How to create a google sheets template

Make a custom template to create a starting point for new spreadsheets

How to create a google sheets template

How to create a google sheets template

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What to Know

  • Make a spreadsheet with the data and formatting for a template. In a new folder, click New > Google Sheets to make an empty Sheet.
  • In the source spreadsheet, highlight and copy the content you want to use in the template. Paste it into the empty spreadsheet.
  • Name and save the template. When you want to use this custom template, make a copy so you don't change the original template file.

This article explains how to create your own template in Google Sheets when one of the Google Sheets pre-supplied templates won’t work. You’ll need a Google account to access Google Sheets. Sign in to Google Sheets with the same account you use to access Gmail or YouTube.

What You Need for a Custom Google Sheets Template

A Google Sheets custom template contains information specific to the spreadsheet you want to make. To make a custom template, start with a spreadsheet file that contains the information and formatting you want to use in the template.

How to create a google sheets template

Create the spreadsheet file in any spreadsheet program, such as LibreOffice or Microsoft Excel. You can even make the spreadsheet in Google Sheets, either from scratch or from the Template Gallery. Just open one of those templates and edit it as needed to fit your project.

Make a Folder for Custom Templates

To keep your custom templates organized, create a folder that will contain only template files.

Open Google Drive and go to the root folder (the top folder and not a subfolder).

Select New > Folder.

How to create a google sheets template

In the New folder dialog box, enter a descriptive name for the folder, then select Create.

How to create a google sheets template

The new folder appears in the list with the other folders in Google Drive.

Add Your Template to the Folder

To add your custom template to the newly created folder:

Open the templates folder you created.

Select New > Google Sheets to make an empty spreadsheet that will be used as the template file.

How to create a google sheets template

If you select From a template, the Google Sheets Template Gallery displays. You cannot upload templates or create a blank template from the Template Gallery.

Open the spreadsheet that contains the data you want to use in the template and highlight its contents. To select everything in the spreadsheet, press either the Ctrl+A or Command+A keyboard shortcut.

Select Edit > Copy to copy the highlighted content. Or, press Ctrl+C or Command+C.

How to create a google sheets template

Open the empty spreadsheet you made in Step 2 and select Edit > Paste to paste the spreadsheet contents. Or, press Ctrl+V or Command+V.

How to create a google sheets template

Select the cell at which you want the paste to take place. For example, if you copied everything in the spreadsheet, select the square to the left of A and above 1 to highlight the entire sheet, then paste the spreadsheet contents.

Enter a descriptive name for the template.

How to create a google sheets template

Select the Google Sheets icon to return to Google Sheets.

Use Your Custom Templates

When you want to use this custom template to create a new spreadsheet, make a copy of the template file before you make any changes to the original template file. If you edit the original template, you won't have that unaltered template available for use in the future.

To make a copy of a template, right-click or tap-and-hold the template file, then choose Make a copy.

How to create a google sheets template

Then, rename the copy and move the copy to another folder so that you don't accidentally edit the template.

I am a fan of creating to-do lists and trackers. And Google Sheets is my weapon of choice.

Since I have created a lot of these lists and trackers, I decided to merge all my trackers into one single Google Sheets document and then use this master tracker instead.

And to do this, I had to copy sheets from multiple Google Sheets into one single Google Sheets document.

While it’s not complicated, it took me a few minutes to figure it out.

So I thought I will share it with you all (in case you want to get this done yourself).

Copy a Sheet from One Google Sheets to Another

Below are the steps to create a copy of a sheet in another Google Sheets document:

  1. Open the Google Sheets document from which you want to copy the sheet. So these would be different trackers (lists) that I want to combine.
  2. Right-click on the sheet that you want to move to another master tracker Google Sheets document.
  3. Click on ‘Copy to..’ option.How to create a google sheets template
  4. In the dialog box that opens, you need to select the Google Sheets in which you want the sheet to be copied. This Google Sheets document could be in your own Google Drive or the one that is shared with you (with edit rights).How to create a google sheets template
  5. Once the Google Sheets in which you want to copy the sheets is selected, click on Select.

