Transcripts
1. Introduction to the Class: Planning any series of complicated activities is tough and that's why you need to learn how to make your own
custom schedule to simplify your life and
increase your productivity. Thankfully, it's not hard. This class teaches
you how to build a schedule from scratch
using Google Sheets. You can start with absolutely
no experience as a beginner and end with a
working knowledge of Google Sheets and scheduling, we'll build a Gantt chart style scheduled from start to finish. So you'll end the course
with a schedule of your very own to track whatever
your current project is. The online courses
that I've found on scheduling are typically dry and slow and really
not suited for beginners. And this course changes. I've been using this kind of
schedule to track dozens of commercial construction
projects over the last ten years of my career. This is honestly the class
that I wish I had back in 2014 when I re-entered
the construction field, I'll share with you the
foundational elements of the tools and
techniques that I've used to build an effective
and clear schedule as quickly as possible. Having a detailed
and clear schedule increases the speed
of any project, whether or not you're
doing commercial construction and
it helps everyone involved to be more efficient
and come away satisfied. In this class, I'll
teach you how to get access to Google
Sheets for free. How to set up and build
a schedule of your own, how to actually
plan activities in order and organize
them correctly. Formatting techniques
for getting plenty of info without adding
visual clutter, how to edit and
change your schedule when the ideal plans
don't work out. And this always happens
to me and how to customize the stylistic
visuals to your liking. But where are we talking
about schedules? Why are we making
a schedule here? Well, scheduling
keeps your project on track no matter what it is. If anything has more
than ten steps in it, you can't do a list. You can't just have a to-do list of 45 things that
need to happen in order and plan to
stay organized and plan to be able to do all
that in an efficient manner. It's just not going to work. What you need is a
proper schedule to have high-quality and the fastest
possible finishing date. Let's get started.
2. Your Class Project!: As part of taking this class, I encourage you to take on a
class project of your own. And all that means is that you make your own version
of a schedule. As we get into the
class, I'll show you some examples of ones I've used. And don't worry, it does
not need to be complicated. It can and should be simple
for your first try pick literally any topic in your life that you
can practice with. Cleaning your room,
work plans for the week of vacation itinerary or that home project that
you've been thinking about and haven't quite
gotten around to starting, we'll break out
all of those steps onto our schedule format so you can see it in one place and make the best possible plan. And like I said in the intro, Google Sheets is
totally for free, so there's no extra commitment
that you need to do to get on this train and get
started scheduling yourself. So if you're interested
in following along, get out a computer or
a mobile device of your choosing and follow along and make
your own schedule. Let's go.
3. Bonus 1: Before We Begin: Just before we get started here, the first four lessons in this
course are really building a template from scratch so that you can have your own schedule. And I think for almost everyone
those are worth watching. They help you to know
how we set things up and why things are
the way they are. But if one of the following
three things applies to you, then I recommend skimming
through them or playing them at a higher speed like 1.25
or 1.5 times speed, just because you may not need as much details
other people. Number one, if you
already know how to use Google
Sheets really well, maybe you don't need as much of a detailed tour that I'm giving in these
first four lessons. Number two, if you
really want to jump to scheduling right away and you don't care to
see how it was made. I understand. I want you still get value out
of this course. So go ahead and use a
template or number three, if you're only going to use
this on mobile devices, if you're only
using it on an iPad or on a cell phone
than the way I set it up won't necessarily apply directly to
a mobile device. Just so you know,
if you do choose to open the pre-made template, you will not be able to
edit anything right away. This is intentional because
it's really the master copy. And so the way that you
get a copy for yourself is by going to make a copy. So whenever you open mind, you'll be given an
option to make a copy. Then whenever you do that, it will copy aversion over to your Google account
where you can edit it. Do not request access to my original template because
I won't give it to anyone. For those of you who are my mobile device users who won't be using this
on a computer. Starting in lesson number five, I'll get into really
how you're using the template and how you're
putting a schedule together. So that'll be where you really want to dig in and
pay attention. But at the end of
all ten lessons, I'll have a bonus lesson where we take the
principles of the first ten and we apply it specifically to a mobile device. I just wanted to give you
a heads up about that now so that you see it
coming and you know that I didn't forget
you as you see the desktop version
getting built, hopefully those
recommendations make sense to you and you're able to get as much out of this class and learn as much as possible. Now let's get on to
the first lesson.
4. Lesson 1: Getting a Google Account: To make a schedule, you'll
need a free Google account. So in this lesson,
we'll get you set up with one if you
don't have one yet. If you already have
an email that ends in at gmail.com, then you know, you already have a Google
account and so you can totally skip this step for
those of you that don't, let's get you set up now. So the first thing we'll do
is we can just type into Google and a computer browser,
something like Gmail. And then that'll come
up and we'll click on the first option and
will create an account. Gmail account is
an email account, but it's also some
other stuff from Google that's totally for free. One of those free
programs is what we'll use to make a schedule. It is truly, totally free if you're unfamiliar with this,
which is really great. So I'll put in my personal
information and then for a username
Brandon schedules. And once you have that
filled out, then hit Next. Then of course we're going
to have to hit. I agree. And next a few more times
to finish setting up our account like with
any online account. And now Google is
working its magic. Hey, hey, look at this. So this is our new
home screen for our email account that's associated with our
Google account here. Now, you're under no
obligation whatsoever to use this for email to
correspond with anybody. But the fact is that now
you have a Google account, which means you can use
those other programs that I alluded to earlier. So to get to those, there's
a myriad of different ways, but the easiest way I think, is to come up here to
the top right corner where there's this
little dot matrix. And whenever I roll
my mouse over it, it says Google Apps. If I click on that, then
I can go down to sheets. And sheets is what we'll
use to make our schedule. Now if for whatever
reason you don't have that option and you
can't go to sheets, then you could also
just go back up to your browser and just
type in Google Sheets. Then you can click on something that says something like sign into Google Sheets or just
the Google Sheets homepage, then it might prompt
you to sign in with that information that we
just set up right now. So make sure that
you keep a record of that Gmail account
that you just set up, whatever it is scheduled
master at gmail.com. Keep a record of that and keep a record of your
password. That's it. You're all set up with
a Google account. In the next lesson,
we'll actually set up our schedule and get
the process started.
5. Lesson 2: Template Setup Part 1: Welcome back. In this lesson, we'll get
our initial schedule set up in Google Sheets and get the basic structure built out. And so we're gonna
start with a blank one. So now we have a
blank spreadsheet, not super handy yet, but it will be very quickly. So the basic structure of all of our schedules will be
that tasks are listed here vertically and the time for each task will be
going horizontally. What we wanna do is
make this something that gives us a lot
of information, is very usable to
see at a glance. And so the great thing
about google Sheets is that we're going to do is set
up a blank structure once. And then what I recommend us doing and I'll show
you how to do this, is we'll go back and kind of go backwards one step and
make a copy of this. So you can always
have the first one is a blank template and
then every time you are going to come back and
make another schedule, you don't need to rebuild it
from scratch. That's silly. Just make a copy
of it duplicated instantly and save
yourself a bunch of time. So let's get to work
on our template now, the first thing
that I like to do is widen out this first column, column number a, I widen it out. And so all I did was
grab that margin there, see how it turns
kind of darker blue. I grabbed that little
margin window thing, click and hold and I can make it tiny or it
can make it big. So I like to make that one
bigger because we're going to have room to
describe each task. And here, it can also
be helpful if you want to to label this column. So I like to label it
task, you can label it, fun thing or whatever
your plan is, but I'll label it
task because that's typically what mine are tasks. And then everything from there over to the right will be dates. And so what I like to do is
actually have the month, the date, and the day of the project all represented
up there at the top. And so what we're
gonna do is reserve the top row for the month. We'll leave that alone for now. We'll go down to that second row and we'll end up
making that the date. So the first activity
of your event, whatever that is, the date of
the month, put that there. So let's just pretend
like today's the 14th. I'm going to start on the 14th. Let's say I'm going to
start today and then 15th, 16th, and so on, all the way across going
from left to right. Here's a shortcut for you
if you're not familiar with spreadsheets or Google
Sheets in general, because we've got
this pattern going 14151617 or maybe for you it's 1234 because that's
the month that you're in. You're going to
start the first day of the month, whatever it is, as long as you have a
consecutive pattern like that, the spreadsheet will
pick up on that. If you click the first one, you hold down shift and
you click the last one, then you will have
highlighted all of those that you've
typed into so far. And there's that tiny blue box on the bottom right-hand corner. If we click that and hold it and then drag over to the right, making sure that we
stay in that same row. Watch what happens when
you let go the mouse. It's continued that
pattern on for us. So you don't necessarily need
to come in here and say, hey, let's type in
every single number. You can use that sort of pattern recognition that's
built into the spreadsheet and just extend it out up there to the 27th. How
many days are in May? 30 days has September, April, June, and November.
