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Task Excel docs

  • Documentation home
  • Enable Macros
  • Installation & Activation
  • Projects
    • Project Costs
  • Resources
  • Set Workdays & Holidays
  • Task Excel Keyboard Shortcuts
  • Tasks
    • Parent-Child Task Relationships
    • WBS (Work Breakdown Structure) Numbering

Task Excel documentation

Guides, tutorials and reference for Task Excel, the task tracker template for Excel. Start with installation, then work through projects, tasks and resources.

Getting started

Installation & activation

Save the file, enter your licence key once.

Read guide →

Enable macros

Turn on the automation in Excel.

Read guide →

Projects

Projects

Create a project and set its budget.

Read guide →

Project costs

Estimated, baseline and actual costs.

Read guide →

Tasks

Tasks & milestones

Add, edit and understand every field.

Read guide →

WBS numbering

Automatic work breakdown structure numbers.

Read guide →

Parent-child tasks

Subtasks and rollups.

Read guide →

People & time

Resources

Add owners and assign them to tasks.

Read guide →

Workdays & holidays

Calendars for the team and each person.

Read guide →

Reference

Keyboard shortcuts

Work without the mouse.

Read guide →

More help

  • Download Task Excel free
  • Support centre
  • Gantt Excel documentation ganttexcel.com
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