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Team To Do List Template

4.65 (17 reviews)

Excel Team To Do List Template is designed for task management and tracking of employees. Summary dashboard with charts. Editable & printable.

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TEMPLATE DESCRIPTION

Creating a to-do list for your business gives you an overview of the work that needs to be done. Your employees will have clarity on what they need to do with prioritization. Team To Do List Template is an Excel template to help leaders and managers to keep track of their team’s progress in certain jobs. The template includes options to expand or collapse the number of tasks.

Main Features of the Team To Do List Template

Basically, the flow of the template:Team-To-Do-List-Template-Someka-S01-Flow-2

  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 in team to do list template, 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.Team-To-Do-List-Someka-Excel-Template-S06

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. You can increase the number of team members up to 100 and the number of tasks up to 2000. Remember to input only the white cells, as the grey cells are for calculations.

Note: Observe each task of team members by using the “Dropdown” menu in “Assigned To”

Now, go back to the Dashboard and see the 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. In team to do list template, 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-S08

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

Team-To-Do-List-Someka-Excel-Template-S11

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-Someka-Excel-Template-S10

Team To Do List Template Features Summary:

  • Employee Task List Template on a monthly basis
  • Ready-to-use job assignments
  • Task status with visual progress charts
  • Compatible with Excel 2010 and later versions
  • No installation needed.
  • Easy-to-use and nice design
  • Works on both Mac and Windows
  • On-sheet instructions

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

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

17 reviews for Team To Do List Template

  1. Calfuray S

    very creative excel but job desc. lines are not sufficient.

    • Someka

      Hi Calfuray,

      Adding more lines is possible, after unlocking the premium version of the product with the password we sent.
      Under the sheet, you will see plus (+) sign on the left side of the table.
      Extra rows will be added automatically when you click on the plus (+) sign.
      Please see the image below.

      team-to-do-list-_plus_sign

      Hope this helps!

    • Calfuray S

      thanks team.
      what is the difference between your license

    • Someka

      Hi Calfuray,

      About our license details, our single-user license is for personal use only. With the multi-use license, you will have the right to share the file with your colleagues in the same organization and/or put your file on your company’s network for internal use.
      But you will still not be allowed to put it on websites with public access or re-sell them or share them with third parties.
      To learn more about our license details, please click here.

  2. E.Hunter

    USEFUL! This excel defines our team’s monthly deliverables well.

  3. ODAIR DELGADO

    Super fácil e prática, de muita funcionalidade

  4. Dean Barrick

    I just downloaded the the free version and opened it with Excel 2106 build 14131.20360. I attempted to enter the Assigned on and Deadline dates, but no matter what date format I used it changes to MM/DD/YYYY. Great for Europe, but not for North America.

    • Someka

      Thank you Dean for your feedback.
      The modifiable versions of the template will let you change the date format according to your particular needs!

  5. Mohamed

    thanks

  6. ODAIR DELGADO

    show de planilha, super boa

  7. Jeannette Vittorioso

    Hello,
    I purchased your To Do List and when I updated the status to closed I noticed that it updated the metrics at the top to reflect it’s closed but it didn’t remove it from the “team data sheet” is that by design as I would think if I update the status for an item that it would remove it from the Team data sheet. I can see this being a challenge when managing many projects.

    • Someka

      Hi Jeannette,

      First of all, thanks a lot for your interest!

      Thanks for the suggestion, our development team might consider this if they decided to update the template. Besides that, you can send your template to contact@someka.net to our support team. In that way, if there is something wrong with your data, they can help you to solve it.

      Best regards,

  8. Tuyen

    Can you help and guide me to fix this template.

    Since I need to manage the number of owners more than 10 people, how am I supposed to expand to more than 10 members?

    • Someka

      Hi Tuyen,

      For now, the existing Team To-Do list template only allows you to show up to 10 people on the top of the monthly page. But, if our development team decided to increase the number of people that can be shown on that sheet, we will inform you about the new version and directly send the latest version to our customers.

      On the other hand, if you would like to make other changes to the template, you can also look at our customization process.

      Hope that helps!

  9. kevin peart

    very helpful and easy to use thankyou

  10. sami

    i bought the tool but i couldn’t and unprotected the sheet but i could team members to the tool, what I mean their names not reflected in the dash board or the status of each member I can see the status of 10 members, so i observing any help!!

    • Someka

      Hi Sami,

      Thanks for your time to spend to write feedback!

      Please have a look at this page to learn how you can unlock the template: Unlock Sheets

      – In the Team Data Sheet, there is a part for team members to enter up to 50 people. So after you enter their names, you can select the members from the Job Assignment Table, Assigned To column.
      – For specifying the status of the job, all you have to do is selecting it from the sheet for each month. Once you do that, you will see the total number of member statuses.

      In the mean time, our developer team get contact you via e-mail to give a detail explanations. For further questions please don’t hesitate to ask.

  11. samson

    you guy are excellent. Thanks so much

  12. Colin Mitchell

    Very good and efficient tables with a clean interface. Can you advise if the entire workbook is fully customisable if purchased

    • Someka

      Hello Colin,

      Thanks for your feedback! Regarding the question you asked, yes, after you paid for the template you will also have paid for the modification rights and the password. So with the password, you are going to get after payment process, you can unprotect the sheet/all workbook and all Excel functions will be totally open without needing input password again.

      Hope this helps Colin, otherwise please do not hesitate to contact us if you have more questions!

      Best regards,

  13. Johnny Poonan

    Extremely practical tool

  14. 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.

  15. 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.

  16. 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!

  17. 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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