- \n
- Flexible: Online spreadsheets enable you to create a timesheet tracking system that\u2019s custom-built for your team and your business. You can adapt and expand the system over time, without coding or IT support.<\/li>\n
- Accessible: Because Google Sheets is cloud-based, you can manage your team\u2019s timesheets from anywhere, at any time, via your laptop or mobile. Keeping everything in spreadsheets saves you money on unnecessary software.<\/li>\n
- Compatible with everything: All types of software integrate with Google Sheets. As a result, you can easily import data from other areas of the business, giving you everything you need in Google Sheets.<\/li>\n
- Easy to use: Most of your colleagues can probably already use spreadsheets, so it\u2019s easy to roll out a sheet-based system in the company without training. This makes the system future-proof and simple to maintain.<\/li>\n<\/ul>\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
Sign up for Sheetgo and start tracking<\/span><\/span> your team’s progress<\/h4>\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\/timesheet” 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″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”62px|||||” 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\/2022\/06\/Timesheet-management-A.png” alt=”timesheet-management-template” title_text=”Timesheet 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
How to get started<\/b><\/h3>\n
Sheetgo\u2019s spreadsheet-based workflow template is a pre-built system for automated timesheet management that can be used by any team, in any company.<\/p>\n
The template provides staff with a simple and reliable way to log their tasks. At the same time, it gives managers an overview of timescales and progress.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What is a timesheet template workflow?<\/h3>\n
A standard spreadsheet template is a single file containing tables, charts, layouts, and formulas. In contrast, a Sheetgo workflow template is a complete system. It\u2019s a group of interconnected Google Sheets that exchange data between them. This enables the project manager to share data with specific team members without sharing their spreadsheet, and it allows employees to manage their work in their own private file.<\/p>\n
A spreadsheet-based workflow template gives you:<\/strong><\/p>\n
- \n
- Organization and data privacy: Each file is dedicated to one specific task, which keeps data flows secure and separated. Every team member has their own timesheet spreadsheet where they can see which tasks they have to do, and log how long each task takes them to complete. The manager has a private master spreadsheet where they allocate project tasks to colleagues and receive timesheet reports from employees.<\/li>\n
- Scalability: Google Sheets sharing function is powerful but multiple people working in the same spreadsheet can make the file heavy and slow. Separating data in individual spreadsheets keeps the system working smoothly. When a new team member joins the project, you can simply duplicate one of the Colleague<\/strong> spreadsheets and share it with the additional employee.<\/li>\n
- Integration: In addition to being able to import data from different software, a spreadsheet-based workflow allows project managers to merge data from other departments. In a few clicks, you can connect data from your budget workflow (or those from other departments) to generate top-level reports.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What you get with this template:<\/h3>\n
When you install the Sheetgo Timesheet Management template<\/a>, four Google Sheets files with ready-made Sheetgo connections are saved to your Google Drive:<\/p>\n
- \n
- Three Colleague<\/strong> spreadsheets. Share these files with team members and make as many copies as you need to add more people to the workflow. Each individual has their own personal copy of this spreadsheet to log how long they spend on each task. They can monitor everything in their personal dashboard.<\/li>\n
- One Timesheet management<\/strong> master sheet, for the project manager or administrator. Data flows into this file from the Colleague spreadsheets, giving an overview of the hours worked per day, per colleague, and per project in the automated dashboard.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/09\/timesheet.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
How to get the workflow template<\/b><\/h3>\n
Click on the blue button below to install the Sheetgo Timesheet management workflow template[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/timesheet” 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”]<\/p>\n
- \n
- Log in to Sheetgo with your Google account. Because this template is based in Google Sheets, the files will be saved to your Google Drive.<\/li>\n
- Click Install template<\/b>.<\/li>\n
- Wait a minute while Sheetgo installs the template and creates the connections for you.<\/li>\n<\/ol>\n
The Timesheet management master file opens inside Sheetgo.<\/p>\n
In the workflow diagram in the side panel on the right of the screen, you will see that arrows run in both directions between the master sheet and the Colleague spreadsheets. These are the Sheetgo connections that transport data back and forth between the files.<\/p>\n
To open any of the spreadsheets, click on Workflow<\/strong> or Files<\/strong> in the side panel and select a file. Take a look at all the spreadsheets to see how the template works. You will notice that the Colleague<\/strong> files contain sample data. Just delete or overwrite this information when you and your team start using the template.<\/p>\n
