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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.

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

Free Downloads

Task Manager Excel Template
Task Manager Excel Template v2 with Sample Data

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)

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

View Dashboard

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.

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96 Comments

  • Dear Indzara

    great template, short question when will it be updated for use in 2025 and further?
    When I enter 2025 it doesn’t show me pending tasks only for 2024 and previous years?

    Thanks best wishes

    saskia

    Reply

    • Thank you for showing interest in our template and sharing your valuable feedback.

      The template is not limited to year any year. You can use it for the year 2025. I just tested the sample file with 2025 data and it is working fine in my end. Hence please share your copy of the file with sample data having the highlighted issue to us at the below link to check further from our end:
      https://support.indzara.com/support/tickets/new

      Best wishes.

      Reply

  • Hello, i have an issue during adjusting the date, once i change the calendar date to 2032, the calendar itself became blank only weekday appear and the day number doesn’t appear.

    Reply

  • Hi!
    so, I have a huge opportunity for career advancement. I have a very short time to take in all the information of the how to’s and where to go to find’s…I stumbled here from your advertisement on YouTube, plainly put, I have an Admin position over an dc as night receiving clerk, and the person who’s spot I’m filling is retiring in four days. I’m looking at this template and thinking of how i could potentially utilize it to create a sort of make shift SOP for my position, I’ve read the others questions, do you think that this template would suffice for my needs? or would you recommend the advanced?

    Reply

  • Good day,

    i only have open office, is it the reason why i have error codes in the template sheet ?
    thanks

    Reply

  • HI, I am not able to use the task manager excel template on my mac book, its showing it’s not compatible

    Reply

  • 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.

    Reply

    • Thanks for your interest in our templates.

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

      Best wishes

      Reply

  • 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.

    Reply

  • 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

    Reply

  • 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?

    Reply

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

      Reply

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  • Hi there,

    I already downloaded it and tried. all table works very well.
    however, on the Pending task dashboard section where it suppose to display a minimum of 5 tasks and the name of the task, it doesn’t!

    It should be automatically filled whenever i put a task on table 1 right?

    Reply

    • Thanks.
      Are the due dates of the tasks in the past or future? If they are in the past, the dashboard should display. Please email me the file indzara@gmail.com. I will be glad to look into it. Thanks.

      Reply

  • hi i have downloaded the task manager for my mac and i found it says it is not suitable for 2011 excel only read only format pls help

    Reply

  • Hi, is there a way to edit or change the task type in Task Manager (Excel template).

    thank you

    Awaiting your reply.

    Best regards,
    Amir

    Reply

    • You can unlock the sheets using the password indzara. Then you can edit as needed. There would be multiple formulas that need to be modified depending on what change you are planning to make. Best wishes.

      Reply

  • Hi ! Thank you for your task manager, i love it but i have one question how can i do if i my task full over 23 task and i want keep it all my report on table 1 what can i do ?

    Reply

  • Unfortunately it doesn’t work on Office for Mac 2011. Can we do something ?

    Reply

  • Is there a way to clear the task once completed from the list of task in Table 1 but also keep a log of all completed task?

    What I need is a log somewhere that keeps track of everything completed and keep table 1 from getting cluttered.

    Reply

    • The data needs to be in Table 1. If it is cleared from there, we lose it completely. Without programming, I don’t believe it is possible. The template uses only simple formulas and no programming.

      Please see the advanced version. https://indzara.com/product/task-manager-advanced/ There is a task occurrence report in which you can filter to pending vs non-pending task occurrences. Does that help?.

      Thanks,

      Reply

  • Soooper se uppper. All template are best created by u. Really u r the best. I am also using ur two template both are great.
    Can u create a template that can trace 14
    Employee record. Past work record shows, present and future work record shows with it status like work pending , work complete or skip type.
    If their working hours are 7:30 hour. Then accroding to their responsibilities its shows their workload with color indication. (Like there are 3 typist ,2 acedemics, 2 counsellors and 1admin).
    And according to u any best suggestions for this template.
    Can u give me ur contact no.?

    Reply

  • Hi, great template :^) . I thought that I would never find something similar. Thanks to share it. It would be perfect for my work if I could add more options in the dropdown list at Type task. I have seen in the first commentaries that it is possible to do it. I know now you are busy but could you help me? I will wait. Thanks.

    Reply

  • Hi,

    I am also wondering if you were able to complete Andy’s request of having more than 20 tasks, and to track who it is assigned to. This would be amazing for team management.

