What it does
- All-in-one dashboard: month calendar, progress donut, tasks per day, status and priority charts, finance summary, today's and upcoming tasks
- Recurring tasks: repeat every N days, weeks, months, or years; the dates appear on every calendar by themselves
- Monthly and weekly calendars showing every task, with done, overdue, and recurring marks
- Project Overview: pick a project from a dropdown to see its details, budget vs. expenses, calendar, people, and overdue and upcoming tasks
- Project Manager with timeline conflict alerts and automatic progress, expenses, revenue, and profit
- Kanban board with 5 columns (Backlog to Done) and filters by project, person, and priority; move a card by changing its status
- Gantt chart with priority colours, progress, weekends, and a today line
- Decision matrix (Do, Decide, Delegate, Delete), a task filter, and a full task schedule in date order
- Room for 25 team members, 50 projects, 500 one-off tasks, and 25 recurring tasks
Who it's for
Freelancers, small business owners, team leads, and creators who juggle several projects and want one place for all of them.
What's inside
Two .xlsx files (a blank copy and a filled-in example copy), each with 15 tabs:
- Start Here
- Setup
- Dashboard
- Monthly Calendar
- Weekly Calendar
- Project Overview
- Project Manager
- Project Budget
- Variable Tasks
- Recurring Tasks
- Task Schedule
- Task Filter
- Decision Matrix
- Kanban Board
- Gantt Chart
Works with
Microsoft Excel 2010 or newer (Windows & Mac) and Google Sheets. No macros, no add-ons.
Licence
For your own personal or business use. Please don't resell or share the file.
Questions
Do I need Microsoft Excel?
No. The file also works in Google Sheets, which is free: upload it to Google Drive and open it with Google Sheets. In Excel it works in Excel 2010 or newer on Windows and Mac.
How do I get the file?
Right after payment you land on your download page. Your personal download link works for 30 days. If you close the page by accident, open My downloads: enter your PayPal email and the order number (Invoice ID) from your PayPal receipt to get your files again.
Which currency does it use?
Any. Amounts are plain numbers, so type them in dollars, pounds, euros, ringgit, pesos, or your own currency. Tax and fee settings are editable for your country.
Can I use it on my phone?
You can view and edit it in the Google Sheets or Excel app, but it is easiest to set up on a computer.
How do I pay?
Checkout is handled by PayPal. You can pay with your PayPal balance or a debit/credit card. We never see your card details.
How do I contact you?
Message us on WhatsApp at +62 851-2802-8406. We usually reply within one business day. Please include your order number (it starts with BDT- and appears as Invoice ID on your PayPal receipt).
What if the file does not work for me?
Message us on WhatsApp (+62 851-2802-8406) within 14 days of your purchase. We will help you get it working, and if we can't, we will refund you.
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