Task Manager 2023 – A to-do list in Excel
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.
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
Free Downloads
Benefits of Task Manager Excel template
- 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 in Excel
There are two worksheets.
Introduction: This gives an overview of the template.
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)
View 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
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.
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.
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94 Comments
Hi,
I would like to ask a question…Is it possible for you to increase the number of rows in the box of Pending Task and also added to can you also add a coloumn for Overdue Days where the colour of the cell changes to red when a task overdue is More than 1 day.
Yes, it can be done. I am working on some other projects now and will not be able to get to this immediately. If this is not too urgent, please e-mail me. I will work on it when I find time. Thanks.
Hi,
I dont see the dropdown functionality in excel 2007
trivibha@gmail.com
Can you please e-mail me screenshots of what you see? Thanks.
This is great! But is there a way that you can merge ‘Enter your tasks’ and ‘Update your tasks’ so that I dont have to write them out again? I am hoping to use this on a mass scale to help with tasks for my job.
Thanks
Thanks.
That would require a different set-up. If you have a specific set of requirements, please e-mail me at indzara at gmail.
Great!!
How can I assign tsks in this template for one year
Thanks.
Do you mean a task that happens daily for one year?
This is exactly what I was looking for. I wanted a task manager like this for my work; however, my work computer uses excel 2007 (.xls format). I was still able to install it, however, not all of the functions work properly now. Is there anyway to make it work properly on my excel? I do not have the ability to update the excel program.
Thank you.
Please e-mail me (indzara at gmail) about functions that are not working properly. When I get time to work on it, I will let you know. Thanks for downloading the template.
hi
I can’t access the template to download it … any idea ?
Hello Mejo,
I was doing some maintenance on the website and that’s why the file links didn’t work. I have fixed everything now.
Please try downloading again and let me know if you have any issues.
Thanks for your interest in the template.
Thank you very much, you are very accommodating.
Perfect.
Not a problem. I have been traveling this week. I plan to post the update within the next day or two.
Please take a look at the new version v2 of the template in this page above. For more details on the enhancements, please read https://indzara.blogspot.com/2013/06/update-to-task-manager-excel-template.html
I hope the new version addresses your requirement of every 4 weeks.
Thanks for your feedback.
I have some tasks that occur on a four weekly basis, once every four weeks. This is so that the task falls on the same day every four weeks regardless of the date. Say the task falls on Monday on week one and it will again fall on Monday on week five.
Thanks
I understand now. Yes, it can be added as an option in the drop down list. I need to make changes to the formula. I will post an updated template after I make the changes.
Thank you. There is already a ‘weekly’ recurring option in the template. Can you please explain your question with an example?
Great task manager tool,
Can you tell me is there a way of adding 4 weekly to the dropdown list?