    Thank you!
    Wassef

    Reply

  • hi. Excellent template. Would you consider extending this to add more than 20 tasks and also a column to track who the task is assigned to?

    Reply

  • Hi indzara,

    This is such a helpful tool and very kind of you to share. God bless you for this!
    Was wondering when will you release the version with an option to enter fortnightly tasks?

    “ind zaraJanuary 16, 2014 at 6:15 AM
    Thanks, Paula.
    I had the first 3 of your items in my plans for the next version. #4 is new. I will consider it. Thanks for your input.”

    Thank you in advance.

    FL

    Reply

  • Hi,

    I have send you a mail with the screenshot. Can you please help.

    Reply

    • Hello Immanuel Vijay,

      I believe the template works as designed.

      Pending tasks are tasks that have gone past the due date without completing. In your data, as of March 9th (which is when you took the screenshot), there are no tasks that are past due. If you had any tasks due March 8th or earlier that have not been completed, then they would have showed up. I hope that clarifies.

      Reply

  • Hi, this is an amazing tool however in Excel 2010 the pending tasks is not populating. Can you please help me fix this?

    Thanks you for your time. Can I have your email ID so that I can forward the screenshot if you like to take a look at it.

    Reply

  • Hi The pending tasks tab is not working and the tick marks are not appearing in the schedule tab in Excel 2007. Can you please do something about that. Regards, chris immanuel

    Reply

  • Hi Great Template However the dropdowns are not working in excel 2007 version. Can you please fix that.

    Regards

    Reply

  • Hello, Is there a possibility to have Project Planner Pro version?. We are having appx 15-20 small projects running currently and resources are shared, so it is difficult to plan. If I can get some excel with appx 10000+ tasks and resources table should be 100+ would be great. Thanks

    Reply

  • Hello,

    Is there a way to add more rows to table 1 where you list all the task? I’m unable to scroll down to the end of the schedule because it only moves table 2 when moving the cursor down. Please explain how to do so. –Thanks

    Reply

    • You can unfreeze panes (from the view ribbon) to be able to scroll. Adding more rows will not work directly, as it would require making changes to the hidden ‘Data’ sheet where the calculations are done.

      Reply

  • Great template, but a number of limitations which you might consider as enhancements in future for other users.

    1. Task type – addition of annual and fortnightly would be advantageous
    2. Occurences – if daily occurrence for the month, would be advantageous to have this extended to max of 30
    3. Number of tasks – if this could be almost be doubled to at least 50
    4. Weekends – if functionality was built in to take weekends into account as non-working days so that any tasks that fall on a weekend default to a Friday or Monday respectively.

    Thanks,
    Paula

    Reply

  • Excellent article and a very wonderful way of presenting. I find the task manager very useful that I have looking for years of a kind which I searched across many places but couldn’t find one of this kind. Thank you very much for your blog. I will start using this immediately.

    Reply

  • Hi,
    Please, if you have got a template for tracking cases and the tasks with their status in another worksheet or excel workbook, or maybe word document please let me know.

    I need the following.

    Enter the No of the case, start, end date of the the task, then enter data, then repeat it for another case. This might perhaps happen in user-form. After all a generated template, with all the actions performed for all the cases, with their status and other specific info, or for a concrete case.

    Reply

    • Hello Aramayis,
      Unfortunately, I don’t have the template that you are looking for. When I create one, I will definitely post it here.
      Thanks for your comment.

      Reply

    • Thank you. I am sorry that functionality is currently not in this template. It is something I will add to the next version.

      Reply

  • Wonderful template — is there a chance that a biweekly or every other week choice for the task type can be added. The template is very helpful.

    Reply

    • Thank you. It can be done. I will add this to my queue. However, it will be a while before I can get to it, with other on-going projects.

      Reply

  • Hi, this is an excellent tool and very well presented however on Excel 2010 the pending tasks is not populating. Do you know how this can be fixed?

    Thank you for your help

    Reply

    • Thank you. Please e-mail me the screenshots or the document so that I can look into it. It works for me in Excel 2010.

      Reply

  • 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.

    Reply

    • 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.

      Reply

  • 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

    Reply

    • Thanks.
      That would require a different set-up. If you have a specific set of requirements, please e-mail me at indzara at gmail.

      Reply

  • 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.

    Reply

    • 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.

      Reply

    • 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.

      Reply

  • 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

    Reply

    • 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.

      Reply

  • Thank you. There is already a ‘weekly’ recurring option in the template. Can you please explain your question with an example?

    Reply

  • Great task manager tool,
    Can you tell me is there a way of adding 4 weekly to the dropdown list?

    Reply

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