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Excel To Do List with Progress Tracker (4 Suitable Examples)

If you are looking for creating an Excel to do list with progress tracker, this article is for you. Here, we will walk you through 4 easy and effective methods to do the task effortlessly.

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To Do List with Progress Tracker.xlsm

4 Methods to Create Excel To Do List with Progress Tracker

The following table contains the Due Date and Task columns. Using this table, we will describe to you 4 methods to create Excel to do list with progress tracker. Here, we used Excel 365. You can use any available Excel version.


1. Using “To Do List with Progress Tracker” Template

Here, we will use the Excel built-in “To-do list progress tracker” template to create Excel to do list with progress tracker. This is the quickest and easy way to create Excel to do list with progress tracker.

Steps:

  • First, we will go to the File tab.

  • After that, we will select the To Do list with progress tracker template.

  • Afterward, we will click on Create.

Next, we will see a template for To Do list with progress tracker in our Excel sheet.

  • Afterward, we change the template according to our preferences.

Here, you can delete a column, or add a row according to your needs.

As a result, you can create Excel to do list with progress tracker.


2. Use of Conditional Formatting Feature to Create a To Do List with Progress Tracker

In this method, first, we will insert a check box in the Status column, after that, we will use the Conditional Formatting feature to create Excel to do list with progress tracker.

Step-1: Inserting Check Box

In this step, we will insert Check Box in our Status column.

  • First, we will select cell D5 >> go to the Developer tab >> select Insert option.
  • After that, from Form Controls select the check box, which is marked with a red color box.

  • Next, we insert the check box in cell D5.
  • Moreover, we drag down the check box with the Fill Handle tool.

Next, you will see the complete Status column.

  • After that, we right-click on the check box of cell D5.
  • Then, we will select Format Control from the Context Menu.

A Format Object dialog box will appear.

  • Afterward, we select Checked as Value >> select cell E5 as Cell Link
  • Next, click OK.

At this point, you can see the Condition of cell D5 is TRUE, as the cell box is marked.

  • In a similar way, we complete the Condition column.

Here, you can see Condition is FALSE when the check box is unmarked.

Now, we will calculate Progress.

  • To do so, we will type the following formula in cell G7.
=COUNTIF(E5:E10,TRUE)/COUNTIF(C5:C10,"*")

Formula Breakdown

  • COUNTIF(E5:E10,TRUE) → the COUNTIF function counts the number of cells that have TRUE.
    • Output: 4
  • COUNTIF(C5:C10,”*”) → counts the number of cells that have a criterion.
    • Output: 6
  • COUNTIF(E5:E10,TRUE)/COUNTIF(C5:C10,”*”) is dividing 4 by 6.
    • Output: 67%.
  • At this moment, press ENTER. Then, you can see the result in cell G7.

Step-2: Inserting Progress Tracker

Here, we will insert a progress tracker by using Conditional Formatting feature.

  • First of all, we will select cell G7 >> go to the Home tab.
  • After that, from Conditional Formatting >> select New Rule.

A New Formatting Rule dialog box will appear.

  • Afterward, we will select Format all cells based on their values.
  • Then, we will click on the drop-down arrow of the Format Style box and select Data Bar.
  • Next, we will click on the drop-down arrow of the Minimum and select Number, and set the Value as 0.
  • Along with that, we will click on the drop-down arrow of the Maximum and select Number, and set the Value as 0.
  • Later, we will click on the drop-down arrow of the Border box, and select  Solid Border.
  • After that, we will select Bar Direction as Left to Right >> select a Color.

Now, we can see the Preview.

  • In the end, click OK.

As a result, we can see the Excel to do list with progress tracker.


3. Inserting Bar Chart

Here, first, we will complete the Status column, and after that, depending on Status we will insert a Bar Chart to create Excel to do list with progress tracker.

Step-1: Completing Status Column

Here, we will complete the Status column by using the Data Validation feature.

  • First of all, we will select the Status column cells >> go to the Data tab >> select Data Tools.
  • Then, from Data Validation >> select Data Validation.

A Data Validation dialog box will appear.

  • Afterward, we will click on the drop-down arrow of the Allow box >> select List.
  • Further, we will click on the upward arrow of the Source box >> select cells B13 and B14 as Source.
  • Next, click OK.

  • After that, when we click on cell D5, we can see a drop down arrow on the top right side of cell D5.

  • Next, we click on the drop-down arrow of cell D5 and can select Complete or In Progress as Status.

  • In a similar way, we complete the Status column.

Step-2: Progress Calculation

In this step, we will calculate Progress by using a formula.

  • Next, we will calculate the progress by using the following formula in cell F7.
=COUNTIF(D5:D10,"Complete")/COUNTA(D5:D10)

Formula Breakdown

  • COUNTIF(D5:D10,”Complete”) → counts the number of cells that have COMPLETE.
    • Output: 4
  • COUNTA(D5:D10) → the COUNTA function counts the number of cells between D5 and D10.
    • Output: 6
  • COUNTIF(D5:D10,”Complete”)/COUNTA(D5:D10) is dividing 4 by 6.
    • Output: 67%.
  • Afterward, press ENTER. Then, you can see the result in cell F7.

Step-3: Inserting Bar Chart

Here, we will insert a Bar chart, and we will show the progress tracker through the Bar chart.

  • In the beginning, we will click on cell F7 >> go to the Insert tab.
  • Afterward, from Bar chart >> select Stacked Bar chart.

After that, you can see the Bar chart. Now, we will modify this chart.

  • Next, we will right-click on the chart Axis.
  • Then, from Context Menu, we will select Format Axis.

A Format Axis dialog box will appear on the left side of the Excel sheet.

  • Later, in the Bounds option, we will select Minimum as 0 and Maximum as 1.

  • After that, we will click on the Chart Elements >> we will unmark Axes, Chat Title, and Gridlines.

  • Next, we will click on the Chart >> click on Select Data from the Context Menu.

A Select Data Source dialog box will appear.

  • Next, click on Add to add a series.

An Edit Series dialog box will appear.

  • Then, set Series value as 1 >> click OK.

After that, make sure Series1 is above Series2.

  • Then, click OK.

Now, you can see two shade of the Bar chart has been created and overlapped on one another.

  • At this point, we will click on the first half of the Bar chart.
  • After that, go to the Format tab >> select Shape Styles.

Afterward, you will see several Theme Styles.

You can hover your mouse on these Themes and see the preview on the Bar chart. Here, you can select a Theme according to your preference.

  • Next, we selected Orange colored Theme.



This post first appeared on ExcelDemy.com, please read the originial post: here

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Excel To Do List with Progress Tracker (4 Suitable Examples)

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