Get Free Homework Planner Templates In Google Docs, Google Sheets, Google Slides

Convenient Homework Planner Template

Convenient Homework Planner

Homework Planner Template

Homework Planner

Brown Homework Planner

Cute Homework Planner

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Orange Homework Planner

Funny Blue Homework Planner

Blue Homework Lesson Planner

Are you having trouble optimizing your homework time? Or do you constantly forget to do it, and then you have to get bad grades? To get rid of this inattention, we advise you to write down all tasks and duties received. And to make this process fast, modern, and simple, we recommend using our homework planner templates. With our options, with a user-friendly structure, easy-to-read, eye-pleasing and cute design, and many built-in tools, you will achieve maximum productivity in school and at home when doing homework.

Why is it worth using our services? TheGoodocs is the largest provider of free templates. Our designers with vast experience and high skills in creating editable layouts are ready to help you. We employ only the best template developers for Google Docs, Google Slides, and Google Sheets presets. And you can see it personally! Right now, we offer you to check out all the advantages of our platform and find out why our services are preferred by tens of thousands of people around the world.

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Our platform has been operating for a long time. During the function of the website, more than three thousand unique and exclusive custom templates on any subject have been added. Now, we are visited by people from every corner of the world and are simplifying their routine work with documents, designs for business cards, and flyers, and helping with a search for a free homework planner template. And we will give you access to any template! We are very glad you have decided to visit our website, and believe us, we will not disappoint you!

Free Templates Available Now

You can start customizing your favorite homework planner in Google Docs, Google Slides, or Google Sheets without restrictions. All you have to do is select the appropriate template, go to its page and click on the red "Edit Template" button. Right after that, you will get access to the desired homework planner and will be able to start filling and customizing it.

And is that all that is needed to use our layouts? Exactly! We do not force you to give us good ratings, register, or buy any subscription to access the service. The platform was launched for you to choose the printable template and make work easier!

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Although there are already more than three thousand actual templates available to our users, we are not going to stop there. Our professionals are working on creating new, relevant templates for any topic. Every day we add more than ten options that become available to users worldwide.

Also, on our website, you will find a "Requests" section. There you can always leave your comments and wishes for further development, which we will take into account.

Simple and Convenient Customization

You can start working on customizing the homework planner template in Google Docs right now. We suggest using Google Docs, Google Slides, or Google Sheets formats. But this does not mean that everything is limited to this. You can always download the layout to a convenient device and use other online or offline editors.

excel template for homework

Homework Schedule Template

excel template for homework

Going to college is quite a life experience. Making new friends, meeting new people, and going to raging parties are all essential elements of college life. In some cases, students actually forget that they’re going to school for an education and a degree. They let their social life negatively affect their studies and end up with terrible grades because of it. It sounds bad, but it does happen. By making use of the Excel Homework Schedule Template, students won’t have any more excuses for missing assignments or tests.

The free homework schedule is an innovative tool for students, encouraging them to keep an eye on the social and educational parts of their lives. Do the smart thing and be sure to get your hands on a free copy today.

Using the free Homework Schedule Template

The homework template was created in Microsoft Excel, so you’ll need that or different software to handle spreadsheets. Open the template up and get started by reading below.

  • Your new template is made of two worksheets: Class and Activity Lists and Homework Schedule. The first sheet that is shown upon the opening of the book will be the Class and Activity Lists sheet. This is where you list all your activities and what classes you are currently enrolled in.
  • Make note of the activities listed for your classes and add a few if need be.  In the ‘Classes’ column, add the classes you are currently taking. The Homework Schedule worksheet will automatically create space for each of them.
  • Go to the Homework Schedule tab. Notice that all your classes are shown on the schedule. Change the date in the top left area of the spreadsheet to match the current date.
  • Add activities in their respective columns. You can type in your own social activity or pick one from the dropdown menu that is shown. Be sure to save the template after each update.

Students can stay on top of their schedule with the free Excel Homework Schedule Template. The simplicity and genius of it will help to motivate students to keep their affairs in better order.

Download:  Homework Schedule Template

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excel template for homework

Homework Assignment Planner

excel template for homework

Excuses are no longer needed as this Homework Assignment planner is designed to help you and your child stay ahead of all of their school assignments and projects. By investing ten minutes into populating all your due dates in this planner you can save yourself a headache down the road.

How to use the Homework Assignment Planner

Planning for a successful semester begins by simply downloading this template. Once you open the file using Microsoft Excel, you will want to save it in an easily accessible place on your computer. Begin by selecting the current year in cell N2, then locate and click on the appropriate month using the tabs on the bottom of the excel workbook. Fill out the Weekly Schedule calendar with the classes you take. The assignments log on the right corresponds with the monthly calendar located in the corner of the sheet. This useful resource will highlight important due dates for you on the calendar. Select the row of the weekday that your assignment needs to be turned in and type in the due date along with all the details for the assignment.

Tips for the Homework Assignment Planner

• It is important to remember to save the log each time a new entry is made to it to avoid missing assignments. • It is recommended to check this log daily in order to stay on track of due dates and not fall behind. • Update the planner with new homework assignments and project as soon as you have the information to avoid having to worry about being behind as the due date arises.

This planner is a beneficial tool for students, parents and teachers. No matter your role, staying ahead of your schedule and being on time is an important step in having a smooth sailing semester. Students can use this log to remember due dates of various assignments. Parents can gain value from this log by staying on top of their children’s assignments and following up with them in regards to their progress. Teachers can benefit from this template by staying organized on which assignments to collect each day and giving out timely reminders to their students about upcoming due dates. Staying organized is a gift that will help each one of us succeed down the road; it’s never too early to start practicing this habit.

Download:  Homework Assignment Planner Template

Related Templates:

  • Homework Planner Template
  • Student Assignment Planner
  • 2012-2013 Academic Calendar Template
  • Academic Calendar
  • Homework Calendar

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Download Homework Planner Template In Excel

Educational.

The best thing I can say about this homework planner is that my own kids w ant me to print a copy for them each week. The design for this planner came from a mash-up of techniques that my brother and I used in college to organize our time. I’ve refined this design based on feedback from my kids (one high-schooler and two home-schoolers).

Myhomework Student Planner

This planner combines two of very useful tools for keeping track of your homework assignments, both on single page. First, on left is a homework check list for each of your classes. Use it to list assignments, due dates, and the estimated time to complete each assignment. List upcoming exams and plan times to study. Secondly, on the right side you can plan your week to figure out how you will get everything done.

Homework Schedule

Moreover, This spreadsheet includes two separate worksheets with slightly different designs. The Homeschool design doesn’t include “time” column because we found it wasn’t as critical to predict for how much time a particular assignment would take. However, for high school and college, estimating the time to complete each assignment can be extremely helpful.

We design it so that you can either print blank copies of planner, or edit it electronically.

THS Homework Planner

You are welcome to print the copies of this planner to give to your students. The worksheet is pretty intuitive, but don’t assume that students will know how to use it. Teach them about managing their time and help them learn how planner can help.

Download this Homework Planner template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

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Homework Planner Template

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Free Work Log Sheet Templates With Examples and a How-To Guide

By Kate Eby | July 13, 2023

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We’ve collected the best work log templates for a range of uses, in Microsoft Word, Excel, Adobe PDF, and Google Sheets and Docs formats. The templates help you track work activities and progress, to manage your time and stay organized.

Included on this page, you’ll find a daily work log template , a weekly work log template , a homework log template , and more.

Work Log Template

Work Log Template Example

Download a Work Log Template for  Excel | Microsoft Word | Adobe PDF | Google Sheets

Download a Work Log Template With Sample Text for Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this work log template to track work-related activities on a daily, weekly, or monthly basis. View the sample template to see what information you need, or on the blank template, fill in the date, name, department, and project or task details, then record the start and end times, the number of hours worked, and any comments or notes related to the task. This template is fully editable, so you can customize it to fit your needs. By using a work log template, you will stay organized, monitor your own productivity, identify areas for improvement, and ensure that you meet your goals and deadlines.

Check out this page of free Microsoft Word timesheet templates for more tools to manage your work schedule.

Daily Work Log Template

Daily Work Log Template

Download a Daily Work Log Template for  Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this template to track your work activities on a daily basis. Simply fill in the date, your name, and your department, then use the rows to record your project or task name, start and end time, total hours worked, and comments. If needed, you can edit the template by adding fields such as break times or tools used. This log will help you track daily productivity, meet goals and deadlines, and identify areas for improvement.

Check out this collection of free, downloadable daily timesheet templates or this comprehensive set of free daily schedule templates for more tools to manage your workday.

Weekly Work Log Template

Weekly Work Log Template

Download a Weekly Work Log Template for  Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this template to track your weekly tasks. Simply fill in the date, along with your name and department, then list your tasks, daily hours worked, and any notes. Depending on your needs, you can also modify the template with additional columns. This log will help you track your productivity, identify improvement areas, and ensure that you meet your deadlines and goals.

Check out this complete selection of free weekly schedule templates for Microsoft Excel to round out your scheduling toolset. For options that allow real-time collaboration, try one of these free Google Sheets scheduling templates .

Homework Log Template

Homework Log Template

Download a Homework Log Template for  Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this template to track your homework assignments. Just note the date, subject, assignment name, due date, and completion status. Add comments you have about the assignment or challenges faced, if any. By keeping a record of your homework in this way, you can avoid missing important due dates and identify workload patterns or areas where you may need extra support.

What Is a Work Log?

A work log is a detailed record of tasks, activities, and time spent during a specific period that provides valuable insights into work patterns. Use a work log to help track productivity, manage time effectively, and identify areas of improvement.

By systematically documenting task descriptions, dates, times, and durations, you creates a comprehensive overview of how work time is distributed on the work log. This can help you identify productivity trends and pinpoint inefficiencies, and it can serve as a reference for future project planning or audits.

What Are the Types of Work Logs?

Work logs vary based on their use. For example, a daily work log tracks tasks and time spent each day, while a project log records activities associated with specific projects. Other types can include time logs or task logs.

Here are some common types of work logs:

  • Time Logs: Time logs track the amount of time spent on specific tasks or activities. They help you understand how time is allocated and how it can be used for productivity analysis, resource allocation, and billing purposes.
  • Daily Activity Logs: Daily activity logs provide a record of tasks, activities, and accomplishments for each day. They help in tracking progress, identifying patterns, and maintaining a record of work activities.
  • Task Logs: Task logs focus on individual tasks or assignments. Use task logs to record details such as task descriptions, start and end times, status updates, and any relevant notes or comments. Task logs help teams and individuals manage and track tasks within a project.
  • Project Logs: Project logs track activities, milestones, and progress related to a specific project. They capture information about project updates, deliverables, risks, issues, and any significant events or changes. Project logs serve as a historical record and aid in project management and reporting.

You can edit most work log templates to fit your needs. Any task or project that requires time or task tracking will benefit from the use of a work log.

Elements of Work Log

A typical work log usually contains elements such as task date, description, start and end times, duration, and additional notes or comments. Depending on the context, it might also include fields for project name, resources used, or any encountered issues.

These are some common elements of a work log:

  • Date and Time: All work logs should include a date and time for each entry. This allows you to keep the sequence of tasks or activities organized.
  • Task Description: Clearly describe the task or activity you are working on. Be specific enough that it is clear what you have accomplished or what needs to be done.
  • Duration: Note the amount of time you spent on each task or activity. This can be in hours, minutes, or even seconds, depending on the level of detail you want to capture.
  • Project or Category: If you are working on multiple projects or tasks, it can be helpful to assign each entry to a specific project or category. This allows for easy filtering and analysis of your work log later on.
  • Notes or Comments: Use this section to include additional information or comments relevant to the task. It could be progress updates, issues faced, or other observations that might be useful for future reference.
  • Milestones or Goals: If you have specific milestones or goals for a project or task, you can include them in your work log. This helps you track your progress in relation to your overarching goals.
  • Follow-Up or Next Steps: At the end of each entry, consider adding a section for follow-up or next steps. This reminds you of any pending actions or tasks related to the logged activity.
  • Signature or Initials: Include your signature or initials to indicate that you performed the task or activity.

How to Create a Work Log

To create a work log, define the elements you need to track, such as the task, start and end times, and duration. Arrange them in a document such as a spreadsheet, and fill it out as you complete your tasks.

Follow these simple steps to create a work log in Excel that will help you track your progress and record your work activities.

1. Download Your Work Log Template

  • Download the work log template .
  • In the menu bar, click File , then choose Save As …. Rename the template, and save it in a location that can be easily accessed.

2. Determine the Purpose of Your Work Log

  • Define what you aim to achieve by recording your work activities.
  • Consider if your purpose is to monitor progress toward certain goals, to identify areas needing improvement, or to keep a record of the tasks you've completed.

3. Fill in the Information for Your Work Log

  • Enter the details for the Name, Contact, Today’s Date, Department, and Supervisor fields. 

