To Do List template
with features to take your Team To Do List and productivity to new levels
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:
- Dropdown lists (that you can easily personalize with your own list values)
- Special features to make Excel's Filter more powerful and easy to use
- Conditional formatting that still works correctly even if you are using a language other than English
As well as the standard features that are consistent and familiar in every Systems2win Excel template:
- Easily hide columns
- Easily personalized — using everything you already know about familiar Microsoft Excel
- Professionally designed user interface is consistent with all of your other 150+ process improvement templates,
thereby greatly leveraging your people's learning curve
How to use your
Excel To Do List template
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
Find and open your To Do List template (ToDo.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
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
Complete the Learning Exercises on the Sample sheet
The Sample sheet of the To Do List contains a series of
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
- A Leader can maintain a master list of assignments for Team Members.
- Each Team Member might also maintain his or her own To Do List —
containing more details of personal responsibilities.
- The To Do List is one of the easiest decision making tools.
- This can also serve as an easy-to-use Project Plan.
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:
- simply deleted
- simply marked "done"
- 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
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
Bookmark = contents
Personalize Your Page Navigation
Page Navigation serves as a quick way to
go to different sections of a long list.
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
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.
Own all 150+ templates for process improvement
to empower every team member