To counter the growing number of standard productivity tools on the market, Google envisioned Google Docs as the perfect companion for getting work done. With many Smart Canvas's Stylish Add-Ons Google Docs has been gaining traction recently. One such addition is the use of documents as a project management tool for team members. Here's how to create and manage projects in Google Docs.
In May 2022, Google has introduced two new additions To smart canvas to enhance collaboration. Using the drop-down menu options and models With the spreadsheet, managing projects and tasks in Google Docs has never been easier. In this post, we'll create a project from scratch, add relevant details, and finally invite team members to manage it. Let's get started.
Discover table templates
Table templates are a variety of ready-to-use databases based on your preferences. Here's how to use the right templates.
Step 1: Open Google Chrome or any desktop browser , And type docs. new in address bar And press Enter To open New Docs document.
Step 2: Locate Insert At the top, choose Table option from the dropdown menu.
Step 3: of Tables option , Locate Table templates and check out Default project management templates.
You can also write @ Select a relevant model from the drop-down list. Here, we'll use the product roadmap to get started.
Create a project database
Now that you've added a relevant table template in Google Docs, it's time to customize it based on your preferences.
Add and remove columns and rows
The default product roadmap template comes with four columns and four rows. This may not be enough for everyone. Let's add more blocks to the mix.
Step 1: to add pole Pass pointer above upper cell.
Step 2: You will see small floating menu It is shown in the screenshot below.
Step 3: Locate icon + To insert a column to the right.
Similarly, you can move the left side and click the + icon to add another row. You can drag and drop rows and columns in Google Docs at any time.
To move a raw file, hover over the first cell, then drag and drop using the six-dot menu. You can also use the same floating menu (check the screenshot above), click the six-dot icon, and change the column position.
Using and customizing projection options
Officially called dropdown lists, it allows you to quickly see the status of your project. Here's how to add new dropdown list options and modify existing ones using color coding. First, let's show you how to implement it in any cell.
Step 1: in Google Docs , Locate cell You want to implement the dropdown function in it.
Step 2: Type The order below And specify the same thing from the proposal.
@drop-down
Step 3: You can either create a new dropdown list as per your requirements or choose from the existing list – Review Status, Launch Status, Yes/No.
Step 4: Do the same for all relevant cells.
Once you've added a dropdown menu, you may want to customize it with more options.
Customize drop-down menu options
Here's how to customize dropdown options and add new status options.
Step 1: Click the down arrow next to Drop-down menu.
Step 2: Locate Add/Edit Options.
Step 3: You can change the template name, status position and even remove it using Delete icon.
Step 4: Click New option At the bottom to add New option And give it a relevant name.
Step 5: You can click Color List and select Color option.
Step 6: Once you click save You have two options to choose from.
This example only: The change will only apply to the drop-down selection list.
Applies to all: You must use this option. The changes will be applied to all drop-down menu bars with the same properties.
You can create as many drop-down lists as you want and add them to any column or row in a Google Docs document.
Add relevant notes and files
Because Google Docs is fully integrated with Google Drive, you can easily add reference files from documents, spreadsheets, and presentations.
Step 1: Type code @ In a cell and follow Write the document name.
Step 2: will display Google Docs Related files from Drive account Your.
Step 3: Locate file And add it to your database.
You can also add notes for your team members to refer to.
Share Google Docs
Now that you have the perfect Google Docs document with all the relevant project details, you can invite your team members to it.
Step 1: Click Share button above.
Step 2: Add Email IDs For people, give them the required permission, and press send button.
Google Docs Home
You no longer need to switch between A dedicated project management tool And Google Docs. You can try the smart drawing board in Docs and replicate the same experience in one place. Of course, this doesn't compare to advanced tools like Asana, Jira, or AirTable, which come with automation and other features. But it's still a promising start from Google, and we can't wait to see how the company builds on this solid foundation. The steps above are enough to learn how to create and manage projects in Google Docs.