So it's got 31. Here's a keyboard
shortcut that you will use a thousand times today, Control Z, or if you're
on a Mac Command Z, what that does is undo. So if I type a bad word in here and I don't want
that to be in there anymore. Command Z, boom, just
undoes the last thing. You can get to that too, by clicking on edit
and doing undo. And it'll show you a little
keyboard shortcut there. But I swear that is the most used command that
I have. It's incredible. I love it. Okay, so
now we can see that our format is a little
bit more visible here. If we'd start putting
tasks in here, task one, whoops, me to
go down one more task, one task to that kind of
thing you can kind of get the visual tasks will
be a column on the far left and the date will be
happening across the right, but this is still
not very readable. I don't like this. So what we need to do is shrink down these columns where he put these numbers in so
far so that they're just enough space to get
the number in there, but we're not wasting
all this real estate. So what you can do is
click on the letter that's represented
in that column. So for us it will
be b. Click on b, and then scroll all the
way over to the right. Let's go over to the
end of the month. For me, that's s, We'll do our highlighting trick
again, redo Shift, and then click on the S. And then what should
have happened now, as you've highlighted all of those columns between
B and S, all of those. And then what you can do
is right-click on any of those letters up
there that you've highlighted, right-click on it. And then what we're
going to go down to is right here in the middle, resize columns B through S, So it's recognizing
which ones you've highlighted. We're
going to click on that. And then what it's
saying is this is the width of each column. And if you want to,
you can type in a specific number
or you can just make it do it
automatically fit to data, like typing a number because I'm weird and precise like that. Each column has extra fat. Let's shrink this
down to say 25. Ooh, I like it so much tighter. Look how tight and nice that is. I love how compressed it is. Because look at what we've done. We've taken something
that was taking up our whole entire screen to be able to see that number of days. And now we've shrunk it down to where it's like a third of our screen so we can
see it really easily. This is also part of the
formatting that will make this structure work on mobile. Because whenever you've got your mobile phone and
you're scrolling, a phone screen is
oriented up and down. And so that makes it
more difficult to see more real estate
unless you turn it sideways when you
can, It's fine. But I like to compress it as much as I can while
keeping it readable because it makes it that
much easier to read either on a computer
or on mobile. Now what we wanna do
on this very top row above those numbers is make that into one singular cell so that it tells us
what the month is. Very simple. We'll click on that first
box above your first number. So for me it's a
box B1 should be B1 for you to click on
that hold down Shift and then click on S. And
now what we're gonna do is this little shortcut here
is called merge cells. So we're going to
merge those click and it's turned all of those
individual cells into one. Now we can click in
there and right, May, the month of
May, something else. That's a formatting thing that should be
universal for everyone. This isn't so much
a stylistic choice. This is a functional choice. If we highlight
all those columns again the same way
we did before. Click on b, hold Shift, click on S, then what I like to do that I
think it helps a lot. This is up to you,
but functionally, we want to center
align our text. So it's this little
emblem here that looks like everything has
shifted to the left for now, which normally you do want
that we want to take it from horizontal align, center align. And so now you can see
that our numbers are in the middle and our month
of May is in the middle. Now what I don't like to do is center align our
tasks because I think it's a lot neater and easier to read if they're all
aligned on the left. It kind of gives your eye
a common starting point where Watch if I
center align it, it starts to get weird
if the task is longer, you can see that where your
eye has to start to read each word is in a different
place, not a big fan. Let's do control Z a bunch
of times to get that back. There we go. If you want to, you can do this step,
which I like to do, which is the number
of days you've spent doing this project. This is, I would classify
this as optional, but you can, if you want to, you can do kind of a 12345. Start getting those typed in. Do our same Highlight, click and drag a little box, continue on and
you can see, hey, we've got 18 days in our
little project here. Now for basic readability sake, let's do a touch more formatting before we go into
the next lesson. And that will be just to add some dividing lines so that it's really clear
what's happening here. Click on the a in
the first column and then click on
this little box here that represents borders
and choose a right border. So what that did was draw
a little vertical line in-between tasks and the schedule itself and the time associated with that task. Just what's really
clear in our mind. The next thing I'd like to do is highlight the lowest
set of numbers there. So for me it's the
one through 18. Highlight those do
a similar border but on the bottom of it. So pick the bottom border. And then now what we've
done is we've divided our date section up
there at the top from where we're
actually gonna be building out the schedule. That's it for our
very first lesson. Now we'll go onto
more formatting and customization to build
this out the way that you want to see
it in the next lesson.
6. Lesson 3: Setup Part 2: Welcome back. In this section, we're
going to stylize this and make it look
the way you want. We'll clean up some stuff. We'll pick the colors you
like, the font you like, and get everything tuned
up to where you go. Oh, I like looking at this, that looks really nice. The first thing that I like
to do personally is get rid of any excess columns
that we're not using. So what I'll do is
highlight for me T through Z,
right-click on them. And then what you can do is delete them or you
can hide them. It doesn't really matter. I'll go ahead and hide
them and then I want just won't see him anymore.
So now I've cleaned that up. I don't have any
extra real estate trying to take my eye away. Next, what I like to do, I'd like to make
the month color. And so what you can
do is highlight that little cell
that the MAY is in. Pick the little fill
color bucket up here, and then you can dump
a color in there. So for me, I'll choose
a nice pale, dark blue. The goal is just to
keep it readable. Next, I personally like a font that just looks a little
more interesting to me. By default, they use
Arial, which is fine. It's legible. But what I can do is
this top left corner up above the numbers and
next to all the letters, they're just little dead space. It looks like it
doesn't do anything. Watch what happens
whenever you click it. Boom, it selects our
whole entire spreadsheet. If you want to do any
formatting that's going to touch every single cell
in your spreadsheet. This is the way to
highlight them all super quickly. I'm
going to pick that. I'm going to pick our little
font here and pick Roboto. Roboto is just weird enough to where I like it and I
think it's interesting, but it's still really legible. The other thing I
wanna do is sort of de-emphasize the number
of days in the project. I want the date to be more prominent for me than
the number of days. So what I'm gonna do is highlight
all of those and shrink them down to a size
six so they're tiny. So now if we just
kinda look back here, likewise, I'm gonna make
me grow a little bit. Let's make May 14. Okay. So if I add a
glance, just look at this. I'll go I know we're
in May I know it's May 14th is day number one, and then that little
tiny number under it, I have to work to
see what it is. Okay. That's the first
date of the project. Not as important
to me is knowing which date I'm supposed
to do which activity. And now that I'm looking at it, I think I'm gonna go ahead
and extend our border line all the way across to be
above our first task to, just to make it look a little bit nicer, more interesting. And so far I think that's
looking pretty good. I'm happy with that. If you want to, you
can do things like add a double border between your
tasks and your actual dates. That looks pretty nice. You could also make
a double border happen here on the bottom side. That's a little bit more of like a strong dividing line.
