The specific individual or department responsible for the task. Avoid naming "Teams"; use specific names to ensure clear ownership. What (Description):
(or Where/When ): Depending on the goal, this focuses on either the person responsible or the specific location/timeline of the event. 3w1h format in excel new
A clear, concise description of the specific action item or problem to be solved. The specific individual or department responsible for the
| WHO (Agent) | WHEN (Week) | WHAT (Activity) | HOW (Performance) | | :--- | :--- | :--- | :--- | | John | Week 1 | Support Calls | 🔼 15% Efficiency | | Sarah | Week 1 | Sales Calls | 🔽 5% Conversion | A clear, concise description of the specific action
| Date | Agent | Call Type | Duration | | :--- | :--- | :--- | :--- | | 1/1/24 | John | Support | 5:00 | | 1/1/24 | Sarah | Sales | 12:00 | | 1/2/24 | John | Support | 4:00 |
. This enables automatic filtering and ensures that as you add new rows, your formatting and formulas stay intact. Data Validation (Dropdowns): column, use Data Validation Data > Data Validation > List