Configure the Settings sheet

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

• Months: The default months can be renamed.
• Team: List everyone who will be working across all projects.
• 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’.

Start creating tasks

12 monthly ‘Tasks’ sheets 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)
• 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 a budget amount for this task (max you're willing to spend).
• Actual Cost: Enter how much was actually spent.
• 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.

🟢 Tip: If you don't need to manage a budget, simply leave the Budget and Actual Cost values to '0'.

Frequently Asked Questions



• How can I edit the dashboard on the Overview sheet?

  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'.
  

• How can I change the Status or Priority colors?

  1. Ensure you have a Month Sheet selected (such as January).
  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 sheet.
  

• Can I remove budget references?

  Yes, you can remove the budget columns from each sheet.
  Right click in any cell in either column and click "Delete" & "Table Columns".
  

• 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.
  

• I’ve reached 100 tasks; how can I add more rows?

  Your planner comes with 100 blank rows; however, you can add more by right clicking the last row and selecting “Insert -> Table Row Below”

• How can I contact Bobcat Planners?

  Contact us via the Bobcat Planners Etsy shop any time!