3 Workspace Templates that TRIPLED My Productivity
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- čas přidán 13. 07. 2024
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I've spent 10+ years refining these Google Workspace templates, and (hopefully) they'll change your work life!
This video gives you:
📑 A super flexible Google Docs template for notes, meetings, and more
👫 A team meeting template built on Google Sheets
*🗂️* URLs to track your assigned comments in Google Drive - never miss a thing!
TIMESTAMPS
00:00 The 3 Google Workspace Templates
00:27 The Only Notes Template You Need
03:41 My Team Meeting Notes Template
05:30 Google Drive Templates for Organization
06:39 Submit your template requests!
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👨🏻💻 WHO AM I:
I'm Jeff, a tech professional trying to figure life out. What I do end up figuring out, I share!
PS: Some of the links in this description are affiliate links I get a kickback from and my opinions are my own and may not reflect that of my employer 😇
#googleworkspace #productivity #googledocs
What templates should I create next?
TIMESTAMPS
00:00 The 3 Google Workspace Templates
00:27 The Only Notes Template You Need
03:41 My Team Meeting Notes Template
05:30 Google Drive Templates for Organization
06:39 Submit your template requests!
How much do you charge for individual consultation? I'd love some help with developing templates and workflows specifically for my job--a speech-language pathologist at a public elementary school. Our district uses Google Workspace for Education--important because it meets US HIPAA compliance, thereby classifying my students' Protected Health Information.
I would like to talk all things Google Workspace, but for starters, I'd love to use a caseload management Google Sheet that acts as a Single Source of Truth (unfortunately we are also tied to the district's Synergy platform among other non-Google things) so I can add identifying/pertinent info including name, birth date, teacher, annual IEP goals, upcoming meeting dates, etc. My hope is that I can also upload evaluation videos and photos directly to Google Drive and have it saved in that student's folder automatically, and linked to the SSOT Google Sheet. I have 62 students across 6 grade levels, so I'm afraid to start making a template if it won't work in the first place, hence wondering about consultation. Thanks for your consideration!
I would like to see you describe dashboards in Google sheets to see if information from several worksheets can be dynamically shown on it.
@@JamesStrickland Gotcha
Chrome enterprise video?
Please Please make another inbox zero video, or reopen your last one. PLEASE!!!!!!
One tip I want to give to everyone. Dont sharpen your your axe the whole time, you also gotta start chopping the wood
True that!
Happy to be your go-to for over a decade
🍻 and here's to the next decade 😁
Executive Assistant here - these are game changers for admins! Thank you for sharing!
Glad to hear it Stacey!
This is very cool. I had my first day at a new job today and one of the tasks I was assigned to was to make suggestions on how to keep the internal communication flow more seamless for everyone. I'm so gonna steal this template! Thanks Jeff!
Woohooo let me know what your colleagues say!
It is a crime to miss one of these videos! 😤
Agreed
Truly!
Totally Agreed
@@namratakambli1 Yay
As I realize I missed this video, you are absolutely correct! 😩
Great tips! Can't believe you covered this for less than 7 minutes! Amazing!
Thanks so much 😁
Amazing Jeff dishes his super powers again!
Bless you, Jeff🥰🥰🥰
Thank you 😁
Hi!! great video
An additional feature that can be useful for the meeting notes is that you can create a building block with the template of each meeting note. Then with @ you can select and add this template instead of coping the text and restart numeration every time
Yea that only applies for google workspace business users (paid)
Fantastic breakdown of Google Workspace templates! Your attention to detail and organization is truly inspiring. Can't wait to implement these tips!
Let me know how it goes! 😁
Your channel is my newest YT obsession.
Yay! I mean be careful..
Jeff, I am a Korean subscriber and I recently referred to your videos to write my resume &CV for P&G! (Results aren’t out yet ) I had no experience writing resume & CV before (Korean corporate application process is very different) and it was a great help. I recommended your channel to my friend who is applying for consulting. Thank you for such great videos!
Good luck!!!!
People: How obsessed are you with Jeff's videos?
Me: Watches a whole video on Google Workspace even though I use Microsoft at work.
PS. The convo at 3:34 cracked me up hahahahah
I may or may not have sent similar messages in real life...
