About How to Make a Task List for Employees in Excel - Tutorial

Creating a task list for employees in Excel can help you manage and track the progress of your team's projects and assignments. In this tutorial, we'll walk through two ways that you can make a task list for your employees in Excel. In the first method, we'll create a task list using a pivot table. Because pivot tables are available in every version of Excel, this method is accessible to all users. Ideal for Microsoft 365 users, in the second method, we'll make a task list using different formulas to get data from the business's master task list. Many of these formulas are available in Microsoft 365 and newer versions of Excel. As we normally do, we'll also go over some pros and cons of each version. Also, please make sure to visit this video's sponsor, Connecteam, for a super easy solution to creating and sharing task lists for your employees (among other work solutions!). Have 10 users or less??? - it's FREE to use: https://yacostasolutions.com/connecteam_ya If you liked this, make sure to get your FREE pdf list of top Excel keyboard shortcuts: https://yacostasolutions.com/newsletter/ *FYI: This tutorial was created using the desktop version of Excel in Microsoft 365. You can upgrade to this version here: https://yacostasolutions.com/MS365 The screen recording + editing was done using Techsmith Camtasia. You can check it out here: https://yacostasolutions.com/camtasia Thanks for watching this Microsoft Excel tutorial and, don’t forget, if you like this video, please “Like” and “Share” with your friends – it really helps us out 😊 To catch our Excel tutorials as they come out, subscribe to this channel by clicking: https://yacostasolutions.com/youtube 00:00 Introduction + what to include in master task list 01:00 Connecteam Employee Task List Solution 02:26 Create your Employee Task List using a Pivot Table 04:30 Create Employee Task List using Excel 365 formulas 05:00 Create a formula to reference a tab name inside the spreadsheet 06:25 Use the LEFT + SEARCH Functions to get employee name 07:30 Use XLOOKUP to get employee department and position from master task list 08:47 Use the FILTER function to extract employee tasks and due dates 10:47 Create a Data Validation List for Yes/No completed status 11:36 How to Replicate the task list for other employee's tasks Thanks! *DISCLAIMER: This video description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. As an Amazon Associate I earn from qualifying purchases. This helps support the channel and allows us to continue to make tutorials like this. Thank you for your support! #yacostatutorials