◆ Excel · report

Template Creation

Create a reusable Project Template with standard sheet names, essential formulas, dropdown lists for Status and Role, …

2heights
24tasks
10roles do it
See the prompt↓More report workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create a reusable Project Template with standard sheet names, essential formulas, dropdown…+
Create a reusable Project Template with standard sheet names, essential formulas, dropdown lists for Status and Role, and protect the report sheet; save it so every new job starts with the same structure and locked report pages.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before we roll this template out office-wide, make it robust — include a template readme sheet…+
Before we roll this template out office-wide, make it robust — include a template readme sheet with required fields and naming conventions, bake in dynamic named ranges for imports, lock calculations but leave input cells editable, and add an onboarding checklist so PMs don't accidentally erase validation or break formulas.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

8 of them
Create a reusable project template so every job starts with the same sheet names, formulas and dropdown lists.
Create a reusable audit findings report template that updates automatically from the working papers.
Build a reusable campaign template that standardizes naming, KPIs and a budget allocation matrix for new campaign briefings.
Provide a template and macros the office uses to standardize planting schedules, quantities, and notes across all projects.
Build a client-matter template that standardizes contact, statute, and hearing-date fields for every new file in the office.
Create a reusable checklist template for routine maintenance so technicians follow the same steps and we keep consistent records.
Create a reusable project proposal cost sheet that updates when input assumptions change so proposals are consistent.
Build a reusable project register template that other PMs can copy and keep consistent fields and formulas.

Who does this

10 roles
AuditorDigital Campaign ManagerNetwork AdministratorPeople Operations ManagerPMO AnalystRegulatory Affairs AnalystTransportation PlannerArchitectLandscape ArchitectLegal Assistant

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.