The Best Google Sheets Client Task Tracker Template (Sheetify CRM)

A Google Sheets client task tracker template refers to the built-in functional small business client task management system in the ‘Client Tasks’ tab within Sheetify CRM. 

Essentially, it gives small businesses a simple yet powerful way to organize, track, and manage their critical client tasks in a single, clean Google Sheets dashboard.

As part of the full Sheetify CRM template, it turns basic spreadsheets into a streamlined, easy-to-use task management tool that keeps client work effortlessly on track!

With that said, how exactly can you manage your client tasks effectively inside Sheetify CRM?

Read more: How to create a task list in Google Sheets.

The good news is that the Google Sheets task tracker inside Sheetify CRM is super easy to use. 

Here’s how you can use it to manage your client tasks:

1. Go to the ‘Client Task’ tab inside your Sheetify CRM template.
2. In a new row, add key details about your task in each relevant cell, including the task name, description, contact name, priority, status, team member assigned to that task, start date, and due date.
3. Once you add the start and due dates for your task, the ‘Timeline’ cell will automatically be generated.
4. The 'last status change' cell will also automatically update as soon as the status of the task is changed.
5. Go to the ‘Client Calendar’ tab to view your client tasks (those with due dates for the current month) in an easy-to-read calendar format.

And that’s how you can add a new client task to Sheetify CRM! It’s that easy. 

Check out this updated video guide on how to manage your client tasks in Sheetify CRM.

But that’s not all! Once you’ve added a new task to your task tracker template, you can enable some additional features to further automate and streamline your task management.

Want to notify a team member every time a client task status has been updated? Simply:

Go to ‘Sheetify’ in the top menu.

Click ‘Set up Sheetify’ from the drop-down menu.

Select ‘Enable Client Task Status Email Notifications’.

Once clicked, the person assigned to each task will automatically receive an email whenever the task status is updated!

Check out my visual guide on how to enable team email notifications inside Sheetify CRM here.

Additionally, if you have many client tasks and only want to focus on specific ones, you can filter them in Sheetify CRM. To do this:

Highlight your client task data.

Click ‘Data’ from the top menu.

Select ‘Create a filter view’.

Rename the filter view to something relevant.

Select ‘Save’.

Click ‘Data > Filter views’ and select your newly saved filter view.

Select the funnel icon (next to the column you want to filter).

Uncheck ‘Select all’.

Click the specific value(s) you want to view to set your criteria.

Click ‘OK’.

And there you go! Your sheet will now update to show only the matching records.

Find out more about how you can filter your data in Sheetify CRM here 

Did you know that Sheetify CRM includes a built-in Apps Script integration that lets you sync your client and sales tasks directly to Google Tasks?

This means no coding, no scripting, and no complex setup required…..just seamless management between Google Sheets and the Google Tasks mobile app.

Here’s how to connect your Sheetify CRM tasks to Google Tasks:

1. Open the task you want to sync inside your Sheetify CRM Google Sheets template.
2. At the top menu bar, click ‘Sheetify > Taskify’.
3. Click ‘Send Client Tasks → My Task App’.
4. Once selected, the task will be synced to Google Tasks instantly.

You should be able to see the relevant task along with all relevant details in the right-hand panel in Google Sheets.

And that’s it! You can now manage that task from either Sheetify CRM or Google Tasks.

This seamless integration removes all the hassle of manual task management, giving you a fast, reliable way to stay organized across both Google Sheets and Google Tasks!

For a full walkthrough on task tracking inside Sheetify CRM, check out this step-by-step video tutorial.

Sheetify CRM also lets you send client tasks directly to Google Calendar, making it easier for teams to collaborate, share responsibilities, and stay aligned on deadlines!

Unlike Google Tasks (visible only to you), Google Calendar events can include team members, perfect for teams with shared workflows.

Here’s how to add a client task from Sheetify CRM to Google Calendar:

Select your task in the ‘Client Task’ tab by clicking the row of the task you want to send to Calendar.

1. In the top menu, go to ‘Sheetify > Taskify’.
2. Choose ‘Send Client Task → Google Calendar.’
3. Once completed, you’ll receive a confirmation message that the task has been added to Google Calendar.
4. An event will automatically appear in the right-hand panel in Google Sheets and in your Google Calendar.

This event will automatically include the task name, due date, and assigned team member, allowing both you and the assignee to stay updated and organized!

Check out this visual guide on how to send your tasks to Google Calendar inside Sheetify CRM here.

Designed specifically for small teams who love the simplicity of Google Sheets, Sheetify CRM transforms a familiar spreadsheet into a complete business management system.

While technically a Google Sheets template, Sheetify CRM is far more than a basic task tracker template.

It’s a streamlined, all-in-one toolkit built to help small businesses stay organized, responsive, and in control!

With Sheetify CRM, you can manage everything in one place, from tasks to contacts, sales pipelines, leads, customer tickets, transactions, and even inventory.

You can also track invoices and quotes, run email marketing campaigns, log client conversations, and track every interaction, all directly inside Google Sheets!

Sheetify CRM essentially gives small businesses a powerful, affordable way to run their entire customer operations….without switching between complex software tools.

And with a one-time price of $67, you get lifetime access to every feature and all future updates, making it one of the most cost-effective CRM solutions on the market!

If you want a Google Sheets–based CRM that simplifies your workflow and scales with your business, Sheetify CRM is built exactly for you.

Want to know more about Sheetify CRM? Watch this in-depth video guide here.