Excel Task Management Dashboard with Task Tracker : Free Download

This excel  task management dashboard and tracker can be used to manage set of tasks. The dashboard graphs shows 3 key areas of tracking - Task Information, Task Status and Resource Load.

Excel Task Management Dashboard
Excel Task Management Dashboard

Advantages and Features of Excel Task Management Dashboard

  • Track task status based on % complete. 
  • Highlights overdue and complete tasks for better visualization of problem tasks. 
  • Task progress is reported using traffic light indicators.
  • Can handle a list of 20 pre-defined holidays. Holidays are reduced from the task duration.
  • Calculates  % Complete Forecast based on start and finish dates.
  • End date is auto calculated based on start date and duration of the tasks entered.
  • Provides a high level graphical view of task information, task status and resource load.
  • Task Information Graphs show the following task breakup - Total, Not Started, In-Progress, Complete and Overdue.
  • Task Status shows the task breakup for the On track, Concern and Delayed.
  • Resource Load shows the work load on the resources in days.

Some key points about task statues

  • Task Progress is reported based on difference between Actual % Complete and Forecast % Complete.
  • A task is highlighted as green in the progress column if it is on track. So, the % complete should be equal or greater than the forecast % complete.
  • A task is highlighted as amber when the task is less than 5% behind schedule. So, the delay should be between 1 - 5%.

  • A task is highlighted as red when the task is delayed by more than 5% complete.
  • A task is highlighted as overdue when the end date has passed and the task is not complete.
  • A task is highlighted as complete if the actual % complete is 100%.

How to use the Excel Task Management Dashboard

Excel Task Management Dashboard
How to use the task tracker and dashboard

Step 1: In the data tab of the sheet define the resource names and public holidays in your region.

Step 2: Create the task by copying an existing row. It is important that you copy existing row so that the formulas get copied.

Step 3: Add the basic task details like Sl. No, Task, Resource Name/Assigned (drop down) and Project Name.

Step 4 (Key Step): Enter ONLY the start date and the duration.

End date, Forecast Complete %, Progress, Overdue and complete column will be auto populated. DON'T CHANGE THE VALUES IN THE COLUMNS WITH BLUE HEADINGS.

Once the basic steps are complete then the steps 2,3 and 4 will have to be repeated on regular basis. It is recommended that you update Actual % Complete on regular basis so that the charts will give the latest status. Please see the below image for different types of charts in the dashboard.

Excel Task Management Dashboard
Task Information, Task Status and Resource Load Charts

   Some limitations of the Excel Task Management Dashboard

  • Cannot handle individual resource holidays.
  • Can handle up to 10 resource names and 20 public holidays.
  • With so many columns easy to override the values in the columns with formulas.
  • No data validations on any columns.

Click Here to Download Excel Task Management Dashboard

Swapnil Wale

Written by

Swapnil Wale is an IT Professional based in Sydney, Australia with over 10 years of experience in technology and project management. He is a passionate blogger and focuses on project management and BRMS articles.


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