# How to Create a Workflow Management Template in Excel – 6 Steps

### Step 1 – Prepare the Work Plan Timeline

• Enter the Project name and the tasks.
• Enter the names of the workers responsible for each task.
• Enter the Starting Date of each task.
• Enter the Due Date of each task.

### Step 2 – Create the Workflow Layout in Excel

• Enter the days spent on each task.
• Calculate the days to be spent, using the following formula in H2.

`=F5-E5`

• Press Enter.

• Drag down the Fill handle.
• Calculate the Progress by using the following formula in I2.

`=G5/H5`

• Press Enter.
• To convert the data into percentages, click Percentage.

• Drag down the Fill Handle.

This is the output.

• Enter the progress status in the Status column.

This is the output.

### Step 3 – Create a Tracker List

• Press ‘Ctrl+C’ to copy the columns.
• Go to a new sheet and press ‘Crl+V’.
• In the Remaining column, use the following formula.

`=1-E5`

• Press Enter.

• Drag down the Fill Handle to see the result in the rest of the cells.

• To calculate the overall project completion, use the following formula.

`=AVERAGE(E5:E16)`

• Press Enter.

### Step 4 – Create a Project Workflow Report

• To calculate the total days needed to complete the project, use the following formula.

`=SUM(D5:D16)`

• Press Enter.

• To calculate the total days spent, use the following formula.

`=SUM(C5:C16)`

• Press Enter.

• To calculate the overall project progress, use the following formula.

`=K8/K7`

• Press Enter.

• To create a dynamic summary (Task Status with tasks completed and in progress), use the following formula.

`=COUNTIF(G5:G16,"Completed")`

• Press Enter.

• Use the following formula in K14.

`=COUNTIF(G5:G16,"In Progress")`

• Press Enter.

• To calculate the percentage of completed tasks, use the following formula in L13.

`=K13/(K13+K14)`

• Press Enter.

• To calculate the percentage of tasks In Progress, use the following formula in L14.

`=K14/(K14+K13)`

• Press Enter.

This is the output.

### Step 5 – Insert Charts

• Select the data range and go to the Insert tab.
• Select Stacked Column.

• Select Chart Design and choose a style in Chart Styles. Here, Style 8.

This is the output.

• To create a Pie Chart, select the data range.
• Go to the Insert tab and select 3-D Pie.

This is the output.

• To create a Doughnut chart, select the data range and go to the Insert tab.
• Choose Doughnut.

This is the output.

Read More: How to Create Workflow Chart in Excel

### Step 6 – Generate the Workflow Management Summary

• Open a new sheet and name it Final Output.
• Copy the charts by pressing ‘Ctrl+C’.
• Press ‘Crl+V’ to paste them.

This is the output.

## Related Article

<< Go Back to Workflow in Excel | SmartArt in Excel | Learn Excel

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