Enter Work Log Details

  • Fill in each activity in the Activity column. Enter the start and end times in HH:MM format, followed by either AM or PM , and the template will calculate the total time spent on the activity. Enter the status of the activity and any relevant notes. 

Fill in each activity in the Activity column

4. Review and Monitor Your Work Log Template

  • Review the content of your work log template. Add or delete information in the template as needed.
  • Customize your template to add tasks and update cost information as necessary.
  • Share your customized work log template with interested parties.

What Is a Work Log Template?

A work log template is a preformatted tool designed to track work-related activities, tasks, and time spent. It provides a structured way to record and manage work data, ensuring consistency and ease in tracking productivity.

Work log templates streamline the process of creating and maintaining work logs, saving time and effort while ensuring consistency and clarity in recording work-related data. They are practical tools for individuals to track productivity, manage time effectively, and maintain a comprehensive record of their work activities for future reference or reporting purposes.

Benefits of Using a Work Log Template

Work log templates ensure consistency and accuracy in recording tasks, allowing individuals to monitor productivity and manage time. They also provide a comprehensive record of activities for future reference, which can aid in project planning, workload balancing, and performance reporting.

These are some benefits of using a work log template:

  • Enhanced Time Management: A work log facilitates effective time tracking. By recording the duration of tasks, you can gain insight into time allocation, highlighting areas that require adjustment for optimal time use.
  • Boosted Productivity Tracking: By documenting your tasks and accomplishments in a work log, you can see how much work you have completed, evaluate efficiency, and identify opportunities for improvement.
  • Improved Task Prioritization: By keeping a clear record of your activities in a work log, you more effectively prioritize tasks. Use a template to help assess task importance, set priorities, and properly allocate your time and resources, ensuring that critical tasks are completed on time.
  • Increased Accountability: A work log promotes accountability. Documenting tasks and progress enables objective performance assessment and offers a tangible record for reporting or sharing with others.
  • Valuable Historical Reference: A work log serves as a historical reference, enabling you to review past activities, decisions, and outcomes. This can be valuable for evaluating performance, assessing projects, and replicating successful strategies.
  • Proactive Problem Identification and Resolution: A work log helps detect patterns or recurring problems, allowing you to notice trends, bottlenecks, or improvement areas, then take proactive steps to address issues.
  • More Effective Communication and Collaboration: A work log encourages transparency in communication and collaboration with team members. It provides a clear view of your progress, aiding in task coordination and shared insights.

Optimize Your Work Patterns with Real-Time Work Managment in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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Conditional.

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  • MINIFS – Find minimum value in a range based on criteria
  • AND/OR – Check if multiple criteria are met (Works great when combined with an IF function!)
  • ISBLANK – Check if a cell is blank or not
  • VLOOKUP – lookup value and return corresponding value from a table
  • HLOOKUP – lookup value and return corresponding value from a table
  • Hot!!! XLOOKUP – Excel’s next generation lookup function which combines the best features from VLOOKUP, INDEX MATCH, HLOOKUP and IFERROR/IFNA

Pivot tables

  • Pivot Table – Quickly Analyze and Summarize your data using Excel’s most powerful tool!

Text Formulas

  • LEFT, MID, RIGHT – Basic Text Functions
  • HOT! – TEXTBEFORE & TEXTAFTER – Extract text before or after a delimiter using Excel’s brand new powerful functions!
  • HOT! – TEXTSPLIT – Split your text into multiple cells using this super powerful new function!
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  • CONCAT – Combine range of cells without delimiter
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  • SUBSTITUTE – Replace text with another text in a cell/expression
  • TRIM – Remove extra spaces from the text
  • LOWER, UPPER, PROPER – Convert text to lowercase, uppercase and proper case
  • VALUE – Convert data stored as text into values
  • TEXT – Convert and format numbers into text
  • Text to Columns – Quickly split a column into multiple columns using a delimiter. Bonus – Quickly change date formats or convert text to numbers!
  • FORMULATEXT – display a formula in another cell as text

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  • DAY, MONTH, YEAR – Extract day, month and year from a date in Excel
  • DATE – Create a date from individual values
  • WEEKDAY – Return the number of the day of the week
  • EOMONTH – Return the date of the last day of the month based on a specific date

Index & Match lookup

  • INDEX – Retrieve cell in nth position in a range
  • MATCH – Find position of value in a range
  • INDEX MATCH – Just like VLOOKUP, only better.

Other advanced tools

  • SUMPRODUCT – Sum the products of Excel ranges
  • Excel Wildcards – Advanced searching and matching in Excel
  • Advanced Filter – Filter by multiple criteria in the same column, or even in different columns!

Power Query

  • Combine data from multiple Excel workbooks using Power Query
  • Column from Examples tool – Learn the secret to mastering Power Query without any prior knowledge!
  • Unpivot columns easily using Power Query

Secret Excel Functions

This section covers Excel functions that are not available in most of Excel’s versions. These functions will unlock a new set of capabilities such as fining only unique values, sorting, and filtering – the tutorials below will help you with mastering Excel’s new functions!

  • UNIQUE – Extract unique values from a range
  • SORT Function – Sort range dynamically
  • SORTBY – Sort range dynamically by using another range
  • FILTER Function – Filter range by specific criteria
  • RANDARRAY – Create an array of random numbers 
  • SEQUENCE – Create a range of sequential values
  • LET – Assign values and calculations to names to improve your formula’s ease of use, readability, and performance!
  • HOT! – LAMBDA – The mother of all functions that will help you create amazing and powerful custom functions for your own need! 
  • VSTACK – Vertically stack arrays/ranges in Excel
  • HSTACK – Horizontally stack arrays/ranges in Excel
  • CHOOSEROWS – Return specific rows from a range or array
  • CHOOSECOLS – Return specific columns from a range or array
  • TOROW – Convert a range/array into a single row
  • TOCOL – Convert a range/array into a single column

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Learn how to use Excel to make financial calculations!

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  • PMT – Calculate the periodic payment amount of a loan, mortgage, or another financial instrument
  • PPMT & IPMT – Find the Principal and Interest portion of a certain payment
  • PV – Find the Present Value of a loan, mortgage, or any other financial instrument 

Excel Macros – VBA (Visual Basic for Applications)

  • Start here – How to run your first VBA Macro in Excel without knowing VBA? 

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How to create a to do list in excel (with templates).

Haillie Parker

September 13, 2022

The human mind is a powerful thing. 

But sometimes, it can suddenly blank out! 

Like forgetting to note down the grocery items missing in your pantry or the project changes your client wants by the end of the day. 

While our brain can do quite a lot , sometimes relying on our memory isn’t always the best way to keep track of our tasks. 

That’s why a to-do list in Excel can be helpful. 

It helps you break down your tasks into different sections on a single spreadsheet, which you can view at any time. 

In this article, we’ll cover the six steps to create a to-do list in Excel and also discuss a better alternative that can handle more complex requirements the easier way. 

What Is a To Do List in Excel?

6 simple steps to make a to do list in excel, 10 excel to do list templates, 3 major disadvantages of to do lists in excel, create to do lists effortlessly with clickup.

Let’s roll!

ClickUp Customizable Checklists CTA

A to-do list in Microsoft Excel helps you organize your most essential tasks in a tabular form. It comes with rows and columns to add a new task, dates, and other specific notes.

Basically, it lets you assemble all your to-dos on a single spreadsheet. 

Whether you’re preparing a move-in checklist or a project task list, a to-do list in Excel can simplify your work process and store all your information. 

While there are other powerful apps for creating to-do lists, people use Excel because: 

  • It’s a part of the Microsoft Office Suite people are familiar with
  • It offers powerful conditional formatting rules and data validation for analysis and calculations
  • It includes an array of reporting tools like matrices , charts, and pivot tables, making it easier to customize the data

In fact, you can create Excel to-do lists for a wide range of activities, including project management, client onboarding , travel itinerary, inventory, and event management . 

Without further ado, let’s learn how to create a to-do list in Excel. 

Here’s a simple step-by-step guide on how to make a to-do list in Excel.

Step 1: Open a new Excel file

To open a new file, click on the Excel app, and you’ll find yourself at the Excel Home page. Double-click on the Blank Workbook to open a new Excel spreadsheet.

Blank workbook template in Excel

If you’re already on an Excel sheet and want to open a new file:

  • Click on the File tab, which will take you to the backstage view . Here you can create, save, open, print, and share documents
  • Select New , then click on Blank Workbook

Want an even faster route?

Press Ctrl+N after opening Excel to create a Blank Workbook. 

Your new workbook is now ready for you. 

Step 2: Add column headers

In our Excel to-do list, we want to track tasks and keep an eye on the progress by adding the column headers: Date , Task Name , Target , Status , and Comments . You can enter the column headers across the top row of the spreadsheet. 

These column headers will let anyone viewing your spreadsheet get the gist of all the information under it.  

Step 3: Enter the task details

Enter your task details under each column header to organize your information the way you want. 

In our to-do list table, we have collated all the relevant information we want to track:

  • Date: mentions the specific dates
  • Task Name: contains the name of our tasks
  • Target: the number of task items we aim to complete
  • Status: reflects our work progress 

How to fill out your Excel workbook

You can also fix the alignment of your table by selecting the cells you want and click on the icon for center alignment from the Home tab . 

Step 4: Apply filters

Too many to-dos?

Use the Filter option in Excel to retrieve data that matches particular criteria. 

All you need to do is select any cell within the range of your data ( A1-E11) > Select Data > then select Filter .

You’ll see drop-down lists appearing in the header of each column, as shown in the image below.

Dropdown options for workbook columns in Excel

Click on the drop-down arrow for the column you want to apply a filter.

Filtering columns in Excel

As shown in our to-do list table below, we want to apply the filter to the Status column, so we’ve selected the cell range of D1-D11 .

Filtered and sorted columns in Excel

Then, in the Filter menu that appears, you can uncheck the boxes next to the data you don’t want to view and click OK . You can also quickly uncheck all by clicking on Select All.

Filter for what you want to see in Excel

In our to-do list, we want to view only the Open tasks, so we apply the filter for that data.

Filter for open tasks in Excel

After you save this Excel file, the filter will be there automatically the next time you open the file.

Step 5: Sort the data

You can use the Sort option in Excel to quickly visualize and understand your data better.

We want to sort the data in the Target column, so we’ll select the cell range C1-C11. Click on the Data tab and select Sort.

A Sort Warning dialog box will appear asking if you want to Expand the selection or Continue with the current selection . You can choose the latter option and click on Sort. 

Sorting warning in Excel

The Sort dialog box will open where you have to enter the:

  • The column you want to Sort by
  • Cell values you wish to Sort on
  • Order in which you want to sort the data

For our table, we have chosen the Target column and kept the order from smallest to largest. 

Sort columns by target value in Excel

Step 6: Edit and customize your to do list

You can edit fields, add columns, use colors and fonts to customize your to-do list the way you want.

Like in our table, we’ve highlighted the Status column so anybody viewing can quickly understand your task progress. 

Highlight columns to make them pop in Excel

And voila! ✨

We’ve created a simple Excel to-do list that can help you keep track of all your tasks.

Want to save more time? 

Create a template from your existing workbook to keep the same formatting options that you generally use while making your to-do lists.

Or you can use any to-do list Excel template to get started instantly. 

Templates can help keep your workbooks consistent, especially when they’re related to a particular project or client. For example, a daily Excel to-do list template improves efficiency and enables you to complete your tasks sooner. 

Here are a few Excel to-do list templates that can help improve efficiency and save time:

1. Excel project management task list template

Project management task list template in Excel

Download this project management task list template .

2. Excel inventory list template

Inventory list template in Excel

Download these inventory list templates .

3. Excel action item list template

Action items list template in Excel

Download this action item list template . 

4. Excel simple to-do list template

Excel simple to-do lists template

Download this simple to-do list template .

5. Excel bill paying checklist template

Excel bill paying to-do list template

Download this bill paying checklist template .

6. Excel weekly assignment to-do list template

Excel weekly assignment to-do list template

Download this weekly assignment template .

7. Excel prioritized to-do list template

Excel prioritized to do list template

Download this prioritized to-do list template .

8. Excel homework to-do list template

Excel homework to-do list template

Download this homework to-do list template .

9. Excel to-do list with deadlines template

Excel to-do list with deadlines template

Download this to-do list with deadlines template .

10. Excel project task list template

Excel project task list template

Download this project task list template .

However, you can’t always find a template that will fulfill your specific needs. 

Additionally, data management in Excel is prone to human error. 

Each time a user copy-pastes information from one spreadsheet to another, there is a greater risk of new errors cropping up into successive reports. 

Before you commit to Excel to-do lists, here are some limitations to consider. 

Even though widely used, Excel spreadsheets aren’t always the best option for creating your to-do lists. 

Here are the three common disadvantages of using Excel for to-do lists:

1. Lack of ownership

When multiple individuals work on the same spreadsheet, you’re unable to tell who’s editing. 

