Upload this week's raw pulls and last week's final workbook. You get back the rebuilt workbook with a Code Notes tab to fill in.
Upload the Step 1 file after entering your notes, plus Upcoming Releases. Surfaces your notes into columns H & M, pulls Last Call (I) and SC Updates (J) from Upcoming, sets priority & release month, re-sorts, and re-colours.
Upload your workbook once priority is set. Re-runs the two-pass colouring (column H then M) — green on a code's first appearance, black on repeats — and colours each note by carrying over the font colour you set in the Code Notes tab: red for CH/Payment, blue for Received. Only the note carries the colour; the code stays green/black.