This free Excel template will help you be more efficient while you pack for your next vacation/trip. You can either use the template in Excel or can take a print out and manually cross off items that you have packed. It’s an editable file so you can add/delete items based on the nature of your trip. If you are using this template as an Excel workbook, you can simply mark the items as packed by double clicking on the cell to the left of the item name. As soon as you do that, the item gets a check mark on the left and gets shaded in green color. I am responsible for managing a caseload of clients and tasked with assigning each client with our employees for follow-ups.
Is there a template or anything which will allow me to do that? For example, if in column 1 I enter the name of a client, can this automatically assign this client to an employee? Furthermore, am I able to create a time constraint that the employee is given to follow-up with the client or complete a task associated to that client? I’m very sorry if this message is confusing 🙁.