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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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94 Comments

  • 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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