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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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.

Excel To Do List with Progress Tracker


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.

Excel To Do List with Progress Tracker

Read More: Students Tracking Their Own Progress Template


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.

Excel To Do List with Progress Tracker

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,"*")

Excel To Do List with Progress Tracker

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.

Excel To Do List with Progress Tracker

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

Read More: Progress Bar in Excel Cells Using Conditional Formatting


Similar Readings


3. Inserting Bar Chart to Create Progress Tracker

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.

Excel To Do List with Progress Tracker

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)

Excel To Do List with Progress Tracker

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.

Excel To Do List with Progress Tracker

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.

Excel To Do List with Progress Tracker

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.

Excel To Do List with Progress Tracker

  • 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.

Excel To Do List with Progress Tracker

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.

Excel To Do List with Progress Tracker

  • Afterward, we right-click on the other portion of the Bar chart >> select Format Data Series from the Context Menu.

  • Then, from the Format Data Series dialog box, select Fill >> select Solid fill >> select a Color.

Here, we selected a light shade of orange color for the other portion of the Bar chart, so that the chart looks more presentable.

Excel To Do List with Progress Tracker

  • Next, we will click on the Bar chart >> go to the Format tab >> select Shape Styles.
  • After that, from Shape Outline >> select No Outline.

Therefore, we can see the Bar chart with no outline.

Now, we will add Progress to the Bar chart.

  • To do so, we will go to the Insert tab >> select the Text option.
  • After that, from WordArt >> select the first word.

  • Afterward, we will click on the Text box >> go to the Formula Bar >> type “=”and select cell F7.

Excel To Do List with Progress Tracker

As a result, the value of cell F7 is now assigned to the text box.

  • Next, we will drag this Text box to the Bar chart.

  • Here, after dragging the Text box to the Bar chart, we make the text bold and change the color font to white.

Therefore, you can see the complete Bar chart.

Now, we will hide the text of cell F7, so that we can only see the Bar chart with the progress percentage.

  • Next, we click on cell F7 >> go to the Home tab >> from Font Color >> select White.

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

Excel To Do List with Progress Tracker

Read More: How to Create a Progress Bar in Excel (3 Easy Methods)


4. Using VBA to Create To Do List with Progress Tracker in Excel

In this method, we will use the VBA code to create Excel to do list with progress tracker. Here, for the Priority list, we take Weightage and in cell G5 we insert a Status Input symbol.

Steps:

  • First, we created the Priority column by following step-1 of Method-3.

  • After that, we typed the following formula in cell H4 to calculate Total Activities.
=COUNTIF($C$5:$C$10,"<>")

Here, the COUNTIF function will count the number of cells that meets a certain criterion.

  • Then, press ENTER. Therefore, you can see the result in cell H4.
  • Next, we type the following formula in cell H5 to calculate the Completed Score.
=IFERROR(COUNTIFS($D$5:$D$10,$B$14,$E$5:$E$10,$C$18)*$C$14+COUNTIFS($D$5:$D$10,$B$15,$E$5:$E$10,$C$18)*$C$15+COUNTIFS($D$5:$D$10,$B$16,$E$5:$E$10,$C$18)*$C$16,0)

