To do calendar excel template

Many calendar templates are available for use in Microsoft Excel. A template provides a basic calendar layout that you can easily adapt for your needs.

An Excel calendar template may have one or more of these features:

• Twelve months in one or separate worksheets.

• Thirteen months starting with July or August and ending with July or August of the next year to represent a school year.

• Calendar printing on one page or twelve pages (thirteen pages for school year calendars).

• Display of weekdays from Sunday to Saturday or from Monday to Sunday.

• Portrait or landscape orientation for printed pages.

• A ruled column for notes.

• A vacation planner.

• To-do lists.

• Task trackers.

• Budget trackers.

• Daily schedule tracker.

Download a calendar template:

Browse through the calendar templates, choose an Excel calendar template that is best for you. Click the Download button on the template page, open the template file in Excel, and then edit and save your calendar.

Note: By default, a template file download goes into the Downloads folder on your computer. You may want to copy the template file to a different location so that you can easily find it later.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

See Also

Create a calendar by using a template

Whether you have to plan an event or manage a project, a to do list helps you set priorities and track your progress. By listing out all the necessary steps in one place, you can break down your goal in small, bite-sized chunks and organize your time accordingly. 

In this article, you’ll find nine to do list templates in Excel. We’ll walk you through the steps to creating your own to do list with checkboxes in Excel and the most common uses for a to do list template.

We’ve also provided to do list templates in Smartsheet, a spreadsheet-inspired work execution platform that makes managing to do lists more collaborative and real-time than Excel.

Prioritizing a list of to-dos often requires you to know when the tasks need to be completed, especially if they are all things that need to get done eventually. So, when you create a to-do list, you may want to include a goal date next to the tasks that have deadlines. If you are using a task list at work, you likely already have specific deadlines, but if you don’t, one of the ways to help get things done is to pick goal dates of your own.

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PDF Versions

The two PDF files below allow you to quickly print a 2-column or 3-column to do list with a column for goal dates as well as a notes section. If you would like to customize your list, you can download the template for Excel below.

Description

This to do list template includes a Goal Date column that allows you to keep track of when you’d like to complete the task or what deadline is required for the task. There is also a space at the bottom to write down any notes that would be important to include with your list.

The Excel file includes two worksheets, one with a 2-column portrait layout, the second with a 3-column landscape layout. You can either fold them or cut out the individual lists.

The human mind is a powerful thing. 

But sometimes, it can suddenly blank out! 

Like forgetting to note down the grocery items missing in your pantry or the project changes your client wants by the end of the day. 

While our brain can do quite a lot, sometimes relying on our memory isn’t always the best way to keep track of our tasks. 

That’s why a to-do list in Excel can be helpful. 

It helps you break down your tasks into different sections on a single spreadsheet, which you can view at any time. 

In this article, we’ll cover the six steps to create a to-do list in Excel and also discuss a better alternative that can handle more complex requirements the easier way. 

Let’s roll!

What Is a To Do List in Excel?

A to-do list in Microsoft Excel helps you organize your most essential tasks in a tabular form. It comes with rows and columns to add a new task, dates, and other specific notes.

Basically, it lets you assemble all your to-dos on a single spreadsheet. 

Whether you’re preparing a move-in checklist or a project task list, a to-do list in Excel can simplify your work process and store all your information. 

While there are other powerful apps for creating to-do lists, people use Excel because: 

• It’s a part of the Microsoft Office Suite people are familiar with
• It offers powerful conditional formatting rules and data validation for analysis and calculations
• It includes an array of reporting tools like matrices, charts, and pivot tables, making it easier to customize the data

In fact, you can create Excel to-do lists for a wide range of activities, including project management, client onboarding, travel itinerary, inventory, and event management. 

Without further ado, let’s learn how to create a to-do list in Excel. 

6 Simple Steps To Make a To Do List in Excel

Here’s a simple step-by-step guide on how to make a to-do list in Excel.

Step 1: Open a new Excel file

To open a new file, click on the Excel app, and you’ll find yourself at the Excel Home page. Double-click on the Blank Workbook to open a new Excel spreadsheet.

If you’re already on an Excel sheet and want to open a new file:

• Click on the File tab, which will take you to the backstage view. Here you can create, save, open, print, and share documents
• Select New, then click on Blank Workbook

Want an even faster route?

