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:
- First we will create a to-do list in excel in the following format:
Note, depending on the type of project and the kind of activities involved, your team to do list can look differently.
- In order to facilitate tracking, we have the following features:
- 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.
- Another column where we generate a time stamp when the user enters the name. Please read this article to generate time stamps in excel
- 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. - Using above 2 columns, we can track and measure how team members are working various activities and who has done what.
- When we are done, the todo list for project tracking looks like this:
- Once the list is created, first we should save it a network location where the list can be accessed by everyone.
- If your team is spread across the globe and cannot access one network, try the following options,
- Use Excel 365, it supports shared spreadsheets
- Sharepoint, If you have a sharepoint site that can be accessed by everyone, post the file there
- 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.
- 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.
- 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.
- Now go get some work done.
- 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.
23 Responses to “Learn Top 10 Excel Features”
What it looks like if excel without formula?? 🙂
It would be not excel it would just be fancy tables in which you could just use power point. (Chandoo) would Access be an alternative?
Awesome piece of work!!!
Great article.
Chandoo - my biggest interest in the article was the awesome word-graphic at the top - where did you go to get it done into a shape?
@Rich.. thank you. I used http://www.tagxedo.com/ to generate this word cloud. I took all the comments in the original post, pasted them in tagxedo website and set up the shape etc.
Awesome Chandoo.. You need always needs coffee to start up with. BTW , how did u created the Heart Shaped picture filled with High Repetitive text in it .. Please put it on your Next blog ...
Chandoo, good article. I’ve added a link to it from Connexion – our collection of the most useful and interesting spreadsheet-related articles from the web. See http://www.i-nth.com/resources/connexion
Hi,
Just one small question. Where the hell have been I in the past for not discovering this website sooner?
I've lost a job interview recently where even though I had the subject knowledge, I was not upto their mark in Excel.
Thank you for all the free tips, guidance and for creating this forum environment.
[PS: I've just been through the site for the 1st time, and have signed up for the newsletter. You can expect pretty stupid questions from me soon]
Hy Chandoo, you always inspire me with to explore something new in excel. This data structure table is only for excel 2007 or compatible to 2010. I recently installed latest excel version 2013 in my System and experience problems regarding operating according to previous one. I'm waiting your article relates to that excel version.
Thanks
Awesome article Mr. Chandoo and that is a awesome heart shaped pic you created. Great tips as well.
[...] Learn Top 10 Excel Features | Chandoo.org – Learn Microsoft Excel Online. [...]
Chandoo is awesome..
Thanks, i got better, And i always get 90.50 in my grade card but now i get 96.50 i improved because of the tutorials you gave, Thank You Very Much Chandoo Guy.
Hi chandoo, i am intersted in seeing the video or step by step done procedure of analysing the comments and presenting in the data percentage steps. I think this one would be first step in finding out how generally happens data calculation. Thank you.
As well i would like to know how to get that black shape art of your face which i see in chandoo. I am interested in making it for me.
Nice to see the features considered by Excel users to be most useful. It might be a good idea to also analyze StackOverflow Excel questions to see what keywords appear most often.
Here are my top 10 Excel Features (for advanced users):
http://www.analystcave.com/excel-10-top-excel-features/
Thanks a ton for this it totally helped with my homework ????
Very good effort
Thank you for this. Lots of learning in the links you've provided for this septuagenarian.
Pls send me new post
Dude, your humor ? ?
Loved your work.
Hello Sir,
I am Sanjeev Khakre and i from Indore City, India , I am your big follower and i have watch your videos and learnt a lots of excel trick or function and many more . thanks so much for all of your excellent support.
Your excel knowledge is real awesome.
Thanks
Sanjeev
Your work is excellent but pls willing to know more details about the features of microsoft excel
Chandoo Would Access be a better alternative than VB?