Create A Project Management Tracker Using Microsoft Excel

Master Excel for Project Tracking: A Complete Guide to Building Automated Management Systems

What you'll learn

Create a complete project management tracking system in Excel from scratch, including task management, deadlines, and status tracking

Master essential Excel functions and formulas (IF, AND, OR, VLOOKUP) to automate project tracking calculations and data management

Build interactive dashboards and reports using charts, pivot tables, and progress tracking visualizations to effectively monitor project status

Design and implement automated workflow systems using Zapier to streamline project updates and team communications

Develop an interactive sales project management tracker with custom metrics, automated reporting, and dynamic filtering capabilities

Set up secure collaboration environments using Excel Online and OneDrive for real-time team coordination and data sharing

Create automated email notification systems and weekly progress reports using Zapier integration

Implement data validation rules and protection schemes to maintain data integrity and security in project tracking sheets

Requirements

Basic knowledge of Microsoft Excel (able to enter data, use simple formulas like SUM, navigate between sheets)

Access to Microsoft Excel 2016 or newer version (desktop or Microsoft 365)

A free Zapier account (will be created during the course)

A Microsoft account for OneDrive access (free account is sufficient)

Basic understanding of project management concepts (goals, tasks, deadlines) - but no formal PM certification needed

Computer with internet connection for accessing online resources and collaboration features

Description

Transform Microsoft Excel into a powerful project management tool! This comprehensive course teaches you how to build professional project tracking systems from the ground up. You'll learn to create efficient, automated tracking solutions that streamline your project management process without expensive specialized software.Starting with Excel basics, you'll progress to advanced features like interactive dashboards, automated workflows, and real-time collaboration tools. Through hands-on exercises, you'll master essential skills including task tracking, resource allocation, progress monitoring, and data visualization. By implementing data validation, conditional formatting, and powerful Excel functions, you'll develop user-friendly systems that enhance project visibility and control.The course culminates in building a complete project management tracker integrated with Zapier for automated reporting. You'll learn to create dynamic dashboards, set up email notifications, and establish efficient collaboration workflows. Whether you're managing small team projects or complex initiatives, you'll gain practical skills to build comprehensive project tracking systems, automate routine tasks and reporting, create interactive dashboards for progress monitoring, implement efficient collaboration workflows, and design custom solutions for your specific needs.Perfect for project managers, team leaders, and professionals who want to leverage Excel's full potential for project management. Join us to master the art of creating efficient, scalable, and automated project tracking systems that will transform your project management approach.No advanced Excel knowledge required - we'll guide you step-by-step from basics to advanced automation. Start building professional project tracking systems that save time and enhance your project management effectiveness!

Overview

Section 1: Introduction to Project Management and Excel

Lecture 1 Overview of Project Management

Lecture 2 Introduction to Excel interface

Lecture 3 Basic Excel functions and operations

Section 2: Setting Up Your Excel Workspace

Lecture 4 Organizing Your Workbook

Lecture 5 Applying cell formatting

Lecture 6 Using tables and cell styles for better visualization

Lecture 7 Using basic arithmetic operations in Excel

Section 3: Simple Task Tracker

Lecture 8 Setting up columns for tasks, start date, end date, status, and priority

Lecture 9 Calculating task durations and deadlines

Lecture 10 Enhancing Usability: Adding dropdowns and data validation

Section 4: Advanced Excel Functions and Formulas

Lecture 11 Conditional Formatting

Lecture 12 IF, AND, OR functions

Lecture 13 Using VLOOKUP and HLOOKUP for data referencing

Section 5: Tracking Progress, Visualizing Data, and Creating Dashboards

Lecture 14 Visualizing Data with Charts and Graphs

Lecture 15 Implementing Progress Bars

Lecture 16 Creating a Dashboard

Lecture 17 Pivot tables

Lecture 18 Finishing the Dashboard

Section 6: Interactive Sales Project Management Tracker

Lecture 19 Setting up the tracker

Lecture 20 Adding pivot tables

Lecture 21 Adding Metrics

Lecture 22 Adding Charts

Lecture 23 Customizing the dashboard

Lecture 24 Adding Slicers

Section 7: Collaboration and Sharing

Lecture 25 Protecting and managing access to your Workbook

Lecture 26 Using OneDrive for backing up and sharing your Workbook

Lecture 27 Collaborating in Real-Time Using Excel Online

Lecture 28 Recording and Editing Macros for task automation

Section 8: Workflow Automation with Zapier

Lecture 29 Introduction to Workflow Automation and Zapier Interface

Lecture 30 Connecting Excel with zapier and setting up Triggers

Lecture 31 Connecting Gmail with zapier and setting up Actions

Lecture 32 Using Filters by Zapier to customize the zap

Lecture 33 Setting up a weekly report progress tracking zap

Lecture 34 Using advanced Zapier Techniques to customize the zap

Lecture 35 Conclusion: Course Review

Project Managers and Team Leaders who want to create efficient tracking systems without investing in expensive project management software,Business Professionals who need to organize and track multiple projects, tasks, and deadlines in their daily work,Small Business Owners and Entrepreneurs looking for cost-effective ways to manage their projects and sales pipelines,Administrative Assistants and Operations Staff responsible for maintaining project records and creating progress reports,Sales Managers who need to track team performance, deals, and project milestones in a systematic way,Remote Team Leaders seeking efficient ways to coordinate work and automate progress tracking,Professionals transitioning into project management roles who want to develop practical, hands-on project tracking skills,Anyone who uses Excel regularly and wants to transform it into a powerful project management tool