#Schedule template microsoft excel how to#
#Schedule template microsoft excel download#

The formula is looking complicated, so just try to understand the logic. With an array formula, we check out the whole task list and search for any task coinciding to the same date with the box. So, transferring your tasks after the calendar has been set up is one of the most difficult and powerful-user step of our guide. Step 5: Transfer your tasks to calendar view So when you change the month from the filters, this calendar should automatically update. So, the tricky part here is using dynamic Month and Year drop-downs. Here, we’re using WEEKDAY formula to test if the monthly calendar starts from Monday or any other day, then bring the related date. Step 4: Prepare dynamic calendarįirst we’ll prepare our outline and then we’ll add dates to the top cell of each box. Then, you can return these numbers easily to day names if IF function or lookup functions. We have added the Day of Week with Excel’s WEEKDAY Formula:įirstly, in this formula, we first get the date from the B, C, D columns (Year, Month and Day), then we turn this date to Weekday with using the Return Type 11, which gives you a number from 1 to 7 for Monday to Sunday. However, it works well for spreading out your workload during the week. It is easier to visualize and assign tasks throughout the week with this layout. Additionally, you can label columns in Excel with the days of the week.

So, this is an essential step in weekly planning. This stage simplifies the way you manage the tasks in your schedule. Tasks can be categorized, allocated to team members, or have their status indicated. Your schedule is more interactive with these menus. For the year column, just add the next few years as a list. Here, we will make use of Excel’s Data Validation feature to add a drop-down menu.įrom to top menu, go to Data > Data Tools > Data Validation to open data validation dialog box and make your settings according to the needed area.įor example you can set Minimum 1 and Maximum 12 for Month column, and then Minimum 1 and Maximum 31 for Day column. Now you can add drop-down menus to your task list to improve it. But you can also use directly Date formats here. We prefer to give separate columns for Month, Day and Year because of the different Date Formats in different countries. This list should include at least dates and descriptions of your tasks. Step 1: Prepare your task listįirst of all you should prepare a list for your tasks or jobs. Now, let’s create this scheduler together with step-by-step guidance.

#Schedule template microsoft excel download#

This sleek-design calendar is totally dynamic with monthly and yearly filters.Īlso, if you prefer an online schedule maker, then you can download Schedule Planner Google Sheets Template with access from all your devices. With this template, you’ll only list your tasks with dates, and the calendar view will be automatically created. – This is the calendar view of Someka’s Automatic Schedule Planner Excel Template – This editable template will help you monitor your daily tasks as well as monthly planning. If you do not want to spend time on Excel to create your schedule planner, we provide you with a very unique Schedule Generator. Schedules can be anything from intricate project timelines to daily planners.Įxcel is the best tool for creating different kinds of schedules because of its adjustable grid format.

It facilitates efficient time management and organization.

#Schedule template microsoft excel how to#

You will learn how to create more intricate and automated schedules with Excel in addition to using it for simple scheduling.Ī schedule is a plan that shows what needs to be done, when, and at what time. We’ll walk you through the procedure step-by-step in this article.