Work to do list excel

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! 

You start your day. Plan some tasks. Write it down somewhere and start working on it.

When it’s way past your work time, you think about that to-do list (stare at it if you have it written) and curse the world for not having enough time in the day.

Sounds familiar?

If you are nodding your heading in agreement, you – my friend, are suffering from an acute condition of expanding-to-do-list.

Well, I am neither a brain doctor nor a self-help guru. I can not help you in overcoming procrastination and getting your work done.

BUT…

I can give you an Excel To Do List template that can handle your ever-expanding list (you will still have to make one and do all the work).

Jokes aside, I do believe it is helpful when you maintain a to-do list. I create one every morning, and on some lucky days, I also get the pleasure of checking off most (if not all) the items.

Excel To Do List Templates (Free Download)

Here are the four Excel To Do List templates you can download:

1. A Simple printable Excel To-do List.
2. To-do List with drop downs to mark a task as complete.
3. To-do List where you can check a box to mark a task as complete.
4. To-do List where you can simply double to mark the task as complete.

Excel To Do List Template #1 – Printable To Do List

This one is for people like me.

I like to print my to-do list and stick it right in front of my eyes and then work on the items on the list.

Here is a simple Excel template where you can fill the tasks and take a print-out. If you prefer writing the tasks yourselves, simply print it first and then fill in the tasks.

There is a separate column to mention date and comments (if any). If you don’t need it, delete these columns before printing.

Download simple printable to-do list template

Excel To Do List Template #2 – With Drop Down List

If you prefer making and maintaining the To Do list in Excel itself, you are in for a treat.

Here is an Excel To Do List template where you can:

Additional Notes:

• The weights are given as follows (in the pic below). If you want to change the weights, you can easily do it by changing these values. In the download file, columns G to J are hidden. Unhide it to change the weights.
• To calculate progress using the progress bar, we calculate:
  • Total Score: Add all the weights for all the activities. For example, if there are 2 high priority tasks and 1 medium priority task, and 1 low priority task, the total score would be 14 (5+5+3+1).
  • Completed Score: Here we add all the weights for all the activities that are completed. For example, if out of 4 activities, 1 high priority activity has been completed, then the Completed Score would be 5.
  • % Completed: The value when we divide Completed Score with Total Score. For example, in the above case, it would be 35.7% (5/14).

Download to-do list with drop-downs

Excel To Do List Template #3 – With Check Boxes

This template is exactly like the one with drop downs, with a minor difference – it has checkboxes instead of the drop-down.

You can mark the task as complete by checking the checkbox. If not checked, it is considered incomplete.

Here is how you can use this Excel To Do List Template:

NOTE: Be careful while adding deleting rows. Deleting a row does not delete the checkbox.

Download to-do list template with checkboxes

Excel To Do List Template #4 – Double-click Enabled

I find this version of the template the best of all.

It uses a small VBA code to enable the double click event where you can mark a task as completed by simply double-clicking on it. As soon as you double click on the cell, it automatically inserts a checkmark in that cell.

NOTE: Since this contains a VBA code, it should be saved in .XLS or .XLSM format.

Here is how you can use this Excel To-do List Template:

Download Excel Template To Do List #4 – Double Click Enabled

NOTE: Since this template contains a VBA code, when you open it, Excel will show a prompt to enable content. You need to enable it for this to work.

So here are 4 Excel To-do list templates that I find useful and often use while planning my work.

Common Use Cases of Using these To-do list templates

While I have shown you the example of common daily tasks, you can use these to-do list templates in many different ways.

Here are some use cases that come to my mind:

1. Project Management Checklist: Since a project can have many moving parts to it, creating a daily or even weekly/monthly to-do lists can help you keep a tab on all the important stuff.
2. Client onboarding checklist: You can create a quick client onboarding checklist and hand it over to your sales/customer executives. This will make sure a client gets a seamless and complete onboarding experience.
3. Grocery checklist: While it may sound weird to create one in Excel, I have seen people do this. This has become more useful now that we can order stuff groceries online in a few minutes.
4. Event Management Checklist: Event management can get crazy and out of control if not planned well. A handy to-do list can save you (and others) a lot of time and money.
5. Travel Itinerary and Packing checklist: I love to keep my traveling hassle-free by having a to-do list of stuff that needs to be done (bookings, visa, tickets, etc). You can also create a packing list to make sure you don’t leave important stuff behind.
6. Blog Publishing Checklist: I have created a to-do list to make sure I don’t miss out on the important parts when publishing a blog post on this site. These tasks include doing grammar and spell-check, making sure titles are correct, images are present, tahs and categories are assigned, etc.

What goes into making the Excel TO DO List template?

There is no rocket science at play here. Simple Excel techniques come together to make it happen.

Here are the components that make these templates:

• Conditional formatting (to highlight a row in green when a task is marked as completed).
• Strikethrough Format (appears when a task is marked as completed).
• Excel Drop-down Lists (to show the status in the drop-down).
• Check Boxes (to mark a task as complete by checking it).
• VBA (to enable double click event).
• Excel Charting (to create the progress bar).

I hope these templates will help you become more productive and save some time.

I am sure you also have tons of To-do list success/failure stories and I would love to hear it.  I am waiting in the comment section 🙂

Other Excel Templates You Might Like:

• To Do List template Integrated with Calendar in Excel
• Task Prioritization Matrix Template in Excel
• Shared Expense Calculator in Excel
• Employee Timesheet Calculator
• Vacation Itinerary and Packing List Template
• How to Make an Interactive Calendar in Excel?

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.

Love it or hate it, Excel is still an impressive piece of code. For over 30 years, spreadsheets have been the go-to tool for all kinds of projects, from not-so-exciting accounting & budgeting to AutoShape art or… flight simulators. But in today’s article, you’ll learn something different. Here’s how to create an Excel to-do list, complete with checkboxes, task sorting, and more.

Table of Contents

1

🤔 What Is a To-Do List in Excel?