You might end up repeating a task in vain if a person forgets to update the Work Status column in shared to-do lists after it’s done.

Additionally, people can easily alter task details, values, and other entries in the to-do lists (intentionally or unintentionally). You won’t know whom to hold accountable for the error or change! 

2. Inflexible templates

Not all of the Excel to-do templates you find online are reliable. Some of them are extremely difficult to manipulate or customize.

You’ll spend forever on the internet to find one that works for you.

3. Manual labor

Making to-do lists in Excel involves a significant amount of manual labor. 

It may take you quite some time to fill out your to-do items and create an organized system.

This doesn’t sit well with us because tons of project management tools can save you so much time and effort by creating and managing your to dos.

Moreover, the complexity increases with the increasing size of data in your Excel file. Naturally, you’d want a substitute to streamline your to-dos to track them and reduce the monotonous, manual work involved. 

And honestly, Excel is no to-do list app .

To manage to-dos, you need a tool that’s specifically designed for it.

Like ClickUp , one of the highest-rated productivity and project management software that lets you create and manage to-dos with ease.

Related Excel guides:

  • How to create a Kanban board in Excel
  • How to create a burndown chart in Excel
  • How to create a flowchart in Excel
  • How to make an org chart in Excel
  • How to create a dashboard in Excel
  • How to Make a Waterfall Chart in Excel

ClickUp can help you create smart to-do lists to organize your tasks.  

From adding Due Dates to setting Priorities , ClickUp’s comprehensive features let you create and conquer all your to-dos!

One word: Checklists ! 

ClickUp’s Checklists give you the perfect opportunity to organize your task information so you never miss even the smallest of details. 

All you need to do is click on Add beside To Do (you can find it within any ClickUp task) , then select Checklist. You can name your Checklist and start adding the action items. Easy!

Checklists in ClickUp

Easily organize task information so you never miss a beat with Checklists in ClickUp

Checklists within ClickUp give your tasks a clear outline. Apart from noting down the essential details, you also get subtasks to break down your tasks further. 

You can also arrange and rearrange the checklist items with the easy drag-and-drop feature. 

Reorganize your ClickUp Checklist by dragging and dropping your items

Worried about some tasks getting overlooked?

With ClickUp, you can add Assignees to your specific to-dos to see things through. 

Assign items in ClickUp Checklists

Manage items on your Checklist by assigning them to yourself or the team in ClickUp

It also lets you reuse your favorite Checklist Templates to scale your work efficiency. 

To choose a template:

  • Click Add from the To Do section of any task
  • Click Checklist to reveal your options
  • Choose a template and select Use Template

Checklist Templates in ClickUp

Use ClickUp’s Checklist Templates to stay efficient with different recurring tasks

Still hung up on Excel? That’s okay.

ClickUp’s Table view can help you move on.

But our Table view isn’t a mere matrix of rows and columns. 

You can visualize your data clearly and create Custom Fields to record almost anything from task progress to file attachments and 15+ other field types.

Moreover, you can easily import your ongoing project details into ClickUp with our Excel and CSV import options!

But wait, that’s not all!

Here are some other ClickUp features that’ll make you forget Excel in an instant:

  • Assign Task: assign tasks to one or Multiple Assignees to quicken your pace of work
  • Custom Tags: effectively organize your task details by adding Tags
  • Task Dependencies: help your teammates understand their to-dos concerning other tasks by setting Dependencies
  • Recurring Tasks: save your time and effort by streamlining repetitive to-dos
  • Google Calendar Sync: easily sync your Google Calendar events with the ClickUp Calendar view . Any updates in your Google Calendar will automatically reflect on ClickUp too
  • Smart Search: search Docs easily and other items that you’ve recently created, updated, or closed
  • Custom Statuses: denote the status of your tasks, so the team knows at which stage of the workflow they currently are
  • Notepad: jot down ideas quickly with our portable, digital Notepad
  • Embed view: declutter your screen and add the apps or websites alongside your tasks instead
  • Gantt Charts: track work progress, assignees, and dependencies with a simple drag and drop functionality (check out this Excel dependencies guide )

Tame Your To Do Lists With ClickUp

Excel may be a decent option for planning daily to-dos and simple task lists. However, when you work with multiple teammates and tasks, Excel might not be ideal for what you need. Collaboration isn’t easy, there’s too much manual labor, and no team accountability.

That’s why you need a robust to-do list tool to help you manage tasks, track deadlines, follow work progress, and foster team collaboration. 

Fortunately, ClickUp brings all of this to the table and so much more. 

You can create to-dos, set Reminders, track Goals, and view insightful Reports.

Switch to ClickUp for free and quit wasting all that brainpower on simple to-do lists! 

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Student Assignment Planner Template For Excel

Being a student has its own share of challenges. Aside from keeping a good attendance, participating in class, having extracurricular activities, and getting homework done, you have to juggle everything effectively to ensure that you ace your class.

keep-track-of-your-schedule-so-you-will-be-on-top-of-your-class

The Student Assignment Planner Template for Excel is a convenient template that can help you keep an organized schedule in school. This assignment planner template features a set of worksheets that each play a role in keeping your schedule organized on a weekly and monthly basis.

Organize Your Schedule into Tabs

The first of three tabs is the Assignments tab, which allows you to list all of your class assignments and their respective due dates. This worksheet is designed to work with grade school, high school, and college students alike. The items on this list automatically update on the other two worksheet tabs, the Month View and the Week View. These other tabs can then be navigated by clicking on the tabs right above the Assignments table.

Meanwhile, the Month View tab shows a calendar view of each month. You simply need to select a month and enter a year to go to a specific month that you are working on.

Meanwhile, you can zone in on a specific week by clicking on the Week View. This allows you to list the schedules and to-dos for each day so you can easily accomplish your goals.

select-the-month-and-year-to-view-your-schedule

Easily Access the Template to Always be on Track

And because this template is in Excel Online, you can keep track and update your student schedule simply and conveniently through your phone. And if you don’t have your phone, you can use any other mobile device or computer to access your schedule so you won’t miss a beat.

Furthermore, you can use the planner template even with a team, especially when you are working remotely with each other. You can share the link to the template and access it anytime you need it. You can view the changes done to the schedule in real time, as well as easily share your schedule with other people.

automatically-update-the-schedules-to-view-your-tasks

This planner template can be used not only for school but also in a personal or work setting.

Go to  Student Assignment Planner Template for Excel

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141 Free Excel Templates and Spreadsheets

Microsoft Excel is a very powerful software that can be used to analyze and interpret large amounts... read more

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141 Free Excel Templates and Spreadsheets | MyExcelOnline

Microsoft Excel is a very powerful software that can be used to analyze and interpret large amounts of data in seconds. It can further be used to track budgets, expenses, create invoices, financial reports, checklists, calendars, and much more.

But instead of creating an Excel workbook from scratch and wasting hours building such templates, you can use our 141 Ready-Made Excel templates which are available here for FREE!

You can easily download the Excel spreadsheet templates and customize them as needed:

Download all free excel templates 101-free-excel-templates

Analysis & Schedules

1. Calorie Amortization Schedule 2. Family Event Schedule 3. Five Day Event Schedule 4. Weekly Chore Schedule

5. Actual vs Budget Comparison 6. Budget for Fundraiser Event 7. Business Expense Budget 8. Business Trip Budget 9. Channel Marketing Budget 10. Event Budget 11. Expense – Actual vs Budget 12. Expense Calculator 13. Family Monthly Budget 14. Food Budget 15. Holiday Budget Planner 16. Holiday Shopping Budget 17. Home Construction Budget 18. Household Monthly Budget 19. Monthly Company Budget 20. Monthly Family Budget 21. Personal budget 22. Personal Monthly Budget Spreadsheet 23. Personal Monthly Budget 24. Wedding Budget

25. Activity Costs Tracker 26. Balance Sheet 27. Invoice 28. Mileage and Expense Report 29. Sales Receipt 30. Sales Report 31. Timesheet 32. Budget Summary Report 33. Business Expense Budget 34. Business Expenses Budget 35. Business Financial Plan 36. Business Plan Checklist 37. Business Price Quotation 38. Channel Marketing Budget 39. Check Register with Transaction Codes 40. Construction Proposal 41. General Ledger with Budget Comparison 42. Inventory List with Highlighting 43. Knowledge Management Report 44. Product Price List 45. Service Price List 46. Small Business Cash Flow Projection

47. 12-month Calendar 48. Any Year Calendar 49. Any year one-month calendar 50. Calendar 51. Daily appointment calendar 52. Daily appointment calendar 53. Family calendar (any year, Sun-Sat) 54. Seasonal photo calendar 55. Semester calendar 56. Trip Planner

57. Agile Gantt chart 58. Baby growth chart 59. Cost analysis with Pareto chart 60. Manufacturing output chart 61. Milestone charting roadmap 62. Regional sales chart 63. Run chart 64. Sales pipeline

65. Basic Invoice with Unit Price 66. Commercial Invoice 67. Invoice with tax calculation 68. Sales Invoice tracker 69. Service Invoice

70. Checklist for back to school 71. Dinner party list with menu 72. Grocery checklist with space for brand 73. Holiday gift shopping list 74. Home contents inventory list 75. Movie list 76. To-do list 77. Wine Collection

Profit & Loss

112. Annual Financial Report 113. Balance Sheet with Financial Ratios 114. Breakeven Analysis 115. Income Statement 1 year 116. Profit and Loss Statement (with logo)

117. Gantt project planner 118. Infographic timeline 119. Marketing project planner 120. Project issue tracker 121. Project plan for law firms 122. Scrolling roadmap

123. Baby shower planner 124. Bid tracker 125. Business travel expense log 126. Camping trip planner 127. Cash Flow Tracker 128. Credit Card log 129. Employee attendance tracker 130. Gas Mileage Tracker 131. Home schooling progress record 132. Library book checkout sheet 133. Petty Cash Log 134. Sales Commission Calculator 135. Sales Tracker 136. Student assignment planner 137. Subscription and membership tracker 138. T-account ledger 139. Teacher’s grade book 140. Touch Base Tracker 141. Video Game Tracker

Each of the Microsoft Excel templates contains a brief description along with a direct download link . Let’s dive into each category and the individual Microsoft Excel templates that are available for free to download within them!

1. Calorie Amortization Schedule

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to analyze your calorie intake and plan your weight loss accordingly.
  • You have to insert your current weight, age, goal weight, height, gender, activity level.
  • Your daily calorie needs will be calculated .
  • Follow the calorie needs and eventually achieve your target weight .

Download template Calorie-amortization-schedule1.xlsx

2. Family Event Schedule

141 Free Excel Templates and Spreadsheets

  • This template can be used to plan and record an hour-to-hour schedule of daily activities.
  • It can be used to record the schedule of a five-day family event.
  • You can also insert lunch and breaks in the schedule.
  • Scheduling the activities can make the family event executed on time and well organized for everyone.

Download template Family-event-schedule1.xlsx

3. Five Day Event Schedule

141 Free Excel Templates and Spreadsheets

  • This template can be used to document different activities for a five-day event .
  • It keeps track of the activities every half an hour including breaks .
  • It will help you to plan the event in advance and within the desired time frame.

Download template Five-day-event-schedule1.xlsx

4. Weekly Chore Schedule

141 Free Excel Templates and Spreadsheets

  • Use this template to assign weekly chores to family members and keep track of their progress .
  • List all the household tasks in one column
  • Under each day of the week assign a task to a person and check off that task once completed .

Download template Weekly-chore-schedule1.xlsm

In the next section, we will cover a list of Free Excel templates to help you create budgets and estimate revenues and expenses!

5. Actual vs Budget Comparison

141 Free Excel Templates and Spreadsheets

  • This easy to use template can be used to compare how your planned budget varies with what you have actually spent .
  • It can be used to evaluate the overall performance of the company.

Download template Actual-vs-Budget-comparison.xlsx

6. Budget for Fundraiser Event

141 Free Excel Templates and Spreadsheets

  • This budget template can be used to track your sources of funds – incoming donations, fundraising ticket sales, sponsorship, etc.
  • Record outgoing expenses incurred by a fundraising event – venue of the event, food for the guests, various entertainment, permits, and fees, etc.
  •  You can set your event goal and see your progress towards it.

Download template Budget-for-Fundraiser-Event.xlsx

7. Business Expense Budget

141 Free Excel Templates and Spreadsheets

  • Use this template to pen down the actual monthly expenses and the planned budget under different expense categories for your business.
  • You will be able to see the variance between actual and budget expenses.
  • Using this template you can make strategic decisions like where you may need to cut back, and the general health of your company, etc.

Download template Business-Expenses-budget.xlsx

8. Business Trip Budget

141 Free Excel Templates and Spreadsheets

  • Planning to go on a business trip? Want to keep track of your expenditures?
  • This template will be perfect for you.
  • Use it to input your expenses and the target budget for this trip.
  • Excel will check whether or not you are within the allocated budget .

