Project Management Tracker

1) Use the menu above to select '1) Install' [ONE time action ONLY]
- Click the menu and select 1) Install
- Installing locks the home Drive folder for your PM Tracker, so if you move this file please re-
install

Company name
Email

2) Copy your Outreach and Content Management templates [ONE time action ONLY]
- You'll receive copies of each of the workflow templates below
- Enter URLs for your Sheets below
- Connect your Outreach and Content Management files by clicking in column E
- DO NOT TOUCH "Client Workbook"

Template URL
Outreach Management
Content Management
Client Workbook https://docs.google.com/spreadsheets/d/14xGht4

3) Add new clients [at any time]

- To add a new client, click "WEBRIS PM Tracker" menu
- Select 2) Add New Client
- Fill out the prompt (all Sheets will populate based on your input)
Adding a new Client will also generate a Client Workbook for them, which you can access in
the folder link of the 'Clients' tab.

All Client subfolders will be created in the same folder as this Project Management Tracker.

4) Add new team members

- To add a new client, click "WEBRIS PM Tracker" menu
- Select 3) Add New Team Member
- Fill out the prompt (all Sheets will populate based on your input)

5) Add new writers

- To add a new client, click "WEBRIS PM Tracker" menu
- Select 4) Add New Writer
- Fill out the prompt (all Sheets will populate based on your input)
r

ou move this file please re-

time action ONLY]

g in column E

Status
#N/A
#N/A

which you can access in

ct Management Tracker.
Variable Value Project Buckets Project Statuses
Company Name (from form 0 Admin Approved
Email (from form) 0 Analytics Assigned
Content Completed
Local SEO Delayed
Links Late
PR Scheduled
Sales Review Needed
SEO Re-Assigned
Social Update Needed
Strategy Working
Client StatusesTemplate
Active Project Management Tracker
Inactive Outreach Management
Content Management
Client Workbook

Folder ID
 URL
ment Tracker
0
0
Base Template URL API API Key

https://docs.google.com/spreadsheets/d/14xGht4WZsEx8cLwpQgbIQANsF0vEvAq2CKIA_r
Deliverables Active Clients
Ad Hoc Document (Overwrite)
Action File
Analytics Audit
Campaign Target Pages
Client Onboarding Sequence
Content Topics
Content Topic Calendar
Competive Audit
Competitor Keyword Crosswalk
Check in Email
Design Blog Post Headings
Email Marketing Strategy
Facebook Advertising Strategy
GSC Audit
Internal Linking Strategy
Keyword Research
Link Building Workbook
Link Building Strategy
List of Influencers
Monthly Report
On Page Recommendations
Page Speed Recommendations
Paid Search Crosswalk
Social Media Strategy
Technical Audit
URL Actions File
Video Content Topics
Video Content Calendar
YouTube Ranking Campaign
YouTube Strategy
Website Quality Audit
 Today 5/31/2018 Project Plan TemplatesContent Management
INTERNAL CLIENT
Owner Project
Due Date Delivery Date
Outreach Management Client Files

Deliverable Task
Status Template Presentation Training
Notes
 Today 5/31/2018 Content Management
Send Date Sender Project
Outreach Management Client Files
Deliverable Status Link to Sheets File
Link to Slides File Notes
 Client Files
Client Status Priority Bucket

Scheduled Low Indexation

 Item
Your website's default structure does NOT "paginate" URLs. This can be an issue on a site with
as much content as yours as it can trigger duplicate content signs to Google. This can be easily
fixed by adding rel="next" and rel="prev" to the pages we indicated in the "Pagination" tab.

Please refer to the full guidance from Google on how to implement paginated URLs here:
https://support.google.com/webmasters/answer/1663744?hl=en
Owner Action Link to Doc

Setup paginated URLs on blog category

Client
pages
Status Client Domain Homepage
 Links Contract
Link to Client Folder Start Date
Budget End Date
Description Client POC
Client Contact
Full Name Role Email
Messenger Notes
Item URL
Description Login/Username PW License Key
Full Name Personal Blog
Email Messenger
Areas of Interest
Client name
Today's Date 5/31/2018
Contract Start
Contract End

Month #
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
Invoice Report