To-do List with Priorities using Excel

Share

Facebook
Twitter
LinkedIn

A while ago, we published a new year resolution template. This was a hit with our readers with thousands of you downloading it. During last week, Peppe, one of our readers from Italy, took this template and made it even more awesome.

The original template had tasks and completion check marks. As you finish each task, you can see overall progress too.

Peppe added priorities to this. With his new version, progress is measured based on how much priority we assigned that particular task. Pretty neat eh?!?

Personal Todo list with Priorities – Demo

First take a look at Peppe’s todo list.

How is this made?

Using lots of Excel goodness of course. The basic components of this todo list are,

  1. Check boxes – to mark each activity as done (or not done)
  2. Data validation – to assign priority (1 to 5) to each activity
  3. Conditional Formatting – to highlight a row when the activity is marked as done
  4. Thermo-meter chart – to show the progress as you mark each activity done
  5. Formulas – to calculate % done based on how many activities are done & their priorities.

Since first 4 items are already explained on Chandoo.org, let me focus on the formula part.

Calculating % completion based on priorities:

To understand this problem, lets imagine, we have 5 tasks & priorities like below:

Data for calculating percentage done - todo list with priorities

Step 1: Calculating weights

First step is to calculate how much weight each task should get. This is a simple job of inverting priority values (1/priority value). We will get this.

Calculating Weights from task priorities - Todo list with priorities

Step 2: Calculate weights to 100%

Next, we adjust the weights so that their total is 100%. To do this, we just divide a task’s weight by total of all task weights.

Calculating weights to 100% - todo list with priorities

Step 3: Calculate % done only if a task is marked as done

Now, we just use TRUE / FALSE values generated by the check boxes to calculate % done. For this, we just need to multiply 100% weights with TRUE or FALSE values.

Final calculations - todo list with priorities - Excel template

The total of this column gives us how much % of all tasks are done.

Note on weights for priorities

In this approach, we are assuming that doing one priority 1 task gives same output (%done) as doing two priority 2 tasks, three priority 3 tasks etc.

That means the weight enjoyed by priority 1 task is twice that of priority 2 task.

Some other possibilities are,

  • Priority 1 is 1, 2 is 0.8, 3 is 0.6…
  • A mapping table telling us how much each priority weighs

Read weighted averages in Excel to understand more.

Download this todo list template

Click here to download this template and chase that todo list in style. Examine the formulas in hidden column to understand this better.

Thank you Peppe

I find this template quite simple, yet powerful. It shows how much we can do with Excel by using a little creativity, simple features (conditional formatting, form controls etc.) and a some motivation.

Peppe, Thank you so much for sharing this with us.

If you enjoyed this todo list template, go ahead and say thanks to Peppe.

Also, use comments to share how you handle to dos & pending tasks using Excel. Share your tips & ideas with all of us.

Update

Over in the Chandoo.org Forums, Asshu has updated this witha VB Interface
Have a look and use if from: http://chandoo.org/forum/threads/to-do-list-vb-interface.28973/

 

More todo lists: Simple todo list in Excel, To do lists & Project Management

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

29 Responses to “You are invited [personal]”

  1. Umar says:

    Dear Sir,
    This is to just Wish the kids a Happy birthday in Advance.May Almighty bless them all strength,Success

  2. Nanda says:

    Dear Chandoo,

    My best wishes to your child.I had become regular visitor of your site and finally today it made me to post a comment...

  3. Best wishes from my end! Dont think it would be possible to personally come .. but my best wishes would always be there!! 🙂

  4. bill says:

    Chandoo, thank you for the kind invitation. I wish a special birthday day for your daughters, Nishanth & Nakshatra. Will you be serving "dudh pakh"?
    -bill

  5. Venus says:

    What a kind thought to invite us!
    I pray your family will be continually blessed.

  6. Jerryboy says:

    Thank you very much for the invitation, how I wish Philippines is just a Jeepney ride away from India. Best wishes for your baby girls and more blessings to come.

  7. Francis Chin says:

    Hi Chandoo,

    Thanks for the invitation ! You treat everyone that comes to your site as part of your family community. Me and my family wishes Nishanth & Nakshatra a very very happy birthday !!

    Though physically we cant be with you to celebrate the occasion, you know our blessing are with you !

    To be a father is not easy, furthermore you have to be a father to 2 kids !

