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# Task 12/19 12/20 12/21 12/17 12/18 12/19 12/20 12/21 12/22 12/23 12/24 12/25 12/26 12/27

1 [ SAMPLE TASK LIST ]

1.1 Prepare and finalize my resume x x x x x x x x x x
1.2 Complete the eLearning course x x x x x x x
1.3 Finalize the documents with advocate d d d d
1.4 Get dental checkup done x x
1.5 Setup appointment with the dean
2 Finance
2.1 Pay family-insurance premium x x
2.2 Check balance for loan-payment d x
2.3 Sell shares for $1800 D x x x x
3 Home Needs
3.1 Fix the washing machine d d x
3.2 Dispose the old sofa set d d d
3.3 Purchase linen set d d
3.4 Purchase skates for the kid x x x x x x x x
3.5 Service the car x x x x x
4 Entertainment
4.1 Purchase Wii x x x x x x
4.3 Finalize the travel plan with kids d x x x x x x x
5 Official
5.1 Create similar plan for office tasks
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# Task 12/28 12/29 12/30 12/31 1/1 1/2 1/3 Short Notes Status Category

1 [ SAMPLE TASK LIST ] Group Group

1.1 Prepare and finalize my resume X Delayed Job
1.2 Complete the eLearning course Delayed Job
1.3 Finalize the documents with advocate Done Legal
1.4 Get dental checkup done Delayed Health
1.5 Setup appointment with the dean Not Planned Job
2 Finance Group Group
2.1 Pay family-insurance premium Planned Payments
2.2 Check balance for loan-payment Delayed Payments
2.3 Sell shares for $1800 x x In Progress Money
3 Home Needs Group Group
3.1 Fix the washing machine In Progress Repair
3.2 Dispose the old sofa set Done Repair
Home-
3.3 Purchase linen set Done
General
3.4 Purchase skates for the kid Delayed Kids
3.5 Service the car Delayed Travel
4 Entertainment Group Group
4.1 Purchase Wii Delayed Electronic
4.3 Finalize the travel plan with kids Delayed Travel
5 Official Group Group
5.1 Create similar plan for office tasks x x Planned Official
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Count of Status
Task Summary - Daily Plan: Tasks v/s Status Category Dashboard - Daily Plan
Status Total Category of Tasks v/s Status Status
1 Status Summary Graph Category Dashboard Delayed Done In ProgressNot PlannedPlanned
Delayed 8
9 Done 3 Electronic 1
8 In Progress 2 Health 1
2 Category Dashboard Not Planned 1 Home-General 1
7
Note - Click "Refresh All" under 6 Total Job 2 1
Data Menu to refresh the report 5 Planned 2
4 Grand Total 16 Kids 1
3 Legal 1
2 Money 1
1 Official 1
Payments 1 1
Delayed Done In Not Planned
Progress Planned Repair 1 1
Travel 2
Grand Total 8 3 2 1 2
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y Plan
Grand Total
1
1
1
3
1
1
1
1
2
2
2
16
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# Task 12/19 12/20 12/21 12/17 12/18 12/19 12/20 12/21 12/22 12/23 12/24 12/25 12/26 12/27 12/28 12/29 12/30

4.2 Check blue-tooth adapter online d d d d

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# Task 12/31 1/1 1/2 1/3 Short Notes Status Category Party Location Effort (hrs) Priority

4.2 Check blue-tooth adapter online Done Travel Home Very High
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Read 'QuickGuide' and Start by filling data here

Please modify data for the cells with green background only (e.g. The date cell for the 'Start day for the plan' ]

You want to name your plan as My Daily Plan [ hints: "my project work", "tom's tasks", "mike's tracker", "project esquare" ]
Start day for the plan 19-Dec-10 [ enter the date from which you want to plan and track your tasks-dd-mmm-yy ]

Current Daily Plan Summary Do you know the first steps?

Plan Start Date 19-Dec-10 1. Read QuickGuide
Plan End Date 3-Jan-11 2. Get famililar with the features list from "FeatureList" 23
3. Fill up basic data in "FirstSteps"
4. Start using your plan
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My Daily Plan
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A Quick guide on "How to Use X-TrackAmaze 07 Basic" and Get the Power of 2 letters

Template Information
Product Name
Product Version

Author Information
Company
Tag line

A Snapshot with indicators explained (for quick reference)

 Daily Plan - 48670159 Page 10 of 24

A Quick guide on "How to Use X-TrackAmaze 07 Basic" and Get the Power of 2 letters

plate Information
X-TrackAmaze 07 Basic - Daily Tracker
tb1.0.0.2

hor Information
Excel Square Tech Private Limited
More simplicity, More productivity

napshot with indicators explained (for quick reference)

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Before we tell you how to start deriving the best out of this Product, a high level list of What all you can do with this -
1
2
3
4
5
6

