6 Practical Ways to Use Google Sheets

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6 Practical Ways to Use Google Sheets

Sometimes the precise software you need is already available to you. Building your own solution is as simple as dabbling and coloring outside the lines.

While accounting may be the first thing that comes to mind when thinking about spreadsheet software, there are numerous other applications. So, what are some additional useful applications for Google Sheets? Continue reading to discover out.

1. Track Your Spending With Google Sheets

You don’t have to be an accountant to use spreadsheet software to monitor your expenses. You may create a monthly tracker in Google Sheets to help you keep track of your expenditures and provide a baseline for your budget.

Even better, you don’t have to memorize a slew of complicated formulae or functions to get the task done. You may input your transactions everyday and receive a monthly total by using just three columns: location, category, and amount. The SUM function will assist you in calculating your grand total as follows:

  1. In the required cell, enter =SUM().
  2. Insert the column range between the brackets, such as =SUM(C:C).
  3. Hit Enter on your keyboard.

And adding category totals is a cinch with SUMIF.

  1. Type =SUMIF() into a cell.
  2. In the braces, put your category column range, followed by a comma.
  3. In quote marks, type the name of a category, followed by another column.
  4. Substitute your sheet’s column ranges for the amount column range, which will look like like =SUMIF(B:B, “groceries”,C:C).
  5. Hit Enter on your keyboard.

Using these two capabilities, you may design the ideal template to assist you in determining where your money is going.

2. Keep a To-Do List in Google Sheets

Google Sheets is a wonderful spot for your to-do list, whether it’s a continuous checklist or you’re planning a catch-up day. But if you simply want to get started, you don’t need to reinvent the wheel. A prebuilt solution may be found in the software’s template gallery.

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Go to your Google Sheets homepage to discover it. You’ll notice a panel at the top of your screen where you may start a new spreadsheet or explore a few templates.

If you don’t see it there, go to the Template Gallery in the top-left corner and look under Personal. It’s ready to use after you click in.

3. Collaborate on Projects in Google Sheets

Choosing the best project management solution for you and your team may be difficult, particularly when money is an issue. If you’re not ready to make the investment, you can create a functional project collaboration board in Google Sheets that works just as well, sans some of the bells and whistles—who needs them?

Some examples of columns you can include are:

  • To identify assignments, use the task name.
  • To convey deadlines, use due date.
  • Priority indicates whether or not a task is urgent.
  • Status —to rapidly inform others of the status of a task.
  • Notes —used to communicate the breadth, thoughts, and ideas around a task.
  • Owner —to allocate a job to yourself and others while informing your team who is on it.

Setting up a project board on Google Sheets requires some initial planning, but apart from the cost savings, your colleagues may already be familiar with spreadsheet software, so you’ll have less explaining to do.

4. Build a Content Calendar in Google Sheets

When it comes to content calendar tools, there is certainly no lack of options. It might be difficult to compare characteristics that are beneficial and those that are not. If you’re still having trouble deciding, you can design a bespoke content calendar in Google Sheets that will meet all of your needs—aside from actually publishing it, although most social platforms have some kind of scheduler built in.

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Here, you may organize your entries into columns similar to prompts, such as:

  • Account —the location you want it to go.
  • The status of the post indicates its current state.
  • Copy —the text you want to use.
  • Image —the image you want to submit.
  • Date —the time you wish to publish it.
  • Notes —additional thoughts and ideas on the topic and the labor involved.
  • Owner —the person or entity in charge of the material.
  • Links – where to look for the post afterwards.

You can make your progress updates clickable by using a mix of Data validation and Conditional formatting, much like the status buttons in ClickUp and other project management applications. Here’s how it’s done:

  1. Choose a cell in the Status column.
  2. Select Data from the top menu, then Data validation.
  3. Use List of things for Criteria and input the words you want to use, separated by a comma.
  4. Hit Save .
  5. While keeping your dropdown selected, go to the Format option at the top of your screen and choose Conditional formatting.
  6. Select Format cell if… and Text includes from the sidebar’s Format rule.
  7. Enter the status name and choose the backdrop color to go with it.
  8. Repeat steps 5-7 with the remainder of your statuses.

While there are various content calendar software options available, why not develop your own in sheets? Even better, there are no paywalls.

5. Keep a CRM in Google Sheets

CRM software is another example of overcomplicated and expensive software. In Google Sheets, you may create your own depending on your present sales or service procedures. Client name, phone number, email, date contacted, status, and remarks are some columns to add.

Before you begin developing your CRM in Google Sheets, think about certain columns that are specific to your company and sales cycle, such as the desired product or service, the issue you’re attempting to address for the customer, or who controls the account.

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You may be satisfied with your Google Sheets CRM, but if you decide to switch, many software programs enable you to import data from spreadsheets.

6. Set and Track Your Goals in Google Sheets

It’s one thing to have objectives. It’s another thing entirely to place them. You can accomplish this using Google Sheets by:

  1. What do you want to do? Write it down.
  2. To be more clear, how will you know when you’ve arrived?
  3. Determining your goals—what will you do to achieve them?
  4. Setting a timetable—how long do you want it to take?
  5. Measuring it—how can you keep track of your progress on a daily basis?

Make a basic spreadsheet with columns for goal statements, details, goals, and deadlines. Add another for advancement.

Create a table below your goals with the days of the week as rows and your daily aims as columns—for example, reading 20 minutes per day, going for a 30-minute walk, and so on. Track your activities on a daily basis and update your progress on a weekly basis.

Stay on Top of Your Workload With Google Sheets

To keep on top of your task, you don’t need to invest in expensive software. You can create the ideal solution in Google Sheets with little thought and imagination. The best part is that you can quickly share them with your colleagues and coworkers to collaborate on assignments and projects.

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