OnePager Quarterly Task Grid Features
This task grid uses:
- Tasks that are automatically assigned a unique color and shape for each team.
- Nested swimlanes that are grouped first by internal vs. external and then by the specific team.
- Tracking of completed tasks, which are shown in a solid color vs. incomplete tasks which are shown with an outline.
- Years and quarters on the time axis for high-level tracking, as opposed to worrying about precise dates.
This quarterly task grid was created using OnePager Express project timeline software, using data imported from Microsoft Excel.
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This quarterly task grid was created using the following files, available in both Excel and Microsoft Project formats, which you can download to create something similar for your own team:For Excel users:
- Quarterly Task Grid.xlsx (Excel Task List)
- Quarterly Task Grid (Excel).tat (OnePager Template for Excel)
To build an Quarterly Task Grid like the example above, follow these instructions:
Download the set of sample files from above. There is an Excel file with a list of the tasks themselves, plus a OnePager template to control all of your formatting. Save both files to your desktop.
Open the task list in Excel.
Once the task list is open, go to Add-Ins and click the OnePager button.
On the OnePager start screen, click NEW to build a new timeline.
- We need to change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains all of the data-driven formatting (styles, layout, etc.) that give this timeline the look that you see above.
- Once the custom OnePager template is selected, click on Create New Chart to build your task board. It should match the example at the top of this article.