If you want to create a workflow tracker in Excel, you have come to the right place. Here, we will walk you through 10 easy and suitable steps to do the task smoothly.

**Table of Contents**Expand

## Workflow Tracker in Excel: Step-by-Step Procedure to Create

In the following article, we will describe some easy steps to create a workflow tracker in Excel.

Here, we used **Excel 365**. You can use any available Excel version.

__Step-1__: Creating Dataset for Workflow Tracker

Here, to create a workflow tracker in Excel, first, we have to create a dataset.

- First of all, we have taken the tasks in the
**Task**column.

- Then, we input the starting dates in the
**Starting Date**column.

- Along with that, we insert the due dates in the
**Due Date**column. - Therefore, the dataset is ready.
- Next, we will create a workflow tracker using this dataset.

__Step 2__: Calculating Required Days

In this step, we will calculate the required days to complete the task so that we can create the workflow tracker.

- In the first place, we need the spent days on the task, therefore, we add a
**Days Spent**column to our dataset.

- After that, to calculate the
**Days Required**, we type the following formula in cell**F5**.

**=D5-C5**

This formula simply subtracts the** Due Date** from the **Starting Date**.

- At this moment, press
**ENTER**. - Therefore, you can see the result in cell
**F5**. - Moreover, we will drag down the formula with the
**Fill Handle**tool.

- Therefore, you can see the complete
**Days Required**column.

__Step 3__: Finding Progress of Our Created Workflow Tracker

In this step, we will find out the progress of the workflow tracker.

- To do so, in the beginning, we will type the following formula in cell
**G5**.

**=E5/F5**

- This simply divides
**Days Spent**with**Days Required**.

- Afterward, press
**ENTER**. - Hence, you can see the result in cell
**G5**. - Here, we want the
**Progress**in Percentage. - Therefore, we selected cell
**G5**>> go to the**Home**tab. - After that, from the
**Number**group >> select**Percentage**.

- Therefore, you can see the percentage of the
**Progress**of**Task 1**in cell**G5**. - Furthermore, we will drag down the formula with the
**Fill Handle**tool.

- Hence, you can see the complete
**Progress**column.

__Step 4__: Discovering the Status of the Workflow Tracker

In this step, we will discover the **Status** of the** workflow tracker**.

- In the first place, we will type the following formula in cell
**H5**.

**=IF(G5=100%, “Complete”, “In Progress”)**

**Formula Breakdown**

**IF(G5=100%, “Complete”, “In Progress”) →****the IF function**does a logical test between a given value and the value we expect.**IF(G5=100%, “Complete”, “In Progress”) →**becomes**Output: In Progress**

**Explanation:**Since the logical test is False,**the IF function**returns**In Progress**.

- At this point, press
**ENTER**. - As a result, you can see the result in cell
**H5**. - In addition, we will drag down the formula with the
**Fill Handle**tool.

- Therefore, you can see the complete
**Status**column.

__Step 5__: Determining Residual Percentage of Work

In this step, we will determine the percentage of the remaining tasks for the workflow tracker**.**

- First of all, we will type the following formula in cell
**F5**.

**=1-E5**

- This will simply subtract the
**Progress**percentage from**1**.

- At the moment, press
**ENTER**. - Therefore, you can see the result in cell
**F5**. - Furthermore, we will drag down the formula with the
**Fill Handle**tool.

- Therefore, you can see the complete
**Remaining**column. - Along with that, you can see the complete layout of the progress tracker.

__Step-6__: Finding Overall Project Progress for Forming Workflow Tracker

In this step, we will use** the AVERAGE function** to find out the **Overall Project Completion**.

- Firstly, we will type the following formula in cell
**F15:F16**.

**=AVERAGE(E5:E12)**

**The AVERAGE function**finds the average of a range of cells.

- Afterward, press
**ENTER**. - Hence, you can see the result in a range of cells
**F15:F16**.

__Step 7__: Calculating Project Workflow Report

In this step, we will find out the** Project Workflow Report **for the workflow tracker.

- In the first place, we will calculate the
**Total day Required**. - To do so, we will type the following formula in cell
**C20**.

