Google Sheets Tips and Tricks

Make a Copy of Your Sheet for a Fresh Start 

• If you want to start a new month, project, or goal without losing your previous data, you can quickly duplicate your sheet.

• How to do it: Click File > Make a copy. Choose where to save the new document.

• Why it's useful: You can use the same structure for different months or projects while keeping past records intact.

Star Documents for Easy Access 

• Starring a document in Google Drive allows you to quickly find your most important files without searching through folders.

• How to do it: In Google Drive, right-click the document and select Add to Starred.

• Why it's useful: You can quickly access your favorite planners, trackers, or templates by clicking the Starred tab in Google Drive.

Organize Multiple Sheets with Colors and Tabs 

• If your document contains multiple sheets (like different months or projects), you can assign each tab a different color and rename it for better organization.

• How to do it: Right-click on a sheet tab at the bottom and choose Rename or Change color.

• Why it's useful: It makes it easier to navigate large documents by visually distinguishing between different sections.

Freeze Rows or Columns to Keep Headers Visible 

• Keep important headers (like dates or categories) visible while you scroll through long sheets by freezing rows or columns.

• How to do it: Click View > Freeze and choose which rows or columns to freeze.

• Why it's useful: This is essential for planners and trackers where you need to see labels while working with long lists of data.

Use Filters to Focus on Specific Data 

• Filters allow you to hide data you’re not currently working on, making it easier to focus on specific tasks or periods.

• How to do it: Select the range of data you want to filter, then click Data > Create a filter.

• Why it's useful: Perfect for planners where you want to focus on a specific week, month, or task category without distractions.

Hide Sheets You Don’t Need Right Now 

• If your document has several sheets, you can hide those you don’t need to focus on current tasks.

• How to do it: Right-click on the sheet tab at the bottom and select Hide sheet.

• Why it's useful: Great for decluttering when you’re only focusing on one part of a large project.

Rearrange Sheets to Prioritize Important Tabs 

• Move the most important or frequently accessed sheets to the front for easier access.

• How to do it: Click and drag a sheet tab to rearrange it in your preferred order.

• Why it's useful: It makes navigation easier by keeping your current month’s tracker or planner at the front.

Print Specific Sections of Your Spreadsheet 

• You can print only selected parts of your spreadsheet if you don’t need the entire document on paper.

• How to do it: Highlight the cells you want to print, then click File > Print, and in the settings, choose Selected cells.

• Why it's useful: Ideal for printing specific weeks or task lists from your planner without wasting paper.

Set Up Conditional Formatting for Automatic Highlights 

• Conditional formatting automatically highlights cells based on criteria you set, such as dates, priority levels, or completion status.

• How to do it: Select the cells, click Format > Conditional formatting, and set your rules.

• Why it's useful: Use it to automatically highlight overdue tasks, completed goals, or priority items in planners and trackers.

Duplicate Sheets to Create Monthly/Weekly Templates 

• Instead of creating a new sheet from scratch, duplicate an existing one to save time.

• How to do it: Right-click on a sheet tab and choose Duplicate.

• Why it's useful: Great for planners or habit trackers when you need a similar layout each month or week.

Add Notes or Comments for Additional Details 

• Use notes or comments to add extra information to cells without cluttering your spreadsheet.

• How to do it: Right-click on a cell and choose Insert note or Insert comment.

• Why it's useful: Use this to add personal notes, progress updates, or clarifications on tasks in your planner or tracker.

Set Notifications for Changes 

• You can set up email notifications to alert you when someone else edits your shared sheet.

• How to do it: Go to Tools > Notification rules and choose when to be notified.

• Why it's useful: Useful when collaborating on shared planners or when you want to track changes in a habit tracker.

Track Changes Using Version History 

• Google Sheets automatically saves versions of your document, allowing you to track changes or revert to a previous version.

• How to do it: Click File > Version history > See version history.

• Why it's useful: Useful for reviewing past changes in shared documents, or when you want to check progress over time.

Access Your Spreadsheets Offline 

• You can enable offline access to your spreadsheets, so you can edit them even when you don’t have an internet connection.

• How to do it: In Google Drive, right-click on the file and choose Available offline.

• Why it's useful: Great for updating planners or trackers while on the go or without a stable internet connection.

Share Your Spreadsheet with Different Access Levels 

• You can share your spreadsheet with others and control whether they can view, comment, or edit the document.

• How to do it: Click the Share button in the top-right corner and adjust sharing permissions.

