How to Make a Task List for Employees in Excel - Tutorial
1.1 هزار بار بازدید -
6 ماه پیش
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Creating a task list for
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...
If you liked this, make sure to get your FREE pdf list of top Excel keyboard shortcuts: https://yacostasolutions.com/newsletter/
*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
Thanks for watching this Microsoft Excel tutorial and, don’t forget, if you like this video, please “Like” and “Share” with your friends – it really helps us out 😊
To catch our Excel tutorials as they come out, subscribe to this channel by clicking: https://yacostasolutions.com/youtube
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!
*DISCLAIMER: This video description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. As an Amazon Associate I earn from qualifying purchases. This helps support the channel and allows us to continue to make tutorials like this. Thank you for your support!
#yacostatutorials
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...
If you liked this, make sure to get your FREE pdf list of top Excel keyboard shortcuts: https://yacostasolutions.com/newsletter/
*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
Thanks for watching this Microsoft Excel tutorial and, don’t forget, if you like this video, please “Like” and “Share” with your friends – it really helps us out 😊
To catch our Excel tutorials as they come out, subscribe to this channel by clicking: https://yacostasolutions.com/youtube
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!
*DISCLAIMER: This video description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. As an Amazon Associate I earn from qualifying purchases. This helps support the channel and allows us to continue to make tutorials like this. Thank you for your support!
#yacostatutorials
6 ماه پیش
در تاریخ 1402/12/09 منتشر شده
است.
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