Task Tracker + Team Newsletter Kit — Manage the Work, Then Share the Wins (Excel + HTML)
Two tools that work alone and better together: track your team's tasks in Excel, then turn them into a polished status update in one click. No setup — and cheaper than buying both. Who it's for You lead a small team (5–30 people) and two jobs eat your time: keeping track of the work, and keeping everyone — including leadership — informed about it. This kit does both, with one spreadsheet and one email tool that feed each other, so your weekly or monthly update almost writes itself. Before and after Before: tasks scattered across email, chat and spreadsheets; the status update either doesn't happen or goes out in a different, plain-text format every time. After: one workbook keeps priorities, owners and deadlines under control — and each cycle you click Import Excel, and your current work becomes a consistent, professional newsletter, ready to send. How the two work together 1. Track tasks in the Priority & Task Manager (Excel) — priority, status, category, owner, due date, progress. 2. Open the Newsletter Builder, click Import Excel, and your Task, Status and Category columns become the newsletter's initiatives table. 3. Polish the headline, KPIs and highlight in the live preview, then send with Copy HTML, Save for Gmail (.html) or Save for Outlook (.eml). What "no setup" means Download, open, use. No installation, no accounts, no integrations, no API keys. The Excel workbook is ready to type into; the newsletter is one self-contained HTML file that runs in any browser, fully offline. Compatibility (Microsoft 365-first) - Task Manager: Excel / Microsoft 365, also Google Sheets. - Newsletter: any modern browser to build; output renders in Outlook and Gmail. What's included (two tools, three guides, one download) - Priority & Task Manager (.xlsx) — colour-coded priorities, overdue alerts, progress bars, and a self-updating dashboard. - Internal Newsletter Builder (.html) — eight editable sections, live preview, Excel import, and three export options; import starter spreadsheet included. - Three step-by-step manuals — Task Manager manual, Newsletter manual, and a Bundle quick-start for using them together. One-time purchase. Best value — cheaper than buying both separately. Yours to keep and reuse. Quick start (3 steps) 1. Fill your tasks in the Task Manager (priority, status, category, owner, due date, progress). 2. Open the Newsletter Builder and click Import Excel — your tasks become the initiatives table. 3. Polish in the live preview and export for Gmail or Outlook. Send. FAQ - What exactly do I get? Two tools (Excel task manager + HTML newsletter builder) and three manuals, in one download. - Is it cheaper than buying them separately? Yes — the bundle is priced below the two individual products. - Does the Excel really turn into the newsletter? Yes. Click Import Excel in the newsletter and your Task, Status and Category columns fill the initiatives table automatically. - Do I have to use them together? No. Each tool works perfectly on its own; the bundle just makes the reporting routine faster. - Does it render correctly in Outlook? Yes — the newsletter is built to render the same in Outlook and Gmail, and the Excel file is built for Excel/Microsoft 365 (and Google Sheets). - Can I reuse it every cycle without breaking formatting? Yes — the newsletter layout is fixed with marked editable zones, and the tracker keeps a consistent format. - Is there any setup? No. Open the files and go — no accounts, no integrations, no API keys. - How do I send the newsletter? Copy HTML, save a Gmail-ready .html, or save an Outlook-ready .eml. - A tip for clean imports? Keep the Tasks sheet as the first sheet; filter out "To Do" rows before importing if you only want active work (the bundle guide explains). - Is there a quick-start and troubleshooting? Yes — three illustrated guides, since there's no live support.
Get it → joanapatricio.gumroad.com