Download my template here: 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 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-98dnBA5WYLY.html
How To Take Notes at Work - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-T0qhJdHLJTc.html
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👨🏻💻 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
22 мар 2022
