READ THIS FIRST 😎

Important to know - you must have done one of two things to use this Add-on:

1) Be a full Blueprint member + subscribed to the Team Plan (includes access for up to 5 team members) - purchase the monthly plan here ($49/month) or annual plan here ($499/yr, 2 months free).

2) Subscribed to the Project Management-only Plan, which gives you access to the Add-on but not Blueprint templates.

Once you've done either of those things, you will receive a license key to use the Add-on to your email. 

You're welcome to browse the rest of this tutorial without a license key, but you won't be able to make use of the Add-on.

You can check the most recent updates to the add-on through the Version Log doc. We make updates frequently! 


Last thing!
We recommend always using the Add-on while only logged into a single Google account, or from incognito mode.  

We make the same recommendation for any Sheets Add-on or script - there's a known Google bug that causes difficulties for scripts if you're logged into multiple accounts.

Sheets Add-on Setup

Buy nowLearn more
  • READ THIS FIRST 😎
  • Why use the Add-on?

Installing the Add-on

  • Install the Add-on from the G Suite Marketplace
  • Setting your License Key
  • Getting Support

Configuring your Agency Setup

  • Installation: Set your Drive Folder, Agency Name + Email
  • Importing your Existing PM Tracker
  • Copying a New Project Management Tracker
  • Adding Teammates as Add-on Users

Adding Clients + Tasks

  • Adding a Client
  • Configuring Client Subfolders
  • Copying a Project Plan
  • Adding a One-off Task
  • De-activating + Re-activating Clients

Copying + Running Templates

  • Two Types of Sheets Templates: Basic and Automated
  • Making Copies of Templates
  • Module 1.5 - Analytics Audit [NEW]
  • Module 2.1 - Website Quality Audit
  • Module 2.6 - Internal Linking Optimization
  • Module 3.2 - Keyword Research [NEW Pages]
  • Module 5.2 Local SEO Monthly Reporting
  • Bonus - The Traffic Projection Tool
  • Adding a Custom Template

Important PM concepts

  • Project management intro
  • Mapping your processes
  • Agency roles and responsibilities
  • Current org structure
  • Task - Deliverable - Actions
  • Manage Team Members
  • Using Google Drive for organization

Deep dive into the trackers

  • The Central tracker
  • The Content tracker
  • The Link tracker
  • The Client tracker

Creating project plans

  • The "Base" project plan
  • Project planning from scratch
  • Project planning for a NEW website
  • Niche project planning
  • Updating project plans
  • Integrating project plans