Manage your to-do list with Excel or Monday.com
We’ve all had those days when our to-do listing seems endless. Back in the day, we had whiteboards and sticky notes as our aids; we’ve considered that move to smarter techniques to create a prioritized to-do list. One of the earliest and most primary preferences for creating a to-do list was Microsoft Excel. In this article, we’ll take you through this process and introduce you to a flexible alternative— monday.com.
Why use a to-do list
When you find yourself juggling multiple items in your head, it’s tremendously hard to assign precedence to the tasks. A to-do list’s motive is to make sense of this information.
The simple—and outdated—solution is to put pen to paper and then decide the order you need to handle every task. You mark off as you go, and then the item gets tossed in the bin.
There are some clear downfalls here:
1) If you assign the wrong priority to an item, all these modifications will result in some exceptionally messy paper and leave literal room for notes, changes, and more.
2) Once you’ve crumpled the to-do list, you have no document of development made towards the list.
3) It’s very challenging to share this list with others.
The world is your to-do listing oyster— there is a vast array of apps and software programs out there aimed at assisting you in arranging your to-do list in a way that works for you.
Microsoft Excel is just one of them and it’s appreciated because:
It’s an acquainted software, so almost every person who has used Microsoft Office will be in a position to create a to-do list easily.
Excel has to-do listing template aspects like conditional formatting that combine with reporting equipment such as charts and matrices. Pivot tables can be used to customize statistics if required.
How to create a simple to-do list in Excel
This entire manner revolves around the use of Excel’s Filter feature to create an editable, trackable list that you can layout following your preference.
Step 1: Open Excel and add column headers
Open a new Excel spreadsheet and enter new column headers.
I’ve introduced the following:
- Task name
You could add extra columns as needed such as budget, owner, tools, etc.
Step 2: Fill in task details
Add your tasks in the column, the reputation of each, and a deadline.
In the table under you’ll find:
- Monthly report — ongoing
- Confirm venue reservation — pending
- Send thank you message to attendee — done
- Financial record — done
Note that you ought to fill out the tasks and repute columns so that the filter can be applied. The different fields can be stuffed out at a later stage.
Step 3: Apply a filter to your list
To add a filter to your list, simply click on one of the headers and pick Filter below the Sort & Filter icon on the pinnacle right corner of your Taskbar.
Once you save the file, Excel will remember this, and the filter will be there the subsequent time you open the file.
Step 4: List your tasks using the filter
You’ll now be in a position to see tiny arrows on the headers of your column.
Click on the arrow to type your duties with the aid of status. You can choose or deselect preferences to see lists of…
- Your pending tasks
- Your ongoing tasks
- Completed tasks
- Any aggregate of these
Step 5: Done!
We’ve created an easy Excel to-do list that can help you keep track of all your tasks.
You can edit fields, add as many columns as you want, or add custom shades and fonts to make it reflect your needs.
We recommend something different, however.
If you just prefer a basic, free (if you already have Microsoft Office) way to arrange and manipulate your daily life, Excel is fine.
The creation of task management software has enabled us to get creative, whether you choose to construct a simple each day or month-to-month to-do list, or if you decide on sortable, drop-down lists.
Despite being greater tricky than it must be, it does the job. And it’s free — if you have Microsoft Office.
When you’re working on even barely more problematic tasks or projects, you’ll find that you need additional facets to manage your master list.
You’ll need the ability to, at the very least, share duties with different people. You’ll need to add due dates, visualize your progress, add challenge information and share documents without difficulty and speak with your team.
For all of these and more, you’ll need a versatile project administration device that can help you juggle a couple of to-do lists with ease and convenience.
monday.com is a visible workflow platform that helps groups manage and tune their work in a single place.
Here’s how you can create a to-do list on monday.com
Step 1: Create a board
A board is the main area to organize your work, in this case, your to-do list.
Step 2: Choose one of our pre-loaded templates
For a to-do list, we have the “weekly to-do list” template, as nicely as hundreds of different customizable picks to select from.
Step 3: Create your groups
Each board consists of companies that can point out exclusive phases of a project, whether it’s weekly iterations or interview processes.
Step 4: Add your columns
This can encompass choices such as task, owner, deadline, fame update, dates, rating, or tags.
Step 5: Add your listing of duties on your board
Simply assign tasks, update facts, and collaborate with team contributors — all within the same space.
It solely takes a few clicks to get started with the effortless and intuitive system. Once you visualize your workload with monday.com’s stellar features, we promise you won’t go back.
Here are simply a few perks of using monday.com’s to-do listing functionality:
- The drag and drop performance make it tremendous handy to organize your daily tasks
- Communicate and collaborate better with your crew through adding comments, sharing updates, and uploading archives in real-time
- Visually song your progress and control your team with a bird’s eye view
- Automatically notify the next man or woman responsible when a stage of an assignment is completed.
- Make your workflow seamless with dozens of integrations with commonly used apps and tools.
Check out our weekly to-do list template to get started.
How to import from Excel to monday.com
If you’re ready to use monday.com, you’ve made an extremely good choice!
It is easy to switch your Excel data to monday.com:
Click your profile picture on monday.com and select Import data, then Excel.
Drag and drop your file into the screen (or browse and select it from your computer). You’ll see a dialog box notifying you that it’s done.
Select the row in your spreadsheet that will serve as the headings for your new board. Click Next.
Select the column in your file which will be the first column on your new board. Click Next.
If you need to, you can exchange the Column kind by using clicking the drop-down menu on every column.
Initially, you can import columns as status, number, date, email, or textual content column. You can replace this only after you import your data.
Click Create Board.
You’ve got some thinking to do
You can see that Excel can be a primary device for undertaking management that doesn’t require tons of complexity or collaboration.
In contrast, monday.com can surely make a distinction when you favour a more dynamic and intuitive ride throughout teams and priorities.
Whether your assignment or group is huge or small — or something in between — monday.com makes managing your undertaking listing an absolute breeze.
Sign up to monday.com South Africa – Activation or Trial Link and track time with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
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Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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