• Why it's useful: Great for collaborating on shared planners or habit trackers while maintaining control over edits.

How to Print Properly

To make sure your spreadsheet looks good when printed, you can adjust the print settings to fit the page properly.

How to do it:

• Click File > Print.

• In the print settings on the right, under "Scale," select Fit to width or Fit to page to ensure all your content fits on one page.

• You can also manually scale the document to fit a specific number of pages.

• Additionally, you can choose to print the gridlines or row/column headers for better clarity.

What to Do If You Accidentally Delete Something 

• If you accidentally delete data or make unwanted changes, you can easily restore a previous version of your sheet.

• How to do it:

  1. Click File > Version history > See version history.

  2. You’ll see a list of all saved versions on the right-hand side. Click on the version you want to restore and click Restore this version.

• Why it's useful: This ensures that you can undo any mistakes or recover lost data, without losing the work you've done since the last backup.

Undo Mistakes with "Undo" and "Redo" 

• Google Sheets allows you to quickly undo or redo changes if you make a mistake.

• How to do it:

  1. Use the keyboard shortcuts Ctrl + Z (undo) or Ctrl + Y (redo) to quickly correct or restore recent actions.

  2. Alternatively, click the undo or redo arrows in the toolbar.

• Why it's useful: Great for quickly fixing small mistakes without having to search through version history.

Excel Shortcuts for Tracker and Planner Users 

General Navigation and Editing Shortcuts

1. Undo (Revert Last Action):

   • Ctrl + Z (Windows/Mac)

   • Why: Quickly fix any accidental changes.

2. Redo (Restore Last Action):

   • Ctrl + Y (Windows/Mac)

   • Why: Redo any action that you’ve undone.

3. Copy Selected Cells:

   • Ctrl + C (Windows/Mac)

   • Why: Copy tasks, dates, or entries to another part of the planner or tracker.

4. Paste Data:

   • Ctrl + V (Windows/Mac)

   • Why: Paste copied data into a new area, whether it’s tasks or dates.

5. Paste Values Only:

   • Ctrl + Shift + V (Windows) / Cmd + Shift + V (Mac)

   • Why: When pasting without affecting the original formatting, use this to paste just the values.

6. Select Entire Row:

   • Shift + Space

   • Why: Select and manipulate an entire row of data, such as all tasks for one day or week.

7. Select Entire Column:

   • Ctrl + Space

   • Why: Select a full column, perfect for working with date columns or categories.

Quick Formatting Shortcuts

8. Bold Text for Important Items:

   • Ctrl + B

   • Why: Highlight important tasks, goals, or headers in your planner.

9. Italicize for Emphasis:

   • Ctrl + I

   • Why: Add emphasis to notes or reminders.

10. Strikethrough Completed Tasks:

• Ctrl + 5

• Why: Strike through tasks as you complete them, making it easy to visually track progress.

Working with Rows and Columns

11. Insert New Row or Column:

• Ctrl + Shift + "+"

• Why: Quickly add a new row for tasks or columns for new categories.

12. Delete Row or Column:

• Ctrl + "-"

• Why: Remove unwanted rows or columns from your planner or tracker.

13. Resize Columns to Fit Data:

• Alt + H, O, I

• Why: Automatically adjust column width to fit all text without manually dragging.

Navigating and Viewing

14. Freeze Panes to Keep Headers Visible:

• Alt + W, F, F

• Why: Keep important headers (like dates or task categories) visible while scrolling through long lists.

15. Move to the Beginning of the Row:

• Home

• Why: Quickly jump to the first column of the current row.

16. Move to the Last Cell in the Sheet:

• Ctrl + End

• Why: Quickly move to the last cell that contains data.

17. Switch Between Worksheets:

• Ctrl + Page Up / Page Down

• Why: Navigate between different months or sections of your planner or tracker.

Other Useful Shortcuts

18. Find and Replace:

• Ctrl + H

• Why: Easily find specific tasks or dates in your planner and replace them if needed.

19. Save Your Work:

• Ctrl + S

• Why: Save your planner or tracker frequently to avoid losing data.

20. Create a New Sheet:

• Shift + F11

• Why: Quickly add a new sheet for a new month or project.

Thank you for choosing BetterLife Trackers! 

We hope these tips and shortcuts enhance your experience with our planners and trackers. By using these tools, you’ll be able to manage your tasks efficiently and stay on top of your goals. Should you have any questions or need further assistance, feel free to reach out. 

Happy planning and tracking with BetterLife Trackers!