📋 Ultimate Checklist Automation (Google Sheets + Apps Script)

🚀 Overview

Ultimate Checklist Automation is a powerful Google Sheets–based system that simplifies task management, scheduling, and automatic email reminders.

This tool helps teams to:

• Assign tasks efficiently
• Plan daily, weekly, and monthly activities
• Send reminders for pending tasks
• Track performance and productivity

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🎯 Features

✅ Task Assignment System ✅ Automated Task Scheduling (Daily / Weekly / Monthly / Quarterly) ✅ Email Reminder System (Auto Gmail Integration) ✅ Dashboard & MIS Reporting ✅ Archive System (Weekly Data Storage) ✅ Import Data from Another Sheet ✅ Custom Working Day Calendar Support

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🧩 Project Structure

📄 Sheets Used:

Sheet Name	Purpose
Task List	Define tasks
Master	Auto-generated scheduled tasks
Doer List	Employee Name, Department, Email
Dashboard	MIS Report & Summary
Archive	Weekly data storage
Setup Sheet	Configuration (time, settings)
Working Day Calendar	Define working days
Send Tasks To Doer	Email formatting sheet

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⚙️ How It Works

1️⃣ Add tasks in the Task List sheet 2️⃣ The script automatically generates schedules 3️⃣ Tasks are created in the "Master" sheet 4️⃣ The system checks pending tasks daily 5️⃣ Reminder emails are sent automatically 6️⃣ The dashboard tracks performance

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📧 Email Automation

• Automatic reminders for next-day pending tasks
• Task-wise email notifications
• Tasks shared in HTML table format

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🛠️ Setup Instructions

Step 1: Google Sheet Setup

• Create all required sheets (as per structure)
• Fill in Name, Department, and Email in the "Doer List"

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Step 2: Apps Script Setup

1. Open your Google Sheet
2. Go to Extensions → Apps Script
3. Paste the code
4. Save the project

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Step 3: Trigger Setup

Run the following function:

setupSheet()

👉 This will set up the daily email trigger automatically

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Step 4: Permissions

• Allow Google permissions on first run
• Gmail access is required

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🔑 Important Functions

Function	Purpose
createChecklist()	Generate task schedules
sendReminder()	Send email reminders
fetchEmail()	Fetch email from Doer List
archive()	Store weekly data
sendToDoer()	Send task details via email

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📊 Use Cases

• Office Task Management
• MIS Reporting
• Daily Checklist Tracking
• Team Productivity Monitoring
• Operations Management

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⚠️ Important Notes

• Ensure sheet names match exactly
• Email IDs must be correct
• Triggers must be properly set
• Script timezone should match your region

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🧠 Future Improvements

• WhatsApp Integration
• Mobile Dashboard
• Role-based access
• UI Buttons & Automation Panel

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📷 Screenshot

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⚠️ Note

This project uses dummy/modified data for portfolio purposes. No confidential company data is shared.

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📫 Contact

• Name: Ashish Ranjan
• 📧 Email: ashishranjan11211@gmail.com
• 🔗 LinkedIn: linkedin.com/in/ashishranjanji09

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