If you are looking for some special tricks to create a workflow management template in Excel, you’ve come to the right place. There is one way to create a workflow management template in Microsoft Excel. This article will discuss every step of this method in Excel. Let’s follow the complete guide to learn all of this.

## Workflow Management Template in Excel: Step-by-Step Procedure to Create

In the following section, we will use one effective and tricky method to create a workflow management template in Excel. This section provides extensive details on this method. You should learn and apply these to improve your thinking capability and Excel knowledge. We use the **Microsoft Office 365** version here, but you can utilize any other version according to your preference.

### Step 1: Prepare Workplan Timeline

To create a workflow management template, we have to follow some specified steps. First, we want to prepare a work plan timeline. To do this, you have to follow the following things.

- Firstly, type your required
**Headline**fields for your data. - Next, enter the
**Project**name. Then, input the task name one by one. - Now, input the responsible person’s name who is responsible for each task.
- After that, input the
**Starting Date**of each task. - Then, input the
**Due Date**of each task.

### Step 2: Create Workflow Layout in Excel

In this, we show how to create a workflow layout. Let’s walk through the following steps.

- Firstly, input the spent days by each task.
- Then, calculate the days required by using the following formula in cell
**H2**.

`=F5-E5`

- Press
**Enter**.

- Next, drag the
**Fill handle**icon. - Therefore, you will get the
**Days Required**column, as shown below. - Then, calculate Progress by using the following formula in cell
**I2**.

`=G5/H5`

- Press
**Enter**. - To convert the data into percentages, click on the
**Percentage**.

- Next, drag the
**Fill Handle**icon**.** - Therefore, you will get the
**Progress**column, as shown below.

- Then, input the progress status in the
**Status**column. - Finally, you will be able to get the following output.

### Step 3: Build Tracker List

We want to make a template that takes off our loads to a great extent as we don’t have to do manual updates on certain calculations. Here, we will use the **SUM****, ****AVERAGE**, and **COUNTIF** functions. To do this you have to follow the following things.

- At first, we have to copy some columns from the previous sheet by pressing
**‘Ctrl+C’**. - Go to the new sheet, and press
**‘Crl+V’**to paste it**,**as shown below. - Next, in the remaining column, we have to use the following formula.

`=1-E5`

- Then, press
**Enter**.

- Next, drag the
**Fill Handle**icon. - Therefore, you will get the
**Remaining**column, as shown below.

- Afterward, to calculate the overall project completion, we have to use the following formula.

`=AVERAGE(E5:E16)`

The **AVERAGE** function returns the average of the twelve tasks, which is almost **60** percent.

- Next, press
**Enter**.

### Step 4: Create a Project Workflow Report

In this step, we will create a project workflow report. To do this task, follow the following process.

- First, to calculate the total days required, we have to use the following formula.

`=SUM(D5:D16)`

The **SUM** function returns the combined days of the **Days Required** column.

- Press
**Enter**.

- Next, to calculate the total days spent, we have to use the following formula.

`=SUM(C5:C16)`

The **SUM** function returns the combined days of the **Days Spent** column.

- Press
**Enter**.

- Now, to calculate the overall project progress, we have to use the following formula
**.**

`=K8/K7`

- Press
**Enter**.

- Next, to create a dynamic summary like
**Task Status,**we have to use the following formula.

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

The **COUNTIF **function will return the value by counting the number of cells of the range **G5:G16**, and the given condition is **“Completed”**. Using this approach, we will be able to calculate how many tasks have been completed in this project, which is a necessary step to **track project workflow**.

- Press
**Enter**.

- Next, we have to use the following formula in cell
**K14**.

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

The **COUNTIF **function will return the value by counting the number of cells of the range **G5:G16**, and the given condition is **“In Progress”**. Using this approach, we will be able to calculate how many tasks have been in progress in this project, which is a necessary step to track project workflow.

- Press
**Enter**.

- After that, to calculate the percentage of completed tasks, we have to use the following formula in cell
**L13**.

`=K13/(K13+K14)`

- Press
**Enter**.

- To calculate the percentage of the
*In Progress*tasks, we have to use the following formula in cell**L14**.

`=K14/(K14+K13)`

- Press
**Enter**. - Finally, we get the dynamic summary
**Task Status**.

**Read More:** **How to Create a Workflow Tracker in Excel**

### Step 5: Insert Excel Charts for Workflow Template

Now, we are going to create three different charts for the workflow management template. To do this, we have to follow the following steps.

- First, to create a chart, select the range of data and go to the
**Insert**tab. Next, select the**Stacked Column**chart.

- Next, to modify the chart style, select
**Chart****Design**and then, select your desired**Style 8**option from the**Chart Styles**group. - As a consequence, you will get the following chart.

- Afterward, to create a
**Pie Chart**, select the range of data and go to the**Insert**tab. Next, select the**3-D Pie**chart.

- As a consequence, you will get the following Pie chart.

- To create a
**Doughnut**chart, select the range of data and go to the**Insert**tab. Next, select the**Doughnut**chart.

- As a consequence, you will get the following Doughnut chart.

**Read More: How to Create Workflow Chart in Excel**

### Step 6: Generate Workflow Management Summary

Now, we will create a workflow management summary. To do this, we are going to show our charts in a new sheet as a report.

- To create a dynamic workflow management summary, first, you have to create a new sheet and set the name of that sheet as
**Final Output**. - Next, you have to copy every chart by pressing
**‘Ctrl+C’**to go to the**Final Output**sheet, and press**‘Crl+V’**to paste it. - As a consequence, you will get the final output like the following.

**Download Practice Workbook**

Download this practice workbook to exercise while you are reading this article. It contains all the datasets in different spreadsheets for a clear understanding. Try it yourself while you go through the step-by-step process.

## Conclusion

That’s the end of today’s session. I strongly believe that from now you may be able to create a workflow management template in Excel. If you have any queries or recommendations, please share them in the comments section below.

**Related Article**

- How to Perform Workflow Automation in Excel
- How to Create a Workflow in Excel

- How to Create Approval Workflow in Excel

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