Excel Task Planner

Are you tired of manually rescheduling the same tasks over and over again?
With this task planner in Excel, you can easily schedule recurring tasks based on the time they were actually completed, instead of a rigid schedule.
Simply enter your tasks, set their recurrence, and the planner will automatically reschedule them for you.

How is this task planner different from all the other task planners out there? After all, they can all schedule recurring tasks.
The difference is that this planner will calculate the next due date based on a set schedule and the actual completion date.
So in case you complete your task later than originally planned, the next due date is based on the date you completed the task.
For example, if you want to do something every 7 days and you’re late 3 days, the next due date is not in 4 days but in 7 days as originally planned.

Before you decide to use this planner, you should know that some of the code used in this template is only available in Excel 2016 or higher.
The task list is made to work for maximum of 100 tasks. Please do not insert any columns. The formulas are working based on the current column position.

Let’s get to the demo and see how it works.

There is an alternate variant of the task planner with a category. If you are choosing to purchase this task planner, both products will be delivered to you.

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.