Let us try and conceptualize how to manage projects entirely on spreadsheets, with the help of Sheetgo and some of the automations that it offers. I have looked into some of the workflows that we use internally at Sheetgo to build out an use case to manage projects on top of spreadsheets
- We can have a Sheetgo form to add tasks - we can publish the form and send out the link to users who can open it up from their desktops or mobile phones to add in a new task - these responses get saved on to a sheet - the fields on the form can be customized by setting up the columns on the response sheet
- We can use another Sheetgo form to add comments to a task - this is trying to mimic the functionality in a project management tool like Jira - for each Jira task that you create you can add multiple comments to it - we can do something similar with another form where you pick the Task ID and then add in comments for that particular task - this is a one-to-many relationship where one task can have multiple comments
- Once a task is created you can use the Sheetgo email automation to send out an email - usually this is to the manager responsible who is going to manage the allocation of tasks to different team members
- You can track each task and it’s history of comments via a simple report on the sheet which can be built using formulas - on selecting the task ID it displays all the associated comments of that particular task - a very basic report that we use is shown below
- You can update the status of each task on the sheet itself - this can be done via a simple dropdown - some conditional formatting can also be used to distinguish between tasks of different statuses
- Once a task is marked completed on the sheet you can then use the Sheetgo email automation to send out a task completion email which can also be linked to a form to gather feedback on the task