Download template Business-trip-budget1.xlsx

9. Channel Marketing Budget

141 Free Excel Templates and Spreadsheets

  • Use this template to create a channel marketing budget for you.
  • You can enter the anticipated sales for each month and other details in tables .
  • Total costs will be auto-calculated and sparklines will also be created.

Download template Channel-Marketing-Budget.xlsx

10. Event Budget

141 Free Excel Templates and Spreadsheets

  • Use this template to track expenses incurred and income earned through an event .
  • You can fill in expenses incurred and income generated in their respective sheets.
  • The net income will be auto-calculated in the summary sheet.

Download template Event-Budget.xlsx

11. Expense – Actual vs Budget

141 Free Excel Templates and Spreadsheets

  • In this template, you can insert your budgeted personal and operating expenses .
  • Put in the actual expenses incurred for the same.
  • Excel will automatically calculate the difference between actual and budget for you (in both amount and percentage).

Download template Expenses-Actual-vs-Budget.xlsx

12. Expense Calculator

141 Free Excel Templates and Spreadsheets

  • In the Expense Log sheet, you can insert the date, category, subcategory, amount, and note for the expense incurred.
  • An Expense dashboard will be created automatically.
  • The bar chart for different expense categories will be formed.
  • You can even use the slicers below to filter the data based on the date, category, and subcategory.

Download template Expenses-calculator.xlsx

13. Family Monthly Budget

141 Free Excel Templates and Spreadsheets

  • You can enter the monthly expense details (like description, category, projected cost, actual cost, difference, and actual cost overview) in the expense sheet.
  • You can modify or enter a new category in the Additional Data worksheet.
  • You can then refresh the PivotTable by clicking on the Data tab > Refresh All.
  • The monthly budget report will be updated and the dashboard will reflect the monthly expense.

Download template Family-budget-monthly1.xlsx

14. Food Budget

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to track your household food expenditure .
  • You can insert your food spending details in this accessible budget template.
  • The details include the date of spending, category, item, quantity, price, amount, and the place of spending as well.
  • A dashboard will be created on the report sheet where you can filter data as per your time period to examine the expenses incurred by food category and places.

Download template Food-budget1.xlsx

15. Holiday Budget Planner

141 Free Excel Templates and Spreadsheets

  • Use this template to manage your Christmas or any other holiday spending .
  • You can insert your actual and budget spending based on different categories like gifts, packaging, travel, holiday meals, entertainment, and others.
  • The total difference between actual and budget spending will be calculated for you.

Download template Holiday-budget-planner1.xlsx

16. Holiday Shopping Budget

141 Free Excel Templates and Spreadsheets

  • This template will help you plan your holiday shopping with ease . It will help you breakdown your holiday budget so that you can easily manage your spending .
  • In the List Entry sheet, you can enter names, types of gift, gift, cost, purchase details, delivery, and wrapping status .
  • A Pivot Table in the second sheet will provide you with a detailed breakdown of expenses . It displays the total spending, your budget, and the difference between the two.
  • You can even filter to narrow down your search and examine the money spent on a particular category of gifts.

Download template Holiday-Shopping-Budget.xlsx

17. Home Construction Budget

141 Free Excel Templates and Spreadsheets

  • Use this template to get control and stay within the budget for any home construction or home improvement .
  • You can track your material and labor expenses against the stated budget and see if you are within your budget and the remaining funds if any.
  • You can also analyze the total amount spent on the construction project and also control the cost in several ways.

Download template Home-Construction-Budget.xlsx

18. Household Monthly Budget

141 Free Excel Templates and Spreadsheets

  • This template will help you set a household monthly budget that will control spending and save money.
  • It will give a clear picture of what and where you are spending o n a monthly basis.
  • It will show you the breakdown of actual expenses and how much more or less you have spent against your expectations.

Download template Household-monthly-budget1.xlsx

19. Monthly Company Budget

141 Free Excel Templates and Spreadsheets

  • You can track your monthly company budget using this accessible Excel template. It can help you monitor your spending, reduce stress, and make every penny accounted for.
  • You can input your financial information like income, personnel expenses, and operating expenses.
  • The top 5 operating expenses will be displayed on the summary sheet.
  • After inserting your estimated and actual figures, the difference between the two will be tabulated with a color-coded bar chart for easy comparison.

Download template Monthly-Company-budget.xlsx

20. Monthly Family Budget

141 Free Excel Templates and Spreadsheets

  • You can insert your projected and actual income and expenses details in their respective sheets.
  • The variance between the two will be shown on the individual sheet as well as the cash flow sheet with a color-coded bar chart.
  • This template will help you understand whether you have more money or less at the end of the month as per your estimation.

Download template Monthly-Family-Budget.xlsx

21. Personal budget

141 Free Excel Templates and Spreadsheets

  • Monitor your monthly income, expenses, and saving using this handy Excel template that can help you organize your financial life.
  • Record your income, savings, and expenses clearly for every item and you can even insert or delete rows as per your line items .
  • Once you enter the actual figures, the summary sheet will be updated automatically.
  • A donut chart and bar chart on the summary sheet will guide you clearly to understand your income and expenses.

Download template Personal-budget1.xlsx

22. Personal Monthly Budget Spreadsheet

141 Free Excel Templates and Spreadsheets

  • This easy-to-use personal budget will help you quickly gain visibility into your monthly finances .
  • Record what you have spent and your estimate for the month under various spending categories and the difference between the two.
  • Use this template to keep yourself from overspending and aim to identify unnecessary expenses.

Download template Personal-monthly-budget-spreadsheet1.xlsx

23. Personal Monthly Budget

141 Free Excel Templates and Spreadsheets

  • Using this budget template will help you keep your expenses equal to or lower than your income for the month.
  • You can enter your projected and actual cost for different spending category and the difference will be calculated for each cost item.
  • Projected balance, actual balance, and difference are auto-calculated .

Download template Personal-Monthly-Budget1.xlsx

24. Wedding Budget

141 Free Excel Templates and Spreadsheets

  • Download this wedding budget Excel template to plan your wedding well in advance and eliminate any surprises .
  • You can fill in the actual wedding expenses and your estimates for different categories like the outfit, reception, music, decoration, etc.
  • The summary sheet will auto-compute and visualize your expenses and quickly alert you whether you are over or under spending in each category.

Download template Wedding-budget.xlsx

There are various Free Excel templates to help you streamline the speed and utility of your business that will be covered in the next section.

25. Activity Costs Tracker

141 Free Excel Templates and Spreadsheets

  • The activity cost tracker will provide you with a graphical illustration of the direct, indirect, general, and administrative costs associated with production.
  • Enter key details related to the costs of the two products including direct cost, indirect cost, general and administrative cost, product cost per unit, unit produced per week.
  • You can even analyze the unit cost of the products and compare the two products.

Download template Activity-costs-tracker1.xlsx

26. Balance Sheet

141 Free Excel Templates and Spreadsheets

  • A Balance Sheet is a foundation to build a company’s financial statement and this easy-to-use Excel template will prove to be extremely useful for you.
  • Enter Assets and Liabilities and Owner’s Equity details on the respective sheets.
  • Balance Summary and Year on Year charts will be automatically updated for easy comparison.

Download template Blue-balance-sheet1.xlsx

27. Invoice

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to create a professional-looking invoice for your company within a few minutes.
  • Enter the sales details in the table provided and Excel will display the line item totals, sales tax, and deduct any discounts offered.
  • You can use these ready to print invoices next time you are in hurry. Simply, insert company name and invoice details and you are good to go!

Download template Blue-invoice.xlsx

28. Mileage and Expense Report

141 Free Excel Templates and Spreadsheets

  • Use this template to record your mileage used for business.
  • You can set the rate per mile and reimbursement amounts are calculated for you.
  • You can even filter your data by date, destination, distance, etc.

Download template Blue-mileage-and-expense-report1.xlsx

29. Sales Receipt

141 Free Excel Templates and Spreadsheets

  • If you are trying to sell a product or service , this Excel template will be really helpful for you.
  • To quickly create a sales receipt, enter the following information : Customer Information, Invoice No, Invoice Date, Payment details, Sales Receipt details, and Tax Rate.
  • An itemized receipt for items will be designed for you to give it to your customers.

Download template Blue-sales-receipt1.xlsx

30. Sales Report

141 Free Excel Templates and Spreadsheets

  • This template is designed to monitor your customers and products with a sales report.
  • Simply enter sales details including product, customer name, quarterly and total sales in the Sales Data worksheet.
  • The 4 Pivot Tables highlighting Sales by product, Sales by customer, Top 10 products sold and Top 10 customers will be prepared for you in their respective sheets.

Download template Blue-sales-report1.xlsx

31. Timesheet

141 Free Excel Templates and Spreadsheets

  • Excel Timesheet Template can be used to track efficiency and productivity for a company.
  • You can have your employees fill out time in, time out, and lunch breaks  on a daily basis.
  • The daily number of hours worked, total week hours, and overtime hours calculations will be done by Excel.
  • This template is extremely useful if your employees are working remotely and you need to keep a log of their work hours.

Download template Blue-timesheet1.xlsx

32. Budget Summary Report

141 Free Excel Templates and Spreadsheets

  • Use this template for a profit & loss and balance sheet summary chart of your organization.
  • Enter budgeted and actual monthly items related to profit & loss (like revenue, gross margin, general expenses, etc.) and balance sheet (like accounts receivable, inventory, payable, etc.)
  • Budget vs actual variance and charts pertaining to these data will be updated automatically.

Download template Budget-summary-report1.xlsx

33. Business Expense Budget

141 Free Excel Templates and Spreadsheets

  • Use this Business Expense Budget workbook to track Planned and Actual Expenses and Variances .
  • Enter details in tables in the Planned Expenses worksheet and Actual Expenses worksheet.
  • Tables are auto-updated in Expense Variances worksheet and charts in Expense Analysis worksheet

Download template Business-expense-budget1.xlsx

34. Business Expenses Budget

141 Free Excel Templates and Spreadsheets

  • Use this Business Expense Budget to compare the estimated, budgeted projections with the actual performance.
  • Enter planned and actual employee costs, office costs, marketing costs, and training/travel costs
  • The variance between the actual and planned for each cost item will be displayed in the variance sheet and an expense analysis pie chart will also be updated .

Download template Business-expenses-budget1.xlsx

35. Business Financial Plan

141 Free Excel Templates and Spreadsheets

  • It is important as you start your business, to know what expenses you will need to fund before customer sales or the cash they generate is received .
  • Creating a financial plan is where all of the business planning comes together.
  • Enter your product, the target market, and target customers, along with pricing in the cost template.
  • Forecasting costs, sales, and profit will be calculated in the profit and loss template.

Download template Business-Financial-Plan1.xlsx

36. Business Plan Checklist

141 Free Excel Templates and Spreadsheets

  • Use the Strength, Weakness, Opportunity, and Threat (SWOT) analysis framework  to help you get clarity on how your company is growing and developing.
  • Create a checklist of the key activities that need to be performed when preparing a formal business plan.
  • You can also assign the owner and completion date to the key activities .

Download template Business-plan-checklist1.xlsx

37. Business Price Quotation

141 Free Excel Templates and Spreadsheets

  • This Excel Template can be used to provide a cost estimate to customers specifying a price, quantity, and other information.
  • You can insert product details like quantity, unit price, tax amount, and also the date till when is the quotation valid .
  • A quotation for the requested items will be prepared in the form of a detailed list making your life easier.

Download template Business-price-quotation1.xlsx

38. Channel Marketing Budget

141 Free Excel Templates and Spreadsheets

  • This free Excel template can be used to determine how much your company needs to allocate for channel marketing on a monthly basis.
  • This well-designed template is useful in understanding the trend of various line items i n your channel marketing budget.
  • You can type in the monthly amount spend on different cost items like human resources, telemarketing, commission, training, broker, distribution, etc.
  • The yearly total is automatically computed along with the sparklines .

Download template Channel-marketing-budget1.xlsx

39. Check Register with Transaction Codes

141 Free Excel Templates and Spreadsheets

  • Use this excel register to keep track of all transactions with transaction code in an organized manner.
  • Enter all details related to your payments, purchases, deposits, and even interest related to your checking account.
  • This checkbook register keeps a running balance for you.

Download template Check-register-with-transaction-codes1.xlsx

40. Construction Proposal

141 Free Excel Templates and Spreadsheets

  • Use this template to send your supplier a customized construction proposal for your project.
  • Enter construction details in the line items table along with the company logo.
  • Total due is automatically calculated .

Download template Construction-proposal1.xlsx

41. General Ledger with Budget Comparison

141 Free Excel Templates and Spreadsheets

  • This Microsoft Excel budget template can be used to track your financial accounting activity accurately.
  • You can use this template to maintain a ledger and prepare a budget .
  • You can compare your budget to your actual expenses to assess the variations.