You will see a prompt that will tell you that the sheet has been copied. You can also open the target Google Sheets document, which now has the copied sheet.

Note that when the sheet is copied, it still remains in the source worksheet. A copy of the sheet is created in the target document.

In case you have the link to the Google Sheets in which you want to copy the sheet, you can simply enter the link at the bottom of the dialog box (step 4 above), and then click Select.

Stores and eCommerce businesses require inventory management and warehouse management services. By knowing the inventory data accurately, people can plan accordingly for incoming sales. Alternatively, the absence of real-time data can lead to heavy losses for the business. Having an inventory template for Google Sheets or Microsoft Excel helps users make essential business decisions by keeping track of inventory.

Google Sheets is a flexible tool for tracking inventory since you can work with multiple collaborators on a single Google sheet. That way, everyone on the team can stay updated about the current status of the inventory. Also, you can keep an eye on how the inventory affects your cash flow and profit margin. Inventory management is also possible using barcode scanning technology. You can check out the best barcode scanner apps for Android if you opt for that inventory tracking method.

Top 5 Inventory Template For Google Sheets

Having a Google Sheets inventory template is a great way to start with inventory management, especially if you are running or stepping into a small business. It will help you avoid stock overflow, combat stock shortage, and be less prone to human error in accounting. That being said, let’s see some of the best inventory template spreadsheets.

1. TradeGecko

If you have recently started a business, TradeGecko won’t disappoint you when it comes to successful inventory management. TradeGecko is an automated inventory software that provides this comprehensive inventory management template for users who want to track inventory availability in their business.

When you open this inventory template for Google Sheets, the first spreadsheet explains how to navigate and work throughout the document. You can list down your products and the respective SKU as well. In the Purchases sheet, you can enter all the purchases you make from your suppliers and add other related details. Users can also document their sales and create reports in other spreadsheets. Using this template, users can track many details, such as the minimum stock quantity and order quantity.

If you like the TradeGecko system, you can create a .CSV file and upload it to their inventory management software, and then use it for inventory management along with automation features. If not, the free Google Sheets inventory template is still a great way to reduce inventory management costs and maintain frugal spending.

2. Basic Inventory Template

If you aren’t interested in detailing stuff, the basic inventory template Google Sheets provides is the best alternative. It is very simple to understand, and you can add as many records as you want. In addition, you can measure the minimum and maximum quantity in stock using this simple template.

This Google Sheets inventory template is tailor-made for small warehouses that need to keep an inventory of stock or orders regularly. You can create an itemized list using this template. To get this template, all you need to do is click on the link given below and create a copy of the Google sheet for your personal use.

3. Sheetgo Inventory Management Template

The standard Google Sheets inventory template would consist of a single sheet with multiple columns used for different purposes. However, the Sheetgo inventory template for Google Sheets takes things up a notch by syncing multiple inventory sheets to create an interconnected inventory management system.

This workflow template allows the inventory managers to collaborate simultaneously on different spreadsheets for inventory tracking; it syncs the inventory data between different files, thus ensuring every user gets the updated version of the data. So, you can easily keep track of the current inventory level using this sheet.

When you download the Sheetgo free template, you will get three spreadsheets – Check-in, Check out, and Master Sheet. The Check-in sheet registers the items that enter the inventory, while the Check out sheet registers those that leave the inventory. The Master Sheet contains dashboards that let you know the current stock quantity.

You will get an initial 7-day free trial, and Sheetgo will offer you the inventory template for Google Sheets customized to your business needs.

4. Indzara Inventory Management Template

The Indzara inventory sheet is tailor-made for all retail business owners. It focuses on retail inventory availability and makes sure users are updated about the same from time to time. Unfortunately, using this inventory management sheet is a cakewalk since Indzara provides instructions on using it in the first sheet itself.

The Indzara inventory template for Google Sheets allows users to determine which items in the inventory list need to be reordered; in a nutshell, it helps keep an eye on the inventory levels and track key metrics. You can also determine which product sells the best and take important marketing decisions regarding the same. One thing that separates the Indzara template is that it handles tax calculations and records billing info. It also helps massively in maintaining the current inventory calculations.