**=SUM(D5:D12)**

- Here,
**the SUM function**adds up a range of cells.

- Afterward, press
ENTER.- As a result, you can see the outcome in cell
C20.

- In addition, we will find out the
**Total day spent**. - Therefore, we will type the following formula in cell
**C21**.

**=SUM(C5:C12)**

- Then, press
**ENTER**. - Hence, you can see the result in cell
**C21**.

- Moreover, to find out the
**Overall Progress**, we will type the following formula in cell**C22**.

**=C21/C20**

- After that, press
**ENTER**. - Therefore, you can see the result in cell
**C22**. - Moreover, you can see the complete
**Project Workflow Report**.

__Step 8__: Determining Task Status for Workflow Tracker

In this step, we will determine** the Task Status** for the workflow tracker.

- First of all, we will type the following formula in cell
**F20**to find out the number of**Completed**tasks.

**=COUNTIF(G5:G12, “Complete”)**

**Formula Breakdown**

**COUNTIF(G5:G16, “Complete”) →****the COUNTIF function**determines the number of cells based on criteria.**G5:G16****→**is the array**Complete****→**is the criteria**COUNTIF(G5:G16, “Complete”) →**becomes**Output: 2**

**Explanation: 2**is the number of cells that are**Complete**.

- At this point, press
**ENTER**. - Hence, you can see the result in cell
**F20**.

- Afterward, we will type the following formula in cell
**F21**to find out the number of**In Progress**tasks.

**=COUNTIF(G5:G12,”In Progress”)**

- Next, press
**ENTER**. - Therefore, you can see the result in cell
**F21**.

- Now, it is time to find out the percentage of tasks that are
**Completed**. - Therefore, we type the following formula in cell
**G20**.

**=F20/(F20+F21)**

- At this time, press
**ENTER**. - As a result, you can see the outcome in cell
**G20**.

- Next, to find out the percentage of tasks that are
**In Progress**, we type the following formula in cell**G21**.

**=F21/(F21+F20)**

- At this moment, press
**ENTER**. - Hence, you can see the outcome in cell
**G21**. - Moreover, you can see the complete
**Task Status**.

__Step-9__: Inserting Column Chart

In this step, we will insert a** Column chart** so that we can visualize the workflow tracker for better understanding.

Here, we will insert a column chart to show each **Task **for their corresponding **Progress** and** Remaining** percentage.

- First of all, we will select the
**Task**column. - Then, we will press and hold the
**CTRL**key. - Moreover, we will select the
**Progress**and**Remaining**columns. - After that, go to the
**Insert**tab. - Then, from the
**Insert Column or Bar Chart**group >> select**2D Stacked Column**chart.

- Therefore, you can see the
**Column**chart. - Furthermore, we will edit the
**Chart Title**.

- As a result, you can see the
**Column**chart for workflow progress.

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

__Step-10__: Employing Pie Chart

In this step, we will employ a** Pie chart **so that we can visualize and compare the percentage of **Completed tasks** with the percentage of** In Progress tasks**.

- In the first place, we will select cells
**E20:E21**>> select cells**G20:G21**. - After that, we will go to the
**Insert**tab. - Then, from the
**Insert Pie or Doughnut Chart**group >> select**3D Pie****chart**.

- Therefore, you can see the
**3D Pie chart**. - Next, we will edit the
**Chart Title**.

- Therefore, you can see the
**Pie chart**for**Task Status**. - Furthermore, we will add
**Data Labels**to the chart. - Therefore, we will click on
**Chart Elements**>> mark**Data Labels**.

- Therefore, you can see the
**Pie chart**is looking more presentable. - Hence, we can understand the progress of the workflow tracker through this chart.

- Therefore, you can see the complete workflow tracker.

**Download Workbook**

You can download the following Excel file to get a free template for the workflow tracker.

**Conclusion**

Here, we show you 10 easy steps to create a workflow tracker in Excel. Thank you for reading this article. We hope it was helpful. If you have any queries, please let us know in the comment section.

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- How to Create Workflow Management Template in Excel

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