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Import project's data from Zoom Setup spreadsheet
Rabia Shaikh edited this page May 2, 2023
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30 revisions
Copy the following block of instructions into a new comment on your issue and select the green Comment
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## Import project's data from Zoom Setup spreadsheet
### Get meeting data from Zoom Setup spreadsheet
- [ ] Copy the name of resource 2.0 (your project or CoP's audit spreadsheet)
- go to the Resources/Instructions section of the main issue
- copy the name of resource 2.0 (leave out the resource number)
- [ ] Import meeting data sheet into resource 2.0
- open resource 1.0, the Zoom Setup spreadsheet, in a new window
- set up side by side view with the issue window
- in the Zoom Setup spreadsheet, right click on the `Schedule` tab (tabs are at the bottom)
- select `Copy to`
- select `Existing spreadsheet`
- in the window that opens up, paste the name of resource 2.0 (already copied) in the search bar and press enter
- select the file in the results that show up
- select `Insert`
- select `OK` in the `Sheet copied successfully` pop up message
- [ ] Filter project or CoP's data
- open resource 2.0
- rename the `Copy of Schedule` sheet to `Overall Audit` (use the arrows next to the tab names and scroll right to find the sheet)
- drag it to 2nd position (after the `Details` tab)
- select the white down arrow next to `Project Name` in column A
- under `Filter by values`, search for your project or CoP name
- unselect your project or CoP name so that the checkmark next to it disappears
- select `OK`
- select the data starting from the first cell in column A all the way to the last cell in column U
- right click and select `Delete selected rows`
- select the green funnel next to `Project Name` in column A
- under `Filter by values` (only your project or CoP name should appear), select `Select All`
- select `OK`
### Close out this task
- [ ] You are done with all the steps in this task. Close it out in the main body of the issue
- remove `status: needs Zoom Setup data` label
- check the box for `Import project's data from Zoom Setup spreadsheet` in the Action items of this issue
- close the tabs you just opened (wiki, spreadsheets)
- hide this comment as RESOLVED, you are finished with this step