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Beyond Email Edits: Download the AI-Enhanced Project Management Spreadsheet

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Lucy Gregory
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2 minutes
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A Smarter Way to Manage Project Resources

If you read Beyond Email Edits: The Experiment That Transformed How I Use AI in Project Management, you already know how one AI-powered spreadsheet revolutionized the way we approach project resourcing at Takt. Now, you can try it for yourself.

Managing creative resources effectively is one of the biggest challenges in project management—especially when dealing with high-effort, high-impact deliverables. The spreadsheet I developed with AI assistance became an essential tool in helping our team:

  • Allocate creative hours efficiently across multiple projects
  • Provide real-time visibility into resourcing constraints
  • Automatically adjust workloads based on content planning decisions
  • Eliminate last-minute bottlenecks and scheduling conflicts

And now, we’re making it available for you to download and customize for your own team.

Download the Spreadsheet here.

What’s Included in the Spreadsheet?

This AI-assisted spreadsheet is designed with simplicity and efficiency in mind. It includes:

  1. Content Calendar Tab – Allows strategists and project managers to input content plans with drop-down selections for content types.
  2. Reference Sheet Tab – Lists estimated hours required for each content type and automatically calculates workload distribution.
  3. Automated Formulas – Ensures that as new content is added, total design hours update in real-time, giving a clear picture of team capacity.

This tool was built to streamline resourcing without requiring additional software integrations—just a smart spreadsheet with AI-backed logic.

How to Use the Spreadsheet

  1. Download the spreadsheet using the link below.
  2. Customize it for your own project needs. Add your own content categories, adjust time estimates, and assign team members accordingly.
  3. Start planning smarter. As you update your content calendar, the spreadsheet will dynamically adjust and show how workload shifts across your team.

Why This Matters

This spreadsheet was a turning point in how I viewed AI’s role in project management. It wasn’t just a helpful assistant for quick edits or summaries—it became a strategic partner in solving complex project challenges.

If you’re looking for an easy entry point into AI-enhanced project management, this is it. AI isn’t here to replace you—it’s here to amplify your skills and help you work smarter.

Give it a try, and let us know how it works for you. Your next breakthrough might just be one formula away.