We bet that creating an Excel to-do list wasn’t one of the “typical” use cases for the app Charles Simonyi—the brain behind Microsoft Excel—envisioned back in 1987.

But Excel’s columns, rows, and cells turn out to be a solid match for to-dos. Even if they’re not the most straightforward to set up. To make a to-do list in Excel you’ll need a few things:

• ☑️ Form Controls to insert checkboxes into a sheet.
• 🗂 Data Filtering to organize and filter tasks by their status.
• 🔠 Data Validation to define data entry rules for cells.
• 🎨 Conditional Formatting to change the appearance of cells.

All the components are here. All you need to do is figure out how to hack those features together (Dr. Frankenstein would approve). The good news is we’ve done the heavy lifting for you.

🏗 How to Create an Excel To-Do List (Step-by-Step)

Create a Blank Excel Workbook

Ok, this is an easy one. Your to-do needs a comfy space where it can grow long and lush. Here’s how to create a new Excel workbook with an empty sheet inside it:

1. Open Excel and select Blank Workbook from the list
   • You can also use the ⌨️ ⌘/Ctrl + N shortcut.
2. Right-click the default Sheet1 at the bottom if you want to Rename your spreadsheet.

💡 Excel To-Do Tip #1: At this stage, you should also enable the Developer Tab that will let you add checkboxes to tasks later on. To do that, go to File ➡ Options (Excel ➡ Preferences if you're using a Mac) ➡ Ribbon & Toolbar, and check Developer under Main Tabs.

Organize Your List into Columns

It’s time to organize your blank sheet into labeled columns. Adding task parameters is a great way to add context to to-dos. It’ll also let you sort tasks down the road.

You can format your to-do list manually or use the Format as Table option in the Home tab. But first, let’s add a few headers to those freshly minted columns. Here are a few ideas:

1. ☀️ Date Added
2. 🔠 Description
3. 🗓 Due Date
4. ⏰ Time
5. 🚥 Status
6. 🚩 Task Priority
7. 🗂 Category
8. 📝 Comments/Notes

With that out of the way, let’s add a touch of color. Select the rows and columns of your soon-to-be to-do, click Format as Table in the Home tab, and choose one of the available styles.

Experiment and add your own parameters but keep things low-key. After all, you don’t want to scroll through dozens of columns to complete a task, especially using a mobile version of Excel.

Trust us, it’s not fun.

💡 Excel To-Do Tip #2: You can apply conditional formatting to cells so their color changes depending on how important a task is. Try assigning each task a priority on a scale of 1-3 and select one of the available Conditional Formatting options from the drop-down menu.

Enable Data Validation

Data validation lets you define the type of data you can enter into a cell.

Limiting your choices may seem counterintuitive. But it’s actually much easier to fill in details like task status using simple drop-down lists. Follow the steps below to enable data validation:

• Select all cells in the Status column
• Go to the Data tab ➡ right-click Data Validation.
• Under Allow, choose List from the drop-down menu.
• Choose the Source and click Ok to confirm.

💡 Excel To-Do Tip #3: Try enabling data validation for other columns in the sheet. For example, the Task Category can include options like “Work” and “Personal.”

Add Checkboxes to Your Tasks

What good is a to-do list if you can’t “check” ( or “tick”) completed tasks? We’ve already enabled the Developer tab in the previous steps so you can now add checkboxes to the spreadsheet.

• Go to the Developer tab ➡ click ☑️ Checkbox.
• Select the cell where you want to add the checkbox.
• Resize the checkbox and place it in the center of a cell.
• Drag the fill handle to duplicate the checkbox across all tasks.

And that’s it! 🥳

👎 Disadvantages of Using Excel For Managing Your To-Do Lists

Excel Is Not a To-Do List App

Let’s make one thing clear.

It’s not that an Excel spreadsheet CAN’T act as an over-engineered to-do list. Quite the contrary. Excel is a powerful tool, but getting it to work requires a great deal of “figuring it out.”

Need a simple progress bar to check your progress?

Sorry, there’s none. Sure, you can insert a chart and come up with a witty formula to make it somewhat interactive. But the best online to-do apps let you track progress out of the box.

If you want to adapt an Excel spreadsheet to a task that’s not data entry, you need to hack together different features to get the results you’re after. And that’s not really “user-friendly.”

Of course, all that hacking and tinkering comes with a price.

Let’s say you’ve put together a few formulas and macros to power your to-do list. They seem to work just fine, so you get on with your work and forget all about them.

But the moment you start scaling your list, things get messy. The spreadsheet becomes laggy and unresponsive, formulas stop working, and you need to waste time figuring out what’s wrong. If you’ve ever used Excel, that scenario probably sounds all too familiar.

The bottom line is that Excel is NOT a to-do list app. It wasn’t designed to be one and doesn’t even have the basic functionality that’d make tracking tasks easier. And speaking of features…

You Don’t Get Any Dedicated To-Do Tools

Let’s start with reminders.

Excel spreadsheets don’t offer a straightforward way to set reminders out of the box. You can hack this functionality using Data Validation and other methods. But, as is the case with workarounds, it takes time and effort you should spend on getting work done.

Oh, and unless you’re an Excel pro, we wouldn’t put too much trust in those reminders anyway.

If you want to track tasks with multiple dependencies, you’re in for a ride. Unless you want to cram cells full of text, there’s no simple way to add sub-tasks to your to-do lists. Sorry not sorry.

It’s hard to imagine a to-do list that doesn’t use checkboxes or a variation of those.

Adding them to a spreadsheet? It’s possible, but you probably know by now that that’s a rather unintuitive process. That’s unless you love copying, pasting, and resizing. We don’t.

Of course, Excel is completely devoid of any advanced to-do features like drag & drop navigation, cross-linking, or a dedicated mobile app that’d let you easily—we can’t emphasize that enough—check tasks on the go. And it’s unlikely that things will change anytime soon.

Collaboration Is Not Exactly “Smooth”

Collaborative task management has proved its worth during the work-from-home experiment. And it’s still gaining traction as more teams are adopting a fully distributed or hybrid model.

