How to create a task list in Google Sheets?
To create a task list in Google Sheets, use the columns and rows along with conditional formatting, data validation rules, and other Google Sheets tools to make a task list table.
There are three simple options for creating a functional task list in Google Sheets to track your essential business tasks:
- Manually create a task list table.
- Use a pre-built table (or ask Gemini AI to make one for you).
- Leverage Sheetify CRM’s built-in task list feature.
You could also combine Google Sheets and Google Tasks using an Apps Script for integrated task management.
However, I don’t recommend this method as it involves deep knowledge of Google Sheets and Apps Script.
Instead, let’s take a closer look at how you can create a task list in Google Sheets using the three simple options above.
How to create a task list in Google Sheets (manual)
Unfortunately, there’s no built-in task management system within Google Sheets.
However, I still believe Google Sheets is an effective tool for creating and managing tasks.
This can be done by simply building a table within Google Sheets. To do this:
- Open a new spreadsheet.
- Set up your new sheet by labeling columns for task attributes, such as the task’s title, due date, progress status, priority level, and the assignee's name.
- Format the column and row width, text size, and other text formatting options.
- Enter each task with its associated details into the relevant cells.
- Use the ‘Tickbox’ data validation rule to add checkboxes alongside your tasks.
- @mention colleagues to assign tasks to your team.
- Include comments and attach detailed notes to tasks.
- Tag team members' email addresses so updates on priority status, task completion, and more are sent directly to their email addresses.
Google Sheets has also recently released their 'Convert to Table' feature, which helps cut down on some of the manual work involved with formatting your task list data.
To read more about the Convert to Table feature, click here.
Although basic, this method of creating a task list in Google Sheets is ideal for teams that want to build a simple task list to help them manage their sales and client tasks.
How to create a task list in Google Sheets (pre-built table/Gemini AI)
Don’t want to create a task list in Google Sheets from scratch? Well, now you don’t need to!
Thanks to Google Sheets's new pre-built table feature, you can create a customizable, visually appealing task list table in seconds.
To create a task list in Google Sheets using a pre-built table:
- Open a new spreadsheet.
- You should then see a ‘Pre-built table’ sidebar on the right-hand side of your spreadsheet.
- Insert the ‘Blank table’ option or select the relevant task tracker table.
You can manage project tasks, event tasks, inventory tasks, and more through these ready-made templates.
Plus, all pre-built tables are fully customizable, allowing you to tailor your task list to your business and brand.
And for paid Google Workspace users, creating a task list in Google Sheets is even easier!
Enter…..Gemini AI, Google’s intelligent AI tool.
To create a task list in Google Sheets with Gemini AI:
- Create a new Google Sheet.
- Select ‘Insert’ followed by ‘Help me organize.’
- In the ‘Create a custom template’ menu on the right-hand sidebar, enter a prompt describing the tasks you want to record and manage.
- Be as specific as possible when describing the desired heading names and data within your columns and rows.
- Select ‘Create’.
- Gemini AI will then produce a table pre-populated with tasks, headers, and dummy data.
- Edit the table’s data to suit your business, and customize the colors, fonts, and other formatting options if required.
Note: Unhappy with the table Gemini AI created? Simply re-write your prompt to include more specific information and click ‘Create’ again!
How to create a task list in Google Sheets (Sheetify CRM)
You may have heard of Sheetify CRM, a dynamic Google Sheets CRM template designed specifically for small and micro business owners.
But did you know that you can efficiently track your sales and client tasks in Google Sheets AND connect those tasks with Google Tasks, all with minimal effort in Sheetify CRM?
To create a task list in Google Sheets with Sheetify CRM:
- First, you must determine whether the task you want to track is a sales or client task.
- Sales tasks are viewed and tracked within the 'Contacts & Leads' sheet, and client tasks are found in the 'Client Task' sheet.
- For every new task, add a task name, description, link it with a contact, set priority and due dates, assign it to specific team members, and more.
Thanks to the integrated Apps Script, Sheetify CRM automatically links your task information across various sheets.
For example, say you want to assign a specific task to a team member.
All you need to do is add your team members within the ‘Settings’ tab, then choose that team member within the drop-down menu selection (when adding your task)
That’s right; you don’t need to set up data validation rules yourself because they’ve already been created for you!
How to integrate Sheetify CRM tasks with Google Tasks?
As mentioned, Sheetify CRM seamlessly integrates with Google Tasks so that you can monitor your tasks anywhere, anytime.
Normally, this process involves writing an Apps Script.
However, Sheetify’s built-in Apps Script means you don’t have to worry about that!
To integrate Sheetify CRM tasks with Google Tasks:
- Select your task in Sheetify CRM.
- Click 'Sheetify' in the Google Sheet's top menu, then select 'Taskify.'
- Specify if it's a 'Client' or 'Sales' task.
- After this, your selected task will automatically sync with Google Tasks, accessible from the right side of your Google Sheet.
- You can then manage and see your task from your Sheetify Google Sheets CRM template or Google Tasks.
- Simply connect your tasks through your calendar, create recurring tasks, add start/end times, and more.
This streamlined approach ensures you stay on top of your tasks efficiently, whether through Sheetify or directly from Google Tasks.
Although many task-tracking tools and templates are available on the market today, we confidently recommend Sheetify CRM as the superior choice!
With Sheetify CRM, you can easily create, track, and manage various business tasks without doing any of the heavy lifting yourself. All within your Google Workspace account!
What is Sheetify CRM?
Specifically tailored for Google Sheets users, Sheetify CRM is more than a simple task list solution.
Sheetify CRM is the ultimate all-in-one small business toolkit.
With Sheetify CRM, you can manage your tasks, contacts, sales, leads, customer tickets, transactions, and inventory on one Google Sheets spreadsheet.
Additionally, you can engage in email marketing, create and send invoices and quotes, communicate directly with your clients, record customer interactions. The list goes on!
Basically, Sheetify CRM is the best go-to small biz tool for those seeking an expansive range of CRM and marketing features.
Available for a one-time fee of $67, you and your team will receive lifelong access to all current and future Sheetify CRM features and updates!
This lifetime CRM solution is especially beneficial for small and micro-businesses aiming to manage all customer operations within a single Google Sheet.
