Sheets Add-on Setup

Free

Sheets Add-on Setup

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Run your Project Management or execute Blueprint templates through a single sidebar.

Note that an Add-on subscription is required to activate it.

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READ THIS FIRST 😎

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Why use the Add-on?

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Installing the Add-on

Getting up and running with the Add-on.

Install the Add-on from the G Suite Marketplace

Setting your License Key

Getting Support

Configuring your Agency Setup

The basics of getting started: adding your PM tracker, clients and configuring the Add-on for your agency.

Installation: Set your Drive Folder, Agency Name + Email

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Importing your Existing PM Tracker

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Copying a New Project Management Tracker

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Adding Teammates as Add-on Users

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Adding Clients + Tasks

A walkthrough of the Add-ons Project Management functionality.

Adding a Client

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Configuring Client Subfolders

Copying a Project Plan

Adding a One-off Task

De-activating + Re-activating Clients

Copying + Running Templates

Walking through the setup process for templates with embedded automations + API integrations.

Two Types of Sheets Templates: Basic and Automated

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Making Copies of Templates

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Module 1.5 - Analytics Audit [NEW]

Module 2.1 - Website Quality Audit

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Module 2.6 - Internal Linking Optimization

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Module 3.2 - Keyword Research [NEW Pages]

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Module 5.2 Local SEO Monthly Reporting

Bonus - The Traffic Projection Tool

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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