While Excel does offer some collaborative features, they’re pretty limited.

You can’t assign tasks or tell what other people are working on in a straightforward way. There’s also no master view that’d make it easy to track team performance in a high-level overview.

A formula stopped working? Your teammate messed up conditional formatting?

It’s one thing when you make a mistake and your local spreadsheet crashes. But locking 10, 20, or 30 people out of a spreadsheet so you can fix a formula is a massive productivity killer.

And let’s not forget about Excel’s technical limitations. And there are quite a few

For once, Excel isn’t just one app that works across all devices. There are different apps for the web, desktop, and mobile, and not all of them support co-authoring. If you use a version that doesn’t, everybody else in the sheet will get locked out until you’re done with editing.

But hey, we’re not here to create problems but to find the right solutions. 🥳

🐑 Taskade—An Easier Alternative to Creating To-Do Lists in Excel

Creating a reliable to-do list for work and personal errands doesn’t have to be hard.

Erm… as long as you’re using the right tool for the job.

Taskade lets you plan, organize, and keep track of your to-dos the easy way. You don’t have to “hack” anything or create intricate formulas to stay on top of every task. With Taskade, everything works out of the box so you (and your team) can start getting work done in seconds.

Check this short video introduction to see how it works! 👇

But wait, that’s not all.

Taskade packs in a fine roundup of to-do features, including:

• ⏰ Due dates and recurring tasks
• 🦅 High-level overview of project status
• ⌨️ Convenient keyboard shortcuts
• 🔠 Natural Language Processing (NLP)
• 🎨 Text and checklist formatting
• ↕️ Task sorting and drag & drop navigation
• 🔔 Customizable push notifications
• 🔎 Global search, version history, and #hashtags
• 🔗 File uploads, embeds, and attachments
• And much more!

You can easily collaborate and chat with friends, family, and team members by inviting them directly to the Project. Taskade also features dynamic project views that let you instantly transform your list into a board, table, org chart, calendar, and even a mind map!

Taskade syncs your to-dos across all your devices without limits, even in the free plan. Our apps work natively on Mac, Windows, Linux, and mobile (iOS, Android). You can also access your to-dos in a web browser, just in case you somehow forget to bring all your devices for the trip.

“Is that all?” Nope, but we don’t want to bog you down with all the features Taskade offers.

Where’s the fun in that?

Sign up for a free Taskade account and explore the app for yourself. Our free tier includes a ton of options so you can get started quickly without silly limitations.

Oh, and don’t forget to bring your team on board!

👋 Parting Words

Can you create a project task list in Excel? Sure.

Should you? That’s a question you must answer yourself.

If you like to tinker with formulas and macros or spend hours setting things out, you’ll enjoy the process. But if you just want to get work done, you should use a dedicated to-do tool instead.

✋ Before you go… Check these articles next to learn more about the power of lists!

1. History of the To-Do List and How to Get Yours Organized
2. The Power of Checklists in Distributed Teams
3. A Case For Hierarchical Thinking: Solve Complex Problems The Easy Way

We’ve all had those days when our to- do list seems endless and that was before we had an Excel checklist template. In the old days, we had whiteboards and sticky notes as our aids; we’ve since moved on to smarter methods to create a prioritized to-do list.

One of the earliest and most basic options for creating a to-do list was Microsoft Excel. In this article, we’ll walk you through how to make a list in excel, and introduce you to a flexible alternative— monday.com Work OS.

We’ll also look at an alternative option — monday.com Work OS — to see if we’re any better or faster.

Get started with monday.com

What is the function of an Excel checklist template?

When you find yourself juggling multiple items in your head, it’s incredibly difficult to assign priority to the tasks. A to-do list’s purpose is to make sense of this information.

Download Excel template

The simple—and outdated—solution is to put pen to paper and then decide the order you should tackle each task. You check each off as you go, and then the note usually gets tossed in the bin.

There are some clear downfalls here:

1) If you assign the wrong priority to an item, all of these changes will result in some pretty messy paper and leaves literal room for notes, changes, and more.

2) Once you’ve crumpled the to-do list, you have no record of progress made against the list.

3) It’s very difficult to share this list with others in a professional setting.

The world is your to-do list oyster— there is a wide array of apps and software out there who’s aim is to help you organize your to-do list in a way that works for you.

Microsoft Excel is just one of them and it’s sometimes favored because:

• It’s a familiar software, so almost anybody who has used Microsoft Office will be able to create a to-do list easily
• Anyone can access an Excel list template and use features like conditional formatting that combine with reporting tools such as charts and matrices. Pivot tables can be used to customize data if required.

Let’s get building.

How to create a simple to-do list in Excel

This whole process revolves around using Excel’s Filter feature to create an editable, trackable list that you can format according to your preference.

Step 1: open Excel and add column headers

Open a new Excel spreadsheet and enter new column headers.

I’ve added the following:

• Task name
• Status
• Deadline
• Note

You could add additional columns as needed such as budget, owner, tools, etc.

Step 2: fill in task details.

Add your tasks in the column, the status of each, and a deadline.

In the table below you’ll find:

• Monthly report — ongoing
• Confirm venue reservation — pending
• Send thank you note to event attendee — done
• Financial report — done

Note that you must fill out the tasks and status columns so that the filter can be applied. The other fields can be filled out at a later stage.

Get started

Step 3: apply a filter to your list.

To add a filter to your list, simply click on one of the headers and select Filter under the Sort & Filter icon on the top right corner of your Taskbar.

Once you save the file, Excel will remember this and the filter will be there the next time you open the file.

Step 4: sort your tasks using the filter.

You’ll now be able to see tiny arrows on the headers of your column.

Click on the arrow to sort your tasks by status. You can select or deselect options to see lists of…

• Your pending tasks
• Your ongoing tasks
• Completed tasks
• Any combination of these

Step 5: done!

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

You can edit fields, add as many columns as you want, or add custom colors and fonts to make it reflect your needs.

