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This video explains the operation of Excel spreadsheet that is designed tallow delegation of tasks to an assistant and management of those tasks while they are outstanding the operation of the spreadsheet is explained in the context of lawyers delegating tasks than assistant, but really it could be use din any context in which tasks needed need to be delegated so first thing to do is open up Microsoft Excel and you need to make sure macros are enabled because the spreadsheet uses macros if you need tenable macros at least in Excel 2010 toucan click file options trust Center settings and then enable macros over here those instructions also explained on the legal tree page where the spreadsheet can be downloaded from and, so you can look up the instructions there if you didn't×39’t follow what I just did a moment ago okay so once macros are enabled you can go ahead and open up thetas' tracker spreadsheet and when you open up the spreadsheet you'll see that it basically consists of three main areas the first is this blue area at the top which is a task creation area taskbar then moved down by clicking this moved our standing button over here and the tasks will then be placed in the outstanding tasks list which is this orange area over here and tasks on theist can be manipulated up and down using these buttons and then once particular task is completed it can be removed down to the completed tasks again green over here by clicking the mo veto completed button, but before a lawyer goes ahead and adds his or her first task they should make sure that their name is added to the list of lawyers over here, so I'll just add another hypothetical name and you×39’ll see that when that name is added the name is added over here as well automatically tithe list of lawyers ok, so now I will go ahead and create a new task IN×39’ll habitat task created by Andrew IN×39’ll jusCoplandnd paste in a description here to save time and then a filename Newton be added again IN×39’ll just copy and paste it in and then IN×39’ll put IAN estimateded duration and time estimates should be added by lawyers creating tasks because it allows them to later umestimate how long tasks will take to get done based on the duration of the various tasks listed on the outstanding tasks section, and also it tells lawyers whether it×39’s appropriate to have one task be skipped ahead of another sowed×39’ll see that in a minute but for now×39’ll just go ahead and click thmottoto outstanding button and what you×39’ll seas that the new task will get moved down to the outstanding tasks list and also the file name that we entered is now unavailable on the list of files in case we want to create a fresh task for that file we don't need to retype the file number but can just click on the item on the list okay so as mentioned the description area is really important×39’s not always necessary to type out full description but perhaps if there was a previous email between you and the assistant, and you want...
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