That doesn't look bad. This is where we stylistically get to choose
whatever we wanna do. There's some interesting stuff
that you can do here to, that if you really
want to get creative, you can, for instance, you can pick a cell
and you can go up here to the top to insert, you can actually insert
an image in the cell. So back in the day, I know people would
put images over cells. But for me the image in cell was kind of a
newer development. It's kind of an
interesting thing. So if you wanted
to have something in there that just
reminds you of something, happy, hey, I'm gonna go to
the beach for this vacation. I want a picture of
the beach here in this cell to remind me that this is my vacation itinerary. Let's get a picture
of the beach. That looks so nice. We'll save the image as beach. Then. What we can do is
let's merge these two, these two cells merge
these two shells by the seashore will go
back to Insert Image, image in cell, and then we can go back and find that one
that we just downloaded. It's going to actually upload it into our spreadsheet
and stick it in there. Kind of a funny thing, but
you can do stuff like that. Go ahead and pick the elements
that you want to match your style and make this look
the way that you like it. And we'll move on
to the next lesson.
7. Lesson 4: Setup Part 3: Welcome back. This lesson is
going to make sure that what the schedule
is that you've built in a basic format
works everywhere, works on your phone, works on your computer. And depending on how long it is, easy to read, two, we're still building our basic
template here. So don't feel like you need
to fill out a bunch of tasks yet that kind of map out what
you're gonna do for now. Keep it pretty blank. I
just have task 123 in here just to show you
that that's where the tasks will go in the future. We're still formatting this
and getting it setup will be done in just a couple of minutes and we'll
get scheduling. The first thing that I've
learned by trial and error is that this needs
to be easily viewed. And a big part of
that means that you always need to be able to see the stuff that you put there in the top three rows,
the date information. And you always need
to see your tasks. Because if you're
building a small schedule like I have on the screen now, we're not gonna be
scrolling up and down or back-and-forth so much that
you'll lose that stuff. But whenever you make
a bigger schedule with 5200 dates in it or with
50 or a 100 tasks in it. What's going to
happen is, as you scroll down, we lose them. I don't know what date this is. I have B, C, D, and
E on the column, but I don't know where we are. Are we in May, are we in June? It this year, is it next year? I'm lost. How do we fix this? There's a little tool that
you can use called Freeze. And so what we'll do is
we'll pick the row that we want everything above
that to be frozen in. So what I want to do is
maintain this view of May, the dates, and the number of days that doing this
whole activity. So I'm going to
pick the third row. If you're following
along closely with me, you should pick the
third row also. Then what we can do is go up to View in this menu
and you pick freeze. Now, you can pick no rows, one row, two rows. It depends on if you've frozen something
wrong in the past. You can do no roads
to kind of undo it. But for us what we want
to do is up to row three because it knows
we picked row three. For instance, if you built out a bunch of stuff up here
because you wanted to build in a picture and a
title and all this stuff. And you've got like ten rows. You want to be able to see that all the time
no matter what, no matter how much you scroll, if you picked row ten and
you went to view freeze, it would go up to row ten, so it knows which one
you picked for us. We're just going to
row three right now. We'll do freeze up to row three and then you notice
something happened there. A little subtle formatting
change happened where this became a like a
more solid gray bar. Now watch what happens
whenever we scroll down. Whoa, whoa, the rest of the spreadsheet
looks like it's sort of scrolling underneath ME
and all those numbers. Because what it's done
is it's saying we have frozen those
top three rows. No matter how much you scroll
to your heart's content, they will always be visible. This is what we want, but next, the same problem could
happen left to right. We wanna do is a similar thing. I'm going to pick just
call them a because all I have is a
single row of tasks. You might have two or three columns over there
depending on how you format it it but pick the columns that
you want to freeze, that you want to have
visible all the time, click and highlight
those, go to freeze. So then I can pick one column or I can pick up to column a. It's the same result either way, I can pick one column
and then that's similar. Thicker gray bar has appeared. Now if I had more columns
over to the right, like if I was going from
May into June to July, then I would have a problem. I'd be scrolling and I
would lose my tasks. Here. I'll add some
more columns back in, just in case you
wanted to see that. And for you, if you
wanted to do this, then all I did
here was highlight those first sections of
columns, right-clicked. And then they said,
insert 18 columns, left or right wherever
you want them. Boom. And that's probably the fastest
way to duplicate things. If you needed to add more, highlight the ones you've got, and then hit Insert however
many of them to the right. Okay, Now if I had not
frozen this swatch, Let's unfreeze it. No
columns are frozen. Now, Let's say I'm
out here into May, I'm into June, I'm into July, and I've got dates just flying through the calendar
out here and I want to double-check what's
happening out there on that 43rd day of our activity
here of our schedule. And I scroll over to the right,
will have lost my tasks. I can't see what the task is. That's not good. I can't do
I need to buy something? Do I need to show up somewhere? I have no idea what's happening. So the way we fix that
is with that freeze that we just did, I'll go back, hit View freeze one
column and now I can go over there to the 43rd
day and I had no okay. It's that task right there. That's the way that we have to format this so that it stays maximum readability if that makes sense. And you know what? Let's go ahead and keep this
in here just so that we've got that as an
illustrative effect. Alright, now we have our basic
template done established, built looking the way we want. Got the colors, got the
interesting little divider lines. It's got the freezes in there. I've got a picture of the beach just because
I love the beach. You don't have to have that
in there if you don't want, I just hit delete and
it's out of there. Whatever you wanna do, you've got it in there and
we've got a basic structure. Now again, don't
start scheduling yet because in the next lesson, I'm going to show you
how to make copies of this so that you have
a template that you can follow anytime you want
to make a schedule super quick to duplicate it and get rolling with
the next project. Let's go.
8. Lesson 5: Setup Final!: Welcome back to the fourth and final setup video
in this course. Now with our template
established, what we're gonna do is back
up a step and I'll show you how to make a
copy of this so that you can use
this in the future. So what we wanna
do is go back to our Google Sheets
homepage, if you will. And if you click on that little green
icon, it'll do that. So we get back to
our homepage here. And what we can see is that we've got our first
schedule that we made, this most recent one. Now the trick is to not open
this and start using it. Because what's going to
happen is if we go in here and we fill this
up with a whole bunch of tasks and a whole bunch of activities and we
schedule all this out. Then when the time
comes for you to use this again to make your
next project happen, you're gonna have to go
in and delete a bunch of stuff and it'll
be a big pain. So it'll make a copy of this and enable you to use
it in the future. All you have to do is
hit File, make a copy. And what this is
going to do is take everything that
you've done so far, formatting all that
stuff, included, bottle it up and make a
copy of it and I'm happy to have it be called copy of
whatever the title is. You can call it
whatever else you want whenever it's
asking you down here at the bottom to share it with the same people or copy
comments or whatever, don't get thrown off by that. That's part of Google's sort of stick and part
of their value add. If you are going to
do this with a team, what this is asking
you is to say, hey, the people that you've
shared that with, do you want to share
it with them again, like you're making
a copy of this. Do they need the copy or
just copy just for you know, that that's a feature
that you could use if you wanted to. We're not really gonna
get into that for this class because that's
more of a function of Google and not
so much a function of making a schedule
to do your thing. But that's what that means. Now I'll hit make a copy and it immediately opens
a new tab for us. And then now what we can see is the version of our
copied schedule. So if we go back and
forth between the original and the copy,
they are the same. There's no difference
whatsoever, which is good.
That's what we want. If you want to hear,
you can go back to your Google Sheets home
screen if you will, by clicking this little green
icon, Google Sheets home. And then we can go
back and see all of our spreadsheets
that we've got copy of schedule for
Skillshare class and the original Skillshare class. And what I like to do
is to pick one of these and make them my
official template. So I will just pick one of them and I'll
rename it by clicking the little three dots
on the right and call it schedule template. And then I'll know whenever
the time comes in the future. Let's say I'm gonna do my home remodel project that
I've been putting off. We really want to
make a pantry out of this side closet and be great. It has a lot of work.
