10 Best Practices for Project Management Spreadsheets!

Video Description

Download my template here: https://www.jeffsu.org/shared-spreadsheet-template/ It’s hard to get by at work without using some sort of project management shared spreadsheet with colleagues (be it Microsoft Excel or Google Sheets). In this video I go through 10 Best Practices for Shared Spreadsheets and I share concrete examples so you can follow along! I first go through tips and tricks you can adopt within tabs (for example hyperlinking to specific tab URLs for call-to-action) and then go through how best to structure the overall spreadsheet (e.g. having empty tabs to visually separate different sections of the spreadsheet) So whether you use Google Sheets or Microsoft Excel at work or for school, these tips (such as using data validation and conditional formatting) will all be applicable and will also hopefully increase your productivity! TIMESTAMPS 00:00 Shared Spreadsheet for Project Management 00:34 Add Explanation to Every Tab 01:22 Make Deadlines Obvious 01:46 Hyperlink to Specific Tabs 02:30 Use Descriptions below Header Rows 03:07 Data Validation is Your BEST FRIEND 04:40 Use Formulas Whenever Possible 05:51 Import Raw Data Properly 06:50 Key Info Tabs 07:25 Raw Data Tabs 07:43 Share Spreadsheet with Teammates RESOURCES I MENTION IN THE VIDEO Google Sheets Formula Video - https://youtu.be/98dnBA5WYLY How To Take Notes at Work - https://youtu.be/T0qhJdHLJTc MY FAVORITE GEAR 🎥 My YouTube Gear - https://geni.us/youtube-gear 🎒 What's In My Bag - https://geni.us/mybag 💻 What's On My Desk - https://geni.us/mydesk 🛩 What I Travel With - https://geni.us/mytravel MY FAVORITE SOFTWARE ✍️ Skillshare - https://geni.us/skillshare-jeff BE MY FRIEND: 📧 Subscribe to my Productivity newsletter - https://www.jeffsu.org/productivity-ping/ 📸 Instagram - https://instagram.com/j.sushie 🤝 LinkedIn - https://www.linkedin.com/in/jsu05/ 👋🏻 Clubhouse - https://www.joinclubhouse.com/@jsushie 👨🏻‍💻 WHO AM I: I'm Jeff, a full time Product Marketer. In my spare time I like to tinker with tools and create systems that help me get things done faster - or as one of my friends puts it: "Get better at being lazy" 😏 If you'd like to talk, I'd love to hear from you. Messaging me on Instagram (@j.sushie) directly will be the quickest way to get a response! PS: Some of the links in this description are affiliate links I get a kickback from 😇 Disclaimer: My opinions are my own and may not reflect that of my employer #googlesheets #excel #bestpractices