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Team To Do List Template

4.4 (5 reviews)

Team To Do List Template defines your team’s monthly achievements and keep them organized. Free download and ready-to-use in Excel!

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TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac
Requirements: Min. Excel 2007

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PRODUCT DESCRIPTION

Creating a to do list for your business gives you an overview of the work that needs to be done at a glance. Your employees will have clarity on what you need to get done and they feel less stressful because all their monthly to do’s are in this employee task list template!

Team To Do List Template is designed to help the increasingly busy leaders and managers keep track with the progress their team is making toward certain jobs, tasks or objectives. The solution is very flexible and user-friendly, with options to expand or collapse the number of tasks between 2000 and 5000 in total for all team members.

TEAM TO DO LIST TEMPLATE FEATURES:

Basically, the flow of the template:

  1. Create your team and assign tasks in the Team Data Sheet.
  2. Switch between Months and update the status of tasks.
  3. Dashboard shows the total number of tasks completed, in progress or closed.

Now let’s see these 3 sections in detail.

TEAM DATA SHEET

In order to make things as easy as possible for the users, there is a team data page, where you can create your team and assign tasks. This helps the users to just insert the jobs without wasting much time.

In the job assignment table you need to insert an assignment date and a deadline, too. Because your job duties will appear on each month according to their deadline date.
As our research shows that it is the maximum number of people that can work productively under one leader or manager, you can create a team of up to 50 people.

By the way, you can also see monthly stats and total stats at the top of the page:

Now, go back to the Dashboard and see monthly jobs of your team members.

MONTHS (JANUARY, FEBRUARY,…)

Here, you can go to a certain month and see an overview as well as make changes to the status of certain tasks. Please note that you do not need to change anything else on this page because the data for the chosen month will be automatically shown.

Team-To-Do-List-Template-Someka-S04-Changing Status-2

**Gray columns contain automatic calculations and you should not overwrite manually.

All you need to do is update the status of jobs that have not started, are in progress or were finished. You can also see the stats of each team member for the chosen month. Besides that the team members will also update according to the names you create in the Team Data Sheet.

DASHBOARD

The dashboard of the Team To Do List Template helps you navigate between pages easily, and also gives you a visual statistic with the total jobs that have not started, are in progress or have been completed.

TEAM TO DO LIST TEMPLATE FEATURES SUMMARY

  • Employee Task List Template on monthly basis
  • Ready-to-use job assignments
  • Task status with visual progress charts
  • Compatible with Excel 2007 and later versions
  • No installation needed.
  • Easy-to-use and nice design
  • Works on both Mac and Windows
  • On-sheet instructions

This Team To Do List Excel Template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.

USER REVIEWS

5 reviews for Team To Do List Template

  1. Johnny Poonan

    Extremely practical tool

  2. eliotb

    The extra details like prioritizing tasks and putting due dates to stay reminded is a great help for when I have a lot of things on my plate. I love the dashboard since it helps me visualize our tasks and due dates.

  3. manduri

    I feel like it is more standalone as it does not sync with calendar, email, IFTTT, etc. The look isn’t also the prettiest to look at.

  4. karl_s

    If you need help organizing your tasks, I highly recommend giving this a shot. It has a great, scheduled tasks and sections that differentiate your tasks/months!

  5. luisjeffrey

    For me, it’s all about efficiency and organization when it comes to my task list. This provides a clean and easy to use with customizations that are very much needed on our business.

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