This Excel template is designed to help create and update status of tasks easily. This can be used by project managers who handle multiple tasks and manage multiple team members. This can also be used by individuals to manage personal tasks.
Task Manager (Advanced) Excel Template - Calendar View of Tasks
REQUIREMENTS You need a copy of Microsoft Excel to open this file. The product has been tested in
Microsoft Excel 2007, 2010 and 2013 for Windows
Microsoft Excel 2011 for Mac
FEATURES
Handles 100 active tasks at a time
Create one-time or recurring tasks (6 choices of recurring task types)
Easily choose weekdays for each recurring task
Handles 366 days of task occurrences at a time
Handles 1000 task occurrences (If you have a task that repeats weekly for 4 weeks, it is 1 task but 4 task occurrences)
Option to assign each task occurrence to one resource
Allows up to 25 resources in total
View/update status of each occurrence
Customize and manage your own (up to 7) status values
Instant view of pending tasks
Simple calendar view of tasks in any week
Task occurrence status shown with color formatting
Dashboard with summary statistics
BUY You can purchase the template by using the 'Add to Cart' button below and then choose Checkout. You will be redirected by ejunkie.com to PayPal where you can use your credit card or PayPal account to purchase. You can download the file (550 KB) instantly after payment. An e-mail will also be sent to your e-mail address with a link that you can use to download later and the password to unlock the file. You will also receive all future upgrades of this product to your e-mail for free. If there are any questions about the purchase process, please e-mail at indzara at gmail.com. If you are not satisfied with the product after purchase, please e-mail within 60 days and we will refund the entire amount. US $15
HOW TO USE THE TEMPLATE OVERVIEW OF STEPS
SET UP: In the SETTINGS sheet, enter your own custom status values if preferred. Choose which status values should be considered as Pending tasks.
Enter the list of names tasks can be assigned to
In the CREATE_TASKS sheet, enter tasks
In the UPDATE_TASKS sheet, update the tasks of task occurrences
In the DASHBOARD sheet, view pending task occurrences, tasks due in a calendar week and summary statistics of tasks in any date range of your choice.
In the REPORT sheet, view all task occurrences and their status.
DETAILED STEPS SETTINGS
Task Manager (Advanced) Excel Template - Task Status and Pending
In the Settings sheet, enter PERIOD START date.
Task occurrences will be scheduled from this date. You can change this anytime.
Enter your own custom status values if preferred. Otherwise, leave the default values.
Choose which status values should be considered as Pending tasks.
A pending task is a task that is due by yesterday, with either no status or a status value that is considered as pending.
For example, in the template, 90% Complete, 50% Complete, 10% Complete, On Hold and Unknown are all status values that are considered as pending. If a task occurrence has one of those status values, then the template will list the task occurrence as pending.
For example, in the template, ‘Completed’ and ‘Skipped’ are status values that are not considered as pending. So, if a task occurrence has one of those two status values, then the template will not list the task occurrence as pending.
Colors cannot be modified here.
Task Manager (Advanced) Excel Template - Assigned to Resources
Enter the list of names tasks can be assigned to. These are the names that will show up in the DASHBOARD sheet where you can view statistics.
Choose the weekdays that you would like the tasks to be due.
Set the task to be active by choosing Y in the ACTIVE column.
Only the first 100 active tasks will be used in the template to create task occurrences. Delete the Y and the task becomes inactive.
Totally up to 1000 task occurrences can be tracked.
Task Manager (Advanced) Excel Template - Error in Tasks
Ensure that there is no red border around the task, since that means there is an error. Usually, the error is due to not having a start date or having an end date that is before the start date.
Custom columns are available and they could be used to store any information you would like for tasks.
A mini-calendar is provided in this sheet to help with choosing dates for tasks. You can change the month and year of the mini-calendar. Calendar is created using formulas and so please do not edit the cells.
FREQUENCY TYPES You can choose from One-time or 6 recurring frequency types. The following table shows whether you can choose custom weekdays and whether you can set N for each of the frequency types.
Task Manager (Advanced) Excel Template - Frequency Types
Examples:
One-time: A 'One-time' task that occurs on Start Date
Every Nth day: A task that occurs once every 3 (N is 3) days from the Start Date of the task.
Daily: A task that occurs only on Mondays, Tuesdays and Wednesdays.
Weekly: A task that happens on Saturdays and Sundays but happens only every 2 (N is 2) weeks.
Monthly: A task that happens on 5th of a month but only if it is between Tuesday and Friday
Nth Wday of Mth: A task that occurs on 2rd (N is 2) Saturday and Sunday of a Month
Last Wday of Mth: A task that occurs on last Monday of a Month
UPDATE TASKS
At the top of UPDATE_TASKS sheet, there is a quick look-up for Task details. You can enter a Task name and instantly see the task’s details such as Task ID, Start Date, End Date and Freq Type. Please do not edit formulas.
Task Manager (Advanced) Excel Template - Look up a Task
Choose the due date from the drop down options. The template lists the possible due dates for that task and provides them in the drop down to make it easier for the user.
Enter a Status for that task occurrence.
(Optional) Choose a person that the task occurrence is ‘Assigned to’.
(Optional) Enter priority of the task occurrence
(Optional) After the task occurrence is completed, enter Completed Date.
There are two additional columns available where you can enter any information you would like (Optional) to track for each task occurrence.
The Calendar view provides the 7 day view of task occurrences and their status values. They are color coded for easier understanding. You can change the FROM date and view any 7 consecutive days at a time.
Task Manager (Advanced) Excel Template - Calendar View of Tasks
Summary statistics on task occurrences are provided. You can customize the date range easily by modifying the TO date.
Report sheet lists all task occurrences and their status. You can filter the table by the fields shown. Please do not sort the table because that would modify the calculations and will lead to incorrect data.
You can filter the table to only Pending task occurrences by choosing TRUE in the PENDING field filter. You can filter to task occurrences of specific task by filtering on Task ID. You can filter to task occurrences in a specific date range by filtering on DUE DATE field.
A task occurrence is flagged as pending, if the due date is prior to today’s date and the status of the task occurrence is one of those that has been set to be considered as pending (in the Settings sheet).
If there are any questions, please leave a comment and I will respond as soon as I can.
You can filter the table to only Pending task occurrences by choosing TRUE in the PENDING field filter. You can filter to task occurrences of specific task by filtering on Task ID. You can filter to task occurrences in a specific date range by filtering on DUE DATE field.
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