I've watched 2 videos & now need to step away or I'll lose the whole day. I also use Outlook & am inspired by Jeff's energy & creativity of these templates. Thanks @jeffsu 💯💥
Thanks! Mind blown with shortcut keys!!!
No problem! 😁
Pretty cool! I have the notes one from the email subscription. Now I just have to find a way to get people to use it clandestinely. (sneak, sneak, sneak)
On your sheets, you can also make sure that when a name is chosen on the first column that it color codes the rest of the information. Depending on how many people are in your group (or a manager that doesn't want to read - reading is hard sometimes), you can assure them they can look for the color orange or blue or whatever. Saves some time on their end and they can appreciate you went the distance for them.
Granted, it will probably end up looking like a clown threw up all over it, but whatever 😂
That's such an interesting idea, thanks (as usual) Matt!!
Well I'm glad to learn about the un-indent feature, because I'd just hit backspace and spend 10 seconds fiddling with putting the bullets back lol
I used to do that too!
Outstanding presentation & so much helpful information! I was brought here by my Google news feed!!! You gained a Boston follower!!😊
Welcome! I've never been to Boston but I've heard good things. Wait what do you mean Google News feed? Do you literally mean "news.google.com"? lol
Wow, highly organised. I wished some companies would hire someone to make these templates for the sales teams. I’ve used some horrific Templates in the past.
I know right?? Hire me!
I was actually waiting for this video after those 7 days workplace productivity tips via mail. 🙌🏻
Hope it didn't disappoint!
@@JeffSu That's why I hit the followed button everywhere on your profile.
@@ShagatoBanerjee-30 wooohooooo
I freaking love you bruh. You make my life so much easier! Thank you!
You're very welcome Scott 😁
For repetitive actions, like creating a new section meeting in the google sheet, I like to use a macro for it, simple shortcut to do all the setup all at once and copy pasting + deleting all the stuff
Like a custom button? How do you automatically run the button/macro for all new documents?
Yes, a like a custom (I don't know if it doable on sheet though).
Do you mean having the macro ready for a new document or automatically running when generating a new document?
I believe that when duplicating the document you conserve the macro. (I will need to double check that). That should reply to the first question. For the second I have no idea, may be so google script language?
Did I answer your question?
Bru, you just changed my life!
How? 😁
Love these templates!
Yay!
Consider this comment as a second like, because I loved the video and also didn't know about the shift-tab to un-indent 😆
It's such an awesome shortcut!
Absolutely amazing as always. I am also really enjoying the Workspace Toolkit. The great thing about your instructions is that they work over multiple work / productive enviornments. Great Video! I alway leave shamed at my lack of using keyboard shortcuts though LOL.
Nice! Let me know when you're done with the Toolkit James 😁
Definitely need to review those shortcuts because I get frustrated when I can't remember them... lol.
@@MyOver50 Practice makes perfect!
Great video again, thank you!
No problem Jesse, good to see you back here 😁
"Command Control U... That sounded weird" 😆😂🤣
Doesn't it????
A tip for the tipper: * creates a bullet point in Docs. Just saved you a few keystrokes.
Ah great tip!!!
It's very interesting to embody dreams with help this apps.
What dreams?
Really appreciate you sharing your team meeting note-taking structure! There are a couple of recurring meetings on my calendar, and one thing I haven't been great about was linking the meeting notes together 😅
The next time I have significant downtime will be a spring cleaning session for my OneNote haha (speaking of which, maybe that could be a potential future video?)
I wish Andrea! The last time I touched OneNote was in like...2014 😂. Do you find OneNote to be a good replacement for Notion or Apple Notes?
@JeffSu Haven't tried Apple Notes yet, but I think between OneNote and Notion, OneNote has more flexibility and is a little more intuitive to use while Notion has a steeper learning curve but gives you much more structure.
Rather than replace, I'd say they both have their use cases! For example, OneNote is usable even when offline, and it's quite easy to collaborate on if your employer is on Office 365 :)
@@Andrea_Dong Good point!!
Daaaamn it bro, I'm hyped to try some of these hacks, but I'll apply em to the MS Office... yea I'm sad about using MS Office.
Does Shift + Tab work in Microsoft Word?
@@JeffSu yes it is ^^
Would really love to see the newer "Inbox Zero for Gmail video" you had in the works. Please link me if this has already been released I'm unable to find it on your channel. Thanks!
