Task Planner

  • Category: Task Planners
  • Platform: Google Sheets
  • Description: Plan and organize all your life's tasks in one easy to use spreadsheet. Designed to be intuitive and empower you to stay on top of your daily tasks. Prioritize your tasks and keep their statuses up to date. Categorize your task and set due dates. Automatically see how many days are remaining for each task. Choose between light and dark mode themes!



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Features

✔️Modern & Easy to use interface
✔️Multi purpose planner - Can be used as a general daily life planner, project manager planner, shopping planner, meal planner, team work planning, to do list and so much more
✔️Easily enter a task & 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)
✔️Select category from the drop-down list (such as Home or Work - you can add as many as you'd like)
✔️Set a Due Date for each task
✔️Automatically see how many days are remaining until each tasks due date - the number automagically highlights in red when 3 days or less remain!
✔️Ability to Add a note for each task
✔️Modern, colorful status bar displays total task count per status
✔️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!
✔️Income Tracker sheet let's you log your dividend and automatically updates the dashboard
✔️Instantly see how much each stock / fund has paid you each month
✔️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 Cells->Delete Cells and Shift Up’.



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: Jan 1, 2023

🟢 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.
    Click the column title you would like to filter, click Data menu, and select Create a Filter.
    Click the Filter button 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 highlighting the last row and dragging downwards using the handle (bottom right corner).

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