There's a lot of steps. If I need to actually make
that remodel happen someday. Hopefully, then what
I can do is click on the schedule template,
do what we did before. File, make a copy, and then I can call it closet, pantry, remodel, schedule. Boom. I've got all that work
that we just did to format everything
and get setup done, inputted, ready to go. I love it, but for the
sake of me and you, I'll go into my copy and we'll actually get
started scheduling. Oh, one more thing
that I want to point out is don't feel obligated to make yours look
exactly like mine because maybe yours isn't
time-bound by dates. Like I'm used to building
things this way because that's kinda how I think that's how this construction works. I need to plan people out by calendar day, but maybe for you, your schedule is more of a sequential event kind
of thing happening. Maybe it's not so
much bound by days, but by your own
personal progress. If that's the case, you can take out the month, you can take out the date. You could potentially only have this third row of numbers, 1234567, because for you, you're not time-bound in that
way, your activity bound. So however, you need to
structure that in the top. Feel free. I don't want this to add some undue
pressure for you. Now. It can't be an accountability
tool and a good pressure, but make sure that
this is built the way that you want it with the
data that you want to see. Alright, next lesson,
Let's get started.
9. Lesson 6: Scheduling Part 1: List All Activities: Welcome back. This is lesson six, and I'm gonna give you
a little hint here. This is my favorite lesson. This is my favorite part of all. The formatting is
kind of a grind to get it all set up,
to get it started. You've got all the
tools you need to get started in this beginning
part is my favorite. So hang onto your boots. Instead of saying, hang on to your schedule in this section, I'm going to give
you tips on how to get started the best way, how to fix mistakes
that you've made, and how to reorder
things when you realize that you're
thinking was wrong. I love this. First of all, I've made dozens of schedules and these are
high-profile scheduled. We've got multimillion dollar
construction projects that are dependent on a good schedule and how to toot my
own horn too much. But I've been told
that I was a really good scheduler and that I scheduled better than most
other people in our company, potentially anybody
else in our company. I take a lot of pride in sharing this with you and
giving you these tools. Because I know that they're
good and I know that they work and that it's
something worth doing. So here's what my first tip, which has helped me
a lot and that's just brain vomit onto the page. I know that sounds crazy. What I mean by that is, whenever we're going
to do this activity, whatever this whole project
is for you, a remodel, a vacation, whatever
the thing is, I want you to start by just
listing out everything, anything and everything
you can think of. Do your best guess to get
it in sequential order because you don't want
to get things to out of order because it just
makes more work for you. But if you can just
throw everything onto the page and don't worry about it being
too perfect yet. Don't worry about anything over in the bulk of the
spreadsheet yet, just make a big vertical list. So for me, I don't want
to throw you off with any specific activities
like demo the walls, get shelves taken down, put in new flooring or
electrical or whatever, because I want you
to be focused on your tasks and your activities. But what this looks like
is just getting a bunch of these tasks written
down your events, written down your milestones,
wherever you want it to be, and get them all down onto your spreadsheet and
out of your head. Because this is something that
works universally in life. And that's get the ball rolling, get those creative
juices in juicy mode. So now what we've got
is a basic list of things that we're gonna
do at some point somehow. But we don't need to
perfectly scheduled them out yet because now we can
critically assess them and go. Does that really make
sense as the first task? Is that truly the first thing? Oh, no, that's not
the first thing. It turns out there's actually
two things before that. The real first things
I have to call that person or by the plane
tickets or whatever it is. Because the goal here is to create a lot of
detail to put down steps that even seems so easy that maybe it's not
worth keeping track of them. Because the point of this
is that it's a catch-all. It's like a big brain net
for you so that you know, you won't miss anything. In the construction
industry where I work. A lot of guys typically
it's men in the field. They don't like
scheduling because I think it's a little bit of
like a blow to their ego. What do you mean? I need
to write all this down. Of course, I know
that needs to happen. And the problem with
that kind of thinking is that our ego gets in the
way of our productivity. The goal here is to get
everything down the page, even stupid little minor, silly things that seem so obvious because this is going to make sure that you
don't miss anything. It's better to put
on too much and then decide later that you don't really need that
and to take it off, that did not put on enough. I'll even write questions for
myself in here as a task, do I need to call them a head, whatever the thing is,
and I'll put it in here. And then as I'm looking
at the schedule layer, I'll go oh, I I do need
to answer that question. I do need to know if I
need to call them ahead. Just something as silly as that. It's like, I want this
to be fool-proof. I'm the fool. So let's continue with
that first example. Let's say you realize
that your task one really isn't a task one, it's like a task three. So how do we get a row up there and get it in
sequential order? Because we will
want this is to be in order from top to bottom. First things on the top, last things on the bottom. Well, what you can do
is pick that row that is near where we need
to input a new row. So for me to be row number four, pick that number four
with your mouse click and then right-click on it
and do Insert row above. This will be your
new best friend. Because if you're like me, you mess up and you forget stuff. If you want to, you can even
click on one of the rows, go down three or four or five, hold Shift, click on that row, that's three
or four or five down. So now you've got four
rows highlighted, right-click on those,
insert four rows above. So whenever you're
right-clicking on the whole row, it gives you that number that you have highlighted
as an option to insert, like if you knew, oh
man, I really messed up. I need to put ten in here. Let's highlight ten and go
click Insert ten or 11. So for us, if we need
to put in a couple of more, we can do that. Insert two more rows above
a new real task number one, actual task number two,
actual task three. And then this look through
it again. We're going to look through it and go,
Does this make sense? Are all those things
really an order? Oh, maybe you find out they're
not actually an order. So what you don't want to do
is come back through here and go delete, delete, and then rewrite them in here, go down, Rewrite some
more stuff in here. Retyping, retyping. No, no, no, we're
not doing that. We're saving time. I'm telling you this is the
way to save time. What you do is I can
do a lot of control Zs here to undo all
the things I just did. Let's say that you realize
and looking at this that you need to move up
some of your tasks. Like for me, test seven
needs to go up one spot, click on that row that it's in. For me, That's row number 13 and highlight it
and then look at that little gloved hand that appears like it's just
ready to grab something. It's a little hand. If you highlight that
over, the number represents what row that is, left-click it and hold it. Look at how those fingers move. They went from open to
closed, open to close. When they're closed, you've
got that mouse held down, you can drag it to a new spot. And wherever that
dark gray line is, is where that new
spot is gonna go. Bam, hello. This is one of the things
that Excel as far as I've seen and as far as I've ever
used Excel can't do this. A lot of the people
in my company and elsewhere still use
Excel to make schedules. This reason alone right here is reason enough
not to use it. Eventually you might realize
that a bunch of stuff is out of place and that you
need to move it around. So this allows you to move rose around so quickly and so easily. And I love it. I love this feature so much. It's especially important, Let's say as you're midway
through a project, as you're tracking it and
as you're doing stuff, you'll go, Oh, well, this
thing didn't happen on time. So maybe that means that the thing that's
supposed to happen right after it has to be
moved down into the future. Well, you can do
is click and drag events anytime and move them so it's adjusted correctly
and we'll get into the Time sections here
in a future lesson. But I just want you to
know that that click and drag of the row
feature is there. It's super fast. Oh my gosh, I love it so much like we did
at the beginning, where you can click on a row, right-click on it,
and then you can insert a row above or below it. You can also use that same
feature to delete a row. So if you decide, you know what, I really don't need
that row at all, that task is like a moot point. Just forget about it. You can delete the whole
row if you want. So don't overlook those tools. The right-clicking on a row really opens up a lot
of powerful tools here. Oh man, this is so exciting. Okay, let's keep going
onto the next lesson.
10. Lesson 7: Planning Dates For Activities: Welcome back. Now let's get into the detail of using
our schedule. We've got our format setup, we've got our tasks planned out, we've got our best guess
as far as the order of them going chronologically
from top to bottom. Now we're going to
start assigning dates. Now for this, I like
to zoom in my view even more so I'm
gonna go to 125, go even up to a
150 per cent view. So I can really see up close. This is another opportunity
for you to customize, because in my company what
we typically do is we'll do a capital X for our initial projection of when that task is
going to happen. Let's say real task
number one for me is happening on May 14th, the first day of the project.
