How to Make a Task List for Employees in Excel - Tutorial
Creating a task list for employees in Excel can help you manage and track the progress of your team's projects and assignments.
In this tutorial, we'll walk through two ways that you can make a task list for your employees in Excel.
In the first method, we'll create a task list using a pivot table. Because pivot tables are available in every version of Excel, this method is accessible to all users.
Ideal for Microsoft 365 users, in the second method, we'll make a task list using different formulas to get data from the business's master task list. Many of these formulas are available in Microsoft 365 and newer versions of Excel.
As we normally do, we'll also go over some pros and cons of each version.
Also, please make sure to visit this video's sponsor, Connecteam, for a super easy solution to creating and sharing task lists for your employees (among other work solutions!). Have 10 users or less??? - it's FREE to use: https://yacostasolutions.com/connecte...
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*FYI:
This tutorial was created using the desktop version of Excel in Microsoft 365. You can upgrade to this version here: https://yacostasolutions.com/MS365
The screen recording + editing was done using Techsmith Camtasia. You can check it out here: https://yacostasolutions.com/camtasia
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00:00 Introduction + what to include in master task list
01:00 Connecteam Employee Task List Solution
02:26 Create your Employee Task List using a Pivot Table
04:30 Create Employee Task List using Excel 365 formulas
05:00 Create a formula to reference a tab name inside the spreadsheet
06:25 Use the LEFT + SEARCH Functions to get employee name
07:30 Use XLOOKUP to get employee department and position from master task list
08:47 Use the FILTER function to extract employee tasks and due dates
10:47 Create a Data Validation List for Yes/No completed status
11:36 How to Replicate the task list for other employee's tasks
Thanks!
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