Excel Task Planner
If you’re a fan of Excel, this planner will take it to the next level.
Here’s the problem with the other task planners.
You setup a task and a recurrence. Let’s say you want to vacuum the house every 7 days and you plan to do it on Saturday.
It works great. First Saturday, you vacuum the house and you mark the task complete. Now the next Saturday, you’ll be reminded again. But wait, we have to go to a birthday party, a new movie is in town, we can’t miss brunch with family. So you end up not doing it.
Monday rolls in, hectic day.
Finally Tuesday, you get to do it. Now you vacuumed after 9 days. It’s fine, but you want to do it every 7 days, right?
The other task planners will remind you to do it again on Saturday. But wait, you just vacuumed 5 days ago, on Tuesday. Maybe you should wait until Tuesday to do it since it kinda takes 7 days for the house to get messy.
But Friday you remember that you have guests… you want to vacuum before they roll in.
Well, guess what… Saturday, a day later, your old reminder will tell you to vacuum again.
Time to delete this stupid reminder… it doesn’t work.
But wait!
We have a solution.
Our Recurring task planner works around your schedule. When you do your task, you mark it complete. It could be Saturday, Tuesday, Friday… it doesn’t matter. Our task planner will log your activity and remind you in 7 days that the house is dirty again.
Here’s how it works.
First, you setup your tasks and their frequency. The tasks can be setup in days, weeks, months or years but everything will be calculated in days behind the scenes.
Next, when you do a task, you press the “Completed” button.
The tool will log the date and activity you did in the Log tab and create a new task based on your initial frequency and your Completed Date.
That’s it.
Want to see it in action? Here’s a video.
I love it! How do I get it?
You can buy it from GumRoad or our Etsy Shop.
The cost will help us keep the website running as well as building more similar products.
By the way, if you want to hear about these new products, you may want to sign-up to our newsletter(coming soon). We don’t send any fluff. We just send an email once a month with the new products we developed as well as a Freebie of the Month. Each month we select a product we have and send it for free to our subscribers. No strings attached. This is only for the Newsletter subscribers and it’s only for a limited time so keep an eye on your mailbox.
Frequently Asked Questions
I opened the file and it’s asking me to enable macros, is it safe?
This file works with macros, so the first time you open it on your computer, you’ll get a warning. You would have to enable macros at the start or the functionalities will not work. More than that, newer Excel has a feature to prevent files downloaded from the internet to work. Some macros can contain dangerous code. You can learn more about how to enable using the Excel files downloaded from the internet here. Our task planner is not password protected. The macro code is available to view. Just don’t change it unless you really know what you are doing. It may break the functionality.
Why is it moving my tasks around? I want them in a specific order.
The main functionality of the task planner is to show you the tasks that are overdue or due next as the first tasks. Everything is based on today’s date. If tasks are overdue, the date will be highlighted in red, if they are due in a few days, they are highlighted in yellow.
Can I insert a new column?
DO NOT insert any columns. The formulas are working based on the current column position.
How to add a new task
To add new tasks, edit the existing ones provided in the template. Edit the category, the task details, and the due date by typing a date. You’ll notice that as you type, the tasks will sort themselves by the due date.
Edit the frequency by selecting a number and the frequency type (days, weeks, months, or years). Ex. 5 days, 2 weeks, 1 year.
How can I add more tasks than the ones provided in the template?
You can see this in the video but you would basically select an existing task row, copy it, and paste it at the end of your task list. That will copy the formulas, and the button and make sure the macros work. Do not just type in the next empty row, that will not copy the formulas
How Many Tasks can I add?
This task planner is meant to support up to 100 tasks. If you need more than that, please contact us and we’ll provide a copy modified for as many tasks as you need. We don’t offer that by default, because it will make the sorting slower for most of the users.
Do I have to use Category?
No, the Category is optional, however, do not delete the column. The macro needs it. Instead fill up the column with a dummy category, like “Task”
Can I modify the macros?
The macros are not password-protected. You can modify them anytime. Please understand that once you modify the macros, you are responsible for the functionality of the task planner.