Excel To Do List with Progress Tracker

Formula Breakdown

  • COUNTIFS($D$5:$D$10,$B$14,$E$5:$E$10,$C$18) the COUNTIFS function applies criterion to cells across multiple ranges and counts the number of times the criterion is met.
    • Output: 0
  • COUNTIFS($D$5:$D$10,$B$14,$E$5:$E$10,$C$18)*$C$14 multiplies 0 with $C$14.
    • Output: 0
  • COUNTIFS($D$5:$D$10,$B$15,$E$5:$E$10,$C$18) applies criterion to cells across multiple ranges and counts the number of times the criterion is met.
    • Output: 0
  • COUNTIFS($D$5:$D$10,$B$15,$E$5:$E$10,$C$18)*$C$15 multiplies 0 with $C$15.
    • Output: 0
  • COUNTIFS($D$5:$D$10,$B$16,$E$5:$E$10,$C$18) applies criterion to cells across multiple ranges and counts the number of times the criterion is met.
    • Output: 0
  • COUNTIFS($D$5:$D$10,$B$16,$E$5:$E$10,$C$18)*$C$16 → multiplies 0 with $C$16.
    • Output: 0
  • IFERROR(COUNTIFS($D$5:$D$10,$B$14,$E$5:$E$10,$C$18)*$C$14+COUNTIFS($D$5:$D$10,$B$15,$E$5:$E$10,$C$18)*$C$15+COUNTIFS($D$5:$D$10,$B$16,$E$5:$E$10,$C$18)*$C$16,0) the IFERROR function returns the value of the formula, otherwise returns 0 when there is an error in the formula.
    • Output: 0
  • Afterward, press ENTER. Then, you can see the result in cell H5.
  • Further, we will type the following formula in cell H7.
=COUNTIF($D$5:$D$10,$B$14)*$C$14+COUNTIF($D$5:$D$10,$B$15)*$C$15+COUNTIF($D$5:$D$10,$B$16)*$C$16

Excel To Do List with Progress Tracker

Formula Breakdown

  • COUNTIF($D$5:$D$10,$B$14) counts the number of cells that meets a criterion
    • Output 2
  • COUNTIF($D$5:$D$10,$B$14)*$C$14 multiplies 2 with $C$14
    • Output 10
  • COUNTIF($D$5:$D$10,$B$15) counts the number of cells that meet a criterion
    • Output 2
  • COUNTIF($D$5:$D$10,$B$15)*$C$15 multiplies 2 with $C$15
    • Output 6
  • COUNTIF($D$5:$D$10,$B$16) counts the number of cells that meet a criterion
    • Output 2
  • COUNTIF($D$5:$D$10,$B$16)*$C$16 multiplies 2 with $C$16
    • Output 2
  • COUNTIF($D$5:$D$10,$B$14)*$C$14+COUNTIF($D$5:$D$10,$B$15)*$C$15+COUNTIF($D$5:$D$10,$B$16)*$C$16 →Therefore, it becomes
    • Output 18
  • After that, press ENTER. Then, you can see the result in cell H6.
  • Later, we will type the following formula in cell H7.
=IFERROR(H5/H6,0)

Here, the IFERROR function will return 0 when there is an error in a formula, otherwise will return the result of H5/H6 the formula.

  • After that, press ENTER. Then, you can see the result in cell H7.
  • Next, we will insert the VBA code.
  • To do so, first,  we will right-click on the sheet name.
  • Afterward, we will select View Code from the Context Menu.

Excel To Do List with Progress Tracker

A VBA editor window will appear.

  • Next, we will select Worksheet.

  • After that, we will select BeforeDoubleClick as SelectionChange.

Then, we type the following code in the VBA editor window.

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
Cancel = False
    If Target.Row >= 5 And Target.Row <= 10 And Target.Column = 5 Then
    Cancel = True
        If Cells(Target.Row, Target.Column) <> Range("C18").Value Then
            Cells(Target.Row, Target.Column).Value = Range("C18").Value
        Else: Cells(Target.Row, Target.Column).Value = ""
     End If
End If
End Sub

Code Breakdown

  • Here, we used the Private Sub, and we used DoubleClick as event. If we double click on the selected column, the code will execute and will place the Check Mark on the Status.
  • After that, we used an IF statement to check the values of rows 5 to 10. If the cell is not equal to the value of the C18 cell, it will place the value of the C18 cell there otherwise will keep the cell empty.
  • Next, we will close the VBA window and return to our worksheet.
  • Moreover, we will double-click on cells E5, E6, E8, and E10.

Now, you will see a marked symbol in these cells. Along with that, we will see Percent Completed is 78%.

  • Afterward, we follow the steps of Method-2 to insert the bar progress tracker in cell H7.

Finally, you can see Excel to do list with progress tracker.

Excel To Do List with Progress Tracker


Practice Section

You can download the above Excel file to practice the explained methods.

Excel To Do List with Progress Tracker


Conclusion

Here, we tried to show you 4 methods for Excel to do list with progress tracker. Thank you for reading this article, we hope this was helpful. If you have any queries or suggestions, please let us know in the comment section below. Please visit our website Exceldemy to explore more.


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