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Free Excel format

Team task list format in Excel

Eight columns for the work you give, and a second sheet for the jobs that repeat. A late task turns red, and nobody has to be asked.

Download the Excel file.xlsx · 51 KB · 9 columns · no form, no email

What the file looks like

The heading row and the five example rows, as they open in Excel. Under them the file has empty rows that are ready: the lists, the formulas and the colours are already set.

Sheet: Tasks9 columns
TaskGiven byGiven toGiven onDue dateStatusDone onRemarkDays late
Call back the Okhla dealer about the damaged cartonsMr MehraRahul7 Oct 20269 Oct 2026PendingDealer did not pick up twice.fills itself
Send the revised quote to BluecoreMr MehraRahul9 Oct 202610 Oct 2026Pendingfills itself
Get three quotes for kraft paperMr MehraPooja8 Oct 202612 Oct 2026PendingTwo received.fills itself
Load the Jaipur order by 4 pmSnehaImran9 Oct 20269 Oct 2026Done9 Oct 2026Went by the 5 pm vehicle.fills itself
Send GST data to the CAMr MehraSneha4 Oct 20266 Oct 2026Checked6 Oct 2026fills itself
Example rows with invented names. On a phone, slide the sheet sideways to see every column.
  • Red row: Past the due date and still pending.
  • Amber row: Due today.
  • Green row: Done, or done and checked.
Sheet: Checklist7 columns
JobPersonHow oftenDay or dateLast doneNext dueRemark
Enter the bank entries of the daySnehaDailyEvery day by 6 pm9 Oct 202610 Oct 2026
Send the payment follow-up report to the ownerSnehaWeeklyEvery Monday4 Oct 202611 Oct 2026
Send GST data to the CASnehaMonthlyThe 5th7 Sept 20267 Oct 2026Purchase bills of two suppliers awaited.
Service the corrugation machineVinodQuarterlyFirst Saturday22 Jul 202620 Oct 2026
Renew the fire safety certificatePoojaYearlyAs on the certificate4 Nov 20254 Nov 2026
Example rows with invented names. On a phone, slide the sheet sideways to see every column.
  • Red row: The job was due and has not been ticked.
  • Amber row: Due today.

The columns, and what to write in each

  1. Task

    One line that starts with a verb.

  2. Given by

    Name.

  3. Given to

    One name.

  4. Given on

    Date.

  5. Due date

    Date.

  6. Status

    Pending, done, checked or cancelled.

    PendingDoneCheckedCancelled
  7. Done on

    Date.

  8. Remark

    Why it is late, or what is stuck.

  9. Days late

    Fills itself for a pending task past its due date.

Second sheet, "Checklist": Job, Person, How often, Day or date, Last done, Next due, Remark.

How to keep it

  1. Enter first, message second. The task goes into the sheet, then send the WhatsApp message if you like.
  2. One task has one person in "Given to" and one date in "Due date".
  3. Morning: each person filters their own name and reads what is due today and what is late.
  4. Finished work is marked "Done" the same day, with a one-line remark. The person who gave it marks "Checked".
  5. Jobs that repeat go into the sheet "Checklist" once, each with a person and a day, and are ticked off there.
Take the team task list (delegation sheet) with you

Free to use and to change. No macros, nothing to install.

Download the Excel file
The guide behind this format

Why your team forgets tasks on WhatsApp, and what to do instead

A task given in a chat has no name on it, no date, no status and no list. A delegation sheet, a daily routine and a checklist for repeating jobs put them back.

4 min read

People also look for this as: task list format in Excel · staff task tracker · daily task sheet for staff · team to-do list

When the sheet stops being enough

A sheet works while one or two people keep it. When staff must update from the godown or the road, and reminders must go out by themselves, the same columns become a system. Try it in your browser, without a sign-up.

TaskEasy: a sample screen of the system

TaskEasy

Payments, Tasks & Reports

Give work in ten seconds, see what is late without asking, and get one report of what got done. Checklists for the jobs that repeat.

Try the demoFrom ₹25,000Open →
Questions
Is this team task list (delegation sheet) format free?+

Yes. The download starts at once: no form, no email and no sign-up. Use it and change it for your own business.

Does the file have macros?+

No. It is a plain .xlsx file with dropdown lists, a few formulas and colour rules. There is nothing to install and nothing to switch on.

Why do the example rows show dates around today?+

The five example rows carry dates that move with today, so a file opened next month still shows how a late row looks. Type over the examples or delete them before you start.

Which program do I need to open it?+

It was made for Microsoft Excel on a computer and checked there. Other spreadsheet programs open .xlsx files too, but we have not checked the dropdown lists and the colours in each of them.

Can I change the columns?+

Yes. Rename a column, add your own, or change the choices of a dropdown list (Data, then Data Validation). The "How to use" sheet says what each column is for.

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