WEBVTT
Kind: captions
Language: en

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There may come a time when you're collaborating
on a project, and you want a friend or coworker

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to make some changes to your workbook.

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In this example, I'm creating a schedule for
a company retreat, and I want my teammates

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to fill in some of the blanks and possibly
make some corrections.

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There are two features in Excel that'll make
this a lot easier: track changes and comments.

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You can access both of them on the Review
tab.

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First, click the Track Changes command…
then choose Highlight Changes.

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Next, check the box where it says "Track changes
while editing."

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This will turn the feature on.

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You can also limit what types of changes are
highlighted, but I want to highlight them

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all, so I'm going to leave these settings
the way they are.

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Make sure the box next to "Highlight changes
on screen" is checked, then go ahead and click

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OK.

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If Excel asks to save your workbook, just
click the button to save and continue.

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And now we can start making some changes!

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Let's say I'm a coworker, and I want to add
some information to the schedule…

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When I do that, the cell gets this little
triangle in the corner, and also a border.

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If you or anyone else mouses over the cell,
you can see exactly what was changed, and

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also who made the change.

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This makes it easy to keep track of multiple
edits.

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This workbook now has several different tracked
changes—so many that I think they'd be easier

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to read if they were listed on a separate
worksheet.

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To do this, you'll need to save your workbook
first… then click the Track Changes command…

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and choose Highlight Changes.

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Next check the option that says "List the
changes on a new sheet"… then click OK.

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A new sheet will appear with a list of all
the changes in the workbook.

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Now we can easily review the edits, and also
see which cells they're in.

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Right now, the changes that we've made are
sort of temporary, meaning they aren't officially

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part of the workbook yet.

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To make them permanent, we need to accept
or reject them, depending on what we want

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to keep.

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First go to Track Changes… then choose Accept
or Reject from the menu.

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And a little dialog box will appear.

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I want to look at all of the changes that
haven't been reviewed yet, so I'm going to

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leave this first option checked.

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You could also narrow it down to who made
the change, or to a specific range of cells.

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Click OK when you're ready.

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You'll be able to review each change, and
then Accept or Reject them one by one.

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I know I want to keep all the changes in the
workbook, though, so I'm going to choose Accept

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All.

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Now the changes are permanent; however, the
markup won't go away until we turn track changes

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off.

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We'll get back to that in a minute.

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Another useful feature for collaborating on
workbooks is the comments feature.

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For example, say I want to leave a note or
a question about this item, without actually

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changing what's in the cell.

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We can do that by selecting the cell… then
clicking the New Comment command.

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Now just type your comment here, and click
anywhere outside the box when you're done.

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Comments will show up as a little triangle
in the top-right corner of the cell.

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Mouse over the cell… and you can easily
read the comment.

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If you want to view all of the comments at
once, there's a way to do that too—just

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click the command that says Show All Comments.

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You can use the same command to hide them
again.

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You can even edit the comments in your workbook;
for instance, to update something you said,

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or maybe to reply to someone else.

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Just select the cell you want… then go ahead
and click Edit Comment.

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I think I'm finished with the schedule now,
so I'm going to delete all the comments by

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selecting each one… then clicking the Delete
command.

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I'm also going to turn off tracked changes,
which will finally remove the markup that

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you can still see here.

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All you have to do is go to the Track Changes
command… then Highlight Changes.

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Now uncheck the box that says "Track changes
while editing."

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Once you do this, all the tracked changes
in the workbook will be accepted automatically,

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so make sure you're ready for that before
you continue.

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Click OK… then click Yes to confirm… and
now you're all set.

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All of these features can be a big help when
it comes to collaborating on workbooks.

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They make it easy to keep track of revisions,
and communicate ideas back and forth—so

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you can work on the same file with anyone
you want.