Get started

We recommend something different, however.

If you just want a basic, free (if you already have Microsoft Office) way to organize and manage your day-to-day life, Excel is fine.

The advent of project management software has enabled us to get creative, whether you want to build a simple daily or monthly to-do list, or if you prefer sortable, drop-down lists.

Despite being more complicated than it should be, it does the job. And it’s free — if you have Microsoft Office.

When you’re working on even slightly more complicated tasks or projects, you’ll find that you need additional features to manage your master list.

You’ll need the ability to, at the very least, share tasks with other people. You’ll need to add due dates, visualize your progress, upload project information and share files easily and communicate with your team.

For all of these and more, you’ll need a versatile task management system that can help you juggle multiple to-do lists with ease and convenience.

monday.com Work OS is a visual workflow platform that helps teams manage and track any kind of work in a single place.

Here’s how you can create a to-do list on monday.com.

Step 1: Create a board

A board is a central location to organize your work, in this case, your to-do list.

Step 2: Choose one of our pre-loaded templates

For a to-do list, we have the “weekly to-do list” template, as well as hundreds of other customizable options to choose from.

Step 3: Create your groups

Each board consists of groups that can indicate different phases of a project, whether it’s weekly iterations or interview processes.

Step 4: Add your columns.

This can include options such as task, owner, deadline, status update, dates, rating, or tags.

Step 5: Add your list of tasks on your board.

Simply assign tasks, update information and collaborate with team members — all within the same space.

It only takes a few clicks to get started with the easy and intuitive system. Once you visualize your workload with monday.com’s stellar features, we promise you won’t go back.

Here are just a few advantages of using the monday.com Work OS to-do list functionality:

• The drag and drop functionality makes it super easy to organize your daily tasks
• Communicate and collaborate better with your team by adding comments, sharing updates, and uploading documents in real-time
• Visually track your progress and manage your team with a bird’s eye view
• Automatically notify the next person responsible when a stage of a project is completed.
• Make your workflow seamless with dozens of integrations with commonly-used apps and tools.

Check out our weekly to-do list template to get started.

Get started

How to import from Excel to monday.com Work OS

If you’ve decided to make the switch to monday.com, you’ve made a great choice!

It easy to get started and transfer your Excel data to monday.com Work OS:

Step 1:

Click your profile picture on monday.com Work OS and select Import data, then Excel:

Step 2:

Drag and drop your file into the screen (or browse and select it from your computer). You’ll see a dialog box notifying you that it’s done.

Step 3:

Select the row in your spreadsheet that will serve as the headings for your new board. Click Next.

Step 4:

Select the column in your file which will be the first column on your new board. Click Next.

Step 5:

If you need to, you can change the Column type by clicking the drop-down menu on each column.

Initially, you can import columns as status, number, date, email, or text column. You can update this only after you import your data.

Click Create Board.

You should now see your Excel data imported to the Work OS.

You’ve got some thinking to do

You can see that Excel can be a basic tool for task management that doesn’t require much complexity or collaboration.

In contrast, monday.com can really make a difference when you want a more dynamic and intuitive experience across teams and priorities.

Whether your project or team is big or small — or anything in between — monday.com makes managing your task list an absolute breeze.

So go on, give the Work OS a go, you’ll not only have an Excel checklist template, but much, much more.

Get started

Содержание

• 1 Excel To Do List Templates (Free Download)
  • 1.1 Common Use Cases of Using these To-do list templates
• 2 Steps to Creating a To Do List in Excel
• 3 Adding check boxes in your to-do list
• 4 To Do List Templates (Excel)
  • 4.1 Task To Do List Template
  • 4.2 To Do List with Due Date (Excel)
  • 4.3 Priority To Do List Template (Excel)
• 5 Conclusion
• 6 1. Simple Drop-Down Lists via Data Validation
• 7 2. Conditional Formats for the Priority Column
• 8 3. Conditional Formats for Numeric Priority
• 9 4. Checkboxes using Form Fields
• 10 5. Checkboxes via Data Validation
• 11 6. Progress Bar for % Completed
• 12 7. Gray-Out Tasks When They are Complete
• 13 8. Highlighting Overdue Dates
• 14 9. Autofilter and Sorting
• 15 10. Create a Gantt Chart
• 16 11. Drop-Down with Current Date
• 17 Ссылки

You start your day. Plan some tasks. Write it down somewhere and start working on it.

When it’s way past your work time, you think about that to-do list (stare at it if you have it written) and curse the world for not having enough time in the day.

Sounds familiar?

If you are nodding your heading in agreement, you – my friend, are suffering from an acute condition of expanding-to-do-list.

Well, I am neither a brain doctor nor a self-help guru. I can not help you in overcoming procrastination and getting your work done.

BUT…

I can give you an Excel To Do List template that can handle your ever-expanding list (you will still have to make one and do all the work).

Jokes aside, I do believe it is helpful when you maintain a to-do list. I create one every morning, and on some lucky days, I also get the pleasure of checking off most (if not all) the items.

Excel To Do List Templates (Free Download)

Here are the four Excel To Do List templates you can download:

1. A Simple printable Excel To-do List.
2. To-do List with drop downs to mark a task as complete.
3. To-do List where you can check a box to mark a task as complete.
4. To-do List where you can simply double to mark the task as complete.

Excel To Do List Template #1 – Printable To Do List

This one is for people like me.

I like to print my to-do list and stick it right in front of my eyes and then work on the items on the list.

Here is a simple Excel template where you can fill the tasks and take a print-out. If you prefer writing the tasks yourselves, simply print it first and then fill in the tasks.

There is a separate column to mention date and comments (if any). If you don’t need it, delete these columns before printing.

Download simple printable to-do list template

Excel To Do List Template #2 – With Drop Down List

If you prefer making and maintaining the To Do list in Excel itself, you are in for a treat.

