Excel To Do List with Progress Tracker (4 Suitable Examples)

The following table contains the Due Date and Task columns. We will use it to create a progress tracker.

Method 1 – Using “To-Do List with Progress Tracker” Template

Steps:

• Go to the File tab.

• Select the To Do list with progress tracker template.
• If you can’t find the option, go to “More templates” and search for “progress tracker”.

• Click on Create.

• The template loads in our Excel sheet.

• Manually input the information from the dataset.

Method 2 – Use of Conditional Formatting Feature to Create a To-Do List with Progress Tracker

We will insert a check box in the Status column and use it for the formatting.

Inserting Check Box

• Select cell D5.
• Go to the Developer tab and select Insert.
• From Form Controls, select the check box icon.

• Drag down the check box with the Fill Handle tool to complete the column.

• Right-click on the check box of cell D5.
• Select Format Control from the Context Menu. A Format Object dialog box will appear.

• Select Checked as Value and cell E5 as Cell Link
• Click OK.

• You can see the Condition of cell D5 is TRUE, as the cell box is marked.

• Repeat for other cells to complete the Condition column.

You can see Condition is FALSE when the check box is unmarked.

Now, we will calculate Progress.

• Type the following formula in cell G7.

• Press Enter.

Inserting Progress Tracker

• Select cell G7 and go to the Home tab.
• In Conditional Formatting, select New Rule. A New Formatting Rule dialog box will appear.

• Select Format all cells based on their values.
• Click on the drop-down arrow of the Format Style box and select Data Bar.
• Click on the drop-down arrow of the Minimum and select Number and set the Value as 0.
• Click on the drop-down arrow of the Maximum and select Number, and set the Value as 0.
• Click on the drop-down arrow of the Border box and select Solid Border.
• Select Bar Direction as Left to Right and select a Color.
• Click on OK.

As a result, we can see the Excel to do list with progress tracker.

Method 3 – Inserting Bar Chart to Create Progress Tracker

We will customize the Status column with Data validation and use it for the bar chart.

Completing Status Column

• Put status text in the cells B13 and B14.
• Select the Status column cells.
• Go to the Data tab and select Data Tools.
• From Data Validation, select Data Validation. A Data Validation dialog box will appear.

• Click on the drop-down arrow of the Allow box and select List.
• Click on the upward arrow of the Source box and select cells B13 and B14 as Source.
• Press OK.

• When we click on cell D5, we can see a drop down arrow on the top right side of cell D5.

• Click on the drop-down arrow of cell D5 and can select a status.

• Fill in the Status column.

Progress Calculation

• Use the following formula in cell F7:

• Press Enter.

Inserting Bar Chart

• Click on cell F7 and go to the Insert tab.
• From Bar chart, select Stacked Bar chart.

• Right-click on the chart Axis.
• From the Context Menu, select Format Axis. A Format Axis dialog box will appear on the right side of the Excel sheet.

• In the Bounds option, put Minimum as 0 and Maximum as 1.

• Click on the Chart Elements and unmark Axes, Chat Title, and Gridlines.

• Click on the Chart and choose Select Data from the Context Menu. A Select Data Source dialog box will appear.

• Click on Add. An Edit Series dialog box will appear.

• Set the Series value as 1 and click OK.

• Make sure Series1 is above Series2.
• Click OK.

• You can see two shades of the Bar chart has been created and overlapped on one another.
• Click on the first half of the Bar chart.
• Go to the Format tab and select Shape Styles.

• Hover over Themes and see the preview on the Bar chart. Then select a Theme you want to use. We selected Orange colored Theme.

• Right-click on the other portion of the Bar chart and select Format Data Series.

• From the Format Data Series dialog box, select Fill.
• Select Solid Fill and choose a Color. Here, we selected a lighter orange shade.

• Click on the Bar chart and go to the Format tab.
• Select Shape Styles.
• From Shape Outline, select No Outline.

Adding Progress:

• Go to the Insert tab and select the Text option.
• From WordArt, select the first option.

• Click on the Text box and go to the Formula Bar.
• Type “=” and select cell F7.

• Drag this Text box to the Bar chart.

• Make the text bold and change the color font to white.
• Click on cell F7.
• Go to the Home tab and Font Color, then select White.

As a result, we can see a complete Excel to do list with progress tracker.

Method 4 – Using VBA to Create To-Do List with Progress Tracker in Excel

Let’s create a Priority list and insert a Status Input symbol tables to use as reference (see picture below).

Steps:

• Create the Priority column by following Method 3.

• Type the following formula in cell H4 to calculate Total Activities and press Enter:

• Type the following formula in cell H5 to calculate the Completed Score and press Enter:

• Use the following formula in cell H6 and press Enter.

• Use the following formula in cell H7 and apply it with Enter.

• Right-click on the sheet name.
• Select View Code from the Context Menu. A VBA editor window will appear.

• Select Worksheet.

• Select BeforeDoubleClick under SelectionChange.

• Copy the following code in the VBA editor window.

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
Cancel = False
    If Target.Row >= 5 And Target.Row <= 10 And Target.Column = 5 Then
    Cancel = True
        If Cells(Target.Row, Target.Column) <> Range("C18").Value Then
            Cells(Target.Row, Target.Column).Value = Range("C18").Value
        Else: Cells(Target.Row, Target.Column).Value = ""
     End If
End If
End Sub

• Close the VBA window and return to the worksheet.
• Double-click on cells E5, E6, E8, and E10.
• The code automatically updates the Percent Completed to 78% based on task weight and completeness.

• Follow the steps in Method 2 to insert the bar progress tracker in cell H7.

Practice Section

You can download the sample Excel file to practice.

Download Practice Workbook

Related Articles

• How to Make To Do List in Excel with Checkbox
• Create Fully Functional To Do List in Excel

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