On row 5, put the headers for the checklist table: Status and Step On row 3, we put the word “Progress” in column 1. We start with the checklist title on row 1, center aligned. In the meantime, feel free to open it in an incognito window and you should be able to view it. You may be able to ask your Google Workspace administrator about this. You may not be able to open this file because it’s from an outside organization, and my Google Workspace domain is not whitelisted at your organization. I’ve set my file sharings to allow anyone with the link to view this file. How To Create A Google Sheets Checklist Template Checklist Templateįeel free to download the checklist template and make your own copy:įeel free to copy this sheet: File > Make a copy And I get almost as many questions about how I built these checklists as for the topic of the actual workshops. It ensures I don’t forget anything and gives the audience a visual clue as to where we’re up to in the workshop. When I teach live workshops, I often include a front sheet in my Google Sheet that I use as a checklist for the exercise steps. There are many situations when a checklist comes in handy.įrom simple to-do lists to project planners, from teaching lessons to tracking physical goods.Īnd although this simple spreadsheet checklist isn’t suitable for large, complex projects, or projects that require more robust data trails, it’s a quick and easy way to add some useful flair to your spreadsheet projects. We’ll use checkboxes, conditional formatting and a sparkline to build a checklist template like this: I hope you find this template useful! You may also be interested in Convas, everything you need to manage your customer feedback.In this tutorial, we’ll create a checklist template in Google Sheets. If you want to customize the statuses, update the text in the "Status input" fields on the Feature Requests tab (update the status manually for existing features). The Roadmap is generated from the Feature Requests tab (don't make edits on the Roadmap tab). Features with status set to Open are not shown on the Roadmap. Set the status of the feature to show it on the roadmap: Planned, In Progress, Complete, or Under Review. The number of upvotes is automatically updated when a new upvoter is added.Ĥ. When other customers request the same feature, add them as upvoters (if you have more than one upvoter, separate them with a comma). By keeping track of which customers have requested the feature, you can let them know personally when you launch the feature (your customers will love this).ģ. Include who requested the feature (name, email and company). Enter and keep track of all your feature requests on the Feature Requests tab. Open the template & download a copy (File / Make a copy)Ģ. Use our template to get started and if you want to upgrade to a feature request tracking tool, you should give Convas a try (we have a free plan to get you started) Google Sheets feature request tracking templateġ. Keeping track of your feature requests will help you build better products and customer relationships. Since you know who has requested the feature, you can also make a qualitative priority order based on how important or strategic the specific customers are.īy adding the email addresses of those that requested and upvoted feature, you can let them know when you launch what they have requested (your customers will love this □ ). This gives you a priority score based on the number of "upvotes" a feature gets (also known as feature voting). Use the template to keep track of which customer requested the feature in the first place and other customers that request the same feature. This template will help you track feature requests and help you prioritize your roadmap by giving you an overview of what features are the most important to your customers and who is requesting the feature. Looking for a Google Sheets template to help you keep track of your feature requests?
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