Here is an Excel To Do List template where you can:

Additional Notes:

• The weights are given as follows (in the pic below). If you want to change the weights, you can easily do it by changing these values. In the download file, columns G to J are hidden. Unhide it to change the weights.
• To calculate progress using the progress bar, we calculate:
  • Total Score: Add all the weights for all the activities. For example, if there are 2 high priority tasks and 1 medium priority task, and 1 low priority task, the total score would be 14 (5+5+3+1).
  • Completed Score: Here we add all the weights for all the activities that are completed. For example, if out of 4 activities, 1 high priority activity has been completed, then the Completed Score would be 5.
  • % Completed: The value when we divide Completed Score with Total Score. For example, in the above case, it would be 35.7% (5/14).

Download to-do list with drop-downs

Excel To Do List Template #3 – With Check Boxes

This template is exactly like the one with drop downs, with a minor difference – it has checkboxes instead of the drop-down.

You can mark the task as complete by checking the checkbox. If not checked, it is considered incomplete.

Here is how you can use this Excel To Do List Template:

NOTE: Be careful while adding deleting rows. Deleting a row does not delete the checkbox.

Download to-do list template with checkboxes

Excel To Do List Template #4 – Double-click Enabled

I find this version of the template the best of all.

It uses a small VBA code to enable the double click event where you can mark a task as completed by simply double-clicking on it.

NOTE: Since this contains a VBA code, it should be saved in .XLS or .XLSM format.

Here is how you can use this Excel To-do List Template:

Download Excel Template To Do List #4 – Double Click Enabled

NOTE: Since this template contains a VBA code, when you open it, Excel will show a prompt to enable content. You need to enable it for this to work.

So here are 4 Excel To-do list templates that I find useful and often use while planning my work.

Common Use Cases of Using these To-do list templates

While I have shown you the example of common daily tasks, you can use these to-do list templates in many different ways.

Here are some use cases that come to my mind:

1. Project Management Checklist: Since a project can have many moving parts to it, creating a daily or even weekly/monthly to-do lists can help you keep a tab on all the important stuff.
2. Client onboarding checklist: You can create a quick client onboarding checklist and hand it over to your sales/customer executives. This will make sure a client gets seamless and complete onboarding experience.
3. Grocery checklist: While it may sound weird to create one in Excel, I have seen people do this. This has become more useful now that we can order stuff groceries online in a few minutes.
4. Event Management Checklist: Event management can get crazy and out of control if not planned well. A handy to-do list can save you (and others) a lot of time and money.
5. Travel Itinerary and Packing checklist: I love to keep my traveling hassle-free by having a to-do list of stuff that needs to be done (bookings, visa, tickets, etc). You can also create a packing list to make sure you don’t leave important stuff behind.
6. Blog Publishing Checklist: I have created a to-do list to make sure I don’t miss out on the important parts when publishing a blog post on this site. These tasks include doing grammar and spell-check, making sure titles are correct, images are present, tahs and categories are assigned, etc.

What goes into making the Excel TO DO List template?

There is no rocket science at play here. Simple Excel techniques come together to make it happen.

Here are the components that make these templates:

• Conditional formatting (to highlight a row in green when a task is marked as completed).
• Strikethrough Format (appears when a task is marked as completed).
• Excel Drop-down Lists (to show the status in the drop-down).
• Check Boxes (to mark a task as complete by checking it).
• VBA (to enable double click event).
• Excel Charting (to create the progress bar).

I hope these templates will help you become more productive and save some time.

I am sure you also have tons of To-do list success/failure stories and I would love to hear it.  I am waiting in the comment section 🙂

Other Excel Templates You Might Like:

• To Do List template Integrated with Calendar in Excel.
• Task Prioritization Matrix Template in Excel.
• Shared Expense Calculator in Excel.
• Employee Timesheet Calculator.
• Vacation Itinerary and Packing List Template.

A to-do list is very important in ensuring that you conduct all of your important daily activities. One of the character traits of humans is being forgetful, so sometimes you can come to the end of the day only to realize that you forgot a certain task. A to-do list does away with all the possibilities of forgetting something that you wanted to do. Examples of to-do lists that you can have include shopping, work, assignments and targets to meet. Luckily, you can create your own to do list using Excel from your computer. This article shows you how you can create a to-do list with checkboxes using excel.

Steps to Creating a To Do List in Excel

To create your To Do list effectively, follow the steps below: 

1. Depending on the to do list that you want to create, open Excel application and add relevant column headers. These may include tasks, priority, status, due date and done/completed.
2. After creating the column headers, fill them with relevant information. This includes all the tasks that you want to accomplish in order of their relevance.
3. At the Home tab, highlight the column headers then click on the center icon to center the highlighted text.

Adding check boxes in your to-do list

Your to-do list is more fun and easier to accomplish if you add check boxes. These will remind you of the tasks that you have not accomplished easily. Here is how to add check boxes to your to-do list: 

1. Click on File> options then select the customize ribbon located in the pop-up box.
2. Looking at the right side where the Main Tabs are located, you will see a box next to Developer. Click on it, and you should see a new developer tab added to your excel file.

1. On the Developer tab, click insert and select the checkbox option.

    4. Click on the area where you want your checkbox to appear, and it will automatically do so.

1. To enable editing, right click on the text. You can use the provided text or delete them and add yours. You can also resize the boxes at this stage.
2. After putting your checkbox in a cell, click on it and drag down to the other columns so that you can auto-populate the checkboxes.
3. Create a formula that will help you determine whether the information put on the check boxes is true or false.

To Do List Templates (Excel)

Download

Task To Do List Template

Download

To Do List with Due Date (Excel)

Download

Priority To Do List Template (Excel)

Download

Download

Download

Conclusion

To do lists are very important in helping to work on all of your day’s tasks. Fortunately, you can create one using excel as shown above depending on what you want to achieve.

One of the best ways to learn new techniques in Excel is to see them in action. This post demonstrates how to add some fun and useful features to simple to do lists including drop-down lists, check boxes, progress bars, and more. The images show Excel 2016, but instructions are similar for Excel 2010 and Excel 2013.

