Before the meeting - Configure the Settings sheet

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

• Meeting Name: Give your meeting a name.
• Date: Enter the date which the meeting will take place.
• Time: Enter the time which the meeting will take place.
• Location: Specify where the meeting will take place, such as Online, Meeting Room B etc...
• Organizer: Select the name of the person who is organizing this meeting.
• Team: List the names of everyone who's involved with this meeting.
• 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’.

During the meeting - Complete the Meeting sheet

The meeting sheet is where you'll capture all your tasks, objectives and more.

• Meeting Objective: Clearly specify what the objective is for this meeting. This helps ensure everyone understands why the meeting is taking place.
• Decisions: Each time a decision is made, it's important to list it in this section. This way, there's no chance for confusion or wasted time once the meeting ends.

The Tasks table is where you'll capture all your tasks, it contains 8 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.
• 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.

Frequently Asked Questions



• How can I edit the Summary sheet?

  The Summary sheet is protected by default in order to prevent accidental changes.
  To edit it, you must unprotect the sheet by clicking the 'Review' tab and clicking 'Unprotect sheet'.
  

• How can I change the Status or Priority colors?

  1. Ensure you have the Meeting sheet selected.
  2. Click the Home tab, click 'Conditional Formatting' and select 'Manage Rules...'
  3. Double click on a color which you would like to change.
  4. Click the 'Format...' button.
  5. Click the 'Fill' tab.
  6. Select the color of your choice.
  7. Click OK on all open dialogs.
  8. Repeat the steps above for each project sheet.
  

• Can I filter my tasks so that I only see those for a specific status, or priority?

  Yes, you can easily apply filters on any of the ‘Project’ sheets.
  Simply click the Filter button at the top of the desired column and check or un-check any of the available checkboxes.
  

• Can I sort my tasks by category, status, priority, or any other data type?

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

• How should I delete a task?

  You may highlight any cell that you would like to clear and hit the Delete key on your keyboard.
  

• How can I add more rows to the Decisions table?

  Right click the last row and select “Insert -> Table Row Below”

• How can I add more rows to a table?

  Your planner comes with a couple of blank rows; however, you can add more by right clicking the last row and selecting “Insert -> Shift cells down”

• How can I contact Bobcat Planners?

  Contact us via the Bobcat Planners Etsy shop any time!