[et_pb_section fb_built=”1″ module_class=”sheetgo-post” _builder_version=”4.16″ custom_padding=”54px|0px|3px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Project managers have the challenging task of juggling multiple projects, monitoring budgets, and overseeing large teams of staff \u2014 while simultaneously providing reports to top-tier management. Keeping track of numerous activities and deadlines can be a huge headache. If your team is remote, this can be even worse. As a result, there\u2019s a host of online software out there promising to make the project manager\u2019s life easier.<\/p>\n
Unfortunately, project management tools often come with a hefty price-tag. Moreover, they can actually add to the workload they claim to reduce. Staff require training, and managers can end up moving information in and out of different apps. At the same time, teams may still rely on classic communication and data management tools to carry out the bulk of their daily work. These usually include email and spreadsheets.<\/p>\n
If you\u2019re already using Google Sheets, you\u2019ll be familiar with its powerful sharing functions. Combined with real-time data syncing, this makes it the ideal spreadsheet software for project coordination and team-based tasks. In fact, the cloud is so powerful, you can take collaboration to another level in Google Sheets. With a project management template, you can create an entirely automated system.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/01\/Project-management-Gantt-chart-template-Sheetgo.jpeg” align=”center” _builder_version=”4.22.2″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Sheetgo\u2019s spreadsheet-based workflow template is a pre-built system for automated project management. It can be used by teams of all sizes, in any company.<\/p>\n
[\/et_pb_text][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=1sP-elhN2eY” _builder_version=”4.22.2″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
The template allows project managers to allocate tasks to colleagues and receive status updates automatically. Likewise, it gives team members a simple and efficient way to log the progress of their work.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
A regular spreadsheet template is a single file containing ready-made tables, charts, layouts, and formulas. In contrast, a Sheetgo workflow template offers a complete system. It\u2019s a group of interconnected Google Sheets that exchange data between them. This allows you to share data with colleagues and other departments while working autonomously, in your own individual file.<\/p>\n
A spreadsheet-based workflow template gives you:<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/project-management” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/04\/Project-Management-full-2.png” align=”center” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
When you install the Sheetgo project management template<\/a>, four Google Sheets files with pre-built connections are saved to your My Drive:<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/01\/Gantt-chart-template-Sheetgo.jpeg” alt=”Project Management Template Dashboard in Google Sheets” title_text=”project-management-template-dashboard” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Click on the blue button below to install the project management workflow template and then<\/p>\n 1. Log in to Sheetgo with your Google account. As this template is based in Google Sheets, the files will be saved to your Google Drive.<\/p>\n 2. Click Use template<\/b>.<\/p>\n 3. Wait a few moments while Sheetgo installs the template and creates the connections.<\/span><\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/project-management” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|30px|0px|false|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” locked=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]The project management master sheet opens inside Sheetgo. <\/span><\/p>\n To open any of the spreadsheets, click on Workflow<\/strong> or Files<\/strong> in the sidebar and double click on the file.<\/span><\/p>\n Take a look at each of the files to familiarize yourself with the format of the template. You will see that each file contains sample data, which you can simply delete or overwrite.<\/span>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Project-management-A.png” alt=”project-management-template-open-workflow-template” title_text=”Project management A” _builder_version=”4.22.2″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Open the Project Management master sheet and go to the Instructions<\/b> tab.<\/p>\n Fill out the Settings <\/b>in the boxes on the right-hand side. Here you need to enter the start date for your project, the Gannt view format, and the day that your week starts.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Project-management-B.png” alt=”project-management-template-enter-settings” title_text=”Project management B” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n In the WBS tab<\/b> of the Project Management master sheet, overwrite the sample data in columns E to G. Enter your projects, sub-projects, and tasks.<\/p>\n Note that the template automatically generates a WBS ID code for each task in Column D. Gray columns in the template contain pre-written formulas and should not be edited.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/08\/project-management-template-enter-project-tasks-column-E-to-G-3.png” alt=”project-management-template-enter-tasks-WBS” title_text=”project-management-template-enter-project-tasks-column E-to-G-3″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n WBS stands for Work Breakdown Structure<\/strong>. It’s a method for organizing a project in manageable, deliverable sections. The hierarchical, tree-like structure helps you break one big, overarching project down into smaller, achievable tasks.<\/p>\n In the WBS tab of the template, you can organize your project by Group<\/strong> > Subgroup<\/strong> > Task Title.<\/strong><\/p>\n For example, the Group might be “Planning”. The Subgroup might be “Stakeholders”. And the Task Title might be “Making a list of stakeholders\u201d.