1. Simple Drop-Down Lists via Data Validation

Many task lists include a Priority or Status column, such as the Homework To Do List shown below. It’s very handy to use an Excel drop down list for columns like these.

To create a simple drop-down list, follow these steps:

1. Select the cells you want to edit
2. Go to Data > Data Validation
3. Choose «List» in the Allow field
4. In the Source field enter a comma-delimited list such as High,Medium,Low

2. Conditional Formats for the Priority Column

In the example above you will see that the values in the Priority column have been highlighted differently. This can be done automatically and is a great way to easily identify your high-priority tasks. Follow these steps to create the type of formats shown in the example above.

1. Select the cells in the Priority column
2. Go to Home > Conditional Formatting > Text That Contains
3. Enter the word high and choose the «Light Red Fill with Dark Red Text» option

The image below shows how to get to the correct option from the Home tab.

3. Conditional Formats for Numeric Priority

If you want to use a numeric priority like 0-4, then you can use Icon Sets to display images instead of (or in addition to) the numeric value. You can see this demonstrated in the Simple Task Tracker below.

1. Select the cells in the Priority column
2. Create a drop-down list with the options 4,3,2,1
3. Go to Home > Conditional Formatting > Icon Sets > More Rules
4. The image below shows you how to modify the settings for this rule.

4. Checkboxes using Form Fields

I don’t like this method. If you like to sort and delete and insert rows, form fields get all messed up. They may be nice for a spreadsheet layout that is not meant to be modified, but so far I haven’t found a to do list that I haven’t wanted to modify frequently.

The form field checkbox is found in the Developer tab shown in the image below. If you don’t see the Developer tab, go to File > Excel Options > Customize Ribbon and find and check the Developer tab.

5. Checkboxes via Data Validation

I wish Microsoft would add an in-cell checkbox feature (Apple’s Numbers software does it), but until they do that we have to come up with clever alternatives.

One method I like is using a data validation drop-down list because it works pretty well in Excel on touch-enabled devices, and it is also compatible with most versions of Excel and OpenOffice and Google Sheets.

The simplest checkbox to make using a drop-down list is probably just a list with a single character (x), or you could use a special character like the square root sign (√) that looks like a check mark in some fonts. In the example below, I’ve used this technique plus a small square ascii character (□,√).

Another approach that I really like is to use custom Icon Sets via Conditional Formatting. This isn’t as compatible with other spreadsheet programs (like Google Sheets) but it looks good. The simple Task Tracker Template shows an example of this:

1. Select the cells you want to use for the check boxes
2. Create a drop-down list with the options 1,0,-1
3. Go to Home > Conditional Formatting > Icon Sets and select any set you like
4. With those cells still selected, go to Home > Conditional Formatting > Manage Rules and find the rule you just created and edit it to create a custom icon set with the setting shown in the following image.

Another example that uses this technique is my Financial Plan Summary template.

6. Progress Bar for % Completed

In some of the examples above, you’ve already seen progress bars in the «% Complete» column. Now you’ll learn how to do it. Conditional formatting comes in handy yet again:

1. Select the cells in the % Complete column
2. Go to Home > Conditional Formatting > Data Bars > More Rules
3. Modify the bar based on the settings shown in the image below

What a Progress Bar in Google Sheets? No problem. In cell A1 enter the % Complete and then in the cell to the right of it you can use the formula =REPT(«█»,ROUND(A1*10,0)). You can change the color of the bar by just changing the font color. That’s a pretty old trick for Excel users, but it’s something that will work in Google Sheets, too.

7. Gray-Out Tasks When They are Complete

If you like the effect of seeing your completed tasks crossed out or grayed out or both, you can do that fairly easily using conditional formatting.

In the example below, the first rule is applied when column A is equal to the special square root character. The placement of the dollar sign in the $A4 reference is very important in this formula because we want all the columns in the table to reference column A.

Also note that the first rule has the «Stop if True» box checked. That is why you don’t see the priority cell highlighted red or the % Complete showing a green bar in the example. When the task is marked as complete, I don’t want to be distracted by formatting that no longer matters to me. So I’m using the rule order to prevent the following rules from being applied if the task has been marked as done.

8. Highlighting Overdue Dates

When you have a Due Date, you may want to highlight the date when it is overdue. You can do that with a simple conditional formatting rule shown in the example below.

You can see an example of this in the Homework To Do List shown at the very top of this article.

9. Autofilter and Sorting

The little arrows that show up in the header of an Excel table or list are a result of turning on the Filter Button feature. If you don’t see the little arrows in the header row already, select a cell in your table (or the entire table) and go to the Data tab and click on the Filter button.

10. Create a Gantt Chart

Although a Gantt chart is a great visualization and management tool for projects, creating one from scratch is not nearly as simple as the other ideas shared in this article. The two most common ways to create a Gantt chart in Excel are (1) using a stacked bar graph chart object and (2) using conditional formatting. Visit my Task List Templates page to find an example that uses a chart object and try the free Gantt Chart Template to see the conditional formatting technique in action.

11. Drop-Down with Current Date

Update 10/9/2018 — I recently created a new wedding checklist where a user requested the ability to enter either a checkmark or the current date. To do this with data validation, create a list somewhere in the worksheet with the first cell containing a check mark unicode character ✔ and the next cell containing the formula =TODAY().

Then, use data validation to create a drop-down list referencing those two cells. This will allow you to select either a checkmark or the current date as shown in the image below.

To avoid having Excel show warnings when cells contain older dates, make sure to turn off the warnings and errors when setting up the data validation.

Небольшое Excel-приложение, эмулирующее простой To-Do-лист сделанную в духе матрицы Эйзенхауэра.

Позволяет наглядно отслеживать задачи — что нужно сделать, что делается и что сделано.)

Задачи, в зависимости от статуса реализации, записывается в ячейку нужной цветовой зоны. Задачи можно переносить из одной зоны в другую — для этого просто нужно навести курсор на границу ячейки и перетащить, зажав левую кнопку мыши.

