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Kenji Explains

Kenji Explains

953,000 subscribers

⏱ 👁 379,329 views

Make a Dynamic Task Management Tracker in Excel!

Video Overview & Insights

Make a Dynamic Task Management Tracker or Project Management Tracker in Excel.

“

👉 Get the 5 Essential Resources for Using ChatGPT at Work: https://clickhubspot.com/3ff29f

— @KenjiExplains

👉 Get the 5 Essential Resources for Using ChatGPT at Work: https://clickhubspot.com/3ff29f

🆓 DOWNLOAD Free Excel Start file for this video: https://careerprinciples.myflodesk.com/xmg83kahie

“

Great!! Muchas Gracias!!

— @fernandomv4020

In this video, I'll show you how to make an interactive task management tracker in Excel. On the top of the Excel dashboard, we'll will show the KPIs, including tasks completed, tasks in progress, and tasks not started. We will also show the distribution of tasks by owner and employees and the number of tasks that are overdue. Below will show all of the different tasks, with formulas and conditional formatting to detect the task status, and which tasks are overdue. Throughout we'll be using Excel formulas like COUNTIF, SUM, or TODAY to make sure the file is dynamic. We'll also be using Excel tables, conditional formatting, drop-down lists, and much more to create a fully interactive task management tracker in Excel. Finally, for the KPIs, we'll be using bar charts, text boxes, and shapes.

LEARN:

“

excel's powerful for sure, but it's not for everything. i switched to akiflow for managing tasks when excel got too messy.

— @AdnanRizvi-k5i

👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance

📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course

“

Why is everyone mentioning AI agents or related stuff in a tutorail video? Are you all bots? Could I do this on GoogleSheets? Thanks for the video!!

— @martinabautista

🔥 Power BI for Business Analytics: https://www.careerprinciples.com/courses/power-bi-for-business-analytics

🚀 All our courses: https://www.careerprinciples.com/all-courses

“

Good pacing on this one.

— @RHolmesBDesmond

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Chapters:

“

This cleared things up for me.

— @AMARELISCECILIACABANADEMENDEZ

0:00​ -​ Setting Up the Tasks

3:42​ - Future Proofing the File

“

can not download the worksheet.

— @Food_and_spikes

5:28​ - Adding KPI shapes

8:32​ - Adding the KPI Values

“

THNX MASTER KENJI GREETINGS FROM MEXICO

— @ROBERTOHERNANDEZ-qy8hw

15:55​ - Improving the User Interface

“

Is there a way to recreate this in Google Sheets?

— @JENNADOMINGUEZ-q1y

More User Perspectives

@

Great video, very helpful. Thank-you!

@fernandob-z8597
@

Mr Kenj- Doing this in MS CoPilot will be a GAME CHANGER. Sign Me up....

@thealternativefactor6694
@

what is the password for sheet

@AmithKumarKishanSingh
@

This is amazing! But could you please help me? I followed the steps but for some reason I keep getting an error message for “Overdue” on the top of the dashboard indicating that the formula is missing a range reference or a defined name. I go back to the support sheet to make sure it’s getting the info from the overdue section but the formula doesn’t seem to go through. @KenjiExplains

@ic1253
@

thank you so much. very helpful.

@user-tu3mg2ug6
@

Really like this tool. How would I be able to set up a second tab for completed item to move to the new tab from your main list?

@timothysexton7621
@

GREAT !!!
THANKS

@bertvantol9669
@

i have did wht you did in the overdue colomn but its just all of them is true

@firsttouch-n5j
@

Hi Kenji and thanks for this super helpful tracker! Is there a way of adding a formula that would hide the "TRUE" value in overdue when the table isn't full and you have empty rows? Cheers again for your work and looking forward to your tips

@green_arr0w84
@

I was wondering how to change the wording to get the # of tasks by Owner and By Team to only show those that are not completed. I wrote down: =COUNTIFS(Reviews[Origin],List!B4,Reviews[Origin],Reviews[Read]<>"Completed") but it's giving me a 0 instead of 2 (both are in status Not Started).

@thepeddler9226
@

Thanks a lot. I followed along and was very happy with the final version.

@mohit_agarwal
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how do i get the complete Tracker , not the starter file

@AidenApeyusi7
@

Thanks

@Tsitsi.D
@

Thank you so much. I was looking for an easy to do, straightforward dashboard and this is it! My dashboard is even being used to report to the Finance Director! 🎉😂

@Tsitsi.D
@

@KenjiExplains: I think there is an error in the formula in the "J Column," specifically from J4 to J17. Please correct me if I am wrong here. If I apply the suggested formula in J3 to J17, I get 8 counts as TRUE, i.e., Overdue. Please help me with this.

@amitshetkar9154
@

Hi is there a way you can email me on reach me I would like you to create a data entry for me pls

@atsservices8324
@

Excellent tutorial and spreadsheet! Ty : )

@OfficeLS-c7x
@

Thank You very much for this video

@akakpomarie
@

I have created the auto form with the information going into a form using this vid and another of yours. When new data is submitted into the table the new data does not have the drop down boxes in the newly added cells?

@alexboreland1011
@

Good

@LawrenceNG-f9m
@

is this applicable to google sheet?

@johnvictorjamias9501
@

can this also be done in google sheets

@JuanBernardoCalvo-m9j
@

Thank you and God Bless you

@arafatmy
@

I am unable to add the formula on formula bar to get the completed /In progress etc count directly from support sheet. Kindly help

@AnanyaSharma-y7c
@

Great Work!

@MundoCiência-q2r
@

does it keep the formulae and styles after uploading it to google sheets?

@tamaleronald96
@

Hi Kenji ,thank you for the tutorial .I'll try this to my tracker since I'm handling multiple properties to monitor its equipment .This is fun actually :)

@czahrinamae3263
@

Count if function didnt work. I keep getting 0 totals even though this is incorrect

@sol8144
@

Nice! How to replicate this in SharePoint and Power BI🤔

@samuelkamaloni
@

clear guidance

@noufousavadogo4235
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didn't know excel could do this lol

@umujesus902
@

kenji always has the best tips 🙌

@SophiaForeign
@

gonna try this out for my projects

@BittuKumar-r6t8y
@

this is exactly what i needed to get organized

@xcfotr5
@

This is a fantastic approach! I use Pneumatic Workflow to manage complex workflows effortlessly.

@ujalaupadhyay8555
@

i never knew excel could be this cool

@MarvinDechazal-rb6kh
@

thank you for breaking it down like this

@UmeshRoy-k9n
@

Great video! I utilize Pneumatic Workflow for KPI management, which provides clarity and saves me time.

@Lalitchauhan-x3r8n
@

this is gonna change my excel game for real

@sulaimanshiddiq1624
@

just what i needed, super helpful! 🙌

@سجادسجاد-خ9د3و
@

thanks for breaking it down so well

@addabf6165
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