Press Ctrl+N after opening Excel to create a Blank Workbook. 

Your new workbook is now ready for you. 

Step 2: Add column headers

In our Excel to-do list, we want to track tasks and keep an eye on the progress by adding the column headers: Date, Task Name, Target, Status, and Comments. You can enter the column headers across the top row of the spreadsheet. 

These column headers will let anyone viewing your spreadsheet get the gist of all the information under it.  

Step 3: Enter the task details

Enter your task details under each column header to organize your information the way you want. 

In our to-do list table, we have collated all the relevant information we want to track:

• Date: mentions the specific dates
• Task Name: contains the name of our tasks
• Target: the number of task items we aim to complete
• Status: reflects our work progress 

You can also fix the alignment of your table by selecting the cells you want and click on the icon for center alignment from the Home tab. 

Step 4: Apply filters

Too many to-dos?

Use the Filter option in Excel to retrieve data that matches particular criteria. 

All you need to do is select any cell within the range of your data (A1-E11) > Select Data > then select Filter.

You’ll see drop-down lists appearing in the header of each column, as shown in the image below.

Click on the drop-down arrow for the column you want to apply a filter.

As shown in our to-do list table below, we want to apply the filter to the Status column, so we’ve selected the cell range of D1-D11.

Then, in the Filter menu that appears, you can uncheck the boxes next to the data you don’t want to view and click OK. You can also quickly uncheck all by clicking on Select All.

In our to-do list, we want to view only the Open tasks, so we apply the filter for that data.

After you save this Excel file, the filter will be there automatically the next time you open the file.

Step 5: Sort the data

You can use the Sort option in Excel to quickly visualize and understand your data better.

We want to sort the data in the Target column, so we’ll select the cell range C1-C11. Click on the Data tab and select Sort.

A Sort Warning dialog box will appear asking if you want to Expand the selection or Continue with the current selection. You can choose the latter option and click on Sort. 

The Sort dialog box will open where you have to enter the:

• The column you want to Sort by
• Cell values you wish to Sort on
• Order in which you want to sort the data

For our table, we have chosen the Target column and kept the order from smallest to largest. 

Step 6: Edit and customize your to do list

You can edit fields, add columns, use colors and fonts to customize your to-do list the way you want.

Like in our table, we’ve highlighted the Status column so anybody viewing can quickly understand your task progress. 

And voila! ✨

We’ve created a simple Excel to-do list that can help you keep track of all your tasks.

Want to save more time? 

Create a template from your existing workbook to keep the same formatting options that you generally use while making your to-do lists.

Or you can use any to-do list Excel template to get started instantly. 

10 Excel To Do List Templates

Templates can help keep your workbooks consistent, especially when they’re related to a particular project or client. For example, a daily Excel to-do list template improves efficiency and enables you to complete your tasks sooner. 

Here are a few Excel to-do list templates that can help improve efficiency and save time:

1. Excel project management task list template

Download this project management task list template.

2. Excel inventory list template

Download these inventory list templates.

3. Excel action item list template

Download this action item list template. 

4. Excel simple to-do list template

Download this simple to-do list template.

5. Excel bill paying checklist template

Download this bill paying checklist template.

6. Excel weekly assignment to-do list template

Download this weekly assignment template.

7. Excel prioritized to-do list template

Download this prioritized to-do list template.

8. Excel homework to-do list template

Download this homework to-do list template.

9. Excel to-do list with deadlines template

Download this to-do list with deadlines template.

10. Excel project task list template

Download this project task list template.

However, you can’t always find a template that will fulfill your specific needs. 

Additionally, data management in Excel is prone to human error. 

Each time a user copy-pastes information from one spreadsheet to another, there is a greater risk of new errors cropping up into successive reports. 

Before you commit to Excel to-do lists, here are some limitations to consider. 

3 Major Disadvantages of To Do Lists in Excel

Even though widely used, Excel spreadsheets aren’t always the best option for creating your to-do lists. 

Here are the three common disadvantages of using Excel for to-do lists:

1. Lack of ownership

When multiple individuals work on the same spreadsheet, you’re unable to tell who’s editing. 