5. Create Inventory Using Google Sheets

If you don’t wish to enter inventory details manually, you can set up a small automated system using Google Forms and Google Sheets. The idea is to create a form that contains all the columns you want to keep track of. Then, you need to create an inventory Google sheet to record the responses. You can also use this as a home inventory template to keep track of your kitchen stock.

The moment you enter the inventory details in the Google form and submit it, the response will be recorded in the inventory spreadsheet template. So, to begin with, create the Google form with all the required fields. Then, go to the Responses tab and create a sheet. This Google timesheet will record your responses and help measure the minimum and maximum quantity of items. You can also add ‘cost per unit’ and ‘sale price’ columns to track inventory turnover in this sheet.

Conclusion

Having inventory control and current stock level information helps business owners avoiding incurring losses. There are oodles of inventory and invoice management tools to help businesses remain updated about the goods stored in their inventory. However, if you are a small business owner, a subscription to an inventory management app or tool might add to the cost and disturb your frugal budget.

An inventory template for Google Sheets can help you track the inventory turnover of your business and manage customer demand efficiently. You have to work manually to update the inventory, but these sheets can help you keep track of all the goods and make essential decisions regarding the same. Users can download any Google Sheets or Excel inventory template as per their choice. Also, it’s a better choice to use these templates on a PC rather than the mobile device app.

How do I make an inventory template in Google Sheets?

You can make an inventory template for Google Sheets by making using the free templates mentioned above. However, to do it manually, you need to create a new spreadsheet and enter the header names of all things you wish to track in your inventory.

Does Google Sheets have a template for inventory?

Yes, there are multiple templates available to suit your needs and requirements.

In this tutorial, we’ll create a checklist template in Google Sheets.

We’ll use checkboxes, conditional formatting and a sparkline to build a checklist template like this:

Checklist Template Use Case

There are many situations when a checklist comes in handy.

From simple to-do lists to project planners, from teaching lessons to tracking physical goods.

And 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.

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.

It ensures I don’t forget anything and gives the audience a visual clue as to where we’re up to in the workshop. And I get almost as many questions about how I built these checklists as for the topic of the actual workshops.

How To Create A Google Sheets Checklist Template

Checklist Template

Feel free to download the checklist template and make your own copy:

Feel free to copy this sheet: File > Make a copy

I’ve set my file sharings to allow anyone with the link to view this file. 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. You may be able to ask your Google Workspace administrator about this.

In the meantime, feel free to open it in an incognito window and you should be able to view it.

1. Sheet Set up

We start with the checklist title on row 1, center aligned.

Then leave a blank row.

On row 3, we put the word “Progress” in column 1. Leave the other column blank for now.

On row 5, put the headers for the checklist table: Status and Step

On rows 6 onwards, we put a checkbox in column 1 and the corresponding step in column 2 of that row.

To add a checkbox, go to: Insert > Checkbox

2. Add Conditional Formatting

Next, we’ll apply conditional formatting across an entire row to turn the row red when it’s marked as done.

Highlight all the rows with your checkboxes and steps, e.g. A6 to C15 in this example.

Select Conditional Formatting and add this Custom Formula Is rule:

Set the formatting rules to: light red background, dark red text and strikethrough.

Now, whenever you check the checkboxes, the entire row will be formatted red to show it’s complete (see the GIF image at the start of this post).

3. Use A Sparkline To Create A Status Bar

Here’s the sparkline function in cell B3 that creates that dynamic status bar:

Let’s break it down to see what’s going on.

Checkbox Count

Firstly, the COUNTIF(A6:A, TRUE) function counts how many of the checkboxes in column A have been checked (i.e. have a TRUE value).

The output of this is a single number, between 0 and 10 in this example.

We pass that value into the SPARKLINE function.

