In daily work, we often need to collect data from multiple people. The most common way is to use a spreadsheet. To complete data collection efficiently while keeping data secure, we have to consider the following two questions:How can we collect data from multiple people at the same time and track completion status?How can we prevent unnecessary data leaks during data collection?
With Spreadsheet, two powerful features address both efficient collaboration and data security, helping you solve efficiency and security challenges in data collection!
— 01 Multi-user collaboration for data submission —
Insert various components to support different collaboration scenarios 📂
🙎♂️I am a product operations specialistWe often plan operational campaigns, which involve many phases and require colleagues from different departments to work together. We use spreadsheets to assign different tasks, but sending the file to each person for editing is troublesome. This has become a major pain point. How can everyone execute tasks and provide feedback efficiently?
For campaign projects in hand, you need to coordinate colleagues from various departments to consolidate, co-edit, and manage their respective work. With Spreadsheet, you can standardize project management workflows to ensure orderly execution and on-time completion.Recommended features for campaign tracking: @Mention + Checkbox + Insert Link + Insert Date + Conditional Formatting data barsRecommended features for talent pool management: Dropdown List + Highlight duplicates
- Assign tasks, check progress, schedule timelines, and update status with effortless follow-up.
- HR can build a “Talent Pool” to avoid duplicate entries of candidate information and assign follow-up owners in real time.
— 02 Secure data collection control —
Easily lock important and sensitive data 🔒
🙎♀️ I am a company finance specialistEvery month, we need to prepare financial reports, including company profit statements and cash flow statements, which contain critical data. After finishing the spreadsheets, we are very cautious and dare not forward them to others, fearing data leaks. However, some data needs to be shared with specific employees, which makes the process cumbersome and frustrating!
To share only specific content with selected employees, use “Lock Permissions” to assign different permissions to different roles, ensuring efficient data entry while keeping data secure!
- Lock Edit Permission: Lock important data so that only designated users can edit it.
- Lock View Permission: Lock sensitive data so that others cannot view it.
- Form editor view: Set different data View Permissions for different employees.
- Employee view: Each employee can view and edit only the permitted data.
📲 How to create a DingTalk Docs Spreadsheet? ➡️Click here
- 💻 Desktop: On the left toolbar of DingTalk, click “Docs” — ”+ Create” — “Spreadsheet”
- 📱 Mobile: On the bottom toolbar of DingTalk, tap “More” — “Docs” — ”+” in the bottom right — “Spreadsheet”