Download template General-ledger-with-budget-comparison1.xlsx

42. Inventory List with Highlighting

141 Free Excel Templates and Spreadsheets

  • This worksheet tracks inventory for items listed in the inventory list table.
  • It contains the ability to highlight and flag those items that are ready to be reordered.
  • Discontinued items have strikethrough formatting and a Yes in the Discontinued column.

Download template Inventory-list-with-highlighting1.xlsx

43. Knowledge Management Report 

141 Free Excel Templates and Spreadsheets

  • Use this template to gauge the relevancy of your information to your employees .
  • Understand the effectiveness of your knowledge management system and empower your workforce.
  • You can track the knowledge content, costs, and usage statistics, and other quantifiable components of knowledge management.

Download template Knowledge-management-report1.xlsx

44. Product Price List

141 Free Excel Templates and Spreadsheets

  • This template can be used to create a price list of your products.
  • You can include product details like product name, product number, description, retail price, and bulk price.
  • This template will make answering the customer’s questions about cost easier .

Download template Product-price-list1.xlsx

45. Service Price List

141 Free Excel Templates and Spreadsheets

  • Keep a record of the service list provided by your company in this handy template.
  • This template can be helpful for your customers to know the prices of different services so that they can make a decision regarding the purchase .
  • Enter your service id number, service type, description, and price .

Download template Service-price-list1.xlsx

46. Small Business Cash Flow Projection

141 Free Excel Templates and Spreadsheets

  • Keep track of the cash that comes in and goes out of your organization using this cash flow template.
  • You can calculate your income and expenses , and get a clear idea of how much cash you’ll be left with over a specific period of time.
  • The cash balance below the minimum cash balance set up by you will be highlighted in red .

Download template Small-business-cash-flow-projection1.xlsx

In the next category, there is a list of Microsoft Excel templates to help you create calendars to organize your days!

47. 12-month Calendar

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to create a customized monthly calendar for you.
  • This Excel workbook contains a total of 13 sheets – one worksheet for each month .
  • You can use the calendar setting on the right side of the worksheet to enter the year and week start and the calendar will get updated based on the input.

Download template 12-month-calendar.xlsx

48. Any Year Calendar

141 Free Excel Templates and Spreadsheets

  • You can keep track of dates and appointments using any year calendar in Excel.
  • You have the option to select any year and week start and based on that the calendar will be updated.

Download template Any-Year-calendar.xlsx

49. Any year one-month calendar

141 Free Excel Templates and Spreadsheets

  • This calendar template in Excel is a one-month calendar for any year and any month .
  • You can select a year, month, and calendar’s starting day of the week in this template.
  • Enter daily notes as well.

Download template Any-year-one-month-calendar1.xlsx

50. Calendar

141 Free Excel Templates and Spreadsheets

  • Create a custom one-month custom calendar for your family, business, or school using this template.
  • Customize the year and starting day of the week for all months.
  • Each month is displayed on a separate worksheet .

Download template Calendar.xlsx

51. Daily appointment calendar

141 Free Excel Templates and Spreadsheets

  • You can a note of all your daily appointments using this custom calendar.
  • You can set start time, time interval, and week start date and your calendar will be updated.
  • Using this template, you can see how your day and the rest of your week will look like .

Download template Daily-appointment-calendar.xlsx

52. Daily appointment calendar

141 Free Excel Templates and Spreadsheets

  • This is a great tool to create a Daily Appointment Calendar in this worksheet.
  • Enter appointment details like description, phone number, and notes in the Appointments table.
  • It contains time spread out in 30-minute increments so you can plan activities throughout your day.

Download template Daily-appointment-calendar1.xlsx

53. Family calendar (any year, Sun-Sat)

141 Free Excel Templates and Spreadsheets

  • Keep track of important dates and enter notes in this Family Calendar.
  • Customize calendar title and select year .
  • Each month’s calendar is auto-updated .

Download template Family-calendar-any-year-Sun-Sat1.xlsx

54. Seasonal photo calendar

141 Free Excel Templates and Spreadsheets

  • Create a custom one-month calendar in this workbook.
  • Customize year and starting day of the week for all months with this January worksheet.
  • Each month is on a separate worksheet and season is mentioned on the top of the worksheet.

Download template Seasonal-photo-calendar1.xlsx

55. Semester calendar

141 Free Excel Templates and Spreadsheets

  • Enter course details like course ID, course name, instructor, day, year, time start, and time end.
  • Class duration, deadlines, and weekly schedule will be automatically calculated.
  • A 4-month functional calendar will also be updated with the due date of the courses.

Download template Semester-calendar1.xlsm

56. Trip Planner

141 Free Excel Templates and Spreadsheets

  • Use this trip planner to jot down important information about the entire travel.
  • This Trip Planner will be an aid in recording and organizing important details and schedules .
  • You can insert all information related to your travel, lodging, activity, and budget .

Download template Trip-Planner.xlsx

We will include a list of Excel templates free to help you create charts and visualize your data in the next section!

57. Agile Gantt chart

141 Free Excel Templates and Spreadsheets

  • This template provides a simple way to create a Gantt chart to help visualize and track your project .
  • Simply enter the description of your task , select a category of Goal, Milestone, On Track, Low Risk, Med Risk, High Risk, Progress as a percent of task completion, a Start Date, and Number of days to complete the task.
  • The Gantt chart fills in and is color-coded to help distinguish the various categories. A scroll bar allows you to scroll through the timeline.

Download template Agile-Gantt-chart1.xlsx

58. Baby growth chart

141 Free Excel Templates and Spreadsheets

  • Use this template to measure the growth of your baby. It is a graphical picture of development that occurs in a baby.
  • Enter the baby’s name and growth details in this worksheet.
  • Baby Growth Chart showing weight and length percentiles with respect to age will be automatically updated.

Download template Baby-growth-chart1.xlsx

59. Cost analysis with Pareto chart

141 Free Excel Templates and Spreadsheets

  • This template will provide you with a quick assessment of where most of the money is going and where changes can have the greatest impact .
  • You need to enter the cost item and its amount and the percentage of the total, the cumulative percentage of these cost items will be calculated.
  • A bar chart will also display the costs against your expenses and an orange line that illustrates when you have gone over budget on your expenses as well.

Download template Cost-analysis-with-Pareto-chart1.xlsx

60. Manufacturing output chart

141 Free Excel Templates and Spreadsheets

  • This Excel template helps the company to see how their production of components varies from day-to-day over a given month
  • You can enter the number of components manufactured that are completed daily and the chart will be updated automatically.

Download template Manufacturing-output-chart1.xlsx

61. Milestone charting roadmap

141 Free Excel Templates and Spreadsheets

  • This template is used to display a series of events in chronological order over a linear timescale.
  • This roadmap uses positions to chart milestones and activities . Positions can be used to add weight to a milestone or activity. Simply adjust the values according to your weight preference.
  • To add more milestones, simply insert a new row above the existing one.

Download template Milestone-charting-roadmap1.xlsx

62. Regional sales chart

141 Free Excel Templates and Spreadsheets

  • This template can be used to graphically represent your regional sales and prepare a sales report for your organization.
  • Enter the monthly sales amount for different regions. The total sales for each region and a l ine chart for regional sales will also be updated .

Download template Regional-sales-chart1.xlsx

63. Run chart

141 Free Excel Templates and Spreadsheets

  • This run chart can be used by a company to help them in visualizing the data based on time .
  • Five samples are taken and the data for the same is entered.
  • The mean of 5 samples is calculated and a graph for daily average with sample mean is also displayed.

Download template Run-chart1.xlsx

64. Sales pipeline

141 Free Excel Templates and Spreadsheets

  • Use this Sales Funnel template to virtually show how many of your leads turn into sales.
  • It helps you analyze the average conversion rate of potential customers.
  • You need to enter the number of prospects and lost customer for different stages of the sales process and the sales funnel chart will be updated automatically.

Download template Sales-pipeline1.xlsx

In the next section, we will cover a list of Microsoft Excel templates to help you create professional- looking invoices for your clients !

65. Basic Invoice with Unit Price

141 Free Excel Templates and Spreadsheets

  • This basic invoice template includes columns for listing goods or services provided as well as unit cost .
  • Enter company details like company name, address, invoice date, due date, etc.
  • Excel Template will automatically calculate line totals based upon quantity and unit price, as well as grand total .

Download template Basic-Invoice-with-Unit-Price.xlsx

66. Commercial Invoice

141 Free Excel Templates and Spreadsheets

  • Use this template to create a professional invoice for your business.
  • Enter information related to transactions like company name, address, invoice number, date, sales amount, etc.
  • Line totals based upon quantity and unit price, as well as grand total, will be calculated automatically.

Download template Commercial-Invoice.xlsx

67. Invoice with tax calculation

141 Free Excel Templates and Spreadsheets

  • Use this template to create an invoice for your sales with tax calculation .
  • Enter details like company name, address, description, sales amount, and tax rate.
  • The total sales amount and tax amount will be calculated automatically.

Download template Invoice-with-tax-calculation.xlsx

68. Sales Invoice tracker

141 Free Excel Templates and Spreadsheets

  • The Invoice Tracker is designed to maintain a history of customers, invoices, and invoice details.
  • You can record details related to different invoices in one place without creating multiple files.
  • You can also use the Invoice Tracker to analyze your previously invoicing data.
  • For example, you can view all invoices for a customer, a specific project, or view all invoices for the last month, the last year, and more.

Download template Sales-Invoice-tracker.xlsx

69. Service Invoice

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to create a customized professional designed invoice for the service provided by a company.
  • You can enter the company name, address, service date, the rate per hour charged, number of hours worked , etc.
  • The total amount for each service and the grand total is calculated and you can easily print this and send it to your customer.

Download template Service-Invoice.xlsx

Up next, we’ll provide you with a plethora of Excel spreadsheet templates for keeping a to-do list .

70. Checklist for back to school

141 Free Excel Templates and Spreadsheets

  • You can use this checklist to be prepared for the school when it begins and to stay on budget.
  • List your checklist between the things that need to be done and th e things that need to be purchased .
  • To mark an item as done, double click under the Done column .

Download template Checklist-for-back-to-school1.xlsm

71. Dinner party list with menu

141 Free Excel Templates and Spreadsheets

  • This template is a perfect tool for putting down ideas related to the dinner party and defining the planning process .
  • It will provide you with a well-defined dinner list with a menu of all the food you are planning to serve.

Download template Dinner-party-list-with-menu1.xlsx

72. Grocery checklist with space for brand

141 Free Excel Templates and Spreadsheets

  • You can use this Grocery List to help you keep track of the things you need to buy .
  • Add to or modify the items on the list to personalize it before you go shopping.
  • You can either print the list and check off each item by hand as you purchase it, or you can double click on the cells under the column Done to make a checkmark appear.

Download template Grocery-checklist-with-space-for-brand1.xlsm

73. Holiday gift shopping list

141 Free Excel Templates and Spreadsheets

  • The key to enjoying a holiday is being organized and making a to-do list including what you need to gift to people.
  • Divide your list into different columns containing details like the name of the receiver and the product you have chosen for them.
  • In the following columns, add the store name or URL , price , whether or not the gift is bought, wrapped, or delivered .

Download template Holiday-gift-shopping-list1.xlsx

74. Home contents inventory list

141 Free Excel Templates and Spreadsheets

  • With this Excel template, you can create a list of your valuables at home for insurance purposes.
  • This list may prove to be extremely crucial in case of any unfortunate event of a fire, break-in, or other property loss.
  • Keep track of item details , purchase cost, current value, and photos.

Download template Home-contents-inventory-list1.xlsx

75. Movie list

141 Free Excel Templates and Spreadsheets

  • With the Excel template, you can keep a record of your favorite  movies and TV series and share with family and friends.
  • You can use the dropdown arrows to filter your movie list.
  • The star rating column lets you give a review of which movie you have watched.

Download template Movie-list1.xlsx

76. To-do list

141 Free Excel Templates and Spreadsheets

  • You can use this template to make a to-do list with a due date, priority level, and the person it is assigned to.
  • Update the Done column when the task is complete.
  • The table uses conditional formatting to highlight the task that is due today and it updates dynamically.

Download template To-do-list1.xlsm

77. Wine Collection

141 Free Excel Templates and Spreadsheets

  • With this template, you can keep an inventory of your personal wine collection .
  • Enter details like name, color, country of origin, region, market value, bottle size, etc.

Download template Wine-collection-list1.xlsx

Personal Excel Templates free are extremely useful and we’ll show you a few great ones for this next!

78. 21st-century pie chart

141 Free Excel Templates and Spreadsheets

  • Create a pictorial representation of your finances using this 3D pie chart template.
  • Each slice of the pie chart contains an asset type name and percentage .
  • Enter your asset type and amount , and the pie chart will update automatically.