Thanks for the idea!
I got to start making notes…
😂
My biggest struggle is assigning and managing tasks to other team members and if a task is not completed by a due date to trigger an auto alert to both the assignor and assignee. As of now we are using a Google sheet with scripts for this
Ahhhhh gotcha, that's a tricky one for sure. Have you tried just using Google Tasks and assigning different people with to-do's?
@@JeffSu As I understand, Google Tasks does not have a feature to assign. I can only create a "Task" for me. The only way to assign tasks to others is in Google Docs/Slides/Sheets, but even then the "assigned" tasks does not show up in my google tasks
@@JeffSuI like MS Teams for doing that & I'm sure Google has something similar. Teams collaboration is great & if people used the learning modules they'd use it more. 😂
My work uses Microsoft but I watch the Google vids to see what I'm missing out on
And do you think you're missing out?
@@JeffSu
I cannot give a fair assessment but all I can say is that based on what I've seen, Microsoft is willing to experiment a bit more than Google.
I haven't had the opportunity to use Apple or Google's education suites as most of the schools I worked at use Microsoft.
They're throwing a notion like service like "Loop" and they have Power Automate which is basically Zapier/IFTTT on steroids if you're using Microsoft products for work. Also, I'm in China so Microsoft plays a little nice with the internet here than the other services.
What a great thumbnail!
I received great advice 😂
Do you mind sharing your complete system and templates like Thomas Franks’s Second Brain, please?
Funny you should mention that haha, my upcoming course is on exactly that topic!
@@JeffSuHahaha, love it!
Wow please create a Gemini tips
Have you checked out my Gemini video?
Share with us experience what software you are using now for video editing or what software you was using before editing team come and do all the job
5:57 That PYTA folder in your browser. Do you mean PTYA? ... the Ali Abdaal course?
Just a minor correction :)
Yes PTYA 😂
Pro tip don’t forget to be passive aggressive with the team
LOL
It'd be amazing a template to showcase the chronogram of an event. I keep changing my templates as I don't feel entirely confident with them.
What do yo mean chronogram? Do you mean a timeline?
Pro tip: You don't have to highlight a blank row to use Command+Option+=, highlighting any row will insert a blank row above the highlighted row. Pro pro tip: you can highlight multiple rows and use Command+Option+= to insert that many blank rows above the top highlighted row.
GREAT pro tip + pro pro tips!!! Thanks for sharing Chris 😁
Shift+Tab 😮
It's a super underrated keyboard shortcut! 😁
Quick question: for the one-on-one meeting template, say for the weekly meetings with one’s manager, should one create a new word/docs document for each meeting or one single long document for all meetings within a given number of months? Having one single document would help with searching later on but could become unwieldy if not managed properly. On the other hand, new documents would help separating the content of each meeting but searching for something later would be a nightmare.
What’s your suggestion?
Asking for a friend. 😇
I usually have 1 document for the whole year or 1 quarter
Hi Jeff my name is Jorge Aquino, from Puerto Rico first I love your videos I use Google for a very, very longtime. But whey in Google Docs don't have templates or we can design projects like Microsoft Word's or event Apple pages.
What do you mean?
For template, I mostly use the custom building blocs now. Once set up, it saves soooo much time
I think it's because you aren't on a workspace plan?
@@YVA-Stephanie We have GWS Entreprise at work. I use custom blocks to accelerate the process, and I can invoke them at any time in any Google Docs. For example, @meeting will create a default meeting notes document, and I can further customize it my adding my own building block
Productivitate basics meetings companii in word si ecel cu templates
+ shortcuts tastatura excel si word
I use Ai note takers that auto generate action items
Which AI tools?
All of these things can be done much easier in Notion
Yea I use notion for personal stuff, and google for work stuff 😂
Could you share the links to download your templates? Thanks!
In the description 😁
How can i use both goggle and notion for my personal and freelancing and also for my business ❤
Pick and choose based on your preferences 😁
Where do you track all these projects, notes and action items? How are you organizing them so things aren't missed?
Funnily enough I literally have a course that goes through all that, you can join the waitlist: academy.jeffsu.org/workspace-academy-waitlist?