Create Plan(s)

2
3
4

7
 Daily Plan - 48670159 Page 12 of 24

re we tell you how to start deriving the best out of this Product, a high level list of What all you can do with this -
Create a Daily Plan
Update Daily Plan
Track Daily Plan using the Dashboard
Extend Daily Plan
Move completed tasks out of the active Daily Plan (manual)
Create a new Plan
Have you seen the detailed "Feature List"? If not, click here

te Plan(s)
Create Daily Plan
Using this Task management template, you can create a Daily Plan and keep track of your tasks and activities easily, spending
minimal time on maintaining the tracker itself. The reference below provides a description of how you can achieve intuitive and
easy task management, be it for your personal tasks, or as family task planner or to manage your to-do's at office! We
recommend you to make copy of the original workbook before you proceed, so that you can create any other new plan from
that copy, at any later stage. It would also serve as a backup measure for the file.
Go to "FirstSteps" worksheet
Enter a name that you would want for this plan and enter the start date (see the hint alongside the name field)
Go to "DailyPlan" worksheet
If you see sample tasks in the plan you can either just delete them by selecting the rows of data (from Row # 2 to the end of
data) and deleting the rows or just overwrite the existing tasks and extra ones can be removed once you are done with your
tasks (you could choose based on your convenience)
Column A is for the serial #. Start your numbering from 1 as usual. The tasks with serial number as integers (1, 2, 3....) are
interpreted as a task group by the system. And hence, a band would appear (as soon as you enter the number) on the Serial #
and the task description to indicate the same. If you have given a group name called "Personal" at serial # 1, rest of the task
that you want to plan under that have to be 1.1, 1.2, 1.3, etc. Users can either use the group just for grouping (and not put any
plan against that) or can also maintain a plan against the group, in which case, it would be tracked just like any other task in
the plan.
Go ahead and enter the tasks.
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10

11

12

13
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As you enter the tasks, depending on the date/dates on which you want to plan that activity, all you have to do is just type the
letter "x" (or "X") into the cell under the corresponding date column and task row. This automatically brings up an indicator
for that cell, depending on the timeline of the plan. If you want to plan an activity for say, 5 days consecutively, then just type
"x" on all those days - as simple as that! [ Alternately you could also select those days, enter "x" (or "X") once, and press Ctrl-
Enter (instead of Enter)] For instance, if you plan to finish an e-learning course in the span of 5 days starting say, next Monday,
you would enter "x" for the 5 days starting that Monday.
When you want to update that the specific day's task is done, just type letter "d" (or "D") for that day, for that task (replace "x"
with "d" in the case of planned entry being updated as Done)
For the indicators, you would see a bluish background for the activity that is yet planned (not delayed, not completed); a
reddish background for the delayed part of the activities and a greenish background for the completed ones. (Please refer the
Picture shown below)

Just continue to create groups and tasks as you need. It is not mandatory to create a group for each task - however, it would be
a good idea to group the task so that it is more intuitive to track at the group level. (Tasks under no specific group can be put
under "Others" or "Miscellaneous").
For each of the tasks, you can (NOT a must) enter various other parameters like, the Priority of the task, the Location (home,
office, ShoppingMall, etc) where it needs to be done, Category of the task (like say, electronics, travel, finance, etc). This would
enable you to attend to higher priority items first and also improve efficiency by using the reports that are specifically designed
to provide status information based on location, priority, category, etc.
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14

Extend Plan

Move (purge) completed activities

2
3

4
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For each task, depending on the color of the indicators, update the status column appropriately. See below the various values
that status column can have.
1 - Not Planned - When a task is entered, but not planned against any dates (except if the task item is a Group). Will have no
indicators, and should not be a Group.
2 - Planned - When a task is planned and is yet to start (so the schedule should be either in future or can be a current one,
cannot be in the past. Indicators for all planned days will be of Bluish background.
3 - Delayed - When a task has at least one day in the past which is NOT flagged as completed and is still in planned state ("x"
or "X"). At least one Reddish indicator will be present.
4 - Done - When a task has all the planned days flagged as completed (with "d" or "D"). All the indicators will be Green.
5 - In Progress - When a task is partially completed and none of the days/weeks in the past are still in planned state. Some
indicators will be Green and some will be Blue and No Reddish indicator.
6 - Group - When a group is entered and not being tracked with a plan like other tasks, i.e. there are no "x" or "d"s against the
group item. Is a Group Name and will have no indicators against it.

Extend Daily Plan

Select the "DailyPlan" Worksheet
Select the last planned column (e.g. If the end of the current plan is 5/10, then select that column) and Copy the selection.
Select the next column (i.e. "Short Notes" Column) and right-click on the selection. Select "Insert Copied Cells". A new column
will be inserted with the date automatically showing the next day and now you have the plan extended by a day (Be sure not to
select "Paste" instead of "Insert Copied Cells"). Based on the number of days you need to extend, repeat this process.