Download template 21st-century-pie-chart1.xlsx

79. Address book

141 Free Excel Templates and Spreadsheets

  • This Excel template will help you to save the contact information of your friends, family, and clients.
  • Enter contact details like name, work number, home number, email, birthday, address, city, zip, and notes.

Download template Address-book1.xlsx

80. Balloon loan payment calculator

141 Free Excel Templates and Spreadsheets

  • With this Excel template, you can easily evaluate your financial situation and figure out a payment schedule for this balloon payment loan.
  • Enter assumptions like loan amount, annual interest rate, amortization period, and years till payment.
  • Excel will automatically compute your monthly payment, total monthly payments, total interest, the total amount paid, and a balloon payment due.

Download template Balloon-loan-payment-calculator1.xlsx

81. Bathroom remodel cost calculator

141 Free Excel Templates and Spreadsheets

  • Use this accessible template to keep track and get control of the bathroom remodeling cost .
  • It provides a comparison between actual costs versus projected costs for every component of your remodeling project.
  • Difference columns in the table will show if the actual went over the estimated amounts. Red numbers show went over (negative) and black shows under numbers (positive).

Download template Bathroom-remodel-cost-calculator1.xlsx

82. Blood pressure tracker

141 Free Excel Templates and Spreadsheets

  • With this Excel template, you can populate an individual’s blood pressure and heart rate over a period of time.
  • Once you enter the daily blood pressure, the template will automatically highlight the cells in red where the blood pressure may be abnormal .

Download template Blood-pressure-tracker1.xlsx

83. Blood sugar tracker

141 Free Excel Templates and Spreadsheets

  • Use this template to record your glucose level regularly over a period of time.
  • Excel will calculate the running total and chart the levels for you.

Download template Blood-sugar-tracker1.xlsx

84. Child care log

141 Free Excel Templates and Spreadsheets

  • You can ask your babysitter to log their time and list various activities like a meal, bath, book reading and storytelling, bottle feeding and diaper change for infants and little babies, nap, snack, and others.
  • Enter a 1 in cells B3 to N31 to get a checkmark indicating items that are complete , and similarly to Flag Discipline Problems in the Discipline Problem column.

Download template Child-care-log1.xlsx

85. Credit card tracker

141 Free Excel Templates and Spreadsheets

  • A credit card template can be used to help the credit card owner take full control of debts .
  • You can track your charges, transaction fees, and payments to your credit card account.
  • The running balance will be calculated automatically.

Download template Credit-card-tracker1.xlsx

86. Daily Checklist Challenge

141 Free Excel Templates and Spreadsheets

  • Type in the name of the player and decide on the goals you’d like to try to accomplish on a daily basis.
  • The goals should be something you can accomplish on a scale of 1-5 .
  • Watch the charts to see who’s winning at the end of each day.

Download template Daily-Checklist-Challenge1.xlsx

87. Exercise planner

141 Free Excel Templates and Spreadsheets

  • This Excel template can help you plan, track, and organize your health and fitness goals .
  • It comes pre-loaded with four exercises per category including Warm-Up, Strength, Cardio, and Cool-Down, and track your progress by week.
  • Excel will automatically calculate the difference between your target and actual reps and weights for each exercise.

Download template Exercise-planner1.xlsx

88. Family travel planner

141 Free Excel Templates and Spreadsheets

  • This family travel planner can be used to provide a bird’s eye view related to your travel .
  • You can record and keep travel details like your important flights, hotels, emergency contacts, blood types, packing, and be more organized.

Download template Family-travel-planner1.xlsx

89. Family vacation checklist

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to create a checklist for your family vacation .
  • Enter items under different categories like documents, medical, electronics, etc.
  • Double-click on the done column of the checklist table when the item has been packed or repacked.

Download template Family-vacation-checklist1.xlsm

90. Family vacation itinerary

141 Free Excel Templates and Spreadsheets

  • With this Excel template, you can feed in information related to your family vacation itinerary .
  • Enter details like personal info and emergency contacts to car rental and flights, etc.

Download template Family-vacation-itinerary1.xlsx

91. His and her weight loss tracker

141 Free Excel Templates and Spreadsheets

  • This worksheet tracks two persons’ weight loss over one month’s time.
  • Set a goal and enter a weight for each day of the month to calculate percent weight lost & total weight lost.
  • Your progress can be tracked in this template and encourage each other to stay fit and have a balanced diet.

Download template His-and-hers-weight-loss-tracker1.xlsx

141 Free Excel Templates and Spreadsheets

  • Create a daily, weekly, monthly, and seasonal house cleaning checklist in this free excel template.
  • Mark items that are Done in this column under this heading using any convention, for example, mark completion with an “X”.
  • Blank cells indicate incomplete tasks .

Download template House-cleaning-checklist1.xlsx

93. Job application log

141 Free Excel Templates and Spreadsheets

  • Use this template to keep an account of all the important job interviews that you have applied for and never miss an interview.
  • You can input information related to the interview like job title, company name, contact number, mailing address, application status, follow-up date, etc.

Download template Job-application-log1.xlsx

94. Loan calculator

141 Free Excel Templates and Spreadsheets

  • You can use this Excel template to create a loan amortization schedule based on the details you specify.
  • Enter loan related information like interest rate, loan amount, loan period, and start date of the loan.
  • Your monthly principal and interest payment will be calculated automatically.

Download template Loan-calculator1.xlsx

95. Loan comparison calculator

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to compare different loan scenarios and access which one is the best for you.
  • Comparison is based on 4 different criteria – interest, installments, repayment duration, and total repayment.
  • The summary of the comparison will be displayed both in number and graphical format .

Download template Loan-comparison-calculator1.xlsx

96. Mileage log

141 Free Excel Templates and Spreadsheets

  • You can use this template to track the distance covered f or both business and personal travel.
  • You can input details like your mileage, the dates of your drives, and the places you drove.
  • Total mileage will be calculated and recorded automatically.

Download template Mileage-log1.xlsx

97. Personal expenses calculator

141 Free Excel Templates and Spreadsheets

  • Keep track of your personal expenses and understand where exactly what activities and bills are using up your money with the help of this Excel template.
  • In the expense log sheet, feed in the date, category, sub-category, and amount related to a particular expense.
  • The information provided will be used to populate the main expense graph containing one bar for each category of expense.

Download template Personal-expenses-calculator1.xlsx

98. Personal Inventory

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to manage and track a person’s total collections or assets.
  • It contains a contact card with information about the insurance policy and an insurance company.
  • It also includes an itemized table to list down your inventory.

Download template Personal-Inventory1.xlsx

99. Personal net worth calculator

141 Free Excel Templates and Spreadsheets

  • With the help of this Excel template, you can get an idea of the your personal net worth .
  • Create a list of assets and debts containing category names, items, and amount in their respective worksheets.
  • Excel will calculate the total net worth by evaluating the total assets and liabilities.

Download template Personal-net-worth-calculator1.xlsx

100. Resume Wrangler

141 Free Excel Templates and Spreadsheets

  • Use this template to check and organize the information that you share while applying for a new job.
  • Enter details like company name, contact number, email, website, application date, resume version, address, follow-up date, etc. in table

Download template Resume-Wrangler1.xlsx

101. Retirement planner

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to estimate how much you need to save to reach your retirement goals .
  • Enter details like your age, annual income, savings, investment return information, desired retirement age, and income.
  • The template will calculate the required earnings and savings each year to achieve your goals and also provided a graphical representation of the same.

Download template Retirement-planner1.xlsx

102. Savings estimator

141 Free Excel Templates and Spreadsheets

  • This is a simple yet powerful online Excel calculator used to help you make predictions of the amount you need to save to achieve your goals .
  • Enter saving start & end dates, trip cost & prior savings .
  • Saved & need to save amounts are automatically calculated.

Download template Savings-estimator1.xlsx

103. Simple meal planner

141 Free Excel Templates and Spreadsheets

  • Use this meal planner to help you eat better and see how stress-free mealtimes can be.
  • Plan your meals including breakfast, lunch, dinner, and snacks for seven days of the week.

Download template Simple-meal-planner1.xlsx

104. Simple personal cash flow statement

141 Free Excel Templates and Spreadsheets

  • This template will help you manage your cash flow and keep track of where your money is going on a weekly, monthly, and annual basis.
  • Enter an annual cash flow amount over various areas. See the monthly breakdown and how everything compares, and most importantly what your bottom line is in both annual and monthly figures.
  • Enter the monthly cash flow or estimate the remaining months to see the projected cash flow for the year for each month.
  • Enter an estimated daily cash flow and review the estimated monthly and annual totals. Use this to get a sense of what your daily spending habits will look like over the course of a month or year.

Download template Simple-personal-cash-flow-statement1.xlsx

105. Sports sign up sheet

141 Free Excel Templates and Spreadsheets

  • Customize the sports sign up sheet to fit any sports or event.
  • Enter player details like name, guardian name, phone, email, and volunteer information.

Download template Sports-sign-up-sheet1.xlsx

106. Sports team roster

141 Free Excel Templates and Spreadsheets

  • This template can help coaches to keep an up-to-date team roaster that contains complete details related to the players.
  • You can enter the coach’s detail like name, phone number, and email, details related to players like name, birth date, phone number, email, etc.
  • Excel will automatically provide you with an automated player count .

Download template Sports-team-roster1.xlsx

107. Telephone conversation tracker (for incoming and outgoing calls)

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to document and organize all your organization’s incoming and outgoing phone calls.
  • Enter details like date, start time, end time, name, phone number, subject, notes, follow up, etc.
  • Keeping a record of all your phone calls will help you reduce or eliminate disputes and helps you provide personal attention to each client .

Download template Telephone-conversation-tracker-for-incoming-and-outgoing-calls1.xlsx

108. Vacation items checklist

141 Free Excel Templates and Spreadsheets

  • Use this vacation item checklist to have an organized and well-prepared trip.
  • You can filter the table using the slicers  present on the right side of the template
  • Want to clear all the checkmarks ? Simply click on the clear button .
  • Double-click in the done column of the checklist table when an item has been packed or repacked.

Download template Vacation-items-checklist1.xlsm

109. Vehicle service record

141 Free Excel Templates and Spreadsheets

  • This template will ease your work of keeping a complete record of your vehicle’s service history .
  • Enter the information that was applicable from the range of services: oil changing, lubricant application towards the chassis, oil filter changing, air filter changing, transmission fluid changing, and the flush cooling system, etc.
  •  The year-to-date total service cost is calculated automatically.

Download template Vehicle-service-record1.xlsx

110. Wedding invite tracker

141 Free Excel Templates and Spreadsheets

  • This template is one of the tools that can make your wedding preparation easier and well planned.
  • You can keep track of the people you have invited to your big day and see who has or has not RSVP’d.
  • In the RSVP tracker worksheet, you can enter all the invitees including guest name, RSVP, invitation to the party, guest, relation, the address, city, state, zip, phone, and email.
  • In the RSVP summary worksheet, you will see the wedding date, days remaining, how many guests are attending for the bride, groom, or other displayed.
  • You can also add personal notes if you want.

Download template Wedding-invite-tracker1.xlsx

111. Weight Loss tracker

141 Free Excel Templates and Spreadsheets

  • You can use this Excel template to helps you to track all your weight loss activities and goals .
  • Input your daily weight in the table provided and your goal weight and chart view at the top.
  • Your results will be charted on the graph.

Download template Weight-Loss-tracker.xlsx

Up next, we’ll provide you with a plethora of Excel spreadsheet templates that can help you in financial planning and analyzing profit and loss!

112. Annual Financial Report

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to report your company’s year-over-year financials and understand how well the company is performing financially .
  • You can input key metric details like revenues, operating expenses, operating profit, depreciation, interest, net profit, tax, etc. for the current year as well as the previous year.
  • The top 5 key metrics selected in the setting worksheet will be displayed at the top .
  • The percentage change of the key metric and the 5-year trend will also be calculated and displayed for you.

Download template Annual-Financial-Report.xlsx

113. Balance Sheet with Financial Ratios

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to get an overview of the balance sheet with financial ratios  and an indication of a company’s financial performance in key areas
  • Enter the amounts related to the assets and liabilities items in the balance sheet.
  • The percentage of the total and the different ratios like the current ratio, quick ratio, cash ratio, working capital, debt-to-equity ratio, and debt ratio will be calculated automatically .

Download template Balance-Sheet-with-Financial-Ratios.xlsx

114. Breakeven Analysis

141 Free Excel Templates and Spreadsheets

  • This template can be used to analyze the sales amount required to break-even considering all fixed and variable costs.
  • You can enter the amounts for the variable cost and fixed cost .
  • The breakeven sales level will be calculated for you.

Download template Breakeven-Analysis-New.xlsx

115. Income Statement 1 year

141 Free Excel Templates and Spreadsheets

  • This Excel template will summarize the income statement for a period of over 1 year for a company.
  • Enter the amounts for revenue achieved and expenses incurred.
  • Net sales, the total cost of goods sold, gross profit, total expenses, net operating income, total other income , and net profit will be calculated automatically.

