Work-Life Balance Planner

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Have you ever experienced the overwhelming sensation of a cluttered mind, struggling to keep up with the tasks awaiting completion in your personal life, workplace commitments, and perhaps even your side business ventures? Take solace in the fact that you're far from alone—I too was ensnared in this struggle. Juggling tasks and to-do lists across three separate platforms, I reached a point of realization. It was high time to pioneer a revolutionary solution—a Work-Life Balance planner. This innovative tool enables you to record all your tasks within a single spreadsheet, neatly compartmentalized across three distinct tabs. To provide a clearer perspective on the areas demanding your attention, an intuitive dashboard synthesizes the essential information. You can assign tasks to others, prioritize tasks and keep their statuses up to date. Set due dates, budgets & percentage of completion.

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Features

✔️Modern & Easy to use interface
✔️Multi-purpose planner - Designed to help manage your tasks for Home, Work, and 'My Business'
✔️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)
✔️Set a Start & End date for each task - End dates appear in red when overdue
✔️Ability to add Budget & Actual Cost for each task (You can remove budget columns if needed)
✔️Ability to assign tasks to other people - You define the list of people from the Settings sheet
✔️Ability to specify Progress percentage for each task - Percentage value color changes automatically (Example: 100% = Green)
✔️Powerful dashboard provides a birds eye view of all 3 areas
✔️Modern, colorful status bar displays the 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!
✔️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

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.


    Frequently Asked Questions


  • The Overview 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'.

  • 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.

  • 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.

  • 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.

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

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