So I'll put an x there. Now if you wanted to, you could do whatever
you want it in here to make it fun and
reflect what you like. Like maybe you really love cats, especially angry cats,
cats a little too angry. How about a cute cat face? And maybe you want
to be really nerdy. And instead of
putting an X there, you want to insert an
image into the cell. And frankly, you want
it to be a cat face, boom, cafes, maybe cat
face to you is the goal. Cat faces the baseline,
whatever you like. However you like to represent your projection of when that
activity is going to happen, you'll put something in
that box that represents that task and however long
you think it'll take, you can do successive
dates along next to it. So what I mean by
that is let's say real test number one
for me is just one day. I'm gonna do it today,
then I'm gonna be done. But then actual task number
two is going to happen today, tomorrow and the next day. And so the way that you
represent that in this type of schedule is you have three
dates side-by-side there. So you're saying this task
is happening on these days. And then your goal is to orient this in such a way
that it sort of cascading down from
left to right. This is another double-check
that what you've done is in chronological order because as you check things out
here and you go, I think that's going to happen
on, let's say the 16th. Task number two is going
to happen on the 17th. Task number three is going
to happen on the 17th, 18th, and you start to fill this out, you'll want it to be a nice
cascading shape like this. Because what that's
showing you is that once the previous
things are done, you can move on
to the next ones. Like what, what this
is representing in a graphical format is, I can't really do task number ten until these things
above it are also done. I need to do those first.
That's the whole point of putting it in this order. You want it to be sort
of sideways like this, going down from top-left
corner to bottom right corner. Just because it's more readable. Because for instance, if you
didn't have it like that, you had things all
scattered everywhere. All crazy town. That's difficult to read because you're going
Okay. I get it. On the 14th, 15th, 16th, that
kinda get what's going on. And then you start to
search after that for What's the actual
activity that's happening on like the 1800's, what am I supposed to be doing? Because it's really not clear. I'm having a difficult time pinpointing what I'm gonna
be doing on those days, where if you keep
it all aligned in that sort of
cascading waterfall, then it's easy to see and
that's easy enough to change with that row shifting
future I showed you before, let's say for me task
number six that I've found out was really not in the right spot, so I'll
move it down here. Oh gosh, that needs to happen
down here on May 18th. It has to for whatever reason in my pretend schedule world. Well, now if I've
got these other ones that are going down here, well, that's the odd duck. What's it doing up there? The way that you
get that back into line and put it back with its brethren happening
on May 18th, is we're going to
click that row, drag the number back up to
where we want it, and let go. Boom, now it's in line. So just at a glance, if you need to ask me, Hey, what are we doing on
that remodel project and your kitchen on May 18th,
angle right here and go oh, May 18th, let me tell
you a task three, task seven, and task six. I'll happening that day,
whatever that might be, go to Home Depot, come back, realize
you forgot something. Go to Home Depot again. That's what those tests
would mean for me. Oh, and by the way, if you're
gonna do an image like IM, or even if you're not going to do an image,
if you're gonna, it's gonna represent
it in a simple letter. What I've been doing
here is a Control C and Control V to copy and paste
these images as I go down. That's how it can be so fast. You don't have to keep
doing insert image, that kind of thing over
and over and over. You can just pick the
one that you did, the initial time control, C, control V, that kinda thing. The goal is that
whenever you've got something that's
largely filled out, it looks something like this. I'll zoom out a little bit
more so you can actually see the whole thing in one view, but you can see that
general pattern is happening from top-left
to bottom-right. This could potentially
feel like a lot to wrap your head around if you're
new to this and you go, Man, that really seems difficult
to me to understand, like how to read this or it seems a little bit
clunky at first, like it's difficult to read, to know what's going on. I understand I'm with
you because for me, the learning curve on this
did take a little while. And so now that
I've used it a lot, I can just glance
at this and tell you a whole bunch of stories
of what's happening. I can see the things
that are going on, but I can understand if you're a little bit skeptical
at this point to go, brendan, this doesn't seem as useful as I
thought it would be. Hold your horses because
we're not done yet. In the next lesson,
I'll show you how to actually track your
progress with this, and that's where
the magic happens. This is our initial setup. We've kinda got the plane
fueled up, it's on the runway. We're ready to take off,
but we're not flying yet. So the next lesson
we'll show you how to functionally use this to track your progress and to
know if you're ahead of schedule or behind schedule
or right on track.
11. Lesson 8: Tracking Your Progress: Welcome back. Now, let's put our schedule
to use and actually track our activities and know what our schedule
is doing for us. Are we ahead of schedule?
Are we behind schedule? Are we right on track?
Have we gone overboard and we need to recoup
what's happening here. Let's get into how we do that. And the way that I've done
this professionally in practice is by highlighting a cell in a certain color if we're on schedule
or behind schedule. So let's zoom in and
take a look at that now. So let's say my real task number one was supposed to
happen today, May 14th. I had a plan. I fail to plan. Oh, no, I didn't do it. So the way that I
would represent that is I would
highlight that cell. I just want to click
on it and then I'll go up here to the fill color. And for me, red means stop. Red means progress
didn't happen. Somehow the wheels didn't turn. I didn't do the thing I
needed to do. Red means no. Now, if I had done it, Let's say that I
did accomplish real task number one today, instead of red, I personally
would make it green. And I don't like,
this is just me. I don't like the super bright, saturated, crazy colors because that's like a little bit
of an affront to my eyes. I pick one of these
more like commuted middle colors because
I like those more. And so then what you can do is as your project is happening, as you're checking
things off the list. Hey, actual task number two. Yes, did it today. Then you can highlight
that in green and then let's say tomorrow. Oh, no, I didn't do the things that I was gonna do
read the next day, I completely forgot about
this whole project. Read didn't happen. Now at a glance, what
we can start to see is this pattern of
green means I did it. Red means I didn't,
or green means the thing that I had
planned happened. And red means it didn't
for you with your project. That could mean
different things. If it's your vacation itinerary, maybe you guys decided you
didn't want to play bingo on the cruise ship
because it looked lame and you did something else. So maybe you had three
days of Bingo planned. You asked the last
two days because it wasn't actually as fun
as you thought it would be. That's fine. It may not affect anything else in your schedule. This may just be like a
really awesome task list for you That's not so much connected for me in construction and doing a remodel project
here at my house. And some of these
other projects that I've got going That's pretty critical because those things need to happen at some point. I can't just not do them like
bingo, I have to do them. And so what this is going
to mean for me is I've got two more days of actual task number two
that need to happen here. And so the way that
I've represented that professionally in my
life in the past is I'll use an R to reschedule
that event at a later date. So let's say I didn't do
this one on the 15th, 16th, which means I probably have two days worth of work
here that needs to be our rescheduled for those
next two available days as closely as possible. I've gotta do it. Now let's say I totally
forgot this activity too, because I forgot about
this project altogether. I was supposed to be doing
it totally forgot about it, slipped my mind and I'll put
an R next to that one too. So now what I'm seeing is the first day I really
went after it, way to go, the next two days
totally fell on my face. Now what's happening is those dates are shifting further and further to the right, and now more stuff
is accumulating in the next day because it's
got to happen right now. You probably get the pattern
here that I can put things into green or put things into red if they did
or didn't happen. And then I can read. I did the things that I
didn't do the things in. So let's go ahead and say optimistically that I did all those things I was
supposed to do here. So those are green
and we salvage the rest of these
days to their green. Now, even this in and of itself tells us a
story of progress. This tells us that I ran into a speed bump there on
the 15th and 16th, and somehow I recovered
like the 17th and 18th, there must have been really
killer days because man, I cranked out a lot
of stuff visually. Another tip and using this as the more vertical your schedule is like in this section for
me here on the 17th and 18th, The more things are stacked
up on top of each other. The busier, that time slot is, the busier that day is. So that's saying,
Wow, you've got a lot of expectations
for that day too. If down here on my
schedule further down, Let's say I had something
like this planned Oh, my goodness, May 24th. I have got a ton of
expectations for that day. Now it's interesting because
you can almost predict the ebb and flow of a project
just by the shape of it. If I see this, I'm gonna go, you know what, those couple
of days leading up to that, I had better setup
this day really well to make all that happen.