Download template Income-Statement-1-year.xlsx

116. Profit and Loss Statement (with logo)

141 Free Excel Templates and Spreadsheets

  • Use this template to create a Profit & Loss Statement in this workbook.
  • Enter the details like sales amount, income gained, expenses incurred, and, taxes incurred in their respective worksheets.
  • Current gross margin and current return on sales are automatically updated in this worksheet based on entries in other worksheets.

Download template Profit-and-Loss-Statement-with-logo.xlsx

In the next section, we’ll cover a few Excel spreadsheet templates on project management !

117. Gantt project planner

141 Free Excel Templates and Spreadsheets

  • This Gantt project planner can be used to helps you plan, track, and synchronize the activities of a project . The project planner uses periods for intervals.
  • Enter the plan start, plan duration, actual start, and actual duration for each activity.
  • The percentage completion and  chart for each activity will be updated .

Download template Gantt-project-planner1.xlsx

118. Infographic timeline

141 Free Excel Templates and Spreadsheets

  • You can use this Excel template to chart 5 significant milestones for a project or product’s development .
  • Enter the date, milestone title, and description or activity . To modify or add timelines, simply update the table in the Chart Data worksheet.
  • The infographic timeline chart will be updated based on your input.

Download template Infographic-timeline1.xlsx

119. Marketing project planner

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to track deliverables of a marketing project to owners , as well as dates and costs.
  • Enter details like marketing task, status, owner, assigned to, anticipated start date, anticipated end date, actual start date, actual end date estimated cost and actual cost.
  • List data worksheet is used to populate the owner and assigned to columns as well as map a person to their title.

Download template Marketing-project-planner1.xlsx

120. Project issue tracker

141 Free Excel Templates and Spreadsheets

  • This Excel template will be used to get your project issues tracked and fixed in time .
  • Enter issue details like type, priority, opened on, opened by, closed on, closed by, and other notes.
  • A chart containing open vs closed issues will be displayed and determine how efficiently the issue is resolved.

Download template Project-issue-tracker1.xlsx

121. Project plan for law firms

141 Free Excel Templates and Spreadsheets

  • Use this spreadsheet to track project parameters, project details, and project totals during project planning for law firms.
  • Fill in the company name in the project parameters worksheet and it is auto-updated in other worksheets.
  • Enter information in the project parameters worksheet to update column charts and in the project details worksheet. PivotTable in project totals worksheet is auto-updated .

Download template Project-plan-for-law-firms1.xlsx

122. Scrolling Roadmap

141 Free Excel Templates and Spreadsheets

  • This roadmap uses positions to chart milestones and activities .
  • Positions can be used to add weight to a milestone or activity.
  • Simply adjust the values according to your weight preference.

Download template Scrolling-roadmap1.xlsx

In the next section, we’ll cover a list of Excel templates free that will act as trackers and let you know if you have reached your defined goal .

123. Baby shower planner

141 Free Excel Templates and Spreadsheets

  • Use this Baby Shower Planner to create a list of guests to be invited to the baby shower event.
  • Fill in the basic details like For who, When, and Where the event will be organized.
  • Track cost of food and drinks, decoration items, and other supplies using respective tables.
  • Create a Task List with Date or Time and Notes.

Download template Baby-shower-planner1.xlsx

124. Bid tracker

141 Free Excel Templates and Spreadsheets

  • Track bidding activities using this Bid Tracker workbook.
  • Enter bid details  like bid date, description, date received, amount, percentage completion, deadline, and days left.
  • Clustered column chart and pivot table are automatically updated in the Summary worksheet.

Download template Bid-tracker1.xlsx

125. Business travel expense log

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to evaluate your business travel cost with the expense log.
  • Enter travel details like starting destination, ending destination, expenses for transportation, lodging, and meals.
  • A summary containing the total trip days, transportation expenses, lodging expenses, and meal expenses will be calculated.

Download template Business-travel-expense-log.xlsx

126. Camping trip planner

141 Free Excel Templates and Spreadsheets

  • This Excel template can be useful for anyone who is planning to go to a camp and wants to trip it to go smoothly without any unexpected events.
  • You can enter details such as Name, Location, Distance, Cost, and Reservations in the Possible Campgrounds worksheet.
  • You can enter details related to possible camping activities such as fishing, hiking, hunting, bringing dogs, having a playground for children, and many others in the Campground Details worksheet.
  • In the Gear worksheet, you can list your Clothes, Sleeping Gear, Cooking/Eating Utensils, Food, Emergency Supplies, and other things you may want to bring.
  • In the Resources worksheet, you can list your Guidebooks, websites for reference, stores to go to or visit before or during your camping trip, maps, and other references.

Download template Camping-trip-planner1.xlsx

127. Cash Flow Tracker

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to document cash inflow and cash outflow for a company .
  • You can input the income and expenses information for the three cash categories including operating, investment, and financing.
  • Total operating, investment, and financing expenses and final cash balance will be calculated automatically.

Download template Cash-Flow-Tracker.xlsx

128. Credit Card log

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to track and report details regarding credit card expenditures .
  • You can log the transaction date, description, amount, merchant bank, and transaction fees .

Download template Credit-Card-log.xlsx

129. Employee attendance tracker

141 Free Excel Templates and Spreadsheets

  • This Excel template can be used to track the attendance schedule of your employees and assess their job performance.
  • You can input the days when an employee was working, took a vacation, personal or sick days.
  • The key statistics based on the input provided will be shown below.

Download template Employee-attendance-tracker1.xlsx

130. Gas Mileage Tracker

141 Free Excel Templates and Spreadsheets

  • This Excel Spreadsheet can be used to  log your vehicle’s mileage and how much you are spending on a trip .
  • Enter trip and fuel details like date, trip meter, total gallons, total fuel cost in the Mileage Calculator table.
  • Cost/Galloon, Miles/Gallon, Cost/Mile will be calculated automatically.

Download template Gas-Mileage-Tracker.xlsx

131. Homeschooling progress record

141 Free Excel Templates and Spreadsheets

  • This template is like a report card and can be used to keep track of your student’s homeschooling progress .
  • Enter student & subject-wise details like a student’s name, age, grades, name of the teacher, individual subject performance analysis, overall performance analysis, and more.
  • Total marks possible scored, and overall marks percent are automatically calculated.

Download template Home-schooling-progress-record1.xlsx

132. Library book checkout sheet

141 Free Excel Templates and Spreadsheets

  • This Excel workbook will be used for logging details of the students who have borrowed or returned a book from the library .
  • Enter details like student name, email, contact number, book title, date borrowed and date returned.
  • The number of days until the book is returned will be calculated.
  • Once the days until overdue is mentioned at the top, the record that is past the due date will be highlighted in red.

Download template Library-book-checkout-sheet1.xlsx

133. Mileage Log and Expense Report

141 Free Excel Templates and Spreadsheets

  • This Excel template will be helpful in recording and keeping track of travel expenses .
  • Enter trip details like date, starting location, destination, description, odometer start, and odometer end.
  • The mileage and reimbursement will be calculated in this template.

Download template Mileage-Log-and-Expense-Report.xlsx

133. Petty Cash Log

141 Free Excel Templates and Spreadsheets

  • Maintain a log of the petty cash used in this Excel template so that you can reconcile your cash expenses at the end of every month.
  • Enter details like date, receipt number, description, the amount deposited, amount withdrawn, charged to, cash received by and approved by.

Download template Petty-Cash-log.xlsx

134. Sales Commission Calculator

141 Free Excel Templates and Spreadsheets

  • This template is useful in determining the commission owned by each salesperson .
  • Enter details like salesperson name, total sales amount, and commission percentage.
  • The commission received by each salesperson, total sales, and total commissions paid will be calculated automatically.

Download template Sales-Commission-Calculator.xlsx

135. Sales Tracker

141 Free Excel Templates and Spreadsheets

  • Keep a record of your sales and profit using this sales tracker in Excel and understand how much you are earning for your sales effort.
  • This template has two areas : one for the graphs and another for a table where you can input information.
  • You need to input information such as name of item, cost per item, markup, total sold, total revenue, shipping charge, shipping cost, profit per item, returns, and total income.
  • Based on these data, the bar chart (profit per item) and the pie chart (% income per product) will be updated .

Download template Sales-Tracker.xlsx

136. Student assignment planner

141 Free Excel Templates and Spreadsheets

  • Students can use this Excel template to schedule their school assignments on a weekly and monthly basis and ace them in class.
  • You can list all your assignments with their due dates .
  • The assignment for each subject by month and assignments due each week will be displayed.

Download template Student-assignment-planner1.xlsx

137. Subscription and membership tracker

141 Free Excel Templates and Spreadsheets

  • Record details related to subscription and membership using this Excel tracker.
  • You can feed in data like organization name, date paid, amount, length, expiration, renewal method, renewal date, and other notes.

Download template Subscription-and-membership-tracker1.xlsx

138. T-account ledger

141 Free Excel Templates and Spreadsheets

  • Use this Excel template to trace accounting transactions through the accounts on the general ledger for your business, organization, or personal use.
  • Enter debit & credit amounts in the ledger table.
  • Account status (whether balanced or unbalanced) and running balance are calculated automatically.

Download template T-account-ledger.xlsx

139. Teacher’s grade book (based on points)

141 Free Excel Templates and Spreadsheets

  • Use the GRADE BOOK worksheet to calculate grades where each assignment is worth a set number of points .
  • Fill in your school name, class info, student names, and student IDs (optional).
  • Adjust the Grade & GPA table to match the typical scoring system you use.
  • Fill in the assignment, quiz, or test names (e.g., “Quiz 1”) starting in cell H8, along with the points that each assignment is worth.
  • Fill in the scores for each student on each assignment or test. The Average, Score, Ltr Grade, and GPA columns are automatically calculated .

Download template Teachers-grade-book-based-on-points1.xlsx

140. Touch Base Tracker

141 Free Excel Templates and Spreadsheets

  • With this spreadsheet, you can keep all your contacts organized and plan when it is time to touch base with them .
  • Enter details like name, company, contact info, where we met, notes, follow-up date, done(y/n), in the respective worksheets for routine, occasional and potential prospects.
  • It also includes a bonus networking expansion plan tracker .

Download template Touch-Base-Tracker1.xlsx

141. Video Game Tracker

141 Free Excel Templates and Spreadsheets

  • Use this Excel workbook to record all your achievements in multiplayer video game matches .
  • Store information like game, platform, character played, high score, level achieved, percentage of completion, etc.
  • Add friends and special events details in their respective sheets and note who plays what and when the next big match is.

Download template Video-Game-Tracker1.xlsx

This completes the list and details related to the FREE Excel templates that can be used to increase your productivity and keep you organized .

You can use these Microsoft Excel templates even if you have a basic understanding of Excel . It is a great way to increase your output and efficiency as you will not have to create one from scratch.

Simply click on the link below to instantly download all of these 141 Excel templates free and choose the one appropriate for you!

download all microsoft excel templates 101-free-excel-templates

You can grab more templates for free here on Microsoft Word.

HELPFUL RESOURCES:

Here is a walk-through for Excel for dummies by Microsoft covering the most requested features of Excel .

Make sure to download our FREE PDF on the  333 Excel keyboard Shortcuts here :

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You can learn more about how to use Excel by viewing our FREE Excel webinar training on Formulas ,  Pivot Tables , and  Macros & VBA !

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John Michaloudis

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship Academy Online Course .

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Templates for Teachers & Students

Education Templates by Vertex42

Vertex42® provides many free spreadsheet templates and other printable charts, calendars, and schedules for educational purposes. Listed below are some of the templates designed specifically for teachers & students . To learn the basics of Excel, check out our new Excel Tutorials - created specifically for middle and high school students.

For Teachers

Gradebook Template

  • Point System
  • Percentage-Based System
  • GPA (Letter Grade) System

Lesson Plan Template

  • Create Weekly Plans
  • Print on 8 1/2 x 11 Paper

Syllabus Template

  • 14-Month Calendar (July-August)
  • Full Year on 1 Page

Lesson Schedule Template

For Students

Homework Planner Template

  • List your assignments.
  • Plan your week.
  • Get your work done.

Class Schedule Template

  • Plan your Course Schedule
  • Stay Organized

Periodic Table

  • Color or Black/White
  • Printable on 8 1/2 x 11 Paper
  • Includes many common properties

Weekly Student Planner

  • Convert letter grades to Points
  • Compute Cumulative GPA
  • Track Semester-to-Semester

Printable Graph Paper

  • 1/4", 1/5", 1/10" grids
  • Basic rule and engineering formats

Graph Paper

  • Useful for electronic floor plans, landscape plans
  • Printable inch, cm, isometric formats

Isometric Graph Paper

Printable Math Summary Sheets

The following PDF files are a few of the summary sheets I developed as I attended college.

