Work-Life Balance Planner

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

• Team: List the names of everyone who might be assigned a task.
• Status: You may rename one or more of the default statuses.
• Priority: You may rename one or more of the default priorities.

🟢 Tip: To remove an entry in the ‘Team’ list, right click on the entry and select ‘Delete -> Table Rows’.

Home / Work / MyBusiness sheets

These three sheets are where you'll capture all your tasks. Each sheet contains these columns:

• Task: Enter the name of your task.
• Status: Select a status from the dropdown menu.
• Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
• Start Date: Enter the start date for this task.
• End Date: Enter the date which this task should be completed by.
• Assigned To: Select someone from your team from the drop-down list.
• Budget: Enter the maximum amount you're willing to spend.
• Actual Cost: Enter the amount you actually ended up spending.
• Progress: Enter a value between 0 and 100, which represents completion progress.
• Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: All dates must be entered in the following format: January 1, 2023

🟢 Tip: Progress percentage is automatically color coded.

The Overview sheet

The Overview sheet provides a beautiful dashboard which neatly summarizes all your task. You'll get to see:

• Today's Date.
• Total number of Active tasks.
• Number of tasks due Today, this week and this month.
• A visual chart which helps display which part of your life contains the most tasks.
• Global completion percentage.
• Dedicated stats for Home, Work and My Business.