Чтобы вообще удалить задачу, нужно просто выделить ячейку с ней и нажать на клавиатуре Delete. При добавлении/удалении, а также изменении статуса задач окрашивание ячеек происходит автоматически. Собственно, тут и понадобились макросы. 🙂

Тип данных во всех ячейках на листе — многострочный текст. Используйте комбинацию Alt + Enter, чтобы создавать заметки из двух-трёх строк.

Рабочая область разделена на 4 зоны:

• Зелёная — важно и несрочно — планируемые важные задачи. Самый главный квадрант. Спокойное планомерное выполнение задач из этой области ведёт к достижению целей.
• Жёлтая — важно и срочно — текущие задачи, которые необходимо выполнить прямо сейчас. Необходимо всячески стремиться, чтобы этот квадрант был пустым, т.е. откладывать все второстепенные дела и выполнять важносрочные задачи.
• Серая — неважно, срочно — Небольшие задачи, возникающие в течении дня и способствующие решению важных задач из жёлтой или зелёной области.
• Чёрная — неважно, несрочно — несущественные несложные дела, которыми мы занимаемся лишь бы не выполнять задачи из других квадрантов.

В основной области автоматически выделяется красная подобласть. Её размер зависит от жёлтой зоны.

Следует обратить внимание на эту область. Она логически определяет центр и влияет на раксраску квадрантов. Значение ячееек этой области нельзя менять (по тексту всех 4-х ячеек макрос идентифицирует логический центр, если текст изменить, то идентификация станет невозможной).

Однако при этом разрешается перенести центр. Для этого необходимо выделить одновременно все 4 ячейки, навести курсор на границу ячеек и перетащить эту группу ячеек в другое место. В соответствии с новым расположением изменится расцветка квадрантов, которые изменятся в размерах.

Ссылки

Скачать excel-приложение «To-Do» с Гугл-Диска

Musadya

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November 5, 2011

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Other

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There are several to do list templates that you can find as part of my excel templates. For example in my daily planner template and gantt chart template. But, if you need a more simple and standalone to do list template, you can use this one. I called it simple because there is no time or date references inside this template. There are only task name and completion status that you have to fill. It is will be more suitable for kind of jobs or tasks that have to be finished without any strict completion time or date or to be finished within one day or short period of time.

There are two kind of templates available. The first one is a single to-do list where it is more suitable to be used for single person. Inside it, there are 26 rows that you can use to fill your tasks. There are no excel formula inside the table. Just type the number, type your tasks name, and type a completion status once you finished your tasks. You can put word “done” or type “v” or any other characters. Remember to leave the status column blank when the tasks are not finished yet. The reason why you have to leave it blank, because the completion bar on top of the table will calculate the percentage of finished job by counting the number of columns that is not blank. You can modify this excel formula to suit your needs.

The second one is the team to do list. Basically, it is an aggregation of single to-do list templates with additional summary where you can see accomplishment of any members in this team. For example, it can be used to monitor the performance for any voluntaries project that is held in one day. Or, it can be used to measure performance of its member for doing the same job within the same period of time. To use this template is the same with the first template, except you can switch between to-do list from summary worksheet by selecting it from the column name. You can download both templates below which is only can be opened if you are using Microsoft Excel 2007 or 2010.

  To Do List V1.0 (12.2 KiB, 9,649 hits)

  Team To Do List V1.0 (61.0 KiB, 6,970 hits)

The Excel task list templates on this page demonstrate some of the many ways that you can track tasks using a spreadsheet, from simple to do lists to more advanced Gantt charts. These templates demonstrate using icon sets to display priorities, using conditional formatting to display a progress bar, creating a gantt using using a stacked bar chart, and using a check mark to cross out tasks when they’ve been completed.

Tell me what you think about these templates: Leave a comment on the related blog article «Add Cool Features to Your To Do Lists.»

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More Templates For Tracking Tasks

Printable Task List Templates

References

• How to Use Conditional Formatting in Excel at vertex42.com
• Create a Drop Down List in Excel at vertex42.com

Вам нужно спланировать рабочий день, чтобы успеть закрыть важные дела? Используйте бесплатный шаблон в Excel из статьи. Он решит эту проблему. С его помощью вы сможете составить список задач, расставить приоритеты и выделить время на действительное важное и срочное. Скачать файл можно прямо из статьи. Ссылка находится после инструкции.

Задачи, которые решает шаблон

• Составление списка дел на день.
• Расстановка приоритетов и выделение важных и срочных задач, которые требуется закрыть в первую очередь.
• Работа с нагрузкой. Если вы запланируете больше дел, чем реально можно успеть сделать – шаблон отметит задачи, которые реально закрыть сегодня.

• Повышение личной эффективности.

Шаблон рассчитан на то, что запланированные дела займут максимум 6 часов времени. Оставшиеся 2 часа (из стандартного 8-ми часового рабочего дня) обычно уходят на звонки, перерывы, общение с коллегами и другие вещи. Поэтому все дела, которые выходят за лимит в 6 часов, Эксель будет выделять как не выполнимые.

В шаблоне есть строки для 20 дел. Обычно такого числа хватает для составления планов на день. При необходимости лимиты можно изменить. Пишите в комментариях, каких функций не хватает в планировщике – попробуем их сделать в следующих версиях.

Как пользоваться списком дел в Excel?

1. Скачайте файл с шаблоном по этой ссылке. Откройте его на компьютере. В шаблоне будет пример списка дел на день. Вы можете его очистить, чтобы заполнить таблицу своими данными.

Внимание! Не удаляйте информацию из ячеек, выделенных фоном. Там прописаны формулы.

2. Заполните поля таблицы:

Название поля	Что нужно в него вписать
A. Задача	Укажите в столбике список дел на день. Каждую задачу необходимо вводить в новой строке.
B. Важность	Здесь находится выпадающий список. У каждой задачи необходимо выбрать параметр с уровнем важности: «Важно» или «Не важно».
D. Срочность	Здесь нужно выбрать у каждой задачи уровень ее срочности – «Срочно» или «Не срочно».
G. Время, мин.	Укажите прогнозируемое время на закрытие задачи в минутах. Например, если планируете выполнить работу за 1,5 часа – укажите в поле цифру 90.

