Sheets Add-on Setup
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- Learn 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

De-activating + Re-activating Clients

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