I have a complicated Excel workbook that I use to track goals, projects, tasks and such.
The normal starting point for creating a new task is to click on a macro-associated button labeled "Show Option." With that, I can pick the Goal from a list of existing goals, Project from an existing list of projects associated with that Goal and then from a list of Milestones associated with that Project. From there, I can enter the Status, Due Date, Task Description, Time Estimate and so forth for that Task.
If I want to create a new goal, I can click a button to "Add new Goal, Project & Milestone/Client." In any case, the results of using the "Show Option" button puts the resulting values into the worksheet called "Short Term."
The enhancement I'm looking for is to have the same functionality triggered by the "Show Option" button to be available within the "Someday" worksheet. That's a worksheet where I can enter tasks that are not current, but which I want to capture for future consideration.
I've attached the current workbook for your use.
Thanks for your consideration.