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Project management

Manage projects effectively with project planning tools in Microsoft Excel including to-do lists, planners, and Gantt charts. 

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Organize tasks with project management tools in Excel

Use free editable templates for project trackers, timelines, Gantt charts, and to-do lists. Schedule deadlines and assign tasks with built-in functionality. Visualize progress with dashboards or create new charts and pivot tables with Copilot in Excel.

Project tracker orange modern-simple
Project tracker
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Event planner and timeline green modern-simple
Event planner and timeline
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Gantt project planner modern-simple
Gantt project planner
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Project issue tracker black modern simple
Project issue tracker
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Touch Base Tracker modern simple
Touch base tracker
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Small business sales lead tracker brown modern simple
Sales and lead tracker
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Track progress over time 

Monitor task progress with project trackers and timelines. Schedule important milestones over monthly or quarterly timelines and check task completion percentages with dashboard graphs.

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Plan projects and to-do lists

Use project planning and to-do list templates to define a project’s scope and break it into manageable steps. Prioritize important tasks and accurately plan the necessary time and resources. 

Manage projects
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Visualize timelines with Gantt charts

Map out a logical flow of tasks over time with Gantt charts in Excel. Schedule critical tasks to establish project timelines. See planned and actual durations along with completed percentage for each task. 

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Assign tasks and responsibilities

Assign tasks to collaborators with clear due dates that highlight tasks that are near or past the due date with applied conditional formatting. Distribute tasks evenly with work hour allocation to manage team capacities.

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Uncover and resolve issues

Include an issue log tab in the project workbook to record roadblocks and manage risk. Prioritize tasks to resolve issues and incorporate them in the main project tracker.

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Be more productive with Copilot in Excel

Chat with Copilot and harness AI to optimize project planning. Create pivot tables for deeper analysis or generate formulas to compare different task categories to look for efficiencies. Ask Copilot to highlight tasks that took less time than expected and where resources could be allocated.

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Collaborate with team members

Easily share and co-author project management spreadsheets online with team members and other key stakeholders. Create a central hub for teams to stay organized through status updates, comments, and notes.

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How to manage projects in Excel

  1. Choose a project management template in Excel that meets requirements

  2. Customize the template with the necessary tasks, roadblocks, deadlines, and priorities

  3. Share access with project team members to collaborate online

  4. Track task status and completion rates

  5. Use charts and graphs to visualize progress and identify bottlenecks

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Frequently asked questions

Start managing and planing projects in Microsoft Excel

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