Excel - Putting Tasks into Priority Matrix
I want to show my tasks in lists based on priority based on the Eisenhower matrix.
I sourced a spreadsheet online which did this using macros. But its problematic.
I have attached the file.gh_user_Activities.xlsm
Can someone help make the following improvements:
1/ make it work without macros, if that can be done (so I can modify later if needed...I dont know how to use macros)
2/ remove some of the extra functions (to add tasks and remove completed tasks, as I can just do this in the 'To do list table'
3/ for tasks shown in the matrix, also show in (brackets) who is Lead and in [ ] target date if these are specified (sometimes they wont)
4/ remove limit in matrix which only covers 50 tasks. I have about 120 I need to manage & prioritise
5/ remove scroll bars in matrix as not helpful if I want to print
Hope you can help
Thanks
I sourced a spreadsheet online which did this using macros. But its problematic.
I have attached the file.gh_user_Activities.xlsm
Can someone help make the following improvements:
1/ make it work without macros, if that can be done (so I can modify later if needed...I dont know how to use macros)
2/ remove some of the extra functions (to add tasks and remove completed tasks, as I can just do this in the 'To do list table'
3/ for tasks shown in the matrix, also show in (brackets) who is Lead and in [ ] target date if these are specified (sometimes they wont)
4/ remove limit in matrix which only covers 50 tasks. I have about 120 I need to manage & prioritise
5/ remove scroll bars in matrix as not helpful if I want to print
Hope you can help
Thanks
Roy Cox
There's no attachment
ASKER
Thanks Roy. have tried again to upload
The one that you have attached is the other one. What problems do you have with it?
ASKER
Hi Roy. The main problem I have is the limitation in the number (50 or less) of tasks it will show in the matrix, plus the scroll bar
I also would like to see the name of lead and target date in the matrix if such has been specified.
I also would like to see the name of lead and target date in the matrix if such has been specified.
The first scroll bar is 40, the other three are 45. I think they are not necessary but increasing to 100 is a quick fix. I've adjusted them to 100 and adding the lead to the UserForm won't be difficult and likewise the date.
I've added the Lead for you. I would rather add my DatePicker for the date than relying on manual input. I'm out for the most of today but I can add that later if you want.
I haven't had time to check what needs amending on the spreadsheet in formulas to display the Lead & Date, but check these changes and I'll check back when I get home.
gh_user_Activities--1-.xlsm
I haven't had time to check what needs amending on the spreadsheet in formulas to display the Lead & Date, but check these changes and I'll check back when I get home.
gh_user_Activities--1-.xlsm
I've added a calendar to pick the date.
The lead and date are added to the list. Check it out and let me know if you need any changes
I think the code can be improved and I'll look at that later.
gh_user_Activities--2-.xlsm
The lead and date are added to the list. Check it out and let me know if you need any changes
I think the code can be improved and I'll look at that later.
gh_user_Activities--2-.xlsm
ASKER
Hi Roy
Thanks for this. Really appreciate your help.
Just some comments:
a/ I couldnt see the lead and target dates in the matrix
b/ I expanded the to do list to 70 but couldnt see tasks beyond row 53 in the matrix
c/ I couldnt see the calendar function. But thats OK. ... as target dates may vary from blank, month, year, specific date, depending on the task. So need the flexibility.
d/ If you have time, could you also remove some of the extra functions and associated buttons (to add tasks and remove completed tasks) as I can just do this in the 'To do list table'
Thanks in advance
Thanks for this. Really appreciate your help.
Just some comments:
a/ I couldnt see the lead and target dates in the matrix
b/ I expanded the to do list to 70 but couldnt see tasks beyond row 53 in the matrix
c/ I couldnt see the calendar function. But thats OK. ... as target dates may vary from blank, month, year, specific date, depending on the task. So need the flexibility.
d/ If you have time, could you also remove some of the extra functions and associated buttons (to add tasks and remove completed tasks) as I can just do this in the 'To do list table'
Thanks in advance
I've dded the calender and lead to the userform for adding them to the to do list.
Using the form I have added Task G which appears in the Task Matrix, unfortunately the author of the workbook hasn't put formulas in to add lead & data to matrix, I'll have to look at the formulas
Using the form I have added Task G which appears in the Task Matrix, unfortunately the author of the workbook hasn't put formulas in to add lead & data to matrix, I'll have to look at the formulas
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ASKER
Thanks Roy.
Thats great.
2 Questions:
1/ Why the need for the 'To Do List Sorted' sheet, and what is it sorted on?
2/ I'm going to use it for volunteer work I'm working on where I am getting others to help me. SO A BIG THANKS AGAIN. I'll will need to add more columns in the To Do List sheet so more info. about tasks can be added. Is there anything I should beware of that may break the good work you have done?
Thats great.
2 Questions:
1/ Why the need for the 'To Do List Sorted' sheet, and what is it sorted on?
2/ I'm going to use it for volunteer work I'm working on where I am getting others to help me. SO A BIG THANKS AGAIN. I'll will need to add more columns in the To Do List sheet so more info. about tasks can be added. Is there anything I should beware of that may break the good work you have done?
I'm not sure why the author introduced the sorted list when the data could be input directly there. Currentlt it is populated by formulas from the To Do List.
Add any columns to the right of the existing data if possible.
I will try to see if the workbook can be streamlined.
Add any columns to the right of the existing data if possible.
I will try to see if the workbook can be streamlined.
ASKER
Thanks Roy
If you are tinkering with workbook, I have attached a copy with the extra columns I needed shown, as it didnt work out just adding them to the right. Can you work on that one?gh_user_Activities-3.xlsm
If you are tinkering with workbook, I have attached a copy with the extra columns I needed shown, as it didnt work out just adding them to the right. Can you work on that one?gh_user_Activities-3.xlsm