Tasks and Follow-up
An Excel workbook for your team's tasks, projects and incoming and outgoing requests. It shows what is overdue, due today and due this week, and counts the working days left.
- Format
- One .xlsx file, no macros
- Capacity
- 1,000 tasks, 200 projects, 1,000 requests
- Team
- Up to 200 people
- Copies
- Empty, Large (twice the capacity), and a demo with sample data
- Checks
- 3,308 values checked automatically in the demo
Workbook preview
| Task | Title | Owner | Priority | Workflow status | Timing | Due | Days overdue | Working days left |
|---|---|---|---|---|---|---|---|---|
| TK-0002 | مهمة متأخرة يومًا واحدًا | سارة القحطاني | Urgent | Not started | Overdue | 15 Oct 2026 | 1 | -1 |
| TK-0001 | مهمة مستحقة اليوم | محمد العتيبي | High | In progress | Due today | 16 Oct 2026 | 0 | 0 |
| TK-0003 | مهمة مستحقة غدًا (السبت) | فهد الشمري | — | Not started | Due soon | 17 Oct 2026 | 0 | 0 |
| TK-0087 | طلب عروض أسعار 14 | سارة القحطاني | Normal | In progress | Due soon | 17 Oct 2026 | 0 | 0 |
Completion report
What it does
-
Workflow status apart from timing
You type the workflow status and no formula changes it; the file works out the timing on its own: overdue, due today, or due soon within 3 days by default.
Tasks
-
Working days, not calendar days
Days left skip the weekend, Friday and Saturday by default, and the holidays you enter.
Tasks, Holidays
-
Recurring tasks without macros
Daily, weekly, monthly, quarterly or yearly, and a day past a shorter month's end moves to its last day. You log each completed occurrence, up to 400 per series.
Occurrence log, Recurring series
-
Dependencies and subtasks
The file follows a chain of predecessors for up to 15 steps and catches a loop, and a task waiting on an unfinished predecessor shows as blocked.
Blocked
-
Escalation and on-time completion
Each task can carry an escalation date, and the completion report gives the on-time rate for the month to date.
Overdue & escalations, Completion report
-
Incoming and outgoing requests
Each request has a deadline, and its state reads open, overdue, closed or closed late.
Administrative requests, Request register
Inside the file
29 sheets: reports, data entry sheets and protected calculation sheets. These are the main ones.
- DashboardIndicators as of the report date
- TodayDue today and overdue, oldest first
- This weekOpen, due in the report date's week
- This monthOpen, due in the report date's month
- Overdue & escalationsOverdue or past their escalation date
- BlockedBlocked, or waiting on an unfinished predecessor
- WorkloadTasks per person, not a performance judgement
- Project progressShare of each project's tasks done
- Completion reportCompleted on time and late
- Request registerIncoming and outgoing requests
- Person viewChoose a person to see their open tasks
- TasksTasks, their status and due dates
Before you buy
- Recurrence
- No rows are created automatically; you log each completed occurrence of a recurring task.
- Dates
- Gregorian only.
- Software
- Calculations are verified in Excel for Windows (Microsoft 365) and in LibreOffice. Not tested on Excel 2021 or 2024, Mac, Excel for the web or mobile; Excel 2016 and older are not supported.
- Language
- An Arabic file and an English file, with the same formulas.
- Report date
- The file never reads today's date. Every status and day count comes from the report date on the Settings sheet, so update it each time you open the file.
- Reminders
- The file sends nothing and cannot alert you while it is closed.
- Capacity
- Printed at the top of each data entry sheet. If one fills up, move your rows to the Large edition, which opens more slowly.
- Protection
- It stops typing over formulas; it does not encrypt the file.
- Privacy
- No internet, subscription or account. Your data stays on your device and never reaches us.
- Support
- 30 days from purchase, for a file that will not open or a calculation that contradicts the guide. Not data entry, customisation or updates.
- Licence
- One business.