1c / Review Missing Notes

Review Notes In the Raw Data Tab

1. In the Raw Data tab of the current month's timesheet spreadsheet (eg 2021-01 January Timesheets), filter the Notes column to show only Blanks

2. Filter the Client column and untick the following (if shown):

• • _Strictly Savvy

  • Business Navigator

  • Strictly Savvy

  • Any with a client name that has been changed to have a "1" in front of it

3. Filter the Project column and untick any project starting with the following (if shown):

   • • Fixed Fee

     • Fixed Price

     • Internal

     • Monthly Fixed Fee

     • Prepaid

     • Project

4. Filter the Task column to show only _Virtual

5. Sort the First Name column from A-Z

6. Screenshot any missing notes and post them in the Notes Review channel in Teamwork chat, tagging each applicable team member, with a message that says "Missing notes from last week. Please send to me in direct chat as soon as possible so I can enter them straight into my spreadsheet:"

7. Save the screenshot to applicable Detailed Timesheets folder. Eg Finance > SharePoint > Detailed Timesheets > 2021 Detailed Timesheets > 2021-01 January Detailed Timesheets

8. Paste/type in notes directly into each empty Notes cell once received

9. Save