How to move from spreadsheets to a database
The signs a spreadsheet has outgrown itself, and how to move without losing the flexibility that made it work.
Agendas, action items and follow-ups — keep every meeting on track.
Meetings work best with a plan. Start a note before the call, drop in an agenda, and share it so everyone comes prepared.
During the meeting, capture decisions and turn discussion points into checkboxes. Link related documents so context is one click away.
Afterwards, the note is your record — searchable, shareable and connected to the work.
The signs a spreadsheet has outgrown itself, and how to move without losing the flexibility that made it work.
The five sections that matter, in the order visitors read them — and what to do before you pick a template.
Separate calendars per purpose, the right level of visibility, and how to keep it readable as the team grows.