Sparkline Bar Chart

Then we set the sparkline to be a bar chat, with the first option: “charttype”,”bar”

Max Value

Next, we need to specify a maximum value for the bar chart, so that it can compare the count of checked checkboxes (e.g. 4) against the maximum possible number (10 in this example) to get the percentage completion.

We could simply type in the max value of 10 as an option, but it’s better practice to set it with a formula so that it will update automatically if your data changes.

To do this we count the number of “steps” in the column next to the checkboxes: “max”,COUNTA(B6:B)

Custom Color

Finally, we set a custom color for the sparkline with the final custom option: “color1″,”red”

Notes

In some European countries, sparkline formulas have a slightly different syntax and use “\” instead of “;” (read more here about syntax differences based on Google Sheets location).

Pro tip: to select or un-select multiple checkboxes at once, highlight them all and press the space bar!

4. Add A Progress Percentage

The final formula goes in cell C3 next to the sparkline to show the actual percentage complete value:

=COUNTIF( A6:A , TRUE )/COUNTA( B6:B )

This counts the checkboxes in column 1 and divides by the total count of steps in column 2. Format it as a “%”.

8 thoughts on “Checklist Template In Google Sheets”

Thank you for sharing this tip. I have always wondered about how to create a progress bar for projects and for letting people know how much was left to complete on a project or report. This will come in very handy moving forward. I also appreciate the way you have explained it very clearly. It is easy to understand and follow along.

Nice and simple template! Good start for a more complex version where it would be great to add:
– Transaction log sheet that shows who and when an item was checked or unchecked (for traceability purposes working with a team). This sheet should be “read only”
– Add a “category” column and show progress per “category”

A little app script magic can make this happen!

Thank you. This is very good simple template and just trying to use it to increase productivity. It takes time to learned how to edit the script but I enjoy in trial and error

Wonderful. I was looking for a way to help my students document their progress in their independent learning process, so that they can know where they stand, but I can also track them and see if they need help. this is perfect. Thanks a lot for posting

thanks for sharing this Ben! much appreciated!

You’re welcome! Hope you find it useful. Cheers!

Thank you so much for sharing this, Ben! This is amazing.
I made a copy to edit and create my own checklist, and then added more rows to the list.

Now the progress bar does not fill up even I kept COUNTIF(A6:A, TRUE) and “max”,COUNTA(B6:B) in the formula. Column C shows =COUNTIF(A6:A,TRUE)/COUNTA(B6:B) so it should be 100% when all the items are checked, but it isn’t. I was wondering what I did wrong?

Thank you very much for this clear and structured explanation! It helped me a lot!

How to create a google sheets template

Checklists are underrated. They are often overlooked, and don’t get the snaps they deserve for being an imperative organization and task management tool. Not only are they super practical for learning or remembering set processes, but did you know that they can also help save lives?

With an aim to reduce error by making up for the restrictions of human memory, checklists are a handy tool that can assist in many everyday situations, whether at work, school or at home. Simple to create and even more simple to follow, using one entails following the required steps that have been developed for a particular recurring process, and then checking off an item as you complete it.

How to create a google sheets template

Step 2:

Once the chosen cells are highlighted, click onto Data validation, which is found under Data on your toolbox.

How to create a google sheets template

Step 3:

Under Data validation, select ‘List of items’ under the Criteria, and then copy/paste the check and cross characters (we copied the characters from the ‘special characters’ found in Google Docs). Remember to separate the characters with a comma!

How to create a google sheets template

Step 4:

Once the settings are saved, a checkbox will appear on the column beside your list for every step. When you click on the dropdown arrow, it will give you the option to select a check or cross character.

How to create a google sheets template

Google Sheets checklist template alternative:
Another cool thing to note is that you can use the checklist collection you set up in Zenkit as a template. Keep a list you’re happy with and use the Clone Collection function to duplicate it whenever you need a new checklist.

Using a checklist not only allows you to complete your tasks quicker and accomplish more, but they also allow you to be more creative as having the important steps written down will make room for more creative brain power to be utilized.

So, whether you create a Google Sheets checklist, or one on Zenkit, or even use a piece of paper and a pen, it can be a foolproof way to ensure that the task you set out to do gets completed correctly and efficiently.

