable to save

  Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd

• Tab order for custom phone fields.

  Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for

• Sales IQ needs to capture both first and last names

  Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This

• Export PDF from Zoho Books via API

  Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,

• is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Zoho Writer page break in a merge repeating region always adds an unwanted blank page

  Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

• Introducing bot filtering for accurate analytics

  Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Company domain with Zoho Mail as support email in Zoho Desk

  Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

• Best way to organize Zoho Desk with CRM products

  I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 

• Emoji Support in Bigin CRM

  We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Workdrive API Get list of Sub Folders not working

  Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders

• is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Update Regarding Zoho Finance Applications' Domains For API Users

  Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

• Zia powered by GPT is already available for MExico?

  Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!

• Adding a Download field to a form

  I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.

• Campaign Edit - Vertical Align Text to Center

  I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

  There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and

• Next Page