Simple Project Management Sheet for SEO Professionals

You don’t need to purchase an expensive monthly subscription to track client task work! Learn here how I built a FREE, simple yet effective client project management sheet in Google Sheets.

Simple Project Management Sheet For SEO Professionals

Listen. I get it.

To make money you have to spend money when you’re a brand new business owner. The costs for all the software or hardware or both required adds up fast and seems like it is breaking the bank.

One piece of software required is a project management software for managing all of your client task work, right? Right! There are wonderful project management software applications on the market today but it doesn’t have to be expensive to get what you want out of it!

Thankfully, there are cost-cutting solutions that are just as effective as a $50/month to $500/month project management sheets.

Download Sheet

Do you want this sheet for free? Just click the download button below to get started! No emails, no phone numbers, no b.s.! Download today!

I’m going to show you a FREE project management sheet (via Google Sheets) that I personally built for you – the new SEO business owner.

Like I said, there are plenty of great project management software applications but they’re just too damn expensive, especially if you’re a new SEO consultant. Monday.com is a prime example of this. While their project management sheets are customizable and user-friendly, the lowest monthly plan is $48/month. That’s not a bad price but it’s a bad price when you’re struggling to justify the cost.

So here is my walk-through for a free, simple project management sheet in Google Sheets. Let’s start by googling “Google Sheets”, and clicking on the first link.

 

Project Management Sheet in Google Sheets Home Page

After it is downloaded, create a new sheet.

Fill out the first row just like the image below:

  • List of Tasks
  • Team Member
  • Task Status
  • Timeline
  • Projected Time
  • Actual Time
  • Software Required

 

Step 1 - Create A New Google Sheet - Four Peaks SEO

Here is how the sheet should start looking like for the first two columns: List of Tasks, Team Member.

Step 2 - Fill out the columns - Project Management Sheet in Google Sheets - Four Peaks SEO

The rest from here on out is self explanatory, right? Sure! Let me show how I built my sheet and how you can use conditional formatting, and other tricks, to make the project management sheet in Google Sheets work for you!

Task Status: Automatically change colors when writing “Done” or “Working On It”

 

Step 3 - Conditional Formatting - Project Management Sheet in Google Sheets - Four Peaks SEO
Step 3.1 - Conditional Formatting - Project Management Sheet in Google Sheets - Four Peaks SEO

Step 1: Highlight cells “C2” – “C9” and click on “Conditional Formatting” in the Format drop-down menu. By default, the “Formatting style” will be a shade of green.

Conditional Formatting - Project Management Sheet in Google Sheets

Step 2: In the “Format cells if…” drop-down menu, find and click the “Text is exactly” rule.

Conditional Formatting - Text is Exactly Rule - Project Management Sheet in Google Sheets

Step 3: Type “Done” in the “Value or Formula” box. For now, let’s leave the formatting color as is. After you have typed “Done” and have chosen your desired formatting color, click on “Add another rule” and follow the exact same steps for “Working On It”.

Conditional Formatting - Value or Formula - Project Management Sheet in Google Sheets

Here is what we have after the conditional formatting rules:

Finished Conditional Formatting

Pretty easy right? We thought so! Want to learn more tricks? Let’s take a look at how to automatically calculate how long a task may take. For this task, we’re going to be using a simple “=SUM” formula in the same sheet so let’s get started!

Using Formulas

Pretty easy right? We thought so! Want to learn more tricks? Let’s take a look at how to automatically calculate how long a task may take. For this, we’re going to be using a simple mathematical formula in the same sheet so let’s get started!

Click one cell below the “Projected Time” column, click and highlight cells E2 through E9, close off the formula with a parenthesis symbol, and press Enter. Anytime you make a change to any cells between E2 and E9, cell E10 will be automatically updated to reflect the change. Use the same formula for the “Actual Time” column as necessary.

 

Using Formulas in Google Sheets
Using Formulas Pt 2 in Google Sheets

Final Project Management Sheet in Google Sheets

Here is what the final project management sheet in Google Sheets can look like:

Use the “Data Validation” tool or manually enter Team Member names as necessary. You can also use the “Data Validation” and “Conditional Formatting” tool together to create a drop-down style cell for the “Task Status” column.

Creating Drop-down Menus Using Data Validation & Conditional Formatting

We are going to be following a similar procedure, so highlight cells C2 through C9. Click “Data Validation” in the Data drop-down menu.

Data Validation in Google Sheets - Project Management Sheet

In the “Criteria” drop-down menu, choose “List of items”. Fill in the box like so “Done, Working On It”, and click Save. Cells C2 through C9 will now have a drop-down menu so you don’t have to manually type the task status from now on. Since you have already created the Conditional Formatting for these same cells, the cell will populate with the color chosen from before.

Download Project Management Sheet

Do you want this sheet for free? Just click the download button below to get started! No emails, no phone numbers, no b.s.! Download today!

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