How to create a google sheets template

No matter whether your staff is paid hourly, or you need to track their time for a project or another reason entirely, take a look at how you can do it quickly with our free Google Spreadsheet timesheet template.

How to create a google sheets template

It is completely free, and no registration needed. All you need to do is make a copy and start using it! Below are a few more details on the benefits and how to use it effectively.

How to use this simple timesheet template

Here at Everhour, we’ve already helped over 3,000 businesses to track time and manage projects. You might have heard of our time tracking software (if not, we welcome you to try it), but if you need to keep things simple – an efficient timesheet template is more than enough.

So, how it works:

  • Make a copy of our Google Spreadsheet (the template itself isn’t editable);
  • Set the first date (for all other days, dates will set automatically) and whether you need to include weekends;
  • Choose an appropriate layout: Weekly, Bi-weekly, Monthly;
  • Fill out time-spent using hours and minutes (there is a cheat sheet to easily convert hours into decimal format);
  • Print the spreadsheet using the “File > Print” option in your browser. Even a monthly timesheet fits perfectly in A4 format. Just skip any other page, except the first one, to avoid printing notes, etc.
  • Download your spreadsheet in the format you need by choosing “File > Download as…”. Choose your required format, and simply click “Save”;
  • Done!

Why use Google Spreadsheet vs. MS Word or PDF?

  • Documents can often get lost easily on the local drive;
  • Downloadable templates are not always cross-platform compatible and they apparently require additional software to use;
  • When filling out a template in MS Word or PDF there is no way to use formulas, therefore you have to do all the calculations manually, which may lead to errors;
  • When using a downloadable template, the layout may become distortable making your timesheet unreadable;
  • Google Spreadsheet helps you avoid mentioned issues, but of course, those are not the only benefits you’ll discover;

More free tools

    : Online calculator with clock-in, clock-out, breaks and overtime pay. Easy to fill and print your weekly or bi-weekly timesheet. : Track time spend on specific tasks or activities. Useful for planning, client reporting, billing and payroll. : Invoice promptly or send your clients an estimate with a professional-looking invoice template. Include a link to pay the invoice online. : Time blocking planner templates you can download in PDF and print out or make a copy of our Google Spreadsheet and customize them for yourself.

How to create a google sheets template

Mike Kulakov

IT entrepreneur, executive and a former engineer. Responsible for company growth as well as the team’s motivation. Big fan of playing tennis, snowboarding, traveling, reading books, and (of course) I live and breathe our product.

How to make Tables in Google Sheets that work like tables in Microsoft Excel — look great, easy to filter, and easy to query.

Dana Hooshmand

I'm an entrepreneur and adventure traveller. I build software, immerse myself in other cultures and languages @ Discover Discomfort and make fun of the business world @ The Vanity Metric.

More posts by Dana Hooshmand.

Dana Hooshmand

How to create a google sheets template

So, you want to make a “table” in Google Sheets. Here’s how you do it!

Microsoft Excel has long (for over ten years) had a type of data called a “table”. Tables in Excel are cool because you can name them and then write really easy-to-parse formulas with them.

How to create a google sheets templateUsing Microsoft Excel to build a table

In this Microsoft Excel table, if I named it MyTable , instead of doing a formula like =sum(c4:b12)2 , I could do =sum(MyTable[Oranges]) . See how easy that is to read??

Aside from that, Microsoft Excel tables

  1. Look nice, and
  2. Are easy to sort and filter and do things like remove duplicates.

So how do you make a table in Google Sheets?

There are three parts to making tables in Google Sheets:

Creating a table in Google Sheets you can filter

The first part of creating a table in Google Sheets is making a range you can filter.

Here’s the basic, unfiltered table.

How to create a google sheets templateThe raw data in Google Sheets to create a table

All you have to do is hit the filter button on the toolbar.

The Create a filter button

If you don’t have the toolbar, go to the menu and from “Data” choose “Create a filter”.

How to create a google sheets template“Create a filter” button in Google Sheets

Your list is now filterable, like this.

