Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]

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This is the second installment of project management using excel series.

Preparing & tracking a project plan using Gantt Charts
Part 2: Team To Do Lists – Project Tracking Tools
Project Status Reporting – Create a Timeline to display milestones
Time sheets and Resource management
Issue Trackers & Risk Management
Project Status Reporting – Dashboard
Bonus Post: Using Burn Down Charts to Understand Project Progress

Why Team To Do Lists as a Project Tracking Tool?

Projects are nothing but a group of people getting together and achieving an objective – like building system or constructing a bridge. While it is important to have a overall project plan and vision, it is equally important to understand how various day to day project activities are going on. This is where to do lists can help you a lot.

How to create a team to-do list to track project progress using Microsoft Excel

Microsoft Excel has a very good way to share a workbook with a team of people. We can use this feature to create a team to-do list. Here is a step by step tutorial to create a team todo list:

  1. First we will create a to-do list in excel in the following format:
    Project Tracking Spreadsheets - Team To Do Lists

    Note, depending on the type of project and the kind of activities involved, your team to do list can look differently.

  2. In order to facilitate tracking, we have the following features:
    1. A column where the team member can specify his / her name. This should be done when the activity is done. A simple alternative could be to automatically load user’s name based on windows login ID. For more on this, see this article on DDoE.
    2. Another column where we generate a time stamp when the user enters the name. Please read this article to generate time stamps in excel
    3. The formula for time stamp is like this: =IF(AND(D6<>"Not Done",D6<>""),IF(E6="",NOW(),E6),""). As you can guess, it is a circular formula. So we should enable iterative calculations from calculations options in Excel. Learn more about circular references here.
    4. Using above 2 columns, we can track and measure how team members are working various activities and who has done what.
    5. When we are done, the todo list for project tracking looks like this:
      Project Tracking Team To Do Lists - Demo
  3. Once the list is created, first we should save it a network location where the list can be accessed by everyone.
  4. If your team is spread across the globe and cannot access one network, try the following options,
    1. Use Excel 365, it supports shared spreadsheets
    2. Sharepoint, If you have a sharepoint site that can be accessed by everyone, post the file there
    3. Use google docs spreadsheets. Google docs spreadsheets is a free alternative to MS Excel with several collaboration and team features. It is very intuitive and simple to use.
    4. You can create multiple copies of the to do list and share it with your team members and consolidate all the spreadsheets on frequent basis. This is a painful process as any format changes can create problems to your consolidation process.
  5. Once you place the file on network, we should enable sharing of the workbook. See the below screenshots to understand how to share a workbook.
    Share Workbook on a network - Team To do lists - Project ManagementExcel Workbook sharing options - To do lists - Project Management
  6. Now go get some work done.
  7. When you finish the task, just open the shared workbook and mark the task as done by entering your name. Excel will automatically fill in the time stamp when you marked the activity as done.

Download the To Do List Template and Use it to track your projects

Go ahead and download the excel team to-do list template  and use it as a project tracking tool.

Download 24 Project Management Templates for Excel

Next Steps

You can use VBA macros to automatically remove the finished to do items. I have written an article on simple to do list app using excel sometime back. Check it out to get some ideas.

In the next installment, learn how to prepare a project time line that can display various key project milestones. If you haven’t already, read the previous part of the project management using excel series – Project Planning using Gantt Charts.

Resources for Project Managers

Check out my Project Management using Excel page for more resources and helpful information on project management.

Your thoughts and suggestions?

I am not a project management expert. In fact, I know very little about project management, that is why I started this series, so that I can share the little I have picked up in the last few years and learn more from you. Please tell me your feed back using comments. I would love to hear from you.

Project Management Templates for Excel

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28 Responses to “FIFA Worldcup 2018 Excel Tracker – FREE Download”

  1. Andy F says:

    Good work as always - I liked the way you did the "menu" on the left hand side (although the buttons aren't lined up between tabs if I'm being ultra picky)

    Have you previously written about the method of extracting the Wikipedia page into Power Query? It's not something I recall seeing before.

    ps other geeky observsations:

    - the bracket columns are too narrow for the date & match number - and will need to be wider still when the team names get populated
    - match 51 should be Moscow (Luzhniki) for consistency
    - it's not possible to be 23 hours ahead of GMT - the International Dateline gets in the way! I think the maximum is 14. There are also a couple of countries who work to a quarter hour to make it really complicated!
    - There's a typo in the how-to - "compated" instead of compared

    • Chandoo says:

      Thanks for the lovely feedback. I have fixed almost all of them.

      1) button alignment: this is tricky as row heights can change between sheets.
      2) Column width is fixed now so bracket view looks better
      3) Updated the stadium name
      4) Did not bother with the 23 hours ahead thingie. This is more of a novelty feature 😛
      5) Fixed the type
      6) Fixed an issue with live score table. This should work as long as the points table is maintained in wikipedia page - https://en.wikipedia.org/wiki/2018_FIFA_World_Cup

      7) I have not discussed the technique of reading all tables on webpage to one big table. Watch out for a blog post on this soon.

      • Andy F says:

        Button alignment is one for the ultra-OCD sufferers 😉 There are ways, but only for those with too much time on their hands.

        • Chandoo says:

          Aah, Excel. The perfect tool for people like us. Everything (cells) is in same shape and size by default and aligned perfectly. 😀

          • Etienne says:

            Is there actually a way to copy row heights (in the same way you copy column widths?)

            By the way Chandoo, great post. I'm forwarding to my department. I actually use another query from the same page to automatically fill in the team names for the knock-out stages (I made one for round of 16 which I then duplicated and edited for quarter-finals etc.) This is incredible, I was always wondering how to do these type of queries from the web, and now I know 🙂

  2. Jake says:

    Hello!

