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.

22 Responses to “Master Excel 2007 Ribbon with this Free Learning Guide”

  1. Finnur says:

    Thank you, kind sir. Well done with the baby making.

  2. doug churchill says:

    I cannot get signed up for your newsletter. I tied both this email address and churchill2001@hotmail.com. never a response.

  3. doug churchill says:

    I cannot get signed up for your newsletter. I tied both this email address and churchill2001_at_hotmail_dot_com. never a response for either attempt.

    • Chandoo says:

      @Doug, it shows that your email address is pending verification. Can you check your inbox (and may be spam folder too) for an email from me? The subject will be "Activate Subscription to Get your Free Excel Tips E-book"

  4. ajay says:

    Very Useful Info..Keep it up..

  5. Chandoo says:

    @Ajay.. you are welcome 🙂

  6. [...] Excel 2010 UI looks considerably better and less stressful than 2007. The colors are dull and subtle. The icons don’t call for attention unless you want to do something. The menus / ribbons feel smoother and slicker. [Learn to use Excel Ribbon with this Free e-Book] [...]

  7. Mark says:

    I can't open this pdf. I get the error message:

    You do not have the required license to open this file.

    Please request a license from the creator of the file, and add it using the license manager and they try opening it again.

    What gives??

  8. Mark says:

    I downloaded the file again and it worked this time. Strange. (First file was 116 KB, second was 1644 KB... ???)

  9. Michael says:

    Hi Chandoo,
    thanks for sharing your Excel 2007 learning experience with us; unfortunately the link to the pdf of the free Excel 2007 learning guide seems broken: my Acrobate Readers flags: "Unkown file type or corrupte data".
    Have a nice day
    Michael

  10. anja says:

    well done this is great

  11. Fabian says:

    Can somebody just provide a link the classic TAB exportedUI files for MS Office 2003 for us to use in office 2007/2010?. searching online, everybody just wnats to make a buck online with silly Classic Tab installers which do nothing more than inport exportedUI files for you.

    Don't give me a ribbon how to guide, just give me free exportedUI files. I should not have to pay anyone for this, it is free XML, MS should have included this to begin with.

  12. rocky says:

    thanks

  13. kartik says:

    Dear.
    There are a set of debit values and a set ot credit values in a column. I want a vba code by whcich the debit value plus a single / multiple credit value is zero that needs to be marked .
    finally i will come to know out of the avaibale debits which cannot be used the with avilable credits either single or multiple values.
    If multiple matching sets are available let it take the 1st or the 2nd one its not an issue.
    Column A Ref
    -1000 A
    -5000 B
    -8000 C
    800 A
    100 A
    100 A
    2000 B
    3000 B
    13000
    15000

  14. ridwan says:

    hi...
    how to make this add-ins and display in ribbon... check this sample : http://www.cprsoft.com/GCDemo01.htm
    thank you sir...
     

  15. Aleem Qamar says:

    Please tell me format painter short cut key In excel ?
    Thanks In Advance

  16. mano says:

    thankfully.likeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee

  17. Gift Miag Mentor says:

    I am very much happy for such a great opportunity given to excel learners to advance their skills for the betterment of the future. I am a great user of this site and feel proud to have come across this web site.
    I appreciate this, because I didn't do much works in my project management studies using gantt chart. As of now are have now learned some advancement.

Leave a Reply