How to create a google sheets templateTable in Google Sheets with a filter.

One important note is that you can only have one filtered table per sheet. This is a disadvantage compared to Tables in Microsoft Excel.

Making your Google Sheets table pretty

This part is easy — it’s easy to add stripes to your Google Sheets table to make it look like an Excel table.

Choose the area of your table. Then go to the Format menu and choose Alternating colors.

How to create a google sheets templateChoosing Alternating Colors in Google Sheets

Your table will then look nice and pretty!

You can use one of the preset themes, or you can define your own (I defined my own below).

How to create a google sheets templateFormatted Google Sheets table

Naming your Google Sheets table and accessing it via the name

This is the hardest part, and the part where Microsoft really made it easy to make tables. They must have patented this design, because otherwise I can’t imagine why Google Sheets hasn’t implemented the same thing.

The good news is that you can name ranges in Google Sheets and access them by name.

The bad news is that even if you apply every “hack” in the book, the formulas will never look as clean as they do in Microsoft Excel.

Here is my favourite way to simulate Microsoft Excel tables in Google Sheets: using query() .

My second favourite way is to give individual columns names.

To do it the query() way, first, give your table a name. Select the area and choose Data –> Named ranges.

How to create a google sheets templateGive your table a name as a Named Range

Now on the right toolbar, give the table a name.

You can now query your data using =query() . For example, to get the sum of all Apples sales, you want the sum of all the data in column B.

How to query a Google Sheets table

If this is your first time seeing query() in Google Sheets, that’s a whole other topic!

Another easier way that you might also find useful is to give names to individual columns. That way, if your columns move around, your name still applies to just that column.

How to create a google sheets templateNamed column in Google Sheets table

In that example, I gave the Oranges column the name MyTable_Oranges .

This means that to get the sum of all Oranges sales, I use the formula:

A tip to make both of these work very well: Make the whole sheet the table — trim off all other rows and columns.

How to create a google sheets template

Google provides a default data entry form that is a Google Form. It can be utilized for a basic data entry job. When it comes to complex and large scale of data entry works, it is always preferable to develop an Automated Data Entry Form to make the task user friendly and improve accuracy & speed.

Google sheet has many advantages over data entry form in MS Excel, MS Access and other applications installed on your local machine. It allows you to use most advanced spreadsheet application without having installed it on your computer.

As Google Sheet is available on cloud, you can easily access it from anywhere and anytime without any limitation. You can share and collaborate with your colleagues, friends and others. In addition to all these, Google Apps Script allows you to add advanced features in existing application and automate all the repetitive task and data entry job.

In this tutorial, we will learn how to create an automated data entry form in Google Sheet with the help of Apps Script.

How to create a google sheets templateData Entry Form in Google Sheet and Apps Script

Please follow the below steps to develop an Automated Data Entry Form in Google Sheet and Apps Script

  1. Login to Google Drive with your existing Google ID (1) or create a new Google Account (3) and then login to Google Drive.

2. Click on New and then click on Folder to create a new folder for our project.

How to create a google sheets template

3. In new folder window, just enter ‘Google Sheet Automation‘ and then click on Okay.

How to create a google sheets templateCreate a new folder for data entry project

4. Now open the Google Sheet Automation folder to create Google Sheet in it.

How to create a google sheets template

5. Right click in Google Sheet Automation folder and then select Google Sheets -> Blank spreadsheet from the pop-up menu.

How to create a google sheets templateCreating Google Sheet

Once you will click on Blank spreadsheet, it will create and open blank spreadsheet in new tab of the browser.

6. Rename the spreadsheet with ‘Employee Data Entry Form’.

How to create a google sheets templateRename the blank spreadsheet

7. Create and rename three worksheets in the newly created spreadsheet as ‘User Form‘, ‘Database‘ and ‘Support Sheet‘ .

Add three worksheets in this spreadsheet

We will utilize ‘User Form’ sheet to create a data entry form, ‘Database’ sheet to store the data transferred from data entry form and ‘Support Sheet’ to hold the list of departments.

