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Bill template google docs for Marketing

upgrade your workflow in Google Docs by using table templates and drop- down boxes now how do we get started on using these first thing I'll do is add in a drop-down how can I do this well I can go to the top where it says insert and then select drop down or I could also simply type an at and start typing drop-down this pulls up that option right there now here you have a number of different dropdowns that are suggested these are pulled in from the templates as part of Google Docs as well as previous ones that you've used in this document so you can see here it says document dropdowns and at the bottom presets so let's have a look at these presets we have our project status this is the not started blocked in progress completed or a review status not started in progress under review I want to create my own so I'm going to go to the top click on new dropdown I'm going to give this a template name so we're going to name this example edu flip and then here I'm going to select my options now I can add more options or remove options for this demo I'm just going to use three options I'm going to have the approved going to add in review and then I'm going to say id8 because this is still in the starting stages I can give these colors so let's go ahead and give this a red color the review is yellow and then approved will be green here I can can now click on Save and that drop- down is right here you can see it can easily be changed and I can also add or edit the options now what can you do with these dropdowns well you can use them for a number of different workflows so here scrolling down you'll see I have my first table template and this is a product road map here we have the project so we can have a project title and then this is the status not started in progress launched recalled I can link in related files if I have a file linked to this I can simply start typing at and then here at the bottom you will see I have a number of files pulled in from my drive I'm going to add in this file and I can add some notes please check of the file this can then be reviewed by someone else with editing rights to this document and they can change the status right here as they are working through this another example is the review tracker and the project assets you might wonder well where have these come from and is this going to take a lot of time to create well actually we have a number of table templates available in Google Docs here we can go to the top insert go to table and then select the new table templates you can see here we have a product road map review tracker project assets and launch content tracker let's go ahead and select one of these we're going to select the content tracker and everything is filled out for us let's say we want to use a different one well we can always select a different table template here let's say that we use the review tracker and everything is filled out for us now I have gone ahead and created my own one example is here at the bottom an example of our report writing flow so let's say that you are writing your school reports your class reports and they need to be proof read by someone and then approved well I've created it so that it is easy to keep track of that here we have our student names I've created a drop down for the comment section in other words in progress ready to proofread proof read and Senior leadership team approved this is all set up by just creating your own and then here under effort I have our school's grading systems we have outstanding good inconsistent reflection and then the attainment again you can use whatever your school uses to then select the correct attainment band as using this new feature you can really speed up that workflow make sure you're not missing anything and everyone is informed on what the different options are and where your project is at in its life cycle now for even more Google Docs tips click on the suggested video here and I will see you in the next one