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/project-management” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n In Columns H and I, enter a dependency for each task. This means whether a task must be carried out once another task has been started (Start-to-start) or when another task has been completed (Finish-to-start).<\/p>\n For example, let\u2019s say task 1.4.2<\/strong> Planning > Scope Definition > Budget can only be carried out once task 1.2.2<\/strong> Planning > Preliminary Scope Plan > Projections has been completed.<\/p>\n Use the dropdown menu in Column H (Dependency) to select 1.2.2<\/strong> and in Column I (Dependency relationship) select Finish-to-start<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/08\/project-management-template-dependencies-4.png” alt=”project-management-template-enter-task-dependencies” title_text=”project-management-template-dependencies-4″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n In Column J<\/strong>, allocate a timeframe for the task and select the team member responsible in Column K<\/strong>.<\/p>\n Note that the start date and end date in Columns L <\/strong>and M<\/strong> are calculated automatically by formulas in the template. Don\u2019t try to edit these gray cells.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n The template contains 3 spreadsheets for team members: Emanuel, Stephanie, and Joe. Rename these files for your colleagues.<\/p>\n Locate the folder in your Google Drive: Sheetgo Templates\u00a0<\/strong>> Project management<\/strong>.<\/p>\n Right-click on the file and then rename<\/strong>.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.22.2″ custom_padding=”2px|||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n This workflow template contains pre-built Sheetgo connections that will transfer data from the Project Management master sheet to the collaborator spreadsheets and back in the opposite direction.<\/p>\n Now that you\u2019ve entered your project data, you need to \u201crun\u201d or update the workflow to transfer the tasks to your colleagues’ spreadsheets. The name in the “Owner” column will determine which spreadsheet the task is sent to, so make sure that’s correct!<\/p>\n Open the Workflow<\/b> menu and click Run<\/b> located in the left bottom corner of the screen.<\/p>\n This transfers all data through connections in the workflow.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/project-management-C.png” alt=”project-management-template-run-workflow-connections” title_text=”project management C” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Click the green <\/span>Share<\/b> button to share the spreadsheet with your colleague.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Project-management-D.png” alt=”project-management-template-share-collaborator-file” title_text=”Project management D” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Now that you have transferred the data, the project tasks allocated to each colleague will appear in their personal spreadsheet.<\/p>\n This data appears in the gray\u00a0Columns A <\/strong>to F.<\/strong>\u00a0These should not be edited.<\/p>\n In Column G<\/strong> \u201cStatus\u201d, they can simply enter the progress of each task.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/project-management” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/08\/project-management-template-collaborator-status-7.png” alt=”project-management-template-collaborator-enter-status” title_text=”project-management-template-collaborator-status-7″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Sheetgo has now transferred the data between the connected spreadsheets.<\/p>\n Take a look at your Project Management master sheet. In the Gannt<\/b>\u00a0tab,\u00a0<\/strong>you can see the status of every project task.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Project-management-E.png” alt=”project-management-template-gannt-chart-dashboard” title_text=”Project management E” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Once you have set up the system and your team members have started entering inputs into their spreadsheets, you can automate the workflow.<\/p>\n This will ensure that data flows back and forth between the spreadsheets automatically. As a result, you will always have the latest data in the Gannt chart. You don\u2019t need to do anything manually or even open a spreadsheet.<\/p>\n Click Workflow\u00a0<\/b> and afterwards click on Automate<\/b> located in the left bottom corner of the screen.<\/p>\n Select how frequently you want automatic transfers: from once an hour to once a month.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Project-management-F.png” alt=”project-management-template-automate-workflow” title_text=”Project management F” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.2″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n Your automated project management system is now up and running.<\/p>\n Once you are familiar with the template, you can expand the system by adding more collaborator spreadsheets. Do this by copying one of the collaborator spreadsheets and connecting it with Sheetgo connections.<\/p>\n As well as expanding the project management workflow, you can also connect to other data workflows. For example, you may want to incorporate\u00a0staff expenses tracking\u00a0<\/a>or connect to budgeting<\/a> and other finance workflows.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n\n
How to get the workflow template:<\/h3>\n
How to use the project management workflow template<\/h3>\n
Step 1: Fill out the settings<\/h4>\n
Step 2: Enter project tasks<\/b><\/h4>\n
What’s WBS?<\/b><\/h3>\n
Start tracking<\/span><\/span> your team’s progress<\/h4>\n
Step 3: Enter task dependencies<\/h4>\n
Step 4: Select task duration and owner<\/h4>\n
Step 5: Rename the team member spreadsheets<\/h4>\n
Step 6: Transfer the data<\/h4>\n
Step 7: Share with colleagues<\/h4>\n
Step 8: Team members enter their progress<\/h4>\n
Start tracking<\/span><\/span> your team’s progress<\/h4>\n
Check out your dashboard<\/h4>\n
Step 8: Automate the workflow<\/h4>\n
Optional: add additional collaborators<\/h3>\n
Share with your manager<\/h3>\n