Goal Planner

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Plan & organize all your 2023 New Year's Resolutions & Goals in one easy to use spreadsheet. Designed to be intuitive and empower you to clearly list your goals and achieve them! Assign goals to the category of your choice, such as Health, Finance, or relationship. Prioritize your goals and keep their statuses up to date. Set due dates & percentage of completion for each goal. See your overall goal stats at a glance with the beautiful Dashboard sheet, which is completely automated. Choose between light and dark mode themes! Make 2023 a great year - Ready, Set, Go!

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Features

✔️Modern & Easy to use interface
✔️Easily enter a goal & select a Status from the drop-down list (Not started, In progress, completed, on hold, canceled, blocked)
✔️Select a Priority from the drop-down list (P1, P2, P3, P4)
✔️Set a Start Date for each goal
✔️Set a Due Date for each goal
✔️Select a Category for each goal, such as Health, Knowledge, Finances, Career, Relationship etc...
✔️Ability to set progress for each goal with automatic color coding
✔️Modern, colorful dashboard displays your goal timeline, remaining goal amount and more!
✔️Pixel perfect Minimalist design - A planner which doesn't feel 'crowded' or 'overloaded'
✔️Easy on the eyes - We took the time to carefully space elements out which allows the planner to 'breathe'
✔️Attractive Color Palette - We carefully selected colors that are a joy to look at, we hope you feel the same!
✔️Customizable - You can edit anything you'd like in this spreadsheet if needed

Get started with your planner

Learn how to get the most from your new planner

Configure the Settings sheet

You can change the categories, statuses or priorities that are displayed in your planner. You may use the defaults provided, or use your own.

  • Category: List all the types of categories a Task can belong to.
  • 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 ‘Category’ list, right click on the entry and select ‘Delete -> Table Rows’.



Start creating tasks

The ‘Tasks’ sheet allows you to manage all your tasks. Each task contains the following 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)
  • Category: Select the category which this task relates to.
  • Due date: Enter the date which this task should be completed by.
  • Days Remaining: Automatically calculates how many days remain until the due date.
  • 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, 2022

🟢 Tip: When the ‘Days Remaining’ value is equal to 3 or less, the number will appear in red.



    Frequently Asked Questions


  • Yes, you can easily apply filters on the ‘Tasks’ sheet.
    Simply click the Filter button at the top of the desired column and check or un-check any of the available checkboxes.
    Here’s what the filter menu would look like if you only wanted to see “In progress” Tasks:

  • Yes, simply click the ‘Filter button’ at the top of the column and select “Sort A to Z”.

  • You may highlight any cell that you would like to clear and hit the Delete key on your keyboard.
    It’s best to avoid deleting any of the ‘Days Remaining’ cells because they contain a formula.
    If you do delete one, simply copy any other ‘Day Remaining’ cell and paste it in the cell you deleted. This will restore the formula.

  • Your planner comes with 200 blank rows; however, you can add more by right clicking the last row and selecting “Insert -> Table Row Below”

  • Contact us via the Bobcat Planners Etsy shop any time!