    This is quite amazing and incredibly cool to use 🙂

    Testing the constraints of this sheets a few errors popped I noticed:
    - Vlookup Group E-H refers to column J instead of E (eg. Brazil gets the same points as Russia because the formula looks up Russia twice)
    - Power query only has 29 lines, the overview of has 32 but the 3 countries from group A are lost as the overview is refreshed - causing N/A in the group stage colums

    • Chandoo says:

      @Jake.. thank you. I am sorry for the errors. I could not test the live points table until the games began. I see my folly now. I have fixed both issues and uploaded a new file. As the points table relies on a wikipedia page, if someone decides to change the layout or rename a column it can seriously harm this template. I took some precautions in the Power Query layer to adjust column names dynamically etc, but it is not foolproof.

      Try downloading the newer version and let me know if you see something funny.

      • Jake says:

        No worries!
        Was able to fix the vlookup myself but the power query had me bit stumped 🙂 And wanted to give you a heads-up to everyone can enjoy it!

        Thanks for the awesome sheet!

  3. Darren G says:

    Hi,
    Thanks for sharing this world cup tracker. Certainly makes it more interesting when the data is current. As a newbie, it also helps to have a couple of mistakes to find whether unintentional or not.

    Thanks again

  4. Christian says:

    Hi,

    Your v-lookups in the "Group Stage" tab for groups E, F, G, and H (all the ones under column O) are pointing to the wrong country. They all point to column J, so whatever happens to the countries in column J will also be reflected for the countries in the groups in column O for that same row.
    Just thought I'd call that out. Thanks for the great work on this!

    • Chandoo says:

      @Christian... Thanks for trying this and letting me know about lookups. I have fixed the issue now. Please download latest version for that and few more fixes.

  5. Sheeloo says:

    Refresh All did not work correctly. Team names vanished though points were updated.

    • Chandoo says:

      @Sheeloo... Can you please try with latest version (download again using above links). I tested up to latest Iran's stunning win over Morocco and it works.

  6. Gsm says:

    Dear Chandoo

    Thanks a lot for this worksheet.

    However, while refreshing the data, I am getting error message as "Initialisation of Data Source failed".

    • Chandoo says:

      May I know what version of Excel you are using? Do you have internet connectivity? If you are familiar with Power Query, try tracing the steps in the query editor. And oh, first start with the latest version of file (link above).

  7. Andy F says:

    @Etienne - yes. Copy row, paste formats will do it, although obviously that will bring the formats of every cell in the row as well as the height.

  8. Rob Tsintas says:

    Latest version seems to be working well.

    One request: the Groups & Points tables on the Group Stage sheet have the team names pre-entered. This means they don't get sorted according to the results.
    On my copy, I've changed them to a lookup, so they appear in the same order as the points table. It would be good if you can do the same if/when you release a new update!

    Here's what I did. It's not the most elegant, but it works, and I didn't have much time to spend on it!

    Using helper values of 1,2,3,4 in columns I and N for each group, the formula for the first team name in group A (cell J4) is:

    =INDEX(points[Team],MATCH(OFFSET(J4,-(I4),0),points[Group],0)+(I4-1))

    This can be copied & pasted to the other team name cells.

    Cheers!

    • Chandoo says:

      Good suggestion. I have made changes to the points table to remove lookups and just show teams in the order they appear in the detailed table. This way, You will see top two teams on first two rows. We could highlight them as well (figured this would make it look like a bowl of M&Ms, so didn't bother) or highlight *YOUR* team.

  9. Paige says:

    I consider my Excel skills as above average but far from guru and I love how your little projects like this get me to look at data in a new way. I would like to expand on the data in the points table through the use of some calculations but I am a little challenged by the data coming across as text. The Pts column is easy to deal with, but I'm having problems with the GD. The negative goal differential looks like it may be noted with an en dash instead of a minus sign, but if I search for an en dash in the data Excel doesn't find any. I would like to include conversion to a minus sign in my little macro so I can get everything to numbers but so far I am not having any luck. Any thoughts? Thanks for your help.

    • Chandoo says:

      Thanks for such kind words 🙂

      I suggest adding an extra step in Power Query to convert points, GD & other columns to numbers. You can replace em dash in PQ. I did not do it as this will add another layer of dependency and should the wikipedia page change, one more reason for the query to fail.

  10. Petros says:

    As always, an awesome spreadsheet from Chandoo. I love the Power Query score update without macros. The country watch-out is a unique feature as well!

    For those who like a predictor template with flag lookup and a ribbon UI, here is our spreadsheet:

    https://www.spreadsheet1.com/fifa-world-cup-2018-russia-free-prediction-templates-for-excel.html

  11. Pranav says:

    Great template!

    I came across another one with image vlookups for country flags

    https://eexcel.co.uk/downloads (World_Cup_2018_Sweepstake.xlsx)

  12. Sean says:

    This is a great Template.
    I am running Excel 2010 with the PowerQuery add-in running.
    The scores will not update, so I followed the error and the second operation (Fitlered rows) says that the table is empty.
    After a few minutes on Wikipedia, I realise that my PowerQuery skills are not good enough to work out what the issue is.
    Any suggestions?
    I would like to fix it myself is possible.
    Thanks,
    Sean.

  13. Juan Pablo Diez says:

    Where can I see the results for a specific match?

    Thanks!

    • Chandoo says:

      @Juan... You can now. I have included a results tab that shows match scores. This too is a live table. Just refresh data to get new results. Please download latest version file from links above to use this feature.

      PS: There is another version coming soon with all goals too. I just have to spend some more time polishing the Json to table Power Query thingie.

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