Business OS Workspace (Spreadsheet)

About the Business OS Workspace (Spreadsheet)

If your business lives across a dozen apps and sticky notes, this brings it together. The Business OS Workspace is an all-in-one, Notion-style workspace built in a spreadsheet — projects, tasks, a simple CRM and notes, all connected to one Home dashboard that shows your active projects, open tasks, contacts, pipeline value and task completion at a glance.

Plan your projects, break them into tasks with owners and due dates, keep your contacts and last-contact dates in the CRM, and capture ideas and decisions in notes — all in one file you fully own, with no monthly subscription. It is the calm, central hub small businesses and solo founders need without the cost or complexity of building it in software.

Built in Excel and Google Sheets with colour-coded statuses, sample data and freeze panes for mobile. Please note this is a spreadsheet workspace (not a native Notion file), which means it works anywhere Excel or Google Sheets does. For deeper finances, add our [Business Financial Dashboard](#/product/business-financial-dashboard).

Who it's for

What's included

• One Home dashboard: projects, tasks, contacts, pipeline and completion
• Projects tab with value, status and due dates
• Tasks tab with priority, owner and status
• Simple CRM (Contacts) and a Notes tab
• All tabs feed the dashboard automatically
• Works in Excel and Google Sheets, mobile-friendly

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Is this an actual Notion template?

No — it is a spreadsheet workspace inspired by Notion, so it works in Excel and Google Sheets on any device, with no account needed.

Can I add more projects and tasks?

Yes — add as many rows as you like; the dashboard updates automatically.

Related searches

Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.