To Do List template

with features to take your productivity to new levels

• Prioritize tasks that are Important and Urgent
• Easily group related sub-tasks
• Use everything you know about familiar Microsoft Excel to Filter, hide and unhide rows and columns
• Dropdown lists that you can easily personalize with your own list values
• Conditional formatting that still works even if you are using a language other than English
• Easily personalize to make your To Do List... yours

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How to use your

Excel To Do List template

If you are launching a new team,

then use the same lean leadership tools and systems that you use to launch any team.

Find and open your template

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

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.

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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.

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

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Popular 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. An easy-to-use Project Plan.

 

and yet you won'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)

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priorities

Prioritization

User-defined Status codes and Priority codes

Use the dropdown lists to choose from your list of user-defined codes.

Like every Systems2win template, all dropdown lists are defined on the DV sheet.

Your user-defined Status codes can turn the cell green or yellow using the same conditional formatting features
that are common to all of your 150+ Systems2win templates

Unlike your other Systems2win templates...

this To Do List template also a special feature

to make it even easier to (optionally) define how conditional formatting will turn background colors red, green, or yellow for your user-defined Priority codes.

The background color of any cell in the Priority column

will automatically change when you enter any code that starts with the number, letter, or symbol that you can optionally change for conditional formatting YOUR way.

As delivered from Systems2win, the defaults are:

If any code starts with the number 1, then the background color will turn red.

2 = green, 3 = yellow

Example:

If (on the DV sheet), you define the codes 1TopPriority, 1Now, and 1Urgent then when you choose any of those codes from the dropdown list in the Priority column, the background color of the cell will turn red.

 

How to choose different codes

Scroll to the right of the header section...

where you will find 3 colored cells for 'Priority - Colors (optional)'

You can optionally replace the numbers 1,2, or 3 with the single-character codes that you prefer.

Learn more about how to use numbers, letters, or symbols for conditional formatting

Example:

You might replace the letter 1 with the letter X.

And then, (on the DV sheet), you might define the codes XTopPriority, XNow, and XUrgent

and then when you choose any of those codes from the dropdown list in the Priority column, the background color of the cell will turn red.

Try it for yourself.

 

Urgent Important Analysis

One popular way to make prioritization decisions is based on Importance and Urgency.

Colors

The background color of both cells will turn colors based on the following logic:

Pink = the values for both Important and Urgent are greater than or equal to the Color Level Thresholds

that YOU specify in the 2 cells above the gold header row

(circled in red in the illustration)

Green = Important, but not Urgent

Yellow = Urgent, but not Important

 

Eisenhower Matrix Covey Quadrants

This Important Urgent Analysis is based on the teachings popularized by both:

1. Dwight D. Eisenhower (president of the United States)
2. Stephen Covey (author of 'The Seven Habits of Highly Successful People')

Covey Quadrants	Urgent	Not Urgent
Important	Do it	Schedule it
Not Important	Delegate it	Delete it

 

Both of these influential leaders emphasized that your greatest opportunities are in the green zone of 'Quadrant 2'...

Tasks that are Important but not Urgent.

Stephen Covey wrote a follow-up book focusing on just this one essential habit.

It's called 'First Things First'

 

Reminder: If you don't want to use the Urgent Important Matrix, then you can simply hide those columns.

It's Excel. Use everything you know about familiar Microsoft Excel.

 

Project Prioritization Matrix

 

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contents

How to

Personalize Your Page Navigation

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

Just overwrite section header text with your desired text.

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To Do List template

   with 150+ templates for process improvement

 

to empower every team member to improve every process