Tips for managing work with professional Google Sheets
Managing work with Google Sheet is a popular method applied by many businesses today. In the article below, let's explore with 1C Vietnam how to use Google Sheet to build and track work plans effectively.
1. Learn about the Google Sheet work management tool
Google Sheet is Google's free online spreadsheet application, offering many benefits and features such as:
- Multitask effectively: Meet a variety of project management, progress tracking, planning, and document editing needs.
- Visual charts: Display visual reports via bar charts, lines, and Gantt charts, making it easy to track and analyze data.
- Advanced calculation functions: Use calculation functions to analyze data in large quantities.
- Synchronous link: Integrate with other Google digital products such as Google Docs, Drive, Gmail, creating a unified, comprehensive system of working tools.
- Share and collaborate: Allows multiple people to work and collaborate on one file, optimizing group work.
2. How to effectively manage work using Google Sheet
Task management will become easier and more effective than ever with Google Sheet. Using this online spreadsheet, businesses can create and categorize work, while conveniently tracking project progress and communicating with colleagues.
2.1. Plan the project
First of all, businesses can take advantage of Google Sheet to plan details for a project. The procedure is as follows:
- Create a Kanban board:
Open Google Sheets and create a new sheet.
Create three columns with the headings "Pending", "In Progress", and "Completed".
- Job update:
Group members update job titles in the "Waiting for execution" column corresponding to the jobs that need to be done.
- Job migration:
When starting a job, the user drags and drops the job from the "Waiting for execution" column to the "In progress" column.
- Progress update:
When the job is completed, the user continues to drag and drop the job from the "In progress" column to the "Completed" column.
- Use the COUNT function:
Integrate the COUNT function at the top of each column to automatically count the number of jobs in each period.
2.2. Open access and sharing permissions for group members
To share Google Sheet files for task management, you can do the following steps:
- Click on Share in the top right corner.
- Select an audience by entering the recipient's email or choose to share with anyone with the link.
- Set sharing mode by choosing between "View only," "Comment," or "Edit," depending on the desired access.
- Finally, select "Copy link" to send the file to the people you want to share with.
Thus, managing and collaborating on Google Sheet spreadsheets will become easy and flexible for the entire work group.
2.3. Assign tasks directly on Google Sheet
In today's work environment, instead of sending individual messages, managers can optimize the process by assigning tasks directly on spreadsheets. Steps when assigning tasks directly on Google Sheet are as follows:
- Select the cell containing the work to be assigned.
- Right-click and select Comment'.
- Enter “@” to add the recipient's email address.
- Check the “Deliver to…” box and add comments.
After adding a comment, an email is automatically sent directly to the person responsible for doing the work. The recipient of the job will receive a notification, and the job will automatically be added to the worksheet shortly afterward.
2.4. Arrange project information reasonably and scientifically
With Google Sheet, users can also organize and manage scientific project information. The filter feature allows you to easily filter or search information according to many different criteria, while enhancing work efficiency. To filter data quickly and accurately, users can perform the following steps on Google Sheet:
- Select the row or column to filter data.
- Access the toolbar and select “Data”.
- Select the “Create filter” feature.
- Click “Filter” in the first cell on the column.
- Select the field to filter to display information.
- Users should divide different pieces of information into each sheet for easy management.
2.5. Monitor work progress continuously
Kanban has become an effective and commonly used Google Sheet work management model. Through Kanban, every job is clearly illustrated through each stage. The steps to track work progress with the Kanban model on a spreadsheet are as follows:
- Create a table with 3 corresponding columns: Pending, Ongoing, and Completed.
- Members regularly report work progress by moving work cards to the corresponding column for superiors to monitor directly.
- When the job moves to a new stage, drag and drop the job card to the next cell.
- Managers can use the COUNT function to automatically calculate the total number of jobs at each stage and quickly measure performance.
3. Download 5 accurate work management file templates using Google Sheet
To support businesses in the project management process, 1C Vietnam has compiled 5 scientific and accurate work management file templates using Google Sheet .
3.1. Sample work assignment by project
The work assignment template on Google Sheet for each project provides an overview of important stages, helping businesses easily monitor and evaluate performance and work progress, ensuring that every stage is covered. completed on time.
3.2. Template for assigning and tracking work during the week
The weekly work assignment and tracking template on Google Sheet is intended to help users access information easily without having to contact each team member, thereby helping to optimize the work process. Save effort and time.
3.3. Work assignment Gantt chart template
When it comes to managing work using Google Sheets , many businesses have surely heard about the Gantt chart. This chart template assigns very specific work, clearly defines time and coordination of work, and provides visual images of project progress to help monitor and plan.
3.4. Project work tracking sheet template
The project tracking sheet template helps simplify project tracking and management, thereby quickly making adjustments when necessary. This is an effective Google Sheet work management template for businesses that are undertaking dozens of different projects.
3.5. Work assignment schedule template
The Google Sheet work assignment schedule template makes it easy to plan work and track the frequency of tasks. This template will divide each work item by hour and day, so it is easy to control.
4. 1C:Document Management - Digital office solution to support all businesses in smart work management
As can be seen, Google Sheet is a free application that allows users to manage work effectively. In order to serve the work management needs of large-scale human resources, businesses can also refer to more information about 1C:Document Management software - a digital solution to help manage electronic documents. and run your business in the smartest way.
This software possesses many superior features, notably process management and project management features. Specifically, with the project management feature, the software monitors and controls each work item, personnel management, implementation time or project-related information. In addition, the software also combines with many tools such as MS Project, Gantt chart,..., thereby optimizing workflow, reducing time and resources.
At the same time, with the process management feature, 1C:Document Management software will support managers and employees in controlling work according to each status, including arising work, planned work, and work. periodic work, project work, etc. Managers can rely on this feature to evaluate employee productivity, ensuring the right people, the right job and the right benefits.
In summary, the above article has provided an overview of work management tips using Google Sheet , helping businesses optimize work processes. In addition, businesses should not forget to contact 1C Vietnam to experience 1C:Document Management software - a comprehensive work management and administration solution in the new era.