    Francis
    Dad of 2 and 9 year old.

  8. Emma says:

    Hi Chandoo,
    It was very kind of you to invite us all along to the 'Extravaganza'. Like others that have commented here I too, am to far (Australia) to pop over for a piece of cake 🙂 Best wishes to you and your family on such a milestone.
    Emma
    (soon to be mum of 1!!!)

  9. Vijesh says:

    Dear Chandoo
    God bless Nishanth & Nakshatra. Wishing you and your family a very enjoyable first birthday party.
    (Father of a 9 month baby... wondering how you manage 2 !!! )

  10. Ninad Pradhan says:

    God bless the little ones. Have a blast.

  11. fred says:

    Hi Chandoo

    Happy birthday !
    Indeed children are a blessing and make our lives much more deeper.

  12. govi says:

    Wow! I wonder how that would look; all those Excel users partying with your cute kids!
    Enjoy the festivities and remember; they grow up really fast.

  13. Ram Kapoor says:

    Dear Chandoo,

    Thanks for your invitation!

    Please accept my wishes for Nishanth & Nakshatra, and a very very happy birthday to both of them.

    (Father of a 1 year old baby)

  14. Vijay says:

    Hi Chandoo,

    Thanks for the invitation. Wishing Nishanth and Nakshatra a very happy birthday and God bless all of you!

  15. Lynn says:

    Howdy Chandoo,
    Gosh, would love to attend the birthday party for your little blessings but I live in Dallas, TX. The children are beautiful. Thank you so much for the Excel information, tips, hints, special formulas, etc., you and your children are really a blessing. I look forward to your e-mails and check your web site frequently. Regards, Lynn

  16. Kalyan Verma says:

    Chandoo Garu,

    Your kids look adorable. Congratulations. My Aashirwaadam to both of them.

    Regards,
    Kalyan Verma

  17. Chandoo says:

    @all: Thank you every one for the wishes, blessings and prayers. We are very excited and busy with the birthday preps now. I will share a pic or two when its over... 🙂

  18. Nilesh Desai says:

    Wish you and your entire family all the blessings. May god provide your babies with all the love and charm in the entire universe.

  19. Helen says:

    Like Emma I am rather far away (South Africa), but best wishes to you and your family on this special occasion.
    (Mother of 7 and grandmother of 5)

  20. Rajatha says:

    Dear Chandoo,

    May God Bless your little ones with Good Health... Happy birthday to them from me... Wish i could be there but work doesn't permit me to travel 🙁

    And thanks again for treating all of us like your family

    Rajatha

  21. saurabh says:

    Sir.

    God bless the two little angels with all the happiness in the world.....

  22. Penny Bradley says:

    Wishing Nishanth and Nakshatra a very happy first birthday. My youngest has just turned 18, and I wish you and your family every happiness in the exciting journey ahead.

  23. Julien G says:

    Hi Chandoo,

    I'm reading your blog for more than a year now, and i'm very pleased by this invitation.
    I wish a very special Happy Birthday to the 2 little ones from Mauritius Island.

    If, for any reason, you are coming on the island in the future, feel free to drop me a mail.

    Have a nice party, and a nice year to come with Nishanth and Nakshatra.

  24. John Franco says:

    Happy birthday!

    Your babies are beautiful!

    This year is not possible for us to attend. My family will be there for your next family party.

    Enjoy the cake and dinner

  25. Pankaj Kumar says:

    May God Bless your little ones with Good Health… Happy birthday to them from me....I am also the father my little daughter named akanksha, she is 2.5 yrs old,,,,but i am unemployed 2 yrs ,,i know when u become a dad u r many hopes.

  26. V S Venkatraman says:

    Guru

    My belated wishes for your kids... I feel sorry for having missed them to wish to the right time.... May almighty shower all his blessings on your family.....

    With regards

  27. Gene Magerr says:

    Chandoo,

    Congratulations. Please give you children a big Happy Birthday (one day late) from me. Enjoy, they grow up very fast

    Gene

  28. Chandoo says:

    @all.. thanks for the wishes and blessings. We had a fantastic weekend with all the relatives, friends. Kids loved the cake, enjoyed the beach and had fun playing with gifts. Here are some photos..

    birthday-morningkids-at-beach

  29. Mick C says:

    Chandoo & family - greetings from Ireland, hope you enjoyed the day!

Leave a Reply