Can I create tasks in Google Sheets? This is what many avid Google users owners ask themselves.
Google Sheets is an excellent online spreadsheet tool that can store, manage, and analyze various types of data.
And the good news is, you definitely can create tasks in Google Sheets. But the question is…..how?
How To Create Tasks In Google Sheets?
There are a few ways you can create and track business tasks within Google Sheets:
- Create tasks in Google Sheets manually.
- Insert a Google Sheets pre-built table or ask Gemini AI (paid Google Workspace users) to build a task tracker for you.
- Integrate Google Sheets and Google Tasks together using an Apps Script.
- Use a Google Sheets CRM template like Sheetify CRM to create and manage your client and sales tasks.
How To Create Tasks in Google Sheets Manually
Although you can manually create tasks within Google Sheets, this option is very limited.
This process involves customizing columns and rows with task names, due dates, status, priority, team member assigned, etc.
From there, simply input your task names and relevant information within the spreadsheet.
This method is quite basic, but it is quite useful for creating basic tasks. You can:
- Assign tasks to team members by using the @ mention function.
- Add comments and notes.
- Tag email addresses so your team gets notified about the added task.
Recently, Google Sheets has introduced a new ‘Convert to Table’ feature, which can format and organize your data quickly.
You can read more about this process here.
This is quite helpful if you choose to create tasks in Google Sheets with this method.
How To Create Tasks in Google Sheets With Pre-built Tables
Another option is to use a Google Sheets pre-built table (you should see this on the right-hand side of the page when you open up a new Google Sheet).
There are tables for specific tasks, such as events, projects, inventory, and more, which you can customize.
This is another new feature Google has recently rolled out, which you can read more about here.
How To Create Tasks in Google Sheets With Gemini AI
Additionally, paid Google Workspace users can use Gemini AI to help them curate a specific task tracker solution.
To create tasks in Google Sheets using Gemini AI:
- Create a new Google Sheet.
- Click ‘Insert’ then ‘Help me organize.’
- Within the ‘Create a custom template’ section on the right-hand sidebar, type a prompt explaining what tasks you want to create and track.
- Include specific details regarding the information you want as your headers and inside your columns and rows.
Check out this in-depth guide on how to use Gemini AI in Google Sheets.
How To Create Tasks in Google Sheets With Google Tasks
If you want to link your tasks to your calendar or Google Tasks app or link items together to automate your business processes, you’ll need to integrate an Apps Script.
This involves having a high level of expertise in both Google Sheets and Google Apps Script.
If you’re a beginner, I don’t recommend this method.
Fortunately, we’ve created an easy-to-use Google Sheets CRM template called Sheetify CRM that combines the simplicity and functionality of the above methods!
Google Sheets CRM Template - Sheetify CRM
There are plenty of Google Sheet task creation and tracking templates available for you to download and use.
However, we believe Sheetify CRM is the best task tracker template and all-in-one business toolkit specifically designed for Google Sheets users
If you’re looking for a complete CRM for Google Sheets for:
- Creating and tracking tasks.
- Managing contacts, sales, and leads.
- Monitoring transactions, tickets, and inventory.
- Curating invoices.
- Sending bulk emails.
- Plus so much more….look no further!
Sheetify CRM is the perfect Google Apps CRM template directly integrated with your Google Workspace account.
Sheetify CRM is available to install and use for just $67, which includes all current and future updates and features.
This lifetime CRM solution is ideal for small and micro-businesses looking for an effective system for managing all operational aspects of their business
All within one Google Sheet!
You can learn more about how this impressive Google CRM template works here.
How to Use Sheetify For Sales and Client Tasks
Within Sheetify, you can create and organize your tasks into two categories: Sales and client tasks.
- A sales task is any task that involves moving a sale through your sales pipeline and can be managed within the ‘Contacts & Leads’ tab.
- A client task is any task directly related to a client and can be added and managed within the ‘Client Task’ tab at the bottom of your Google Sheet.
You can add a task description, link the task to a contact name, insert a priority status and due date, assign it to a team member, and more
The best part about using Sheetify for your sales and client tasks is that everything is linked between sheets!
For example, what if you wanted to create a client task and assign it to a specific team member?
Without Sheetify, you’d have to enter the name each time manually.
But with Sheetify, simply set up the names of your team members within the ‘Settings’ tab, then select the right team member from the drop-down list, and you’re good to go.
Sheetify and CRM Google Tasks Integration
As I mentioned earlier, it is possible to link your Google Sheet with Google Tasks, but you’ll need to use an Apps Script to do this.
Well with Sheetify, we’ve written the Apps Scripts for you so you can automatically add your Google Sheet tasks to the Google Tasks App.
To activate this function:
- Click your selected task within Sheetify.
- Click ‘Sheetify’ from the top menu of your Google Sheet, then ‘Taskify.’
- Select ‘Client task’ or ‘Sales task.’
- And that’s it! Sheetify will automatically add your task to Google Tasks (you can view your task on the right-hand side of your Google Sheet).
- You can then view, manage, and complete the task from Sheetify or Google Tasks.
Sheetify and Google Tasks make it easy to add tasks to your calendar and set recurring tasks, start times, end dates, and more.
Check out this in-depth tutorial explaining this process here.
Why Use Google Sheets For Task Creation?
While Google Sheets may not have been designed as a traditional to-do list or task-tracking solution, its versatility is what makes it a standout choice for me.
The level of customization available is unmatched, especially when you use a dynamic tool like Sheetify CRM, which is completely tailored to your specific needs.
In addition to what Sheetify CRM offers, our experts can add advanced automations, extra features, and changes to your Google Sheets CRM for you.
The efficiency, accessibility and collaboration within Google Sheets is another key advantage.
In a world where time is of the essence, the last thing anyone wants is to waste time on unnecessary clicks or emails back and forth!
If you’re looking to efficiently and effectively create and manage business-related tasks, Google Sheets is the perfect platform for you.
