Excel Task Planner

Thank you for your purchase. This page will give you a tutorial for the Task Planner you purchased.

First, i would like to thank you for your purchase. You will not regret it.

We would love a 5 Star review on the platform where you purchased it from.
If for any reason you can’t give us a 5 Star review, or if you are not satisfied with this purchase, please contact us through the messaging on the platform.
If we are unable to answer your questions or solve your problem, we are willing to refund your purchase 100%.

Now, let get to the tool. If you have a specific question, go to the Frequently Asked Question section below.

If you want a quick overview of the tool, see the video below.

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

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.