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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Task completion updates in your close checklist lag behind actual NetSuite progress, creating coordination problems and outdated status reports. You need automated task status refreshes that keep your Google Sheets checklist current without manual intervention.
Here’s how to configure auto-refresh for NetSuite task completion status that eliminates manual update bottlenecks.
Configure automated task status updates using Coefficient
Coefficient’s automated refresh capabilities specifically address maintaining current task completion status in Google Sheets close checklists. Import NetSuite Task records with focus on completion fields and set up scheduling that matches your close timeline needs.
How to make it work
Step 1. Set up scheduling based on close phases.
Configure automated refreshes for different close periods: hourly during active close periods (days 1-5), daily for ongoing monitoring, and manual refresh options for immediate updates when critical tasks complete.
Step 2. Import task completion fields.
Focus your NetSuite Task import on completion tracking: Status (Not Started, In Progress, Completed), Percent Complete for partial progress tracking, actual completion dates vs. planned dates, and task dependencies.
Step 3. Configure timezone alignment.
Coefficient’s refresh scheduling uses the timezone of the user who set up the automation. This ensures updates align with your close team’s working hours and business schedule.
Step 4. Provide stakeholder access without NetSuite training.
Stakeholders see updated task completion status automatically in Google Sheets without needing NetSuite access or manual refresh actions. This is critical for close coordination across teams with different system access levels.
Eliminate close process bottlenecks
Automated task completion updates prevent the common close bottleneck where status updates lag behind actual progress. Set up auto-refresh for your NetSuite tasks and improve close timeline management across your organization.