If you want to close the sidebar, just collapse it to the right using the blue arrows.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-management-B.png” alt=”timesheet-management-template-opens” title_text=”Timesheet 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
How to use the timesheet management template<\/h3>\n
Step 1: Enter project tasks<\/h4>\n
Firstly, go to the Projects and Tasks<\/strong> tab in your Timesheet management spreadsheet. Here you need to replace the sample data with the names of all your current projects and tasks.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-managment-C.png” alt=”timesheet-management-enter-projects-tasks” title_text=”Timesheet managment C” _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
Step 2: Send project tasks to the Colleague files<\/h4>\n
Now that you\u2019ve entered the list of tasks, it\u2019s time to share that data with your team members\u2019 spreadsheets.<\/p>\n
The template contains pre-built Sheetgo connections that will send this information to the Colleague spreadsheets. Click on Workflow<\/strong> on the side panel, then click Run<\/strong> in the left bottom corner.<\/p>\n
Running the workflow updates all the connections and sends fresh information back and forth between the files in the template. Each Colleague<\/strong> spreadsheet will therefore now contain the new list of tasks.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-management-D.png” alt=”timesheet-management-template-run-workflow” title_text=”Timesheet management D” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 3: Share the Colleague spreadsheets<\/h4>\n
Click on one of the Colleague<\/strong> spreadsheets, then go to Share<\/strong> located in the right top corner.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-managment-E.png” alt=”timesheet-management-template-open-in-new” title_text=”Timesheet managment 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”]If you want to rename the Colleague<\/strong> file as appropriate, do this in Google Drive by simply opening Google Drive on a new webpage and clicking on the Sheetgo Templates folder, where you can change the name of any document you desire.[\/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
Start tracking<\/span><\/span> your team’s progress<\/h4>\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\/timesheet” 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″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”62px|||||” 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\/2022\/06\/Timesheet-management-F.png” alt=”timesheet-management-share-with-colleague” title_text=”Timesheet management F” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 4: Start using the template as a team<\/h4>\n
Now that you\u2019ve shared the individual input spreadsheets with your colleagues, they can start logging their work.<\/p>\n
They do this in the Timesheet Report<\/strong> tab of their personal spreadsheet.<\/p>\n
In Column A<\/strong>, they enter the date.<\/p>\n
In Column B and C<\/strong>, they should select the project and task from the dropdown menus. If the name is wrong or the task is not visible, they should contact you to check it was entered correctly in the master sheet.<\/p>\n
In Column D and E,<\/strong> they enter how long the task took them and add any notes that might be useful for you or other managers.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-management-G.png” alt=”timesheet-management-colleague-logs-tasks” title_text=”Timesheet management G” _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
Step 5: Automate the workflow<\/h4>\n
Once your colleagues have started updating their spreadsheets, you need to pull this information back to the Timesheet management<\/strong> master sheet.<\/p>\n
Again, the Sheetgo connections are already set-up in this template, so just click Run<\/strong> on the menu bar. To open the menu bar, click on Workflow<\/strong>.<\/p>\n
You will see that your colleagues’ tasks have been imported into the All Timesheet Reports<\/strong> tab in the master sheet.<\/p>\n
In a busy team, you will probably be adding and completing new projects and tasks regularly. To ensure that you and your colleagues always have the latest data in your sheets, automate the entire workflow.<\/p>\n
Click on Workflow<\/strong> to open the menu bar, click Automate,<\/strong> and choose how often you want the data to be transferred.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Timesheet-management-H.png” alt=”timesheet-management-automate” title_text=”Timesheet management H” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Build a complete project management system in Google Sheets<\/h3>\n
Want to add more Colleague<\/strong> spreadsheets to the template? You can do that by copying one of the Colleague<\/strong> spreadsheets and connecting it with new Sheetgo connections.<\/p>\n
If you want to create a more advanced system, you can customize the template further, incorporating other project data or information from other departments.<\/p>\n
Are you an HR manager looking for a timesheet template that enables staff to clock in and out? Try our employee timesheet template<\/a>, which gives employees a way to track their working hours and lunch breaks.<\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row 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=”4_4″ _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_orientation=”center” 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