Please note that this action also has an impact on the "Done_Daily" worksheet and hence, the same process has to be repeated
on the "Done_Daily" worksheet.

e (purge) completed activities

When the number of tasks and activities grow, it might become a little tedious to track the plan, hence "Done_Daily" worksheet
is provided where the tasks that are completed (meaning, whose status is "Done") can be moved out of the active plan and
stored in this as a history sheet.
Move completed tasks from Daily Plan
Select the "DailyPlan" Worksheet
Ensure that the status of the tasks are updated before moving any tasks
Start from the first task that has the status "Done" (the grayed out items signify the tasks that are completed). Select the entire
row and select "Ctrl-x" or right-click on the selection and select "Cut".
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6
7

Dashboard and Tracking the Plan(s)

Create new Plan

1

3
4
 Daily Plan - 48670159 Page 18 of 24
Go to "Done_Daily" sheet and select the row at which you want to insert the task from DailyPlan sheet. Right-click on the
selection and select "Insert Cut Cells". (Use the serial number to select the appropriate row to insert.)
Go back to "DailyPlan" worksheet and delete the row that was Cut (it would be a blank row after the paste operation)
Repeat this process for each of the completed tasks

board and Tracking the Plan(s)

The System provides two mechanisms for intuitive tracking of the tasks.
1 - The plan with color-indicators, and
2 - The Dashboard

Tracking using the Plan Sheet

The visual indicators provided in the plans communicate instantly the status of the tasks. For instance, the tasks with Reddish
cells convey the message that they need attention, while the Greens communicate a healthier picture [see picture above under
'Create the Plan' for understanding the indicators]. In addition to these visual indicators, the "AutoFilter" feature can also be
effectively used for tracking the tasks.
One can also filter by selecting only the task attributes that is of specific interest at that point in time. For example, you can
click on the "Priority" dropdown and select only "High" and "Very High" so that the tasks are filtered only to those priorities.
Please remember to re-select the required attributes while using at a later point in time. At the top-left corner, one can see
numbers 1 and 2 within small boxes (just above the intersection of the excel header row and column). When you click on 1, the
groups are collapsed thereby making it easier to track using the additional attributes tagged to the tasks like, Priority,
Category, Location, etc. One can Collapse or Expand each group individually by clicking on the '+' and '-' button that is seen
above the header of the plan.

Tracking using the Dashboard

The dashboard provides a Graphical Status Summary report to enable a very quick grasping of the activities that need
attention. One look at it, and it can convey the overall status of the Plan, instantly.

te new Plan
If you want to create an entirely new plan (say, for a specific project at your office or home), follow the below
steps-
Step 1 - Make a copy of your current plan (or a copy of the version you originally downloaded). (Either use "Save As" option
when you have opened the file or make a copy from Explorer).

Step 2 - Update the details in "FirstSteps" as required.

Step 3 - Remove the old tasks from "DailyPlan" worksheet, if you used your earlier plan. (The Dashboard gets updated
automatically on Refresh).
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5
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Step 4 - You are now ready to create the new plan.
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List of features Legend 1

Availability Availability in
# Feature in Basic Advanced
Version Version
1 Daily Plan 1 1
2 Weekly Plan -1 1
3 Color indicators display for planned, overdue and completed tasks 1 1
4 Ease of use - Updates by entering just "x" and "d"s! 1 1
Special indicator for the current day/week's tasks to improve usability and
5 1 1
attention to current day's/week's tasks
Automatic update of status to { Not Planned, Planned, Delayed, In Progress,
6 -1 1
Done, Group }
7 Extension of Plans by click of a button -1 1
8 Facility to move the completed tasks to a history sheet by click of a button -1 1
9 Grouping of tasks to enable easier tracking 1 1
10 Easy views using AutoFilters and Freeze feature 1 1
11 Indicators to minimize attention on Completed tasks 1 1
12 Weekend indicator in DailyPlan 1 1
Utility options with facility to use Priority, Location, Category, Effort, etc for
13 1 1
the tasks
14 Tabs appropriately colored for easy navigation 0 1
15 Dashboards - [For Daily Plan as well as Weekly Plan] 0 1
Status Summary Graph 1 1
Category Dashboard 1 1
Location Dashboard -1 1
Priority Dashboard -1 1
Summary Dashboard -1 1
16 Easy navigation between related worksheets 1 1
"User Space" where any information (text, documents, images, etc) related to
17 -1 1
the plan can be stored.
18 Automatic synchronization of the periods between Plan and History Sheets -1 1
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Available -1 Not Available 0See Comments

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19 Outlining feature to get concise views -1 1

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