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Work-Life Balance Planner: Excel Task Management Dashboard (Digital Download)

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Highlights

  • Designed by BobcatPlanners
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

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.

>> What's Included? <<
✅ 1 Work-Life Balance Planner (.XLSX File)
✅ Access to the online Getting Started section on bobcatplanners.com

>> 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

>> Requirements <<
🟢Microsoft Excel (Works with Free and Paid licenses for Desktop & Web)
🟢Basic understanding of how Excel works

>> Instructions <<
🟠This is a digital product which is available for instant download.
🟠Files are automatically sent to your e-mail after purchase.

>> Questions? <<
🟣Not sure about something before or after purchasing? Don't hesitate to reach out to me with any questions. I am available right here on Etsy to assist you with any queries you may have regarding my products. Feel free to send me a message, and I will respond as soon as possible. Thank you for considering my shop!

>> Terms of use <<
By purchasing this product, you agree to the following:
1. This planner is for your personal use only.
2. You may not redistribute this planner in its original or modified format.
3. You understand that Bobcat Planners are built with the latest version of Microsoft Excel and that even though we rigorously test our planners before releasing them, we cannot guarantee that they work defect-free in all older versions of Excel.
4. There are no refunds on digital items under any circumstances. However, please contact us should you encounter any issues, we will always do our best to help where possible.

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Reviews for this item

4.7

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(3 reviews)

4.7 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
4 out of 5 stars 4 This item

Rebecca May 3, 2024

Good theme specific planner 🙂

Rebecca May 3, 2024

5 out of 5 stars 5 This item

Justice Nov 17, 2023

Everything in one place, after buying this excel workbook, I decided to buy the more detailed work week workbook. It’s nice as well, just Monday through Friday.

Justice Nov 17, 2023

5 out of 5 stars 5 This item

Valérie Oct 16, 2024

Cindy is amazing! Not only are the documents she produces amazing for productivity and extremely well thought out, but they are also very pleasing to the eye and that is just as important to me! In addition to this, Cindy took the time to advise me on the choice of software that would be useful to me... And as if that were not enough, she offered me her help in translating into French some elements for which the translation could be more complicated… Cindy answers probably stupid questions I ask incredibly quickly and patiently! Thank you Cindy for everything! Valerie

Valérie Oct 16, 2024

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Listed on May 1, 2026