I was happy to see so many comments on my excel templates posts on inventory management and small businesses. Over the next few months, I will be including more templates (in Excel and Google Sheets) organized by job functions and business sectors. I hope this post and the many to come will simplify your work life!
If you are interested in how to convert Google Sheet templates to mobile apps, I included instructions on how to make an app from our Google Sheets add-on.
Without further ado, here are the three free project management spreadsheets!
This template is for fleet or package delivery managers whose job is to make sure all packages are picked up and delivered at the right place and on time. It breaks data into three blocks—Package, Pickup and Delivery—so that users can clearly see the relationships between any two of the three groups of data.
We turned this spreadsheet into a sample app where building material delivery managers can see on a map where a building/job site is and where the associated building material packages should be picked up from or dropped-off. Based on the criteria they select, the maps can be a combination of Building Sites (primary layer) and Vendors (secondary layer), Vendors (primary layer) and Package PickUp (secondary layer) etc.
Unlike spreadsheets, the app provides a dynamic way to organize data. In this app, data is organized by Driver, Vendor, Overdue Packages, and Late Packages, etc.
This template is based on a spreadsheet I use on a daily basis to manage multiple marketing projects. It organizes projects by Category, for example, Blog, Landing Page, and Campaign, etc.
I turned this spreadsheet into a mobile app and here are some of the most useful features this app has:
This sales tracker template is for sales people to track their leads (potential customers), which are grouped by job functions and business sectors. Potential customers are color-coded to indicate what stages they are in—1st attempt, 2nd attempt, and Close, etc.
This template can be turned into a very interesting app where you can have:
What other templates would you like to see? Please leave your comments below and I will provide them in my future blogs.