Mate, i have one question, it will be really helpful if you can answer this for me
My resume always never able to go through the ats system , eventhough i have relevant experiance and certifications for a banking jobs such as cibc or rbc. So should i use chatgpt or any other ai to make my resume according to the job description and can ai help me to make my resume ats proof?
Already demoralized by all these rejection over past 8 months,man..
You have to start by networking
How did you get ### to create an H3? I can't seem to re-create this! Cheers
Press ### then space
Hi legend 🙌
I was wondering if you're available and open to exploring AI training for our upcoming course?
We're looking to integrate some innovative tools and techniques, and your expertise would be invaluable in helping us shape the program.
Let me know if this is something you'd be interested in discussing further!"
Thank you 🙏
I would if you didn't use ChatGPT to write this comment
@@JeffSu haha I had to create a good message to get your attention 😊
Would you be open to jump on a zoom call with me and my business partner and see if we can get some training done?
Thank you
@@JeffSu what do you think? 🙌
*Ok I have a project for you!*
I’m in tons of meetings through the week and I adopted a version of the sheets doc (works well). But I need lines of notes for specific meetings/topics to auto filter to a new tab or document in a dynamic way that grows with the notes. Any ideas?
I also have OneNote and MS Office products
Wow that's an interesting use case...what's the end goal here?
@@JeffSu An ever building continuity document, tracking situational awareness of various topics. Meetings over months on dynamic situations involving topics a-z. And when a person leaves the office and a new person comes in they have all the information they need from previous notes.
@@JeffSu i.e., If I am in 6 meetings over two weeks about the production of a widget, all the notes I take in a master tab with all my meetings automatically filter for that widget to its own tab.
@@billyfaulk6789 This is so important to have! Even just putting the info in 1 place, is half the battle. It's amazing how often "ideas" that were previously discussed & deemed not useful, come up again. I've been using OneNote but I'm not an expert. We do use SharePoint but again there's no "standard" that everyone uses. A lot gets lost when a team member leaves.
👏🏻👏🏻👏🏻👏🏻👏🏻
😁
Hi Jeff su this is good thank you, please bro I can't download and I have check my spam folder still up till now I can't find it
The sequence starts after 24 hours
How to search gmail for quotations word files & work orders pdf ...any scripts...???
Filter for PDFs...? and the keyword?
I have question. Why you use this templates like the one to take notes of meetings in Google docs instead of using notion? Can you give us your reasoning for that ?
I use Google tools in the workplace and Notion for personal stuff 😁
Hi brother, can u make new video on ai based video generator
I wouldn't trust those tools just yet lol
😂😂 Tim Cookie 🍪🍪
Glad someone caught it 😁
Sir google or notion i am confused??
Why not both
@@JeffSu how can I use both for my personal and also for my digital marketing agency or freelancing work??
3:05 I will still click like though I know it :P
Hahahaha yay
Dang! I am allowed to give only 1 like for this video! 😭😭How can I give it 3? 😆😆BTW 3:00 I didn't know that, F**** it would have saved me so much time if only I knew. GDocs formatting algorithm is horrible at times, especially with breaking the sequence on autonumbering, and bullets/ sub bullets. Sometimes the entire font as well the structure goes for a toss. I have learnt how to massage it over the years.
Why stop at 3? If only CZcams allowed you to give me 50 likes at once :)
@@JeffSu Yesss, buddy! Absolutely! BTW, I did make a template for the meetings in Gdocs but yours is better, I will probably make another one based on yours now.
Cheers!
@@YaseenEddyBilimoria Nice!
Meetings make you productive??
Effective and well-run meetings make me productive yes
My sister and brother in law made fun of me because I still use excel I guess they were right haha
😂 I wouldn't go so far to make fun of you (because I'm nice) but I think your relatives have a point...
Please ms excel next websites copy & paste on youtube start video real sharw it's much.
what?
@@JeffSu uff ms excel in money online your think me?
It's hard to retain everything you're going over in this. I suggest breaking up this content and slowing down a bit.
Thanks for the feedback!
@@JeffSu You're welcome! You're also very handsome btw.
@@georgehicks4035 haha thanks!
You can slow down the play speed & use the pause button to catch up with your notes. Definitely save the video in your library!❤
@@MyOver50 Indeed I can. Thank you!
bro just use notion 😭
I use notion as well :)