8. Let’s move to the Department sheet and create a list of department in Column A.

How to create a google sheets templateCreating department list

9. Let’s jump to the Database sheet and create the required column headers in row 1 starting from Column A to H e.g. Emp ID, Emp Name, Gender, Email ID, Department, Address, Submitted On and Submitted By.

Creating columns in Database sheet

10. Let’s move to the ‘User Form’ sheet and start designing the Employee Data Entry Form with required labels, input fields and buttons.

How to create a google sheets templateData Entry form designing

Here, we have one field to search the data and six input fields are for data entry job. Emp ID (C4) is input field to search the record for a particular employee with Emp ID.

Employee ID (cell C7), Employee Name (cell C9), Gender ( cell C11), Email ID (cell C13), Department (cell C15) and Address ( cell C17) are the main input fields which will be updated by user to transfer the data from this from the Database sheet. In these input fields, we will utilize Gender and Department as a drop-down.

11. To create a drop-down for Gender, just click on Data menu and then select Data Validation.

How to create a google sheets templateCreating drop-down fields

12. In Data Validation window, select ‘List of items’ from the drop-down of Criteria and enter ‘Female,Male,Other’ in text box. Tick the ‘Show dropdown list in cell’ and ‘Show validation help text:’. Enter the help text in given text box as ‘Please select Gender from the drop-down.’ Now click on Save to create the drop-down for Gender.

How to create a google sheets templateCreating drop-down

13. Repeat the same step to create the drop-down for Department. For Department drop-down, we will utilize the list available in Support Data sheet.

How to create a google sheets template

Select ‘List from a range’ from the drop-down of Criteria and give the reference of list items available in ‘Support Data’ sheet.

In this form, we have 5 different buttons e.g. Search, Save, Modify, Delete and Clear to perform the relevant actions as per the given name.

14. To create a button, just click on Insert menu and then click on Drawing.

15. In Drawing window, just draw a rounded rectangle and fill with desired color and give the caption as Search. After creating the button, click on Save and Close to insert the button on sheet.

Creating search button

16. Follow the steps 14 and 15 to create Save, Modify, Delete and Clear buttons.

Buttons

Now, we have done with designing the form, creating drop-downs and inserting the required buttons. Let’s move to the code window.

17. To open the Apps Script window, just click on Tools menu and then click on Script Editors.

How to create a google sheets templateTools menu

Once you click on Script editor in Tools menu, it will open the Apps Script window for Data Entry project.

How to create a google sheets templateApps Script Window

18. Let’s write a function to clear the data entry form. We will assign this function on click event of Clear button available on User Form sheet.

Keeping your due dates in one place is a great way to stay organized.

Using a template helps save time and allows you to add whatever details you want in order to keep track of your due dates.

In this video, you will create a detailed to-do-list using a template in Google Sheets.

When you use a template, most of the formatting has been completed.

You can focus on adding your own information for whatever events or assignments are coming up. Even if you have your tasks and events organized in your Gmail side panel, a template might provide more structure.

The rows, columns, and cells in your template keep all of your task details separated and organized.

To begin, open your Google Drive.

open a new Sheets to-do list template, And rename it.

Then, begin to add details to your list.

The to-do list template has columns for both the date and task.

Add enough details to the steps in the Task column to make sure you know exactly how to complete that step.

You should include information about what you need to do, but you can also tell who, where, and when if needed. Continue your to-do list.

If you need to use an online resource to complete a task in your list, you can add a link.

As you complete tasks in your list, check them off. This will help you keep track of what you have completed. If you need to go back to a task to redo or add to it, you can uncheck it. For each due date that comes up in your calendar, you can create a new to-do list.

Now, it’s your turn: Open and rename a to-do list template, Add dates and events to your list, And update your list as you complete your tasks.

Your startup needs to manage a lot of data: from budgets and expense reports to invoices and and traffic trends.

Eventually, you’ll have a SaaS tool that helps you manage each of these jobs, but today, you need something simple and cheap. Yes, it’s going to be Google Sheets.

