Task Manager Excel Template - Spreadsheet

Description

This Task Manager Excel Template will help you with the process of handling the entire life-cycle of a task, right from planning to tracking to execution.

In this template you can organize ALL of your tasks for multiple projects.

On the initial screen we have four cards:

• The number of team members
• The number of outstanding tasks
• The number of completed tasks, and
• The number of overdue tasks.

In the Project section, you can enter information for up to ten projects on individual cards. The information for each project includes

• The project name
• The estimated hours to complete
• The customer
• The due date
• The project manager, and
• A longer description field for additional project information

The Team section is where you will store your team member information, including their

• Name
• Email
• Contact number
• And any additional notes

The Task Manager Excel Template is where you will spend most of your time inputting, editing, and tracking tasks for all of your projects.

For each task you can

• Assign a category and priority
• Give it a description
• Assigned the task to a team member
• And assign the due date
  • When you change the due date, the spreadsheet will automatically calculate the days remaining to finish the task and assign a visual indicator flag for quick analysis.

Throughout the project you can edit these fields and update the project status. When the task is completed, you can

• Enter the actual completion date and hours worked on the task
• And assign the task to a Project from your Project cards

Finally, you can input free form notes for each task.

For a more detailed breakdown of tasks, the Dashboard section provides more granular data as well as visual charts and completion percentage.

On the Overview dashboard you can see

• The total number of tasks for all loaded projects, how many are completed, and the Progress completion percent.
• A pie chart that groups tasks based on task Status
• And finally the total number of tasks due each month.

The Project dashboard allows you to see detailed data for each project:

• The number of tasks and completion progress
• A chart comparing the actual working hours to the estimated hours
• A pie chart that groups tasks based on task Status
• And finally, the number of tasks assigned broken down by month as well as day

In the Analytics section you can see and filter tasks by

• Priority
• Team member
• And Project name

It helps teams track tasks from the beginning, setting deadlines, prioritizing tasks, and assigning them to the right people.