PRODUCT

Task Manager (Advanced) – Excel Template

PURPOSE

This Excel template is designed to help create, assign 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.

Download Task Manager (Advanced) – Excel Template – v2 – Brochure

REQUIREMENTS

You need a copy of Microsoft Excel. Supported versions: Microsoft Excel for Windows (2010 or above), Microsoft Excel for Mac (2011 or above)

 

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FEATURES

  • Handles 100 active tasks at a time
  • Save time by automatically creating recurring tasks (12 choices of task types)
  • Easily choose weekdays for each recurring task
  • Handles 366 days of task occurrences at a time
  • Handles 1200 task occurrences (If you have a task that repeats weekly for 4 weeks, it is 1 task but 4 task occurrences)
  • Option to assign each task occurrence to one resource
  • Allows up to 25 resources in total
  • Handles customized Weekends and Holidays
  • View/update status of each occurrence
  • Customize and manage your own (up to 7) status values
  • Instant view of pending tasks
  • Simple calendar view of tasks in any week
  • Task occurrence status shown with color formatting
  • Dashboard with summary statistics

HIGHLIGHTS

TIME SAVING FEATURES

Automatic Creation of Task occurrences

The 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)

Task Manager (Advanced) Excel Template - Frequency Types
Task Manager (Advanced) Excel Template – 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.

 

CUSTOMIZE TO SUIT YOUR NEEDS

The 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.

Task Manager (Advanced) Excel Template - Weekends
Task Manager (Advanced) Excel Template – Weekends

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

Task Manager (Advanced) Excel Template - Holidays
Task Manager (Advanced) Excel Template – Holidays

Status Tracking Values

There are 7 values available to track status of tasks. You can rename all the values to meet your organization’s needs.

Task Manager (Advanced) Excel Template - Status Values
Task Manager (Advanced) Excel Template – Status Values

100 Tasks & 1200 Task occurrences

The template can handle up to 100 tasks and 1200 occurrences. If a weekly task runs for 4 weeks, it is one task that creates 4 occurrences.

 

Custom Columns

The 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.

 

AUTOMATED REPORTING

Built-in Weekly Calendar

A weekly calendar is provided in the Dashboard. It lists the tasks due in the week and displays their status in color codes. You can modify the week as needed.

 

Task Manager (Advanced) Excel Template - Calendar
Task Manager (Advanced) Excel Template – Calendar

 

Today’s Pending Task Occurrences

All pending task occurrences as of today will be displayed in the Dashboard so that you can have clear visibility to those that need immediate attention.

 

Task Manager (Advanced) Excel Template - Pending Tasks
Task Manager (Advanced) Excel Template – Pending Tasks

 

Summary

In addition, the performance by Month and by Resource are also provided.

Task Manager (Advanced) Excel Template - Summary
Task Manager (Advanced) Excel Template – Summary

 

Task Manager (Advanced) Excel Template - Status Summary by Month
Task Manager (Advanced) Excel Template – Status Summary by Month

 

Task Manager (Advanced) Excel Template - Status Summary by Resource
Task Manager (Advanced) Excel Template – Status Summary by Resource

 

Detailed Report of Tasks

 

Task Manager (Advanced) Excel Template - Report
Task Manager (Advanced) Excel Template – Report

SIMPLE, EASY AND QUICK

Easy and simple data entry.

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. They can also be exported as PDF and shared.

 

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US$25 US$20

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100% SATISFACTION

If you are not satisfied with the product, please e-mail support@indzara.com and we will issue a full refund.

FILE DELIVERY PROCESS

You will be able to download the file immediately upon payment. You will also receive an e-mail immediately with the download link.

FREE UPGRADES

All future updates and upgrades are absolutely free.

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