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Workload Planner

Workload Planner

Regular price $11.55 CAD
Regular price Sale price $11.55 CAD
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  • Designed for Excel
  • No subscription required
  • Instant access
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Smart Features for Smarter Planning.

Modern & Intuitive Design

Plan and manage your team’s weekly workload seamlessly with a modern, intuitive design.

Comprehensive Task Management

The Tasks Sheet serves as your task management hub, allowing you to delegate tasks, assign statuses, priorities, due dates, progress percentages, estimated hours, and notes.

Task Delegation

Delegate tasks to up to 15 team members for effective collaboration and workload distribution.

7-Week Workload Overview

The Workload Sheet provides a 7-week overview of team members’ workloads, showing hours tallied per person per week.

Automatic Hour Calculation

Smart algorithms automatically calculate total hours per week per person, offering unparalleled workload visibility.

Customizable Work Hour Limits

Customize maximum work hours per person per week, with color-coded highlights for workloads nearing or exceeding thresholds.

Flexible Weekly Viewing Options

Navigate through 52 weeks using a dropdown list to view specific weeks and their subsequent six weeks for focused task tracking.

Real-Time Status Bar Insights

Modern status bar provides real-time insights, such as today’s date, staff count, total tasks, active tasks, late tasks, completed tasks, and progress indicators.

Proactive Workload Warnings

Proactively identify workload imbalances with intuitive red and yellow color-coded warnings for overburdened weeks.

Task Progress Tracking

Track progress percentages for tasks, with automatic color-coded updates (e.g., 100% = Green).

Fully Customizable Planner

Plan ahead effectively by customizing the Workload Planner to suit your team’s unique needs.

Dynamic Weekly Dashboard

The Workload Dashboard dynamically updates to display the selected week’s workload in detail, ensuring clarity and focus.

Pixel-Perfect Minimalist Design

Streamlined design ensures the planner feels clean and efficient, avoiding clutter and overload.

Attractive Color Palette

An attractive color palette enhances usability and turns workload tracking into an enjoyable experience.

Overdue Task Highlighting

Quickly identify late tasks with overdue dates automatically highlighted for immediate attention.

Ready to go in 3 steps

Step 01

Instant Delivery

Check your inbox immediately after purchase for your access link.

Step 02

Open Spreadsheet

Launch your system in Excel or Google Sheets to start tracking.

Step 03

Start Tracking

Log your data and take total control of your organization.

Product Details

What’s Included

Introducing Workload Planner for Excel - a revolutionary tool that allows you to visualize your teams weekly workload with ease.

How You Get It

Instant Digital Download. You will receive an automated email with your download links immediately after purchase. No physical package—you’ll get instant access to the files you need.

Simply save the files to your computer or upload them to Google Drive to begin using your system right away.

Everything you need to know.

Is this a one-time purchase?
Yes. Once you purchase a spreadsheet system, it is yours to keep forever with no recurring fees or subscriptions required.
Excel vs. Google Sheets: Which should I choose?
Our models are platform-specific. They are not inter-compatible. Please ensure you select the version for your preferred software (Excel or Google Sheets) at checkout.
How many devices can I use this on?
Unlimited. Save your files to any device or host them in your own cloud (Google Drive or OneDrive) to access them anywhere on phone, tablet, or computer.
I'm not an "Excel Expert"—is it hard to use?
No advanced skills needed. All formulas are automated and formatting is locked. You enter your data, and the system handles the rest. We include a quick-start guide to get you going in minutes.

Still not sure? See what others say.

Join over 9,000 customers who have organized their lives with Bobcat Planners. Read our verified 5-star reviews on Etsy to see why our systems are the top choice for pros and individuals alike.

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