We think Excel is a sufficient tool for task management. Export Tasks to Other Project Management Tools But there are ways to make task management more efficient and tailored to your needs. Tips for Using Excel for Task ManagementĬreating a task list is quite simple in Excel. You may filter the tasks by the deadline (soonest to latest), status (ongoing, pending, complete), etc. Highlight a header, then click the Sort and Filter button at the top right corner. Or, sort them by the deadline to help you prioritize your work schedule. Try sorting them by status to see which tasks are still outstanding. Fill in each area to allow for filtering when needed.Įach heading should have a drop-down menu so you can sort your tasks. Moving horizontally to your right, add more qualifiers like:Īdd some information into the tabs to outline your tasks. “ Task” should be the first, left-hand header.
Start by opening a regular Excel spreadsheet and add a few headers to organize your information. You don’t need a fancy or familiar template to start your task list. Here are a few steps to create and track your task list. You can create a basic task tracker and lists of tasks within a short amount of time on Excel, even without a template.
You might even learn a few surprising things about Excel in the process! How to Use Excel for Task Management Today we’ll cover the basics about using Excel for task management, tips, and tricks, and a few examples to help you check off every task within your upcoming project. When it comes to task management, it’s best to return to the basics with a Microsoft Excel spreadsheet. From inventory management to business analysis, performance reporting to project management, Excel helps millions of individuals and businesses stay on track with strategic goals, record keeping, and project management.Ī simpler task within grander project management is task management, a function offered by countless project management tools out there like Asana, GitHub, Microsoft PowerApps, and Jira.īut many of these tools, while useful, are needlessly complex for the simple function of task management. A pioneer in data management and analysis, Microsoft Excel has been around for over 30 years.
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