Fill in a workbook and set status Last updated: Aug 16, 2026
Complete a workbook's entry fields and mark each row's progress.
- Open the workbook and expand the section you want to work on.
- Find the row (use the Filter rows in this section box to narrow the list if needed).
- Set the row's Status dropdown to Not started, In progress, or Completed.
- Type into the entry fields — for example Responsibility, MSP Responsibility, OSC Responsibility, and Notes.
Changes save automatically as you go. The row's status badge and the workbook's progress totals update immediately.