Build Project Management & Task Management Tracker in Excel

Welcome to Building Project Management & Task Management Tracker in Excel course. This is a comprehensive project based course where you will learn step by step on how to create a tracker for managing your projects and tasks effectively using Microsoft Excel. This course is designed to equip you with the skills to track task dependencies, deadlines, resource allocation, and progress in an organised manner. You will also learn how to customise the tracker to suit different types of projects and workflows, additionally, you can use it as a customisable template for your future projects. In the introduction session, you will learn the basic fundamentals of project management, such as getting to know its workflow, common challenges, and key performance indicators. Then, in the next section, you will learn how to define project scope and break down projects into actionable tasks, allowing you to create a clear and manageable plan for your projects. Afterward, in the next section, you will learn how to create a project timeline and estimate task duration. You will gain the ability to establish realistic deadlines and manage project milestones, ensuring that your project is on track and aligned with your overall goals. In the following section, you will learn how to manage budget and allocate resources efficiently, which will ensure optimal use of time and materials, reducing potential risks of overspending. Then, in the next section, you’ll learn how to track task dependencies and deadlines. This section will teach you how to identify task interrelationships and set appropriate milestones, allowing you to foresee potential delays and keep the project moving smoothly. In the next section, you will learn how to track progress using Gantt charts and Kanban boards. These powerful tools will help you visualize your project workflow, monitor task completion, and make necessary adjustments to stay on schedule. For the course project, you will create a project management tracker incorporating components such as Task List, Task Owner, Start & End Dates, Task Status, Priorities, Dependencies, Budget Tracking, and Resource Allocation, providing you with a fully functioning template for managing all aspects of your projects. At the end of the course, you’ll learn how to automate task management with AI tools. This section will help you to integrate automation into your project tracking, saving you time on manual tasks, and improving efficiency by leveraging AI to manage tasks, deadlines, and dependencies more effectively.

Firstly, before getting into the course, we need to ask ourselves this question, why should we build a project management tracker? Well, there are many reasons and let me answer it from the perspective of a project manager. Having a project management tracker is highly beneficial because it allows project managers to keep track of all project activities in one place, improving efficiency by minimising errors and eliminating the need for constant updates or redundant work. By organising tasks, resources, and deadlines systematically, it not only boosts productivity but also enhances the quality of work, as team members are clear on their responsibilities and timelines, preventing miscommunication and making sure that everyone is aligned towards achieving the project goals.

Below are things that you can expect to learn from this course:

• Learn the basic fundamentals of project management, such as getting to know its workflow, common challenges, and track progress with KPIs
• Learn how to define project scope and break down project into actionable tasks
• Learn how to create project timeline and estimate task duration
• Learn about budget allocation and management
• Learn about resource allocation and task management
• Learn how to create project management tracker using Microsoft Excel
• Learn how to format, style, and add dropdown menu
• Learn how to add sample data to project management tracker
• Learn how to calculate task duration, progress percentage, and remaining budget using Excel formula
• Learn how to create conditional statements to check overdue task, dependency, and risk level
• Learn how to track budget and calculate efficiency ratio
• Learn how to analyze workload distribution and task completion rate
• Learn how to visualise project timeline using stacked bar
• Learn how to create Kanban board using Asana
• Learn how to create Gantt chart using ClickUp
• Learn how to automate task management with AI