You might end up repeating a task in vain if a person forgets to update the Work Status column in shared to-do lists after it’s done.

Additionally, people can easily alter task details, values, and other entries in the to-do lists (intentionally or unintentionally). You won’t know whom to hold accountable for the error or change! 

2. Inflexible templates

Not all of the Excel to-do templates you find online are reliable. Some of them are extremely difficult to manipulate or customize.

You’ll spend forever on the internet to find one that works for you.

3. Manual labor

Making to-do lists in Excel involves a significant amount of manual labor. 

It may take you quite some time to fill out your to-do items and create an organized system.

This doesn’t sit well with us because tons of project management tools can save you so much time and effort by creating and managing your to dos.

Moreover, the complexity increases with the increasing size of data in your Excel file. Naturally, you’d want a substitute to streamline your to-dos to track them and reduce the monotonous, manual work involved. 

And honestly, Excel is no to-do list app.

To manage to-dos, you need a tool that’s specifically designed for it.

Like ClickUp, one of the highest-rated productivity and project management software that lets you create and manage to-dos with ease.

Related Excel guides:

• How to create a Kanban board in Excel
• How to create a burndown chart in Excel
• How to create a flowchart in Excel
• How to make an org chart in Excel
• How to create a dashboard in Excel

Create To Do Lists Effortlessly With ClickUp

ClickUp can help you create smart to-do lists to organize your tasks. 

From adding Due Dates to setting Priorities, ClickUp’s comprehensive features let you create and conquer all your to-dos!

How?

One word: Checklists! 

ClickUp’s Checklists give you the perfect opportunity to organize your task information so you never miss even the smallest of details. 

All you need to do is click on Add beside To Do (you can find it within any ClickUp task), then select Checklist. You can name your Checklist and start adding the action items. Easy!

Checklists within ClickUp give your tasks a clear outline. Apart from noting down the essential details, you also get subtasks to break down your tasks further. 

You can also arrange and rearrange the checklist items with the easy drag-and-drop feature. 

Worried about some tasks getting overlooked?

With ClickUp, you can add Assignees to your specific to-dos to see things through. 

It also lets you reuse your favorite Checklist Templates to scale your work efficiency. 

To choose a template:

• Click Add from the To Do section of any task
• Click Checklist to reveal your options
• Choose a template and select Use Template

Still hung up on Excel? That’s okay.

ClickUp’s Table view can help you move on.

But our Table view isn’t a mere matrix of rows and columns. 

You can visualize your data clearly and create Custom Fields to record almost anything from task progress to file attachments and 15+ other field types.

Moreover, you can easily import your ongoing project details into ClickUp with our Excel and CSV import options!

But wait, that’s not all!

Here are some other ClickUp features that’ll make you forget Excel in an instant:

• Assign Task: assign tasks to one or Multiple Assignees to quicken your pace of work
• Custom Tags: effectively organize your task details by adding Tags
• Task Dependencies: help your teammates understand their to-dos concerning other tasks by setting Dependencies
• Recurring Tasks: save your time and effort by streamlining repetitive to-dos
• Google Calendar Sync: easily sync your Google Calendar events with the ClickUp Calendar view. Any updates in your Google Calendar will automatically reflect on ClickUp too
• Smart Search: search Docs easily and other items that you’ve recently created, updated, or closed
• Custom Statuses: denote the status of your tasks, so the team knows at which stage of the workflow they currently are
• Notepad: jot down ideas quickly with our portable, digital Notepad
• Embed view: declutter your screen and add the apps or websites alongside your tasks instead
• Gantt Charts: track work progress, assignees, and dependencies with a simple drag and drop functionality (check out this Excel dependencies guide)

Tame Your To Do Lists With ClickUp

Excel may be a decent option for planning daily to-dos and simple task lists. However, when you work with multiple teammates and tasks, Excel might not be ideal for what you need. Collaboration isn’t easy, there’s too much manual labor, and no team accountability.

That’s why you need a robust to-do list tool to help you manage tasks, track deadlines, follow work progress, and foster team collaboration. 

Fortunately, ClickUp brings all of this to the table and so much more. 

You can create to-dos, set Reminders, track Goals, and view insightful Reports.