But before you lose an entire afternoon building a Google Sheets masterpiece, let me remind you: Google Sheets offers 26 pre-built templates, allowing you to create reports and analyze data in spreadsheets faster and more effectively.

Best of all, Google Sheets templates cater to specific categories — if you click the Paid Traffic Report template, for instance, your spreadsheet is already organized into Overview, 12-month Trends, and Medium Breakdown categories. It knows what you need, and offers it without any manual input.

Here are 10 of the best free Google Sheets Templates for startups, so you can create better spreadsheets while saving valuable time to focus on more important things — like the data itself.

Invoices

Depending on what growth state you’re at or the services you provide, you probably use invoices. This invoice template makes the process simple — it provides space for all the necessary information, and looks more professional than a plain spreadsheet. Plus, the template is customizable, so you can create a theme that aligns well with your brand image.

How to create a google sheets template

Annual Business Budget

This template is more in-depth than it initially appears. There are tabs at the bottom — setup, income, expenses, summary — and each one includes a number of subcategories. “Expenses”, for instance, covers everything from taxes and insurance, to travel and customer acquisition.

The final tab, “summary”, takes your income, subtracts your expenses, and automatically updates to display your ending balance each month. This template is a good option if your budget requires a lot of customization and has a lot of moving parts.

Financial Statements

The financial statements template truly is an all-in-one resource to keep track of business transactions, profits, and losses. The “profit & loss” tab automatically summarizes revenue, costs, and expenses for the year, and can display your growth rate percentage. This template also offers resources and guidance to make the process easier, and less prone to human error.

Website Traffic Dashboard

If your role requires you to analyze website traffic using Google Analytics, this template is a fantastic supplemental tool to pull that data into an organized report, saving you tons of time. Better still, you can use the template with Supermetrics Google Sheets add-on to monitor and analyze data from PPC, SEO, social media, and website analytics.

Website Paid Traffic Report

This template makes the process of analyzing and reporting on paid traffic relatively seamless. It automatically collects data on your paid sources from Google Analytics, and provides a clean chart with important information, including PPC’s percentage of goal conversions, total traffic, and bounce rate. You can also adjust it to compare different time periods, or different channels or segments. If you’re looking for a way to demonstrate paid’s influence on your business, this is the tool to do it.

To organize your contacts and automate an effective sales and marketing process, it’s important you have a CRM — but if you’re a startup, you might not feel ready to implement a fully-established CRM with all the features. This CRM template is a great place to get your feet wet. It saves automatically so you never lose data, and the share feature allows you to work with coworkers within the CRM, which is helpful for encouraging collaboration between your sales and marketing departments.

Project Timeline

Whether this is your first major project or you’ve been managing projects for years, the project timeline template is a useful tool for organizing and implementing each project step. The template helps you visually break-up a daunting project into smaller pieces, ideally making it easier and less stressful to organize and delegate tasks.

Project Tracking

No doubt your startup is juggling a bunch of projects simultaneously, this project tracking template could become your new best friend. It enables you to organize your projects into categories by date, deliverables, status, cost, and hours — best of all, it lets you prioritize your projects. Hopefully, simply visualizing what needs to get done first will alleviate time-management stress.

Event Marketing Timeline

Sponsoring your first conference? Organizing a user meetup? This template has you covered. The event marketing template offers organization and structure if you’re implementing an upcoming business event or campaign. It offers categories you might’ve forgotten to consider, including local and national marketing, PR, and web, with subcategories ranging from email newsletter to impact studies. The template is already organized with all necessary categories for planning an event, reducing the time you spend on tedious manual input.

Gantt Chart Template

If your Product Managers aren’t already using this, they should be. The Gantt chart template helps you alleviate any concern you might have over timing — and, when you’ve got a complex project with overlapping components, I’m willing to bet timing is one of your major concerns.

Using the Gantt chart template helps you visualize all steps and delegate important tasks more efficiently — labelling the task with an owner on one chart is certainly easier than individually following up via email, and by sharing the template with coworkers, everyone is on the same page.