That's a big ask. Or likewise, if it's
the opposite of that and I've got scheduling out
here that looks like this. See how flat this is. It's really not like
vertical at all. Then I'm gonna go,
wow, the beginning of June is gonna be
like pretty boring. It's very flat. It's going across
from left to right, which means that tasks
have time to themselves. There's not a lot of overlap. There's not a lot happening
consecutively in one day. Does that make sense? The shape of the schedule
itself can betray your intentions and
your optimism level. Now let's go back up to the
top here where we've had some progress and we've
read some stuff in. We've got some green
and red going on. If you want to, you can use different
colors maybe for you. Blue means go, blue means I did it and yellow
means I didn't, or however you want
to represent that. You could also pick
different letters. You could pick an
image to put in there. Like you could
download a picture of a big red X on line and say x means now or you put it
in an image of a stop sign, whatever makes sense to you, as far as a way to track
your progress and indicate to yourself as a representation
of this was my plan. It did or didn't happen. And then if you need
to reschedule stuff, you can pick your own
version of that too. I like that are just
gets really simple. R means reschedule. But now let's get
into what it means to know if you're ahead
or behind schedule. Now, what typically
would happen with me is all of these tasks
needs to happen. I can't skip them.
That's why I put them all in. They
need to happen. Now if I start to have
another slip up here, let's say May 19th, my plan falls on its face. Things are just not happening.
Man, I wish they would. I'm working on it,
but I can honestly say that that task was
done. It's not happening. I just have a terrible
three days here, 19th, 20th, and 21st. Oh, here's another good tip. Don't forget to
scroll up and get the activity that you're
looking at really tucked up there tight to the date
so you can see what's happening these days really stink things aren't happening. So now what I need to
do is reschedule them. That was one days
Arthur activity. So I'll put one r That was
two days worth of activity. I'll put two R's,
those down there. Man, things are not happening. Now what's going
to start happening here is if you keep having these failures and you
keep having these days or things aren't
happening the way you want them to happen, then you'll start to see that
your original timeline is to the left of what's becoming
your actual timeline. So this is something
that a lot of scheduling software
fails to do well. One of the reasons
why I choose to use Google Sheets
over and over is the scheduled versus actual difference is
rarely represented. A lot of these schedules
catered towards, let's say like a
software design team. We've got this project. You want to put this thing together because
you've got to develop a new app or a software
product or something, all they give you is
one line of scheduling. And so for us, it's
interesting and it's useful to know at what
point are we going wrong, at what point are
we going right? And so for us in this format, we can represent both
of those timelines. The x's for me represent
the original timeline. This was what my plan was. Now you can see by me leaving the x's,
they're coloring them. Read, you'll go, Hey man, your plan went pretty awry. That we give the
19th, 20th, 21st, like something bad happened
or you planned poorly somehow your project when
sideways and things did not happen the way that
they needed to happen. So even if I'm getting
back on track here, I can use to just
do a control C and control V. What you'll
start to see is I've got a separation
here That's going further and
further to the right. And even if I do my best
and I reschedule something, maybe it still doesn't
happen until out here. Oh, man. Now I'm getting way
further out to the right. I rescheduled it. I knew what needed to happen. It couldn't even happen tight to that initial scheduling date. It's happening way out there
more and more to the right. So if you see something like this happening in your schedule, again, the shape
is an indicator. You can go, alright Brandon, let's pretend like
we're gonna be eating. Alright, Brandon,
starting on May 19th, things went sideways
and then they continued to go sideways
because look at the number of days you
have separated between your planned date
for an activity and the actual date that you
thought was going to happen. Now, even if you did
eventually get the thing done. So what this is saying is, Look, we've we've planned to
date, we've missed it. We've planned a
rescheduled date, and we miss that two. Now, all we've got is
this final date where we actually did
the thing and you can see how many
days we've lost. So let's say, let's look at
this as an example here. This is Task 14. I'll scroll over there so
we get it tight up there in the top-left corners we can see the task clearly. We can
see the date clearly. Task number 14 was supposed
to happen on May 26th. Didn't happen, the next
day didn't happen. And I've got four
days in here where some nothing related
to that happened. I planned on it happening
again on June first, second. That didn't happen. Now I've got it happening
finally, June 3rd and 4th. So I've lost 1234567 days. I've lost a full week off
of my intended schedule. If your project is like mine, the implication here then is that ripple effect will continue all the way through
the schedule. And so we might need to
go ahead and plan on these other ours happening
down here similarly. Oh man. Well, if that other
stuff was delayed, that means all of
this will be delayed, which means that I can't plan
on getting done on time. And so this is how in
construction you can actually predict a finishing date
or in your project, you'll be able to
tell somebody, Hey, I'm actually predicting
my finishing date to be out here now before maybe you thought
you'd be done on June 12th. That was the original plan. As you follow this along, unless you can
miraculously make-up time and still end up with
the same finishing line. You're not going to
finish until June 21st. And so this is part of the
power of the schedule. You can actually see
into the future. You can become a fortune teller and you can look ahead into the future and forecasts when you're realistically
going to finish this thing. Now, if you're
just doing this as a fun exercise or you're
planning a vacation itinerary, you're not going
to have to play on these kinds of delays and reschedules because maybe you have a fixed amount of time. I've got two weeks
to do whatever I can do on his vacation and
then I'm gonna go home. But if you've got a
project where you have sequential events like this are things that need to get done. This is the way that we
show that the best, I mean, this is really the best representation of that
because it's giving us this really clear picture
of why we went wrong here. We couldn't quite reel it in. Now are finishing date
is delayed by this much. Now. Likewise, the
opposite can be true. We don't need to
be total negative Nancy's here and
just plan on things like not working well because you could actually
be ahead of schedule. And so a similar thing
could happen here where, let's say instead of
going awry up there, you didn't hit this
date up at the top because you actually
went ahead of schedule. Look at you. I mean, you are just a
master of the universe here because you're actually
getting things done earlier than you planned. Now the difference, again
is a visual one because what you can see is before
when we were off schedule, our actual kind of scheduling line was going further and further
to the right. You're using up more columns. They are across the top, which means more time is being spent. If we're instead on
the left side of our intended path of our
intended activities. What we're saying is, while you're actually
getting done early. And so just at a glance, That's one of the
powers of this, especially if you're working in a team or there's other people involved and they know how to read these right at a glance, you go, oh my goodness,
look at this. This schedule is a thing
of beauty because my gosh, how could you possibly pick up this much time and
be actually early? And if you continue that
projection all the way down, maybe you'd finished the
whole project early. And yada, yada, yada, you get
down here, oh my goodness. We're going to
finish a week early. How awesome would that be? So that's the other
visual shaping that you can interpret from
this is at a glance, know, are we ahead?
Are we behind? How much red is there? You know, if you're right
on schedule and you're just hitting everything
right on the head. It's just a little trickle
of green way to go. You're on schedule. Perfect. Everything's happening. If you're ahead of
schedule is to the left. If you're behind schedule,
it's to the right. Okay. Let's get this
cleaned up and we'll continue on with
our next lesson.