Start tracking<\/span><\/span> your team’s progress<\/h3>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/timesheet” 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_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Tracking how much time employees spend on specific tasks is a challenge for many project managers and business owners. Having an accurate understanding of realistic timescales and worker output is essential for budgeting, planning future projects, and anticipating the need to hire more staff. For employees, a time-tracking system is a useful tool for planning […]<\/p>\n","protected":false},"author":39,"featured_media":27477,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"
An Easy to Use Time Sheet Template<\/h2>\nMost HR departments and small business owners have the challenge of tracking employee time per task. However, this is mission critical in order to allocate costs to tasks and budget for future projects. We at Sheetgo love automation and connecting spreadsheets, we develop real solutions that we use in our business, and then we share them with you so you use our tools as effectively as possible\n\nWe have created an easy to implement, customizable timesheet template<\/strong> that allows you to track the hours and progress of multiple employees. I know at first glance, it looks like a complicated set-up, but we've broken down the steps to be easy to configure for your business. Set aside about 30 minutes for the initial set-up, keeping in mind you may need to go back and add in detailed project and task information for your employees later on. Conveniently, since this tool is designed to automatically update every 24 hours, any information you add later, will be ready for your employees when they get to their desk first thing in the morning.\n\nThis template consists of two Google Sheets spreadsheet sets: a manager sheet, <\/strong>and an employee sheet<\/strong>. Think of the manager sheet as the top level<\/em> spreadsheet. It contains the names of each employee or collaborator, their tasks, and times; and connects to each individual employee's dedicated employee sheet<\/strong>. So, keep in mind that you will one need one manager sheet<\/strong>, but you will need to make a copy of the employee sheet<\/strong> for each individual whose time you want to track. We will use Sheetgo to connect the two spreadsheets so that they can \"talk to each other\" every night in two unique ways:\n
- \n \t
- The manager sheet will import tasks and project assignments into the employee sheet(s)<\/li>\n \t
- The employees can track their time and tasks daily, which Sheetgo will then import back into the manager sheet, for easy and automated time and task reporting<\/li>\n<\/ul>\n
Let's Get You Set Up!<\/h2>\n
Step 1. Install Sheetgo<\/h3>\nIf you are already using Sheetgo, you can, of course, skip this step. If not, there are two ways to get started. You can either install it through following the steps in our web app <\/a>or install it directly from a Google Sheets spreadsheet by clicking the add-ons<\/b> button in the navigation menu, then click the Get add-ons<\/b> button. A window will pop up for you to browse. Type \u201cSheetgo\u201d in the search box. Click the <\/span>Free<\/b> button to get the add-on, and you are ready to start using Sheetgo!<\/span>\n
![\"How](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/frame-40-1024x754.webp\")
<\/h2>\nStep 2. Copy the Template Sheets<\/h3>\nIn order to use our template, you will need to make your own copy of each sheet. Clicking the links below will take you directly to that step. The copies will open in your browser, and be automatically saved in your Google Drive. <\/a>You can give each sheet a unique name to reflect your company or project.\n\nKeep in mind, that if you have multiple employees or project collaborators, you will need an employee sheet for each individual. You can do this by clicking File \u2192 Make a copy <\/strong>in the spreadsheet template. Be sure to assign a unique name to each spreadsheet copy. I recommend creating a folder in your Google Drive to store all of these sheets in one place.\n
Copy the Templates:<\/h5>\n
- \n \t
- Manager Sheet<\/a><\/li>\n \t
- Employee Sheet<\/a><\/li>\n<\/ol>\n
<\/h2>\n
Step 3. Input Projects and Tasks<\/h3>\nOpen the Manager Sheet. You can see at the bottom of the screen, that this template consists of multiple tabbed spreadsheets. You will need to take some time to fill in the Projects <\/strong>and Tasks<\/strong> spreadsheets.\n\nProjects tab:<\/strong> fill out columns B, C, and D with the projects, project descriptions, and estimated hours.\n\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-20-at-1.08.46-PM-1024x401.webp\")
\n\nTasks tab: <\/strong>fill out the name of your employees in row two starting in column D. In column B fill in the project name using pull-down list that populates automatically from the Project tab. Finally, in column C create individual project tasks. To assign an employee to a task place an 'X' <\/strong>in the cell that corresponds to the collaborator and task as shown below:\n\n![\"time](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-20-at-1.06.56-PM-1024x389.webp\")
\nTime Sheet Template: Assign collaborators to tasks<\/small><\/em><\/span><\/p>\n\n
Step 4. Configure the Employee Timesheet<\/h3>\nThis is where we will employ Sheetgo to connect the two sheets. For this tutorial, we are only using one<\/em> employee sheet, but chances are you have at least a handful of employees. So, keep in mind, you will need to make a Sheetgo connection for each individual employee sheet. Before connecting we recommend renaming this sheet to the name of your employee (e.g., John Kim's Timesheet).\n
- \n \t
- Click Add-ons \u2192 Sheetgo \u2192 Start<\/strong>. This will open the Sheetgo sidebar on right side of your spreadsheet.<\/li>\n \t
- Click on the +<\/strong> in the lower right corner of the sidebar to create a new connection.<\/li>\n \t
- On the next screen, click Select File(s) <\/strong>to choose a data source.<\/li>\n \t
- Find and select your copy of the Manager Sheet<\/strong> spreadsheet.<\/li>\n \t
- After it loads, you will see a drop-down menu available which allows you to select a specific sheet (tab) from within the spreadsheet. Select the sheet \"Tasks\".<\/strong><\/li>\n \t
- Next, you need to configure the settings for this connection. For this example, I have given the connection a unique name to reflect the employee John Kim and enabled an automatic update,<\/strong> Daily<\/strong>, from Midnight to 1AM<\/strong>. Be sure to scroll down and check \u2713 the Enable transfer formatting <\/strong>box at the bottom of the sidebar to ensure all formatting is preserved.<\/li>\n \t
- Finally, click the green circle in the lower right corner, and to finalize your connection.<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-20-at-1.20.51-PM-170x300.webp\")
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-20-at-1.28.07-PM-134x300.webp\")
\nShare the Sheet:<\/strong><\/h6>\nAfter importing the tasks, you can use Google's unique sharing settings to give your employee access to their timesheet. The employee can fill in their daily hours per task using the tab \"Project Timesheet\". They can also select their name from the dropdown menu in the configuration tab to have an easy visual of the tasks assigned to them.\n
Step 5. Consolidate the Employee Sheets with the Manager Sheet<\/h3>\nIn the last step, we imported information from the manager sheet into the employee sheet. Now we need to create a connection that sends the flow of information in the opposite direction so that employee times are automatically reported to the manager.\n
- \n \t
- Click Add-ons \u2192 Sheetgo \u2192 Start<\/strong>. This will open the Sheetgo sidebar on right side of your spreadsheet.<\/li>\n \t
- Click on the +<\/strong> in the lower right corner of the sidebar to create a new connection.<\/li>\n \t
- On the next screen, click Select File(s) <\/strong>to choose a data source.<\/li>\n \t
- Find and select one of your employee's time sheets. Then, click the Add more<\/strong> button, and repeat until you have selected all the employee timesheets you need involved in this project.<\/li>\n \t
- As in step 4, we need to use the drop-down menu to ensure data is being pulled from the correct spreadsheet. Make sure to select Project Timesheet<\/strong> as your source tab.<\/li>\n \t
- After you add all of the timesheets, move into the settings section on the Sheetgo sidebar. Give the connection a unique name. Enable Automatic Update, <\/strong>Daily,<\/strong> from 1AM to 2AM. <\/strong><\/li>\n \t
- Click the green circle in the lower right corner of the sidebar to finalize the connection that will import recorded employee time into the manager sheet.<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-20-at-1.57.23-PM-373x1024.webp\")
<\/h3>\nCongrats!<\/h3>\nThat's it! You\u2019ve now set up your Time Sheet Template which allows you to assign projects to collaborators and allows collaborators to report their hours daily to you. The system is now yours. Feel free to customize it as you see necessary.\n
<\/h5>\n
Some tips for advanced customization:<\/h5>\n
- \n \t
- As a best practice input fields are white and all other fields are in colored. Feel free to change the color to match your brand.<\/li>\n \t
- The sheets are configured to accept 22 employees and 100 unique tasks. But these limits are easily increased with a few simple changes the default formulas.<\/li>\n<\/ul>","_et_gb_content_width":"","footnotes":""},"categories":[59],"tags":[46],"class_list":["post-2157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management-templates","tag-project-management"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2157","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=2157"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2157\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/27477"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=2157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=2157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=2157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Click on the +<\/strong> in the lower right corner of the sidebar to create a new connection.<\/li>\n \t
- Click on the +<\/strong> in the lower right corner of the sidebar to create a new connection.<\/li>\n \t
- Employee Sheet<\/a><\/li>\n<\/ol>\n
- Manager Sheet<\/a><\/li>\n \t
- Wait a minute while Sheetgo installs the template and creates the connections for you.<\/li>\n<\/ol>\n
- One Timesheet management<\/strong> master sheet, for the project manager or administrator. Data flows into this file from the Colleague spreadsheets, giving an overview of the hours worked per day, per colleague, and per project in the automated dashboard.<\/li>\n<\/ul>\n
- Integration: In addition to being able to import data from different software, a spreadsheet-based workflow allows project managers to merge data from other departments. In a few clicks, you can connect data from your budget workflow (or those from other departments) to generate top-level reports.<\/li>\n<\/ul>\n