(29 customer reviews)

Task Manager (Advanced) – Excel Template

$45

Task Manager Advanced Excel Template

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.

Description

Are you tired of juggling multiple tasks and struggling to stay organized?
Do you think, getting amazing task management dashboards and reports will need arduous data entry?

Well, Indzara’s Task Manager Advanced Excel Template is designed keeping in mind these factors! With its simple user settings and easy data entry, this template is your ultimate solution for efficiently creating and managing tasks.

This template can be used by project managers who handle multiple tasks and manage multiple team members or by individuals who wish to manage personal tasks and stay organized and on top of their game.

Task Manager Advanced: Summary
Task Manager Advanced: Summary

FEATURES OF TASK MANAGER EXCEL TEMPLATE 

  1. Handles any number of active tasks at a time.
  2. Save time by automatically creating recurring tasks (12 choices of task types)
  3. Easily choose weekdays for each recurring task
  4. Handles 12 months of task occurrences at a time
  5. Handles any number of  task occurrences (If you have a task that repeats weekly for 4 weeks, it is 1 task but 4 task occurrences)
  6. Option to assign each task occurrence to one resource
  7. Allocate different resources to different tasks (no limit on the number of resources)
  8. Handles customized Weekends and Holidays
  9. View/update the status of each occurrence
  10. Customize and manage your own (up to 7) status values
  11. Dashboards and reports:
    • Get a clear Summary of all the tasks based on their status.
    • Calendar with monthly and weekly views of tasks along with their status for a quick glance.
    • Resource view of tasks and projects with a status of completion
    • Kanban board to effectively and efficiently manage tasks that are in the pipeline
    • Instant view of task status and Pending tasks

KEY TIME SAVING FEATURES

Automatic Creation of Task occurrences

The Task Manager Excel Template can handle one-time and recurring tasks.

There are 12 frequency types that allow automated creation of occurrence of tasks. (One-time, Daily, Weekly, Monthly, Nth Weekday of Month, Last Weekday of Month, Last Day of Month, Every Nth Business Day, Nth Business Day of Month, Last Business Day of Month, Nth Business Day of Week and Last Business Day of Week)

Frequency Types
Frequency Types

Assign Once

You can assign a recurring task once to a resource and all the task occurrences will inherit that. This saves time in data entry as well. In addition, for a specific occurrence, the template allows re-assigning to a different resource if needed.

Status Tracking Values
This template supports up to 7 different status levels for each task. You can rename all the values to meet your organization’s needs.

Task Status Values
Task Status Values

Easy Kanban Board Settings:
Easily customize the Kanban board settings with up to 6 items and different stages.

Kanban Card Settings
Kanban Card Settings

CUSTOMIZE TO SUIT YOUR NEEDS

The Task Manager Excel Template is designed to allow the user to customize it to meet the individual needs.

Weekends & Holidays

You can set the weekends as they are in your organization.

You can also enter a list of holidays that the template will consider as non-business days.

Projects related Information

Easy one-time settings of all your Project details.

Project and Project Category
Project and Project Category

Enter any number of resources you want to allocate to your tasks.

Resources settings
Resources settings

Any number of Tasks

The template can any number of tasks you need. If a weekly task runs for 4 weeks, it is one task that creates 4 occurrences.

Custom Columns

The Task Manager Excel Template has columns available where you can enter any information you want to track for tasks. A custom column can also be displayed on the Dashboard and Report.


VIEW AUTOMATED DASHBOARDS & REPORTS

Summary

This summary shows the status of completion at a glance.

You can filter this based on Project or Project category or at resource level to view the progress of different projects based on the month and the assigned individuals (resources), allowing you to monitor completion levels at a glance. Stay on top of your projects and ensure everything is running smoothly.

Task Manager Advanced: Summary
Task Manager Advanced: Summary

Built-in Calendar

Stay organized and never miss a deadline with our two calendar views.
The monthly and weekly overviews provide a visual representation of your tasks that are due and their statuses, helping you plan your schedule effectively.

Both calendar views can be modified to view a particular month and week respectively.

Monthly Calendar View: Task Manager Advanced Excel Template
Monthly Calendar View: Task Manager Advanced Excel Template

Weekly Calendar view

Weekly Calendar View: Task Manager Advanced Excel Template
Weekly Calendar View: Task Manager Advanced Excel Template

Resource view

Gain insights into your project’s resource allocation with the resource level view.
This dashboard displays the completion status of different projects, allowing you to identify potential bottlenecks or allocate resources more efficiently. Stay in control and optimize your team’s productivity.

Resource View: Task Manager Advanced Excel Template
Resource View: Task Manager Advanced Excel Template

Kanban board

This template generates a Kanban board to efficiently manage your workflow.

Kanban Board: Task Manager Advanced Excel Template
Kanban Board: Task Manager Advanced Excel Template

The board shows the number of tasks that are in each stage for an overview to the left of the stage name. Below each stage, view each card under it with the customized list of items. The cards are color-coded based on their status.

Report of tasks

For quick and comprehensive reviews, our template provides a detailed task-level report. Get an overview of the status of each task, and stay informed and in control of your project’s progress.

Task Report: Task Manager Advanced Excel Template
Task Report: Task Manager Advanced Excel Template

Pending Task Occurrences

Focus on immediate actions with the Pending Tasks table. This table exclusively displays tasks that are yet to be completed, ensuring you never overlook crucial pending items.

Pending Task Report: Task Manager Advanced Excel Template
Pending Task Report: Task Manager Advanced Excel Template

SIMPLE, EASY AND QUICK

Indzara’s Task Manager Advanced Excel Template is the ultimate solution for simplifying your task management process.

By leveraging its user-friendly interface and comprehensive features, you can effortlessly manage tasks, gain valuable insights through dashboards and reports, and optimize your team’s productivity.

Invest in our template today and experience a new level of efficiency in your task management endeavors!

We have a dedicated support team for all your queries, please email them to support@indzara.com

As with all the templates on indzara.com, the design has been kept simple to enable easy and efficient data entry.

Print/PDF Ready

Dashboard and Report can be readily printed in the Task Manager Excel Template. They can also be exported as PDF and shared.

Product Tour Video

FAQ

Product Support

Task Manager – Advanced (Excel) – Step by Step User Guide

How to use Custom Columns in Task Manager?

How to skip non-business days for recurring tasks?

29 reviews for Task Manager (Advanced) – Excel Template

4.7
Based on 29 reviews
1-5 of 29 reviews
  1. Great and very powerful product. It saved me great time and helped me track my and my team’s tasks. Great product as usual from indzara 🙂

    (0) (0)
  2. perfect templates and helped me a lot.
    if this template will work on google drive as google sheet?

    (0) (0)
  3. Great template!

    (0) (0)
  4. Awesome template! It takes loads off your shoulder! Support is amazing! I am so grateful to have found this website! I am using a lot of other templates from indzara.com and they are all amazing!
    This template works flawlessly.The video instructions are very comprehensive and easy to understand.
    This website is a fundamental and very valuable service to all the businesses at almost no cost!!! Thank you!

    (0) (0)
  5. Really good and dynamic!

    (0) (0)
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Task Manager (Advanced) – Excel Template

$45