Lean Management Systems


To Do List template

with features to take your Team To Do List and productivity to new levels

Excel To Do List template
Download free
To Do List template

Excel To Do List

Features & Benefits

Your Excel To Do List template is loaded with unique features
that a home-grown template won't have — to take your productivity to new levels:

As well as the standard features that are consistent and familiar in every Systems2win Excel template:

How to use your

Excel To Do List template

Dropdown lists for faster data entry and fewer mistakes

Before getting started

Launch your team, using your lean leadership templates.

Your leaders might have already personalized
the DV sheet in your master template
so that you are starting with typical dropdown lists for YOUR company.

Find and open your template

Excel Ribbon bar > Systems2win menu

Find and open your
To Do List template


in the same way that you find and open
your other 150+ Systems2win templates.

If you don't yet own a license,
you can download your free template now.

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

Systems2win menu > Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon bar > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet)

Rename your new sheet.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above),

you also have the option to Insert Sheet into any other Excel workbook.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Complete the Learning Exercises on the Sample sheet

The Sample sheet of the To Do List contains a series of
short Learning Exercises to help you quickly learn features
that you will be able to use with ANY Systems2win Excel template.

Suggestion: Download your free trials

and then start with these
easy learning exercises
that you can use with any other
Excel templates that interest you most

Video Help

To Do List Video
with Learning Exercises
for Excel and features common to ALL Systems2win templates

To Do List Excel template

The sample sheet in your To Do List template contains learning exercises
that will help you learn features common to all 150+ of your other process improvement templates

More ways to use your

Excel To Do List template

  1. A Leader can maintain a master list of assignments for Team Members.
  2. Each Team Member might also maintain his or her own To Do List —
    containing more details of personal responsibilities.
  3. The To Do List is one of the easiest decision making tools.
  4. This can also serve as an easy-to-use Project Plan.

    Tip: For other types of specialized project planning tools —
    also see the Excel Gantt Chart, the Bowling Chart, the Value Stream Plan, the Kaizen Action List,
    and other project management tools

Visual Controls

Task Assignment Board

If your team uses sticky notes on a Task Assignment Board,

then this Excel To Do List can serve as an excellent supplement

How to handle non-urgent potential future tasks

It is sometimes wise to copy non-urgent potential future tasks to a worksheet named "Future"

so that those non-urgent tasks don't clutter up your current To Do List,
but you don't forget about these potential future tasks once the more urgent tasks have been completed.

How to handle completed tasks

Completed tasks can either be:

  1. simply deleted
  2. simply marked "done"
  3. moved to a worksheet named "Completed" (for historical archive purposes)

Effective Achievable Analysis

Your Systems2win To Do List template even includes 2 special columns for Effective-Achievable analysis
to help you make prioritization decisions right there on your To Do List


To Do List - Effective Achievable Analysis

Green if both Effective and Achievable
are rated greater than 5

Yellow if E*A >10

Pink if E*A <10

If your list does not include any
alternatives that need to be compared,
simply Hide the columns for Effective-Achievable

If you need more thorough Effective Achievable analysis,
use your Decision Matrix or Quadrant Chart templates

Bookmark = contents

How to

Personalize Your Page Navigation

Page Navigation serves as a quick way to
go to different sections of a long list.

To Do List - navigation

If you have a newer template

with a Page Navigation section
similar to the one shown in the first picture >>>
then personalization is remarkably easy...

To personalize header text

Just overwrite section header text with your desired text.

That's it. That simple.

In the pictured example, you would edit the text in the first (thin) column in the orange header row,
overwriting the words 'Major Section 1' with your desired words.

The text that you type in those section headers will also appear in the Contents textbox,
and when you click that link icon in the Contents textbox, it will take you to that section.

If you have an older template

Contents Textbox

that has a Contents textbox
similar to the one pictured here>>>
then follow these instructions for
how to personalize your Contents textbox

If you have an even older template

that doesn't have any quick Page Navigation features at all,
then you are overdue for an upgrade.


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Familiar surroundings

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