Learn step-by-step how to create a powerful project planner in Excel to stay organized and on track. This tutorial includes conditional formatting, dynamic task tracking, and priority sorting. Plus, get your free Excel template to get started today! Perfect for project managers, business owners, and anyone looking to improve their productivity.
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⏱️ Video Timestamps
[0:06] Introduction to the Excel Project Planner
Overview of the project planner's functionality and free Excel template.
[0:23] Setting Up the Project Details
Learn how to structure your Excel sheet for tasks, start dates, progress, and priorities.
[1:02] Applying Conditional Formatting for Task Progress
Highlight overdue tasks and dynamically adjust formatting based on progress.
[2:07] Calculating Dynamic Start and End Dates
Use formulas like =TODAY() and custom date calculations for automatic updates.
[4:10] Linking Dependent Tasks
Ensure smooth transitions between task schedules with linked start and end dates.
[5:09] Visualizing Task Completion with Data Bars
Add conditional formatting data bars for a clear visual representation of progress.
[6:38] Adding Priority and Status Drop-Down Menus
Use data validation to create dropdown menus for task priorities and statuses.
[7:42] Dynamic Weekday and Date Formatting
Automatically generate weekdays and custom date formats for easy readability.
[13:40] Advanced Conditional Formatting
Highlight incomplete tasks with overdue dates and strike through completed tasks.
[17:01] Adding Slicers for Quick Filters
Learn how to use slicers for filtering by priority, progress, and status.
[18:45] Final Wrap-Up and Next Steps
Tips for customizing the template and an invitation to engage with the channel.
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