Switch to ClickUp for free and quit wasting all that brainpower on simple to-do lists! 

An example of creating interactive elements for managing a calendar on a dashboard without using macros. To solve the problem, a slice of the pivot table will be used. But for this, you must first configure the source data by converting it to a suitable format.



Step-by-step instructions on how to make an interactive calendar in Excel

The interactive calendar is the most commonly used data visualization control on a dashboard. There is one interesting solution to make it comfortable to use. You can implement this task in just a few steps.



Step 1. Prepare initial data

Let’s say we have initial sales data for an accounting period of 1 year (2023):

To label the buttons of the interactive calendar management interface, we will extract the corresponding months and days from the date in adjacent columns using Excel formulas.

For months:

For days:

Each column is a field for a pivot table. Based on the last two (with formulas), two slices will be built to switch between months and data selection for certain days and weeks. Also, the sample can be implemented quarterly, but more on that later …

In order for the buttons for the slice of days to correspond to the calendar days of the week, you need to make gaps between the months of the corresponding sizes in the source data. The sizes of these gaps will be determined by the function for calculating the number of the day of the week:

In the second argument of the function, specify the parameter that determines the first day of the week — Sunday for the USA (1) or Monday for the European region (2). Depending on the calendar format:

Description of the break device:

1. The size of the gap is equal to the number of days in the week before the first day of the week of the month. That is, if the next month starts on the 4th day of the week, then the gap is 7-4=3 lines. As shown in this case in the figure.
2. The gap in the month column is filled with the name of the next month.
3. Cells in the sales column break must not be empty, they must be filled with the value 0.
4. Blank cells after a break in the day column should be filled with numeric values less than 1, but in ascending order. This is important for sorting the buttons of the future slice by this field of the pivot table.

After we’ve formatted the source data with breaks and correctly filled in their empty cells, the last column «Weekday» can be deleted.

Step 2. Creating and setting up a pivot table based on source data

Select the cell range with source data A1:E404 and select the tool: Instert → Tables → PivotTables → From Table/Range.

In the «PivotTable from table or range» window that appears, just click OK.

Next, we set up the fields of the pivot table according to the scheme as shown in the figure below:

• Filters → Month;
• Rows → Day;
• Values → Sales;

Step 3: Create and set up slicers in a pivot table

Now we create 2 slices directly: one for switching by months, and the other for sampling data by days. To do this, first select any cell in the pivot table range and select the tool — Insert → Filters → Slicer:

Check the Month and Day options, click OK.

Now you need to first set up a slicer to select data by day. To do this, first click on the FEBRUARY button on the Month slice. And only then select the Day slice with a single left-click on the slice header and a new Slicer option will appear in the main menu at the very end. In the «Buttons» parameter section, in the «Columns» field, specify the value 7, since there are 7 days in one week. Then, in the «Size» section, set the parameters height 7.7 cm and slice width 7.7 cm.

Next, right-click on the slice Day and from the context menu that appears, select the option — Slicer Settings

In the window that appears, uncheck the «Display header» option and check the «Hide items with no data» option.

Step 4: Designing the Calendar Control Panel

Now we need to nicely arrange the slices and label the days of the week for the calendar. To do this, add a text inscription by selecting the tool — Insert → Text → TextBox:

Interactive Excel Calendar Template — READY!

Now, when switching between months, the day buttons will automatically correspond to the labels of the days of the week. When you click on the buttons for the days and months of the calendar, the data in the pivot table will be filtered and grouped accordingly.

The style of the slicer appearance can also be configured in the tools section — Slicer Styles. As a result, you can create spectacular calendars for dashboards with interactive data visualization:

Download Excel calendar dashboard template

If you set the number of button columns in the parameters for the Month slice to 3, then it will be convenient to segment the data by quarter. After all, each quarter consists of 3 months and starts from January, April, July, October. A puzzle was formed. Download the example file and see how effective this idea is. Very useful for Excel presentation developers.

Access password table for switching between dashboard users:

Name	Email	Password
Alex	alex19XX@gmail.com	a12345
Mark	markmanager2-19XX@gmail.com	m12345
Elizabeth	elizabeth20XX@gmail.com	e12345
Yuna	yuna19XX@gmail.com	y12345
Administrator	admin	admin