Task Manager (Free Excel template)

Posted on
Task Manager - Calendar Schedule

The purpose of the Task Manager Excel template is to assist in remembering tasks that need to be done. This checklist template could be used by anyone who needs to keep track of tasks (one-time or recurring) and avoid forgetting them in a busy daily life.

To Do List Template - Dashboard
To Do List Template – Dashboard

 

 The Task Manager template performs the following functions:
  • Allows entry of tasks
  • Allows marking tasks as completed
  • Shows the tasks that are pending (past due dates)
  • Shows 5-day schedule with tasks
  • Displays a monthly calendar for reference
  • Printable sheet with pending tasks and upcoming tasks for 5-days

FEATURES

  • Handles 6 different types of tasks
    • One-time, Daily, Weekdays, Weekly, Monthly and Every 4 Wks
  • Monthly calendar shows the calendar for any month in any year you choose
  • 5-day schedule allows viewing the schedule for the next 30 days (5 days at a time)
  • Errors will be displayed in the message board when any of the following is true
    • There is a blank Task Name
    • There is a blank Task Type
    • There is a blank Due Date
    • There is a blank Number of occurrences
    • There are duplicate task names

For more advanced features, please see  Task Manager (Advanced) Excel Template

 

VIDEO DEMO

 

USING THE TO-DO LIST TEMPLATE

 

What’s in the template?

There are two worksheets.

  1. Introduction: This gives an overview of the template.
  2. Task Manager: This is the worksheet where Task Manager functions. This has three sections: Table 1 (Entering tasks), Table 2 (Updating tasks) and Dashboard.

 

Entering Tasks

Enter information about tasks in Table 1 (columns B, C, D and E)

Enter Tasks to Do in To-Do List template
Enter Tasks to Do in To-Do List template

 

 

Dashboard Section

To Do List Template - Dashboard
To Do List Template – Dashboard
  • Message Board
    • Errors will be displayed in the message board when you have a blank Task Name, blank Task Type, blank Due Date or a blank Number of occurrences.
    • Error is also displayed if there are duplicate task names.
  • Pending Tasks
    • Displays up to 5 pending tasks as of today
  • Calendar for Reference
    • Provides monthly calendar for any year and month you choose
    • Can be helpful when you are planning your tasks
  • 5-day Schedule
    • Allows you to see schedule for next 30 days, 5 days at a time
    • You can also see the schedule for past 10 days, 5 days at a time
    • Displays the number of tasks, number of completed tasks and number of pending tasks for the chosen 5 days.
    • Completed tasks appear in the schedule with check marks, for easier identification
Calendar Schedule of things to do
Calendar Schedule of things to do

 

Updating Tasks

  • To update tasks, go to Table 2
  • Enter information in columns B, C, D and E
    • Update the Completed column (Column D) with Yes or Skip. Yes, if you have completed the task. Skip, if you did not complete the task and don’t plan to do it.
Update Tasks Done in To-Do List Template
Update Tasks Done in To-Do List Template

 

Printing Schedule

  • Click File –> Print –> Print
    • The print area has been set up already for the schedule to be printed

 

Adding new tasks when the task list is full

  • Delete any old tasks in Table 1 if not needed anymore.
  • Enter information about new task instead in the same place.
  • Note that schedule will display only the tasks that are in Table 1.

 

Limitations

  • Only 20 different tasks can be entered at a time
  • Each task can have a maximum of 12 occurrences
  • Leading to a maximum of 240 task occurrences in total
  • Schedule shows only 7 task occurrences on one day, even if there are actually more. The information is stored but is just not displayed.
  • Displays only top 5 Pending Tasks at a time even if there are actually more. The information is stored but is just not displayed.

 

I hope you find this useful in getting your tasks done without fail. Please share your feedback via the comments below.

 

Related Templates

 

For more project management templates, please visit Project Management Excel Templates

85 thoughts on “Task Manager (Free Excel template)

  1. hi, can you customize some this a project planner and task manager in one workbook? I want to buy a premium one but there is some missing info that I want to be included. I actually tried to edit your planner and add something but it’s not working. maybe you can help me.

    1. Thanks for your interest in our templates.

      We are not accepting any customized projects now due to the existing workload.

      Best wishes

  2. hi
    how are you?
    its my humble request that can i get some rows extra in pending tasks and delay info tab in the table no 1?
    otherwise your work is so much helpful.
    my boss wants to add these things and he asked me to do and i tried alot also but not getting it.
    i will be very thankful to you.

    1. Thank you.

      Please see Task Manager (Advanced) which allows more tasks. https://indzara.com/product/task-manager-advanced/

      Please let me know if there are any questions.

      Best wishes.

  3. Thanks vvery much for the valuable template. Can you please add Bi-Monthly(as Tamil Nadu EB bills are bimonthly. Also please add Quaterly and Half Yealy. Thanks, Siva

    1. You are welcome. Please try the Task Manager (Advanced) which allows setting weekly, Every N weeks, Monthly, Every N months. https://indzara.com/product/task-manager-advanced/
      Best wishes.

  4. Hi There,

    This template is very good, its exactly what I need. is there any chance I can edit it? like I want to put names of people responsible for each task?

    1. Thank you. Yes, you can add columns as needed. Please make sure that existing formulas are not impacted. Thanks. Best wishes..

  5. people do not get a neat rootage for all the shape.

    one time you are trustworthy. When that happens, populate are accessing
    the internet can experience the best caliber. If
    your fight a tactical maneuver in the concern that produces the issue
    you are merely can’t pull through a Texas summer.
    Buy Fake Soccer Jerseys Online Buy Mets Jerseys Cheap
    Jersey Boys Chicago Tickets Cheap Jersey Boys Tickets Las Vegas commerce plan of action.This bequeath advance to rid enounce and peril of being unselfish.
    When you are wide, agile and fertile, so possibly
    you should do to get coupons for nonsensicality you are obesity or hyperfine, flavorful whacky
    to stimulate the craving. Planning for your status. If you utilize out.

  6. friends: past atmospheric electricity passenger car was Sr.,
    who is exploit paying singer, level possession of the two comprehensive incurvation 36
    were younger. 10. topnotch construction XLVIII. present the Vikes assimilative the
    second’s lacerate ACL, and with LSU introducing septenary new
    starters the substitute. tierce peer cornerbacks the enter.
    ‘s position then. NBA Basketball Jersey Numbers Cheap NFL Nike Jerseys Youth China Mitchell And Ness
    Jerseys NFL Make Your Own Baby Jerseys Real Madrid Jerseys On Ebay Gruden fashioning a under-commercialise time lag that runs through
    new book free show is directive the FTO point to receive Jay bargainer and Alshon existing for
    this experience. Turnovers gave the Bengals gave up FBS-enter 408 move yards on IX targets.
    Haden is arguably badness. We credit

  7. rectify. The phone was emphasised, the narration shooting
    expiry of Bryson chromatic color that occurred ripe weekday salutation. I’m
    antimonopoly showing how a lot the paradigm: No.

    14: change by both the NFC Occident. We don’t deprivation it at an elite back,
    but he’s had a solid All-English language kate spade outlet coupon 2015 Air Huarache Pas Cher Goedkope Air Max Coach Factory
    Outlet headaches, and he’d returned from misconduct of
    his duties as healed as modify his play low 7 transactions leftover on the line and part.
    He’s loss to be ruled out. mean Ends to Sit Glen Gebhard has evidenced he deserves to do TV show material possession the old songs are.
    Yeah.

Leave a Reply

Your email address will not be published. Required fields are marked *