Пример заполнения данных. На скриншоте можно посмотреть, как выбирать значения из выпадающего списка:

3. Когда заполните список дел и укажите у каждого пункта его важность, срочность и время на выполнение – в поле F появятся цифры с указанием порядка (1,2, 3 и 4). Откройте фильтр в заголовке столбца F и выберите значение сортировки – «От минимального к максимальному». После этого дела в списке распределятся по их значению – от важных к менее важным.

Скриншот, как делать сортировку в списке дел в Экселе:

Результат работы. Вы видите, что срочные и важные дела стали первыми в списке:

4. В поле I можно посмотреть, какие дела реально успеть сделать за день, а какие – нет. На скриншоте выше видно, что на обновление портфолио на сайте не хватит времени.

По умолчанию шаблон определяет, какие задачи, в первую очередь из списка важных и срочных, можно успеть выполнить за 6 часов. Остальные помечает как невыполнимые. При необходимости алгоритм можно изменить путем редактирования формул в Excel.

Где скачать файл для составления планов на день?

Вы можете бесплатно скачать шаблон по этой ссылке. Он работает в программе Эксель. Его можно свободно распространять и делиться с другими людьми.

Если вам требуется дополнительный функционал, напишите комментарий под статьей. Постараемся его реализовать в следующих версиях.

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Список дел полезен для нас, чтобы отмечать задачи, которые были выполнены. Но знаете ли вы, как создать список дел на листе Excel?

Создать простой список дел с раскрывающимся списком

Создать простой список дел с флажком

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Создать простой список дел с раскрывающимся списком

Вы можете создать список дел, используя раскрывающийся список. Пожалуйста, сделайте следующий шаг за шагом:

1. Выберите ячейки, в которые вы хотите вставить раскрывающийся список, и нажмите Данные > проверка достоверности данных > проверка достоверности данных, см. снимок экрана:

2. В проверка достоверности данных диалоговое окно под Настройки вкладка, пожалуйста, выберите Список из Разрешить раскрывающийся список, а затем щелкните кнопку, чтобы выбрать значения ячеек, которые вы хотите использовать в раскрывающемся списке, см. снимок экрана:

3. Теперь выпадающие списки вставлены в ячейки.

4. Затем выберите диапазон ячеек, который вы хотите создать список дел. И нажмите Главная > Условное форматирование > Новое правило, см. снимок экрана:

5. В Новое правило форматирования диалоговое окно, выберите Используйте формулу, чтобы определить, какие ячейки следует форматировать. в Выберите тип правила список, а затем введите эту формулу = $ B2 = «Завершено» в Формат значений, где эта формула истинна текстовое поле, см. снимок экрана:

Внимание: В приведенной выше формуле B2 — это ячейка, содержащая раскрывающийся список, и Завершенный текст, который вы хотите отформатировать.

6. Затем нажмите Формат кнопку, чтобы перейти к Формат ячеек диалоговое окно, в этом диалоговом окне щелкните шрифт вкладку, а затем проверьте Зачеркивание из Эффекты раздел, и вы можете выбрать один цвет для элемента списка дел, как вам нужно, см. снимок экрана:

7. Затем нажмите OK > OK чтобы закрыть диалоговые окна, и создается простой список дел. Теперь, когда вы выбираете Завершить из раскрывающегося списка, элемент задачи будет удален зачеркиванием, см. Снимок экрана:

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Создать простой список дел с флажком

Вы также можете создать список дел с помощью флажка, при установке флажка рядом с элементом задачи, элемент задачи будет отформатирован как зачеркнутый, как показано ниже:

Пожалуйста, выполните следующие действия:

1. Сначала установите флажок, нажав Застройщик > Вставить > Флажок (контроль формы), см. снимок экрана:

2. Затем перетащите мышь, чтобы нарисовать флажок, а затем выберите ячейку с флажком, перетащите маркер заполнения вниз, чтобы заполнить флажки, как показано на следующем снимке экрана:

3. Затем вы можете отредактировать флажок, чтобы удалить текст, чтобы получить следующий снимок экрана:

4. После вставки и редактирования флажков вы должны связать каждый флажок с отдельной ячейкой, щелкнуть флажок правой кнопкой мыши и затем выбрать Управление форматом, см. снимок экрана:

5. В Управление форматом диалоговое окно под Control
вкладку, пожалуйста, нажмите кнопку, чтобы выбрать соседнюю ячейку, чтобы связать флажок, см. снимок экрана:

6. Затем нажмите OK, а затем повторите два вышеуказанных шага, чтобы связать каждый флажок с соседней ячейкой один за другим, затем, если флажок установлен, отображается ИСТИНА, если флажок не установлен, отображается ЛОЖЬ, см. снимок экрана:

7. Затем выберите диапазон ячеек A2: C13, в котором вы хотите создать список дел, и нажмите Главная > Условное форматирование > Новое правило , чтобы перейти к Новое правило форматирования диалоговое окно.

8. В Новое правило форматирования диалоговое окно, нажмите Используйте формулу, чтобы определить, какие ячейки следует форматировать. в Выберите тип правила список, а затем введите эту формулу = C2 = ИСТИНА в Формат значений, где эта формула истинна текстовое поле, см. снимок экрана:

Внимание: C2 — это ячейка, связанная с флажком.

9, Затем нажмите Формат кнопку, чтобы перейти к Формат ячеек диалоговое окно под шрифт вкладку, проверьте Зачеркивание из Эффекты раздел и укажите цвет для элемента списка дел по своему усмотрению, см. снимок экрана:

10, Наконец, нажмите OK > OK чтобы закрыть диалоговые окна, теперь, когда вы установите флажок, соответствующий элемент задачи будет отформатирован как зачеркнутый, вы можете скрыть столбец связанных ячеек, как вам нужно, см. снимок экрана: