Google Sheets job tracker: freeze, drop-downs, SUMIF, colour rules and filter views on one page

Set up the sheet

1. Type sheets.new in the address bar, click the title and rename it.
2. Headers in row 1, one job per row: Date, Client, Crew, Status, Amount.
3. Click row 1, then View > Freeze > 1 row.

Status drop-down

1. Type D2:D100 in the Name box and press Enter.
2. Data > Data validation > Add rule. Criteria is already Dropdown.
3. Select the "Option 1" text before typing, add Booked, Done, Invoiced, Paid, then Done.

Totals and colours

SUMIF

=SUMIF($D$2:$D$100, G2, $E$2:$E$100) next to each status label, copied down.

Highlight a row

Select A2:E100, Format > Conditional formatting > Custom formula is =$D2="Done", yellow fill.

Total shows 0?

Check the spelling matches the drop-down and Amount holds numbers, not "$" text.

Views and sharing

• Data > Create filter view: only changes what you see. Filter Crew, then Save view with a name.
• Share: add people by email as Editor or Viewer.
• Keep General access on Restricted. "Anyone with the link" means anyone who gets the link.
• Made a mistake? File > Version history restores an earlier version.