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- A task list earns its keep
by helping you schedule, assign,
and track all the work that needs to be done for a project.
You can also use it to give stakeholders
and team members at a glance updates on project progress.
We've put together a free task and to-do list template,
so you can keep up with all the tasks you need to knock out.
Whether you're focused on an important work assignment,
or just wanna finish up a few projects around the house.
We've done all the hard work
so you can have all the fun marking things done.
If you're ready to get started,
download your free Excel task checklist template,
and I'll show you just how easy it is
to tackle your to-do list.
Here are the basics of what we'll cover in this video:
How to use your Excel to-do list template,
customizing your task list template,
and how checklists are quicker with TeamGantt.
At TeamGantt, we know how important it is
to make sure projects get done on time and on budget.
That's why we created this Excel project task list template
to make tracking progress a breeze.
Here's how to use it.
Find the task name column on your worksheet,
and enter a descriptive name for each task you wanna track
for a particular day of the week.
This sample to-do list template
features four different status options
with icons as easy visual cues,
so you can see where each task is at a glance;
not started, in progress, complete, and on hold.
To assign a status to a task,
click on the status dropdown menu in the tasks row,
and choose the status that applies
to the task you're working on.
Set clear expectations for your team
by entering the deadline for each task
in the due date column.
Start by specifying which team or department
will carry out the work, using the task type column.
Then pair each task with its rightful owner
by entering the team member's name
into the assigned to column.
Use the hours budgeted column to let team members know
how much time has been budgeted for each task.
Once a task is complete, log the time spent on it
in the actual hours column.
We've designed this project task template
to track your weekly to-do list,
but you can create additional task lists
for monitoring daily and month to-dos, too.
Click insert, sheet, blank sheet, to add a new worksheet.
Then give each row and column a header label
and use the formatting tools to design your own daily
or monthly task tracker.
Once you've got the basic squared away,
feel free to customize your Excel to-do list template
to make sure it fits your project needs.
You can add a title, switch up the colors,
add or delete new rows and columns,
or even dress your to-do list up with your company logo.
We've titled this checklist template weekly task list.
As exciting as that moniker may be,
we bet you'll wanna give your to-do checklist
your own specific name.
To add or edit the title of your project task list template,
double click your cursor into cell A2.
Then enter a new title for your task list.
Feel free to include the project name
and date range in your title, so there's no doubt
what this to-do list tracker covers.
Finally, format the header text
using the same formatting tools you'd use
to format any other text in the worksheet.
Want to apply your own brand colors to your task list?
Or make it easy to tell Tom's tasks from Bill's?
No problem.
First, click to highlight the cell, row,
or column you wanna change,
then go to format cells and select the fill tab.
Next, click on the background color dropdown,
and choose the new color you wanna apply
to the cell, row, or column you've highlighted.
We've outlined a few basic to-do list categories
to get you started, but there may be other details
you need to track along the way.
For example, you might wanna add a priority column,
or maybe your Monday has a lot more
to-dos than the other days of the week.
To insert a new row, click insert rows.
A new row will be added
above the one you currently have selected
using the same formulas and formatting of the row above.
To insert a new column, go to insert columns.
A new column will be added
to the left of the one you currently have selected
using the same formulas and formatting
of the column to the left.
We may have included details
you simply don't need to track, and that's okay.
Deleting extra information won't hurt our feelings a bit.
To delete an existing row,
click on the row you want to remove,
then go to edit, delete, and choose entire row.
To delete an existing column,
click on the column you want to remove,
go to edit, delete, and choose entire column.
Wanna give your project task list template some more flare?
Add your company logo to the worksheet.
First, right click on the TeamGantt logo or header image
in row one, and select change picture.
Then choose the image file you wanna add
to the worksheet and click the insert button.
By the time you finish customizing your to-do list template,
it'll be so pretty, you might just wanna print it out
and pin it to the wall, and we don't blame you.
First, let's set the print area.
Simply click and drag your cursor
to highlight all the cells you wanna print out.
Then go to file, print area, set print area.
If you wanna adjust the scale of the checklist
to fit on a single page, click on the page layout tab.
Then go to margins, custom margins, and select the page tab.
Once you've set the print area,
and adjusted the scale of your checklist,
you're ready to send your task list to the printer.
Click file, print.
Wanna take the tedium out of to-do lists?
Give TeamGantt's online Gantt Chart Software a try,
and create customized task lists in minutes.
With TeamGantt, it's easy to collaborate on work,
and streamline workflows.
And because TeamGantt is live and web-based,
everyone on the team can update tasks in real time.
No more juggling a million different spreadsheets
or scrambling to capture last minute updates
before a big meeting.
Here's a sneak peek at just how easy it is
to create a managed task lists in TeamGantt.
Before you can set up tasks,
you'll need to answer a few quick onboarding questions
and then create a new project.
Once you've landed on the setup page for your new project,
start by entering a descriptive name for your project.
We're calling ours, weekly task list here.
Then, choose a new start date
if you want your list to begin on a day other than today.
Next, decide whether you wanna start
from scratch with a blank project
or choose a template from our library of pre-built options.
To make things super easy for you,
we've created a template called weekly task list.
Simply click on the preview template's icon,
select the admin and personal category,
and select weekly task list, to preview the template.
If you'd like to use it, select use template
in the bottom right corner of the window.
If not, feel free to choose a different template option
or click anywhere outside the preview window
to return to the create a new project page.
Next, select which days of the week you want
to assign and track work for this project.
The default is Monday through Friday,
but you can choose any configuration of days
that make sense for your work schedule.
Finally, select create new project
and save your changes to get to work.
Now that you have a project,
it's time to set up your task list.
We chose the weekly task list template for our example
which gives us a labeled task group
for each day of the week.
Simply click on each task group field
if you wish to rename it.
If you need to add more task groups,
click add group of tasks and enter the name
of your new task group in the blank field
that appears below.
To add a new task, click add task,
and enter a name in the blank that appears below.
Then use the drag and drop features
to adjust the timelines for each task.
To delete a task, hover over it,
and select the trash can icon
that appears to the right of the task name.
To invite other users to your project,
select the people tab in the top navigation bar.
Then select invite people to add new users
by name and email address.
Once a user has been added to your project,
designate them to a task
by clicking assign in the assign column,
and selecting the check box next to their name.
Dependencies enable you to control the order
of tasks in your project.
If one task has to wait for another to get done
before it can begin, the dependency will account for that.
For example, a designer may not be able
to design a landing page until the content's been written.
To add a dependency, click on the gray dot
to the right of the first task in the Gantt Chart.
Then drag the dependency line to connect it
to the dependent task below.
To change the color of a task hover over the task,
and choose a new color by clicking on the colored square
that appears to the right of the task.
Ready to discover just how easy
and beautiful task progress trackers can be?
This is just a preview of all the fun you can have
with task lists in TeamGantt.
But there's so much more to see.
So sign up for your free TeamGantt account today
to learn all about the project management possibilities
you have at your fingertips.
And that's it for this video on task lists.
I hope you found it helpful.
If you did, I'd love it if you could return the favor
and hit the like button.
And don't forget to subscribe to our channel,
so you don't miss any of our videos.
Thanks for watching.
I'll see you next time.
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