Continuous Flow Task Tracker with VBA- Full Overview and Tutorial (Excel)

There is a new Excel version launched!

You can find the tutorial here:

Let’s create an automated task tracker for a seamless experience. The automations require VBA. If you can't use VBA at work, the non-automated version is a better fit for you to get organized at work. If you have the ability to use VBA as work, this tracker is the way to go to be organized at work.

This is the second and most recent version of this task tracker in Excel:

Note: VBA is not transferrable to Google Sheets. If you want to find an automated Google Sheets version, see my video for the Continuous Flow Task Tracker with Apps Script in Google Sheets.

What we'll learn:
- Set up column headers
- Add Drop-downs
- Create an automatic counter
- Add a completed task counter
- Add conditional formatting
- Add automatic timestamps for status updates
- Create pivot tables
- Create visualizations of completed tasks

Formulas/ Features Covered:
- Data Validation (Drop Down)
- Max
- Offset
- Iferror
- ISBLANK
- CountIFS
- Conditional Formatting
- VBA
- If statement
- Pivot Tables
- Stacked Bar Charts

[black_Mamba]

Hey Olan, Thanks for creating this informative video. I am facing issue with the VBA code that helps in moving the tasks with status as done from Task list sheet to Done sheet. Also is there a solution for the type mismatch error when I clear the data from the Task List Sheet and it asks me to debug. Looking forward to your suggestion on the same. Thanks.

[yamiking]

thank you for your video, it is really helpful. I need your help on Task add & Task started, when I mark something " Not started " or "Pending" it doesn't show/work.

[thedave]

everything works on the base spreadsheet from but the code on Parked doesn't move the item back to the Task List

[amyrideout]

Hi Olan, thank you so much for this- it is so very helpful. Like Chris, the macros have stopped working for me which are enabled. Have you got any advice?

[Parakka]

Great video and really useful though having a slight issue with the time stamps as when it comes to the tables it just puts it in a date format dd/mm/yyyy and doesnt give me the option for months. Though to be honest its not a big issue

[sirryasta]

Hi Olan, super useful thank you! Managed to follow everything and all works.
Only one thing missing:
When I add "Week Starts" into the Rows in the Pivot table, I do not get the option for Months and Days and therefore cannot continue for the rest of the tables. Could you see an obvious error there as the culprit?

[Clrondefiler]

Does any of this functionality work with Smartsheets? We're onboarding now and I want to be ahead of the curve utilizing a task board like this with reporting features.

[MavreenaShaffer]

I LOVE this! I've been trying to make something similar for my group to use!! I can't get the module to work though. :( I've double checked all of the values and nothing happens when I change the status. Any tips on what may have gone wrong?

[chrisbrignone]

When I mark something completed “done” it doesn’t move it to the done/completed tab.