Task Manager Excel Template — Priorities, Deadlines & a Dashboard That Fills Itself
Open it, type your tasks, done. Colour-coded priorities, overdue alerts and a self-updating dashboard are already built — works in Excel, Microsoft 365 and Google Sheets. Who it's for You lead a small team (5–30 people) and the work is scattered across emails, chats and half-finished lists. You don't want project-management software, logins, or a rollout your team has to learn — you want one reliable file that keeps priorities, deadlines and ownership visible in a consistent format. Before and after Before: chasing people for status, inconsistent lists, missed deadlines, no clear picture of where time is going. After: every task has a priority, an owner and a due date; important work colours itself in, overdue items turn red, and a dashboard shows the state of play the moment anyone opens the file. What "no setup / no training" means Open the file and start typing. There are no formulas to write and nothing to configure — and no learning curve for the team. - Dropdowns, colours and the "days left" calculation are already set up down to row 200. - The dashboard reads your tasks and updates on its own — nothing to maintain by hand. - No accounts, no add-ins, no macros. It's a normal Excel workbook with clear guardrails. What it does for you - See what matters first — High / Medium / Low priorities shade themselves so the important work stands out. - Never miss a deadline — overdue tasks turn red and "days left" counts down automatically. - Progress at a glance — a bar in each row shows how far along every task is. - A dashboard that fills itself — totals, completed, in-progress, overdue, average progress, due-soon and high-priority counts, plus breakdowns by category and status and a chart. - No typing mistakes — Status, Priority and Category are tidy dropdowns. - Consistent across the team — everyone reads the same format, so status stops living in people's heads. Compatibility (Microsoft 365-first) Built for Microsoft Excel / Microsoft 365 and also works in Google Sheets. Three sheets: Tasks, Dashboard (protected so it can't be overwritten by accident — no password to unlock) and Read me. Ships with sample data; delete the sample rows to start fresh. What's included - The Excel workbook (.xlsx) — Tasks sheet, self-updating Dashboard, and a Read-me sheet, pre-loaded with sample data. - Illustrated User Manual — how the columns and colours work, how to add rows past row 200, how to read the dashboard, and troubleshooting, with screenshots. One-time purchase. No subscription. Yours to keep and reuse. Quick start (3 steps) 1. Open the .xlsx in Excel (click Enable Editing if prompted) or Google Sheets. 2. Delete the sample rows on the Tasks sheet and type your own — dropdowns, colours and "days left" are already set up. 3. Open the Dashboard to see totals, overdue and progress update automatically. FAQ - Is it editable in Excel / Microsoft 365? Yes — it's a standard .xlsx built for Excel/Microsoft 365, and it also works in Google Sheets. - Do I need to set anything up or write formulas? No. Dropdowns, colours and the "days left" calculation are already in place; the dashboard updates itself. - Will my team actually follow it? Dropdowns and guardrails keep entries consistent, so it stays usable even when several people add tasks. - Are there macros or add-ins? No macros, no add-ins, no accounts — just a normal workbook, so nothing to enable or trust. - How does the overdue alert work? When a task's due date has passed and it isn't Completed, "days left" turns red automatically. - Can I add more than the sample rows? Yes — everything is set up down to row 200; past that, copy an existing row and paste it into new rows (the manual shows how). - Why is the Dashboard protected? So it can't be overwritten by accident. Unlock it any time with Review then Unprotect Sheet — there's no password. - Can I change the categories or statuses? Yes, the dropdowns are editable; the manual explains where. - Will it work on Mac? Yes, in any recent version of Excel, and in Google Sheets. - Is there a quick-start and troubleshooting? Yes — the illustrated manual includes both, since there's no live support. Support and customisation This workbook is built to work without support, so it ships with an illustrated manual covering everything above, including troubleshooting — please read it first. As an instant digital download it's sold as-is, without one-to-one support or refunds once downloaded. Need it in your brand colours or with extra columns? Custom work is welcome — just message me.
Get it → joanapatricio.gumroad.com