ULTIMATE Google Sheets Project Management Template (Sheetify Projects)
✅ Learn more about this dynamic Google Sheets Project Management toolkit here ➜
https://www.sheetifycrm.com/products/...
In this Google Sheets Project Management template tutorial, I show you how all the tools and features work in Sheetify Projects.
Sheetify Projects is a simple yet powerful Google Sheets Project Management template designed for Google users and is ideal for small and micro businesses.
👉 Need Google Sheets or Sheetify CRM custom personalization?
We now offer this service ➜
https://www.sheetifycrm.com/pages/she...
The great thing about our Google Sheets CRM, Projects, and Bookkeeping products is that they integrate Google Sheets seamlessly with your favorite Google Apps. No subscriptions, no fees, no monthly plan. You get lifetime value with for only one payment.
Shifting back to a Spreadsheet that many small business owners know and love.
We have three products Sheetify CRM, Sheetify Bookkeeping and Sheetify Projects. All three work together to help small businesses better manage projects, sales, tasks, inventory, accounting needs and more.
► Today we navigate through the below chapters for this Google Sheets Project Management tutorial:
0:00 Intro
00:32 What can you do with Sheetify Projects?
01:59 How to get your own copy
02:36 Configure settings
02:58 Authorize account
03:43 Personalize account
05:18 Manage projects
07:22 Send emails (Project assignees)
08:51 Manage tasks
09:34 Send emails (Task assignees)
10:27 Taskify feature
11:22 New project/task button
12:00 Enable/disable email automation
13:35 Email notification templates
14:23 Dashboard
15:46 Timeline
16:37 Calendar
17:10 Kanban
17:33 Interactions/notes
18:22 All email templates
18:32 Project request form
19:55 Reporting
20:23 Quick start guide
20:41 Outro
✅ Watch our 12-in-1 Google Sheets CRM Template tutorial here ➜
• 12-in-1 Google Sheets Template for Busines... (English)
• El mejor CRM de Hojas de Google | Marketin... (Español)
✅ Watch our 10-in-1 Google Sheets Bookkeeping Template tutorial here ➜
• 10-In-1 Google Sheets Bookkeeping Template... (English)
Learn more about our Sheetify toolkits through other helpful tutorials ➜
👉 Learn how to set up Sheetify CRM:
• Getting Started with Sheetify CRM: Google ...
👉 Learn how to engage in email marketing with Sheetify CRM:
• Sheetify CRM | Best Email Marketing for Gm...
👉 Learn how to use the dashboard inside Sheetify CRM:
• Google Sheets Analytics Dashboard Overview...
👉 Learn how to manage sales and client tasks with Sheetify CRM:
• Google Sheets CRM | Google Sheets Task Tra...
👉 Learn how to manage inventory with Sheetify CRM:
• Google Sheets Inventory Management Tutoria...
👉 Learn how to manage notes and interactions with Sheetify CRM:
• How to Manage Notes & Interactions in Shee...
👉 Learn how to manage sales in Sheetify CRM:
• Google Sheets Sales Tracker Tutorial | Sal...
👉 Learn how to capture and manage leads:
• Capture Website Leads with Sheetify CRM (G...
👉 Check out our most recent updates here:
https://www.sheetifycrm.com/blogs/upd...
👉 Check out our Sheetify CRM tutorials page on our website:
https://www.sheetifycrm.com/pages/she...
👉 Can Google Sheets be used as a CRM? Let's find out:
https://www.sheetifycrm.com/blogs/upd...
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does Sheetify Projects offer?
Add Unlimited Projects.
Add Unlimited Tasks.
Progress Tracker.
Planned Cost & Effort vs Actual.
Timeline (Gantt) & Kanban Views.
Dashboard Analytics.
Unlimited Team Collaboration.
Send Personalized Team Emails.
Enable Team Email Notifications.
Record Team Interactions.
Add New Projects (Google Form).
Sync Tasks with Your Google Task App.
Personalize Email Templates.
Send Reports (Dashboard Snapshot).
Thanks for watching and enjoy!
#sheetify #googlesheets #projectmanagement