12. Lesson 9: Examples of My Professional Schedules : Welcome back to the ninth
lesson in the class. There's just one
more after this. And in this lesson I
wanted to show you examples of completed schedules. So this is something
that's like, Hey, if you've got really crazy, this is what it
could look like if you wait a little
bit overboard here. This schedule that I'm
showing you first is an example of a car
wash that I built. And so if I zoom out a little
bit, a little bit more, you can actually see, wow, I've got multiple
storylines happening here. And here's a little
test for you. How much red is there versus
how much green is there? Things went awry pretty
fast on this project. Now I clearly didn't keep
updating it because they don't have much green
here past a certain date. But what happened at
the beginning set everything off to an immediate
sort of three-week delay. So what we've got
here at the start is I planned for things
to happen in June. They didn't even
happen until July. So I've got like
a 1234 week delay right at the beginning. That's showing me the difference between my planned
versus actual. And then you can see
that that gap is maintained basically throughout the whole
rest of the project. Then I've got a secondary
storyline happening down here, because whenever you're
building something, the building itself takes a lot of time and
energy and focus and then the site work around it is almost like its own
other projects. So like the parking lot and utilities and
things like that. That's too much
construction knowledge for us to talk about in
this scheduling class. But what it looks
like is I've got the same time window happening. I've got the same month of
June, July, August, September. But what I have is two
separate storylines, two separate projects
happening simultaneously. And so I layered them on
top of each other here, just because that
style seemed to work for me at that time because I wanted to know if I'm working on this part
of the building, what am I doing on the
site at the same time, I wanted to in the same
window, in the same view. Now, alternatively, if you
wanted to get really crazy, you can take advantage
of tabs down here. So I started to break
these out into phases. The first phase is a much more detailed
broken down version of this overall schedule, just into the timeline of
like two months so that I wouldn't have to be necessarily overwhelmed with
this master view. I went into a more
granular view then and can plan things out
even in more detail as far as formatting goes, I went even more overboard
than what we set up. I've got the title
of the project, the address, the month, the week of the project, the number of days that
we're currently in here. I'll zoom in a little
bit more so you can see the number of
days in the project. Oh, no, I'm sorry. That's
not the number of days. That's the date. Then at the bottom, I have the number of days
in the project. So that's a good formatting
option for you if you didn't like me stacking those
two on top of each other, the date of the month, and then the number of days
in the project overall. Because it's like number on
top of number, don't like it. It's confusing. You guys dropped those numbers
down here at the bottom. Project day number one, project day number two,
that kind of thing. And then I also have
another ONE here, which is the phase
of construction. So the phase one is
going to happen there, phase two, phase three. And you can see that
if you build this, it'll make sense to you. You can probably explain
it to somebody else. And although it is overwhelming, what it's giving you is a ton
of information at a glance. What am I going to finish?
Phase one? Bam, I know that. When am I going to start at
phase two or phase three? Bam, I know it. What date is that activity going to happen
where we pour the tunnel, bam, it's going to
happen right there. Like it's just a way to condense a lot of information
and a lot of thinking into this perfectly
trackable format that is so satisfying
to lean on. Let's do another example.
Here's a project I'm actually working
on right now, and I've designed this one
a little bit differently. Let's see if I can zoom out enough that you can
see the whole thing. Now as you can see overall, the shape of this
tells us a story. It tells us that in the middle, things get really flat. Look how flat that
is in the beginning. It's kind of cascading
slowly but surely. And then right here in the
middle, it's like dead flat. What's going on there?
What's happening is there's a delay in the middle
of the project. And so that means that no
activities can keep happening. And once you check off an
activity, you get to go down. Your goal in this
is to be able to go down and get to
the next activity, check it off your list and
go down to the next one. Because I have this
delay in here of three or four weeks where
nothing can really happen. It's extremely flat,
which means progress has stopped even here at the end this section in the
last few weeks, It's pretty darn flat,
which means not a lot of activities can be
happening simultaneously. I'm dependent on two or three
things happening at once. That's it. And as you can see, there's
a lot of red on here too. So we're not terribly
far off schedule yet. If we zoom in a little bit, we can just look at this
gap between our line of x's here and our
line of ours there, or a week or two
behind schedule, probably still fairly terrible, but not not horrendously
terrible yet. Like it will be once
we get down here. And I'm not showing you this in an attempt to overwhelm
because this is something that I'm using for myself within a
corporate context. This is not a casual thing, and it's also the 20th or 30th or 40th schedule
I've done like this. And so this is to cast a
little bit of a vision for you of if you spend a little
bit more time formatting, and if you want to get
in this level of detail, you can really convey a lot of information if you want to. If you don't, you stick
to our basic format. You get what you need in there, and then you adjust
as you go along. That is nerdy stuff right
there. But I love it. I am, I'm such a fan of
this. I love doing this. Okay, let's go into
the next section and create a schedule with me in real time about that home project that
I've been wanting to do. Oh my goodness. We're gonna put it on paper. Let's do it.
13. Lesson 10: Build a New Schedule With Me: Alright, let's do this thing. I have not planned this out
in advance for the record, I don't have like a list
over here to the side. I'm going to actually
build this with you here live over the next
five minutes or so. So let's go back to our
Google Sheets home screen. We've got our
scheduled template. We're going to click into there. I'm going to File, make a copy. We're going to call it home
pantry remodel, example 2022. Boom, it's opening up a new one. So I am going to just get
rid of these columns. I'm going to highlight
them, delete them. I'm going to reformat
this to be June. You always got to
start with formatting, man, formatting is the key. Okay, let's extend this out. I mean, I would love if
this didn't take that long, but realistically,
I think this is probably I mean, it
shouldn't take that long. Okay. Sorry, I'm thinking
out loud here. It really shouldn't span
into the next month, but it could there's a chance. I don't really even need to know the number of
days in the projects. I'm just going to delete it. We're not gonna do it. Alright, the first thing
I need to do for this is finished cleaning
out that closet. We have a closet that like
connects to the garage. Gotta finish cleaning
that puppy out before I can turn
it into a pantry, then I need to demo the shelves. What I don't want to
do is cut a hole from our garage into our
kitchen essentially, and just leave it open
for a long time and make a bunch of dust nasty.
Don't wanna do that. Tuition installs light fixture, realizing that's
out-of-order because I need to call an
electrician first, find somebody, schedule
them, do the whole deal. I mean, the communication
aspect is huge for this, I should talk to all
the people first, I should not just start working. We're gonna do
highlight the row, insert one row below,
call tile guy, whatever other just
general things like cut hole in the wall again, I'm just trying to word
vomit all this down, get it in there, reinforce
the opening above the door. Probably need to do that. We'll need to trim out around the new opening
for water heater. I don't think we'll need a light above the water heater though. What else is part of
this install new door? I would love a door
guy to do that, not me because it needs to work. I'm not that handy. That's it. Right. I think
that's everything. Okay. Realistically,
hopefully I can be finalizing the design
even before here, but let's give me three days
to finalize the design. And then I can call
all these guys, gosh, like the same day. I mean, why not set
everything up, call them all. I'm getting vertical here. So I have a lot of expectations
built into one day, but should be able to do it. Then let's start working
on finding in buying the light and finding
and buying materials. Maybe not super in advance
of talking to people, but I'll start looking
the day before and then I'll have something
to be informed and actually talk to guys about. Then if they changed
my mind at all, then I'll have a day afterwards to buy more of the things. Realistically, I'd like to
clean out the closet earlier, but I'll give myself
a dedicated day to do that and demo the shelves. And then after that, as long
as people are available, we could do the electrical
rough and right away, I would be shocked if that was more than one day for one light. It's gotta be one day than I could also be opening the
wall while he's doing that, maybe he's open the wall a
little bit for something else. I should have the wall size for going from door to kitchen, but realistically,
I work pretty slow. Let's say it's going to
happen the next day. And I can reinforce that area above the door
also the next day, assuming that's all the
damage we need to do, we can get up to reparations
with drywall repair. Now let's say he needs
to patch one day. I'll probably have a couple
of days to coat texture. That's worst-case scenario. Let's plan for
worst-case scenario. And then one of these
days we'll be painting. Sometimes I'll
build an extra day just because I'm not sure
which one it will be. I'll put it in a
buffer day here of unknowns before the
electrician can come back just in case someone's delayed
between drywall and paint then and I'll take
him one day, max. I could probably
install the light fixture, but the flooring, I think would take two days because typically
they need to lay it, wait a day, come back
and grout it, then. Well, we need to install a new door before
we trim around it. Silly. Oh, wait, that's
a different trim. Okay. So we're gonna do this
here. It's all new doors. One day that same guy could probably the trim. All the trim. But we'll give him two days if I'm doing cabinets
and shelving and counter tops and all that stuff is going to take me a week. Well, it won't take me
a week consecutively. It'll take me two
days of trying, then I'll come back in another
week just knowing myself. I'll finish it. And then I'll do all the small
wears a little bit after that because a lot of that work could really
happen on weekends. If you wanted to, you
could designate which of your dates are weekend dates. And then you'll be able to more specifically plan
things out and go, Hey, unlike a Monday, I could call that
guy on a Tuesday, could call that guy
for the sake of this, I'll keep it fairly vague. Okay. So this is the other
regulatory part of making a schedule
is I couldn't have told you right
off the bat how long that can take in
commercial construction, that should be like a week. That should be the
most basic thing. But that's also meaning
that you have a lot of information because someone
has designed it for you. I'm the designer, I'm the
source or of all material. I'm the coordinator. There'll be a lot
slower though for us. Let's say I'm actually
done on this date. So that's June 6th. Oh, no, it's July 6th. Wow. From June 6th of July 6th. Let's take an a full four weeks to actually do the project. It's probably realistic. Home projects always take two to three times longer
than you think, right? So if it was commercial
construction and perfect world, one-week, normal
world, two weeks. But none of No, double your expectation for a
home remodel project. Four weeks total.
