Stay on Track with Short and Long-Term Planning
Posted by Erin Whalen
Part of my job is keeping track of upcoming events – making sure they are on the calendar and that all travel arrangements have been made. I use Google Sheets to help me stay up to date by adding formulas and conditional formatting to the travel spreadsheet I created.
You can type “=TODAY()” in a cell’s formula bar and hit enter for today’s date to appear. Then use a SUM formula to add seven days in the next cell: “=A2+7”. Finally, copy that cell’s formula and paste it into any subsequent cells you wish. This keeps the date current. It is not a static value. You may need to hit refresh to see the current date if you have had the spreadsheet open for more than a day.
In any column (or multiple columns) of your Google Sheet, you can enter conditional formatting rules. With this particular spreadsheet, I use it to highlight upcoming dates I need to be aware of. Hover over the top of the column and click on the triangle, then click on conditional formatting as show in the left side of the picture below. You will then have a sidebar come up where you can make a formatting rule, pictured on the right below. I chose “if ‘Date is’ ‘Today'” and then selected white text with a red background. I added a second rule to put the same conditions on “if ‘Date is’ ‘Tomorrow'” and applied it to columns A, B, and C. This makes today’s and tomorrow’s dates stand out to help me meet deadlines (I’m still human. I still miss deadlines.)
Don’t forget you can have multiple tabs in one sheet. I use this to separate different groups of information and to not be overwhelmed by too much information in one tab. It’s also good for my eyesight to have the information more spread out. At the bottom of the sheet there is a plus sign for adding new tabs. Each tab has a triangle that leads to a pop up menu with several options, including renaming the tab. You can also drag and drop your tabs left to right to reorder them.