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Kanban Board Task Tracker for Small Business Project Planning To-Do List Project Template Task Checklist Small Business Planner Excel

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Highlights

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

Organize, track, and delegate your projects with this modern Kanban Board for Excel. Visualize your work by Bucket or Status, assign tasks to your team, and track progress at a glance, all in one clean, easy-to-use spreadsheet. A simple yet powerful project management template that works as a task tracker, assignment tracker, and project planner in Excel.

📝 The Tasks Sheet — Your task management hub. Assign a Status, Priority, Bucket, Due Date, custom label, progress percentage, and notes to each task. You can even delegate tasks to team members.

📝 The Bucket Board Sheet — A Bucket is a simple way to categorize tasks. Create up to 10 buckets and name them however you like. This sheet displays each bucket alongside its assigned tasks.

📝 The Status Board Sheet — A clear, sorted view of all tasks by Status: Not Started, In Progress, On Hold, Blocked, and Completed.

📊 Smart Status Bar — Every sheet features a modern status bar showing today's date, Backlog count (tasks with no bucket), total tasks, active tasks, late and completed tasks, remaining project days, a project timeline, and a progress indicator. A wealth of information at your fingertips.

⚙️ Fully Customizable Settings — Choose what appears on your Kanban cards, toggle card highlighting, and automatically flag Late and Blocked tasks in red so nothing slips through.

What's Included <<
✅ 1 Kanban Board (.XLSX file)
✅ Access to the online Getting Started guide at bobcatplanners.com

Features <<
✔️ Modern, minimalist, easy-to-use interface
✔️ Multi-purpose project & task management — ideal for project planning, team task delegation, work tracking, and to-do lists
✔️ Quick task entry with Status drop-down (Not Started, In Progress, Completed, On Hold, Canceled, Blocked)
✔️ Priority drop-down (P1, P2, P3, P4)
✔️ Set an End Date per task — late tasks appear in red on cards
✔️ Assign tasks to people or teams — you define the resource list in Settings
✔️ Progress percentage per task — color changes automatically (e.g. 100% = green)
✔️ Modern, colorful status bar packed with useful insights
✔️ Pixel-perfect design that never feels crowded or overloaded
✔️ Carefully spaced layout that's easy on the eyes
✔️ Attractive, thoughtfully chosen color palette
✔️ Fully editable — customize anything you need

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

Instructions <<
🟠 Digital product — instant download
🟠 Files are sent automatically to your email after purchase

Questions? <<
🟣 Not sure about something before or after buying? Message me anytime here on Etsy, I'm happy to help and will respond as soon as I can. Thank you for considering my shop!

Terms of Use <<
By purchasing, you agree that:

This planner is for your personal use only.
You may not redistribute it in original or modified form.
Bobcat Planners are built with the latest version of Excel; while rigorously tested, we cannot guarantee defect-free performance in older versions.
All digital sales are final, no refunds. However, please contact us with any issues and we'll always do our best to help.

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Reviews for this item

What buyers say, summarized by AI: Helpful seller Great quality Great design Easy to use Looks great As described Love it

4.9

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.

(34 reviews)

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

Binx Feb 13, 2026

I’ve purchased from seller before and will continue to be a regular customer

Binx Feb 13, 2026

5 out of 5 stars 5 This item

Cathy Apr 3, 2025

Just what I needed for work projects.

Cathy Apr 3, 2025

5 out of 5 stars 5 This item

Natalia Feb 14, 2025

Super visual way to organize my work! I love the widgets, thanks! The creator answers right aways and gives support. Surely recommend!

Natalia Feb 14, 2025

Response from Cindy

Thanks for the feedback Natalia, greatly appreciated! ♥️

5 out of 5 stars 5 This item

Rachelle Jan 30, 2025

The best Kanban Board on Etsy!

Rachelle Jan 30, 2025

BobcatPlanners
Cindy
BobcatPlanners ·

Canada

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. 4.8
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9.3k sales
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4 years on Etsy
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