That's realistic. And I've got a very
optimistic start here, look how vertical it is
and then it levels out. And then for me, the
finishing touches are pretty flat at the bottom, which means slow progress. I think that makes sense. Cool. What do you think?
14. Bonus 2 Mobile Scheduling: Creating a schedule from scratch on a mobile
device is kind of a pain. So remember to make
yourself a copy of the blank template that I linked in the class description. When you do that
and you open it, it's going to look
something like this. Let's zoom into it so you
can really see it well. So when you first open
it, it looks really similar to the one that
I made on desktop. It's a little bit zoomed in. So if we zoom out,
you can understand the scale of the
thing that you're going to have a lot of time kind of pre-made
in there for you, and a lot of space down the side here for you to input
your own tasks. I thought I'd do a
quick tour just to show you some of the other
options as far as the difference in navigating on a mobile device versus
a desktop device. Now to start with, you're
going to navigate this largely the same way you
would on any mobile device. So it's not that different
to use Google Sheets. But at the bottom and the top, you notice that
there's certain kinds of tools and Toolbars. So let's go over those now. First on the bottom side, these are like common
formatting things. You can bold your text.
You can pick a text color. You can change your
alignment from left center. You can do a fill color, and then you can add a row or a column. Pretty basic stuff. And in case you do want to move a row around here in
the mobile version, all you have to do
is select a row and then touch and hold it
and you see on the screen goes white and then we've got that gray line that's moving around and it's showing us
where this is going to end up. So just remember that touch and hold to drag stuff around. One of my favorite
features in Google Sheets, something you use all
the time if you're scheduling in Google Sheets. Along the top, we've got some of my favorites, undo and redo. Oh my gosh, I use
them all the time. I love them so much. Then that underlined and bolded a button that's up there at
the top is really important. It's a ton of formatting options that are all kind
of hidden away. If we touch it, we can go in here and see that we
have two categories. One is text and one is cell. The text is pretty normal
self-explanatory stuff like bold underlying
text alignment side to side as well as up and down, the size of that text, the color of it, the font, and it's rotation, the
cell formatting tab. When I use more often
because that lets you do things like Wrap Text, merged cells when you
have more than one selected and change other
formatting elements. By far, the most used part
of this for me is borders. You can add or remove borders around the cell or cells
that you have chosen, which is really
handy if you want to modify the look
of your schedule. And I'll just touch
on the screen to kinda get out of this, get back to normal here. The plus sign up here in the top-right corner allows
you to add a comment, a chart and image,
all that kinda stuff, which we sometimes
use when we're scheduling, but
not all the time. And then the three dots on the very top right
corner let you toggle light and dark theme, which of course I
like dark theme. I think it looks a
lot better and it's easier to read in that section. It also gives you a few
more useful options. The most used one for
me is share and export. And what that does is
it allows you to send a copy of your schedule
to someone or to even share your online
copy if you want someone else to be able to
see it or edit it with you. Pretty cool. I also have mine checked to
available offline just in case I need to see it whenever I'm not connected to
the internet from him, kinda spotty signal area. I still want to be
able to do things. There are some other options
that sometimes people don't realize when you're
doing stuff on mobile, which is if you touch
on a cell that you want to do stuff in and
then you touch it again. Then it gives you more options. Copy, comment,
clear note things. So that's kind of like
your right-click. If you click on one and
then you click it again, see how that's
like a right-click gives you those extra
hidden options. So make sure that you
know about that as far as using this version on your phone whenever you're
actually trying to schedule something and you're doing stuff on your phone
functionally, it's the same as desktop
because what you're doing in the same way is writing down your tasks along
the far left side. And then in the middle over
here on the right side, you're typing in your
expected durations. So you might say
something like, Hey, task number one is
going to take one day. Task number two is going to take me two days
test number three, which is a little further
down the list now, I'm going to take me two days. And then you can fill
some stuff in here. Test test number two. Maybe that takes you a day. Test number two takes
you a couple of days because we froze this. It means that sometimes
you can scroll over here and lose
your text because you're operating
within a frozen area and then a non frozen area. So if you're losing it, just remember to scroll
back over there, touch where those tasks are and slide it back over
so you can see it. And then zooming and
scrolling is very similar to anything
else on your phones where you can just
slide over and back and get what you want to see
their Zoom In and Out, see the overall deal, zoom back in, find your text. I think you can see here
that a bigger screen is probably a little easier
to use in this case, but it does work on your phone, especially if you have
something that you built before with a bigger
screen like an iPad, or maybe you built
it on desktop, then you can access
it and make some fairly basic edits
on your phone. That's what I typically do. I build the big major one, onetime using a real computer and then I do the rest of
everything on my phone. That's it for this section. I hope that was helpful and
that you are comfortable using your mobile device
for scheduling now.
15. You've Done It! (Conclusion): You've made it through this incredible class
that's been so fun to make. I'm so happy that you've been here and now you know
how to schedule. You learned how to set up a
Google account so that you could start this whole process and use their free software. You learned how to
navigate through Google Sheets in a basic
sense and to build your own template so that you can come back and duplicate that whenever you have a project and customize it
however you want. Put in the cat face, put in a picture of a beach, make all the colors
the way you want. Make it so it's
readable on mobile. All that stuff is. So in your grasp now because you've seen this
and even if it was a little bit shaky there
in the middle where I got kind of in-depth
and nerdy rewind, go back to those other lessons and watch them through
one more time. Don't forget that if I'm talking
too slowly for you also, you can adjust the speed
so you can go like 1.5 times speed the second time around. So it's not so boring. I got you. You also learned how to
generally plan out everything. So first we vomited
everything out on the list so that you had an idea of these are all the things
that are involved. Then you learned how to reorient all the rows so that
they're in the right place. And to actually plan out that schedule and
the timeline itself, using the cat faces,
using the x is whatever you wanna do
that fits your style. And then you are
able to see how just visually we can
interpret a schedule. We can know for me if
everything is in a green box. Hey, we're right on schedule. If there's a red
and it's shifting out further and
further to the right. We know we're behind schedule. All that stuff has now
become so apparent to you. Two are at a glance. You can see what's going
on with your project. You can know immediately
if you're on track, where you went off
track and how hard it could be to get
back on schedule. And you also got
to see some really crazy big nerdy examples of what this can look like if you
apply it to something like a multi-million dollar
commercial construction project, you can see how much detail and the level of information
that you can cram into one spreadsheet and how you
can use tabs to dive in even deeper into certain phases of it if you want to
highlight areas. Finally, you got to see me
live in a cringy sort of way, make an attempted schedule
for a remodel that I really do want to do in my house right now without any preparation, without having ever
done that before, you get to see me do it and
see my thought process. And maybe you sat
through that, maybe not. I don't take any
offense if you skip through that one because that
was a little bit painful. My goal for you with this
as a general takeaway is that you can leave this
and go, I've got a template, I've got the know-how to fill it out and now I'm empowered to be organized and I can plan out all these tasks and know
exactly what's happening. I won't forget a single
thing and I'll make sure that things are
happening the way that I want them to happen. This is something that initially might feel a little bit scary, but becomes so simple for you that it's like a
form of thinking. It's so exciting for me to know that you've made it
this far and you have this skill now so that you can plan things
out really well. There's very few people
that know how to do this. If you're in a project
management role, you know how to do this, but nobody else really does because there's no
one that teaches you. This was the class
that if I could have had at the
beginning of my career, I would have taken
in a heartbeat. And so I'm so glad
that you can have them all in one place. Thank you so much for
being here and watching this class and
learning with me and keep an eye out for more
classes coming soon that I'll be making and putting
on this platform for you.