• Free

Sheets Add-on Setup

  • Closed

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

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

Contents

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