FREE Power Hour: Stop Tracking It in Excel: GoEngage Tools That Can Simplify Your Follow-Up

Less Spreadsheet Tracking. Less Duplicate Work. More Time for What Matters.

How many spreadsheets does your agency use to keep track of information that's already in GoEngage?

Maybe your Family Services team maintains a spreadsheet to track family follow-ups. Your ERSEA staff use another to monitor missing documentation. Health staff keep their own list of outstanding requirements, while managers rely on separate tracking sheets to see what's been completed and what still needs attention.

Sound familiar?

Spreadsheets can be useful, but when information is scattered across multiple files, keeping everything accurate and up to date can become a job of its own.

Staff may spend valuable time entering the same information in multiple places, updating tracking sheets, checking on outstanding items, and trying to determine which version contains the most current information.

What if you could simplify some of that work using tools already available in GoEngage?

Your Follow-Up Process Shouldn't Require Another Spreadsheet

Join us for this FREE 60-minute GoEngage Power Hour as we explore practical ways to reduce manual tracking and make everyday follow-up activities easier to manage.

We'll highlight GoEngage tools and workflows that can help staff identify what needs attention, document actions taken, organize follow-up activities, and access useful information without relying on separate spreadsheets for every process.

Whether your agency is tracking missing documents, monitoring outstanding requirements, following up with families, or preparing status updates for managers, this session will help you identify opportunities to simplify your current approach.

The goal isn't necessarily to eliminate every spreadsheet. It's to stop using spreadsheets for work GoEngage may already be able to manage.

What You'll Learn

1. Recognize When a Spreadsheet Is Creating Extra Work - Take a closer look at the spreadsheets your team uses to manage everyday responsibilities.

Are staff entering the same information into GoEngage and Excel? Are tracking sheets being updated manually? Do managers have to request status updates because they can't easily see what's outstanding?

Learn how to identify processes that may be good candidates for moving into GoEngage.

2. Use GoEngage to Identify What Needs Follow-Up - Explore how existing records, statuses, and reporting tools can help staff recognize outstanding items and prioritize their work.

We'll discuss practical examples such as missing documentation, incomplete activities, and other follow-up needs that staff may currently track in separate files.

3. Make Better Use of Reminders and Automation - Remembering to follow up shouldn't depend entirely on someone checking a spreadsheet.

Discover how available GoEngage reminders, notifications, and automation capabilities can help support timely action and reduce the need for manual tracking.

We'll also discuss why choosing the right workflow and configuration is important for making these tools effective.

4. Keep Documentation Connected to the Work - A spreadsheet might tell you that someone needs to follow up, but does it tell the whole story?

Explore the importance of documenting communications, actions taken, and relevant updates in GoEngage so authorized staff can access the information they need without searching through multiple tracking files.

5. Use Reports to Monitor Progress and Outstanding Items - Managers need visibility into what's happening without constantly asking staff for updates.

Learn how reports and available filters can help teams review information, identify items that still need attention, and support more consistent follow-up.

We'll explore how to use existing information to answer common operational questions and reduce the need for manually maintained status spreadsheets.

6. Identify One Workflow Your Agency Could Simplify - You don't have to change every process at once.

We'll encourage you to think about one spreadsheet your team relies on today and consider whether a GoEngage workflow could reduce or replace some of that manual work.

Sometimes, one small improvement can save hours of administrative effort over time.

One Hour Could Help You Eliminate Hours of Manual Work

Think about the time your staff spend each week updating spreadsheets, checking outstanding items, and preparing status reports.

Now imagine if even some of those activities could be simplified through better use of GoEngage.

You don't have to overhaul your entire process to see an improvement. Start by identifying one workflow, understanding the tools available, and finding a better way to manage it.

Join us for this free GoEngage Power Hour and discover practical opportunities to reduce manual work, strengthen follow-up, and keep important information where your team can use it.

FREE for GoEngage Customers | June 15, 2027 | 60 Minutes

Stop Tracking the Same Work Twice. Start Working Smarter With GoEngage!

Recommended Setup for Hands-On Participation

For the best experience, we recommend using two screens or devices—one to watch the live Zoom workshop and another to work directly in GoEngage.

Don't have two monitors? No problem! Join Zoom from a tablet or second device while keeping your computer available for the hands-on activities.