Workflow Automation Tracker Report Tutorial

Welcome to Other Levels! Today's tutorial covers the Workflow Automation Tracker Report in Microsoft Excel. Whether a beginner or an experienced user, you'll learn how to build a dynamic, interactive report to keep projects on track.

Key Features of the Template

• Project Name: Clearly identify the project.
• Project Start Date: Define the official start date.
• Project Process Percentage: Monitor and track project completion.
• Dynamic Search Bar: Quickly search within tasks for streamlined management.

Task Management Fields

• Task Title
• Responsibility
• Remarks
• Task Duration
• Status
• Task Process Percentage: Visual progress bar for real-time insights.

Workflow Calendar Chart

• Covers all 53 weeks with detailed project duration insights.
• Navigation buttons for seamless project switching.

Visit other-levels.com for templates and data sets.

Importance of the Template

The template is essential for tracking and managing project tasks. Easy updates with user data make it user-friendly. For design and creation insights, visit our YouTube channel.

Creating the Progress Bar Chart

The formula involves:

1. Repeating a filled circle based on the value in cell L11 (project progress percentage).
2. Using empty circles to fill the remaining portion.
3. Visually effective for tracking completion.

Setting Up the Status Column

Status types like "Not Started," "In Progress," "Pending," "Cancelled," and "Completed" are color-coded for clarity.

1. Data Validation:
   • Use the Data tab > Data validation > List.
   • Enter status options separated by commas.
2. Conditional Formatting:
   • Select cells and apply specific formatting for each status type.

Next Steps

Future videos will cover creating a workflow calendar chart and hyperlink buttons. Share this tutorial and ask questions in the comments. Check our other Excel tips on our channel and visit other-levels.com for templates and products. Thank you for joining us!