Conversion Factor Table

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Budget Templates by Vertex42.com

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  • Lists / Checklists
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excel template for homework

The 5 Best Excel Project Management Templates

  • Last updated March 21, 2024

Fact Checked By Cindy Wong

Looking for Excel project management templates? You’ve come to the right place! I like using pre-designed templates because they save time and help me manage my project more effectively.

If you’re looking for project management templates in Excel, click “ Home ” > “ More Templates .” Then, you can search for an appropriate template that fits your needs.

Table of Contents

Benefits of Using Excel for Project Management

An Excel project management template is handy for several reasons, including:

  • Efficiency and Saving Time: Excel templates save you time because you don’t need to create your own from scratch. They’re also dynamic, changing depending on the input, making them very efficient.
  • Clear Task Assignment and Management:  Excel project management templates help break down project tasks into manageable components. They assign responsibilities to team members, set deadlines, and track task progress, all aided by helpful features like checkboxes, drop-down lists, and progress bars.
  • Communication and Collaboration:  The templates help to establish effective communication between you and your team. Comments, notes, or discussion sections within the template allow team members to communicate and provide feedback on tasks or project components.
  • Resource Management: They help you plan for and manage project resources, including human resources, inventory , materials, equipment, and finances. And there are many more for businesses. Check out my expense report templates .
  • Quality Management:  They define quality standards and requirements for project deliverables, establish quality assurance processes, and implement quality control measures to ensure that project outcomes meet you and your team’s expectations.
  • Change Management: Excel project Templates help you manage changes to project scope, schedule, and budgets, especially when working with a large team. Additionally, you can track document change requests and obtain necessary approvals before implementing changes.
  • Progress Tracking and Reporting : Project management templates help you monitor project progress against established milestones and timelines and track key performance indicators (KPIs). They also make it easy to generate progress reports to keep you and your team informed about project status and performance.
  • Document Management:  The templates help centralize project documentation, including project plans, schedules, inventories, meeting minutes, and other relevant documents, to ensure easy access and retrieval by your team members.

The most efficient Excel project management templates include the following features:

  • Project plans
  • Budget sheets
  • Risk assessment forms
  • Communication plans

How To Find Excel Project Management Templates in the Excel Template Gallery

As mentioned earlier, Excel has a wealth of free Excel project management tracking templates that you can easily access.

If you have never used the Excel gallery before, follow these simple instructions and enter a new world of efficiency.

Here’s how to find a project management template in Excel’s template gallery :

  • Open Excel and go to “ Home” > “More Templates .”

Excel project management templates—Click on More Templates

  • Type “ Project ” in the search bar and hit “ Enter .”

Type Project in the search bar and click enter.

  • Scroll and find a template you like.
  • This will open a new workbook with your template, and you can start customizing it.

New template workbook.

Depending on your version of Excel, you can also go to the “ Home ” menu, click “ New, ” and search for free project management Excel templates from there.

Now, let’s look at some of my favorite project management Excel templates.

Some of my favorite project management templates in Excel are free in the online template gallery. Below is a mix of templates available in Excel’s gallery or my pre-made templates.

If you want to use any of these templates, you download and customize the template rather than making one from scratch.

How to edit an Excel template.

Just make sure you click on “ Edit a copy ” in the top right corner or “ File ” > “ Save as ” > “ Download a copy .”

1. Project Planner Template

Project Planner Template

Access the Template

The Project Planner Gantt template is a free Excel project management template that you can find in the template gallery.

This template has a simple table for inputting your activities and periods and a Gantt chart dashboard for visualizing the timelines for each activity.

I particularly like this template because it is excellent for tracking the timelines of tasks in a project. However, the downside is that it uses periods for intervals instead of dates, which might not suit your project (that’s why I’ve included a custom Gantt chart in this list, too).

The template has the following features:

  • Columns for activity names, statuses, planned start, start duration, and end duration.
  • A Gantt chart to visualize the timeline for each activity in the project
  • Visual indicators, such as color-coded cells or icons, indicate the progress of the project statuses  (e.g., plan duration, actual start, completed).
  • Filters and sorting options to organize projects by status, priority, or deadlines.

2. Custom Project Management Spreadsheet Template

Project Management Spreadsheet Template

Access Template

If you’re looking for an all-rounder Excel Gantt chart template for project management, this template is for you.

Our Project Management spreadsheet template is versatile and suitable for various project management components.

It’s similar to the standard Microsoft Excel library, but I’ve made it easier to track calendar dates. I have also included more room for project details.

The best features of this template include:

  • Detailed task list with columns for task names, descriptions, assigned resources, start dates, end dates, durations, and statuses.
  • Drop-down function to highlight overdue tasks, upcoming deadlines, and completed tasks.
  • Filters and sorting options to organize tasks based on various criteria.
  • A Gantt chart to visualize the timelines for each task.
  • Automatic calculation of task durations and end dates based on start and end dates.
  • Task tracking for complex projects.

3. Project Tracker Template

project tracker template

This project plan template is simple and easily customizable, with features that let you track multiple projects.

It is a straightforward solution for maintaining a centralized list of projects. This project-tracking Excel template is designed to help project managers monitor and oversee the progress of multiple projects simultaneously and divide labor throughout the projects’ workload.

The key features include:

  • A comprehensive table view to track multiple projects simultaneously.
  • Columns for project names, descriptions, statuses, start dates, end dates, and assigned employees and project managers.
  • A color-coded progress bar to track the progress of each task.
  • Work breakdown structure for several projects as part of
  • Interactive features, such as drop-down menus, for user-friendly navigation and data entry.

4. Project List Excel Template

Project List Excel Template

This template is also part of Excel’s online template gallery. It is a simple table with columns for different aspects of the project you want to track.

This Project List Excel template is the best for beginners since it’s easy to understand and edit.

One thing to note is that there is no Gantt chart or other visualization, making it more appropriate for smaller projects with fewer stakeholders or employees.

It offers a structured approach to task management, enabling users to create task lists, prioritize activities, assign responsibilities, and track progress seamlessly.

It includes the following features:

  • Customizable spreadsheet with columns for different project management components (e.g., task name, assigned to, duration, and work hours).
  • Standardized formats for documenting project information.
  • Built-in formulas for automatic calculations, data analysis, and reporting.
  • Conditional formatting to flag work hours under specific values.
  • A “setup” tab will allow you to alter drop-down lists.

5. Project Timeline Excel Template

Project Timeline Excel Template

The Project Timeline template is another Excel template available in the online template gallery.

Using timelines as project management tools makes it easy to visualize the business plan throughout the entire project.

It provides a clear and concise overview of project milestones, deadlines, and critical events, enabling you to understand project progress and milestones at a glance. This task management Excel template is an excellent asset for time-sensitive projects.

  • A simple list format to track basic project information such as activities, start dates, end dates, and notes.
  • An editable timeline to highlight critical project milestones or deadlines.
  • Various sorting options to arrange projects alphabetically, by start date, or by status.

Frequently Asked Questions

How can excel be used for project management.

Excel has many useful features for project management. These include:

  • Drop-down menus
  • Progress bars

These features create an excellent project management template, depending on your needs. I like to incorporate task list tables with a Gantt chart in my templates to keep track of project components, but there are plenty of options in the template library.

Does Excel have a Project Management Template?

Plenty of free project management Excel templates exist in Excel’s template gallery. Alternatively, you can visit Excel’s template gallery to see the full range. Go to “ Home ” > “ More Templates .”

Wrapping Up

In this guide, I’ve explored five of the best Excel project management templates, including some from Excel’s template gallery and some of our own.

These templates are designed to streamline project planning, execution, and monitoring. Each template offers unique features tailored to specific project management needs. Alternatively, look at our guide for the best Excel business templates . I also have a guide especially for project managers who use Google Sheets. You can find that guide here .

Which template did you find most useful? Are there any from the template library you think we should add to our list? Let us know in the comments section below.

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Time is on your side when you keep track of your schedule with customizable, easy-to-use Excel schedule templates. Scheduling everything from workday tasks to personal projects in Excel is easy to set up and esign to your liking with an intuituve template.

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Follow a schedule to stay on top of your life

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https://www.nist.gov/news-events/events/5927-fundamentals-metrology

5927 Fundamentals of Metrology

The 5-day Fundamentals of Metrology seminar is an intensive course that introduces participants to the concepts of measurement systems, units, good laboratory practices, data integrity, measurement uncertainty, measurement assurance, traceability, basic statistics and how they fit into a laboratory Quality Management System. Additional topics covered will include overall Laboratory Management and specific discussions of the requirements for proficiency testing, calibration certificate generation and software verification and validation. Topics will be covered using a variety of measurement disciplines and laboratory measurements and case studies so that the participants will be able to apply the concepts to any measurement discipline upon completion. Topics are covered in a mixture of training styles including lecture, hands-on exercises, case studies and discussion.

This class covers the following procedures from NISTIR 6969 :

  • GLP 1, Quality Assurance of the Measurement Process;
  • GLP 9, Rounding Expanded Uncertainties and Calibration Values;
  • GMP 11, Assignment and Adjustment of Calibration Intervals for Laboratory Standards;
  • GMP 13, Ensuring Traceability;
  • SOP 1, Preparation of Calibration Certificates;
  • SOP 29, Assignment of Uncertainty; and
  • SOP 30, Process Measurement Assurance Program.

Learning Objectives

At the end of this seminar, participants will be able to:

  • IDENTIFY and USE reference materials to ensure good quality, accurate, traceable measurement results;
  • EXPLAIN highlights and key concepts of each topic (noted on the Table of Contents and the detailed learning objectives ) to each other and to your managers and show how these topics fit in to a management system using ISO/IEC 17025 as the basis;
  • Have and know how to IMPLEMENT several simple tools, job aids, and references to use and improve your laboratory operations.

Materials & Supplies

Several notebooks and course materials will be provided.

Prerequisites

The instructor will send registered participants the prerequisite documentation 'AFTER' the registration deadline.  Required prerequisites include having a demonstrated knowledge of basic mathematics (pre-test) and completion of a number of reading assignments (listed in Pre-work section). Additional helpful pre-work will be provided to students who have been accepted by the instructor prior to the seminar to minimize course homework time. Participants must be proficient in spreadsheet functions and operations, and formatting in word processing software.

In addition to completing and submitting the Math Exercises, please read:

  • NPL Beginner’s Guide to Measurement .
  • Beginner's Guide to Measurement in Mechanical Engineering .
  • ISO/IEC 17025:2017 "General Requirements for the Competence of Testing and Calibration Laboratories" (students are responsible for obtaining an official copy of this standard).
  • For reference, download NIST Special Publication 811 “Guide for the Use of the International System of Units (SI) ”.

Pre-Work Deadline

Submit the math exercises (pre-work) according to instructions by COB on Monday, May 27, 2024 .  These exercises will be sent to confirmed participants.

Fundamentals of Metrology, Laboratory Auditing Program (LAP) Problems – required for State Weights and Measures Laboratories (not applicable for other participants.)

Minimum Requirements

Successful completion requires that participants fully participate in all classroom and laboratory exercises, turn in or present accurate work assignments, and be present for the entire course. There will also be a Final Exam on the last day of the class. The Final Exam and Final Calibration Certificate each contribute equal value to the final grade; the final grade also includes class participation and laboratory exercises. A passing grade on all portions is required to obtain a training certificate that indicates “successful completion” (e.g., getting a 100 percent on the final is not an excuse to participate minimally in classroom and laboratory.) Successful completion qualifies the participant to participate in the Mass, Volume and Length seminars, though those may have additional prerequisites.

*Homework note: students generally report taking one to two hours for homework each night.

State laboratory personnel who have responsibilities for developing, implementing, and/or improving the quality management system in their laboratory, as well as those who are seeking OWM recognition and/or accreditation or improvements to support recognition/accreditation.  This course is also available for non-weights and measures participants.

The current registration fee for this seminar is $2,800 and confirmed participants will be sent payment instructions.  This fee does not cover travel, lodging or meal expenses.  Registration fees for State Lab metrologists are funded by NIST OWM.

Instructors

Micheal Hicks, Jose Torres Email: micheal.hicks [at] nist.gov (micheal[dot]hicks[at]nist[dot]gov)

Technology Requirements

Registered participants will need to bring a 10-digit scientific calculator to use during this seminar.  Participants MUST be familiar with the use of the hand-held scientific calculator.  Additionally, use of a laptop or tablet PC is required to succeed in the seminar.  Participants must have access to Microsoft Word and Excel (version 2010 or newer are acceptable) and be able to open and use template Excel workbooks that will be provided on USB media.  Participants must be able to save/store files to USB media devices to facilitate printing and turning in homework assignments; if not able to use USB media, participants must be able to connect their laptop to a printing device by cable or BlueTooth and be able to upload files to a secure Google Drive.

IMAGES

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VIDEO

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