Excel X jestor: How to create Dynamic Task Calendar
How about learning to create a dynamic task calendar on Excel and on jestor which is much simpler and with more possibilities?
Choose which one is better for you and start using it now! Check the walkthrough below.
Walkthrough: How to Create a Dynamic Task Calendar in Excel
1º) To start organizing, we need a database. To do this, create a task sheet – name it “Tasks” and divide it into three columns:
- Task Name;
2º) Create a new tab in the spreadsheet, name it “Calendar”, and put the formula “today” in a cell: “= today ()”.
3º) Still on “Calendar”,fill in the cells with numbers from 01 to 31 horizontally, corresponding to the days of the month.
To create the calendar header, use a formula:
= if; month (date (year (today’s cell); month (today’s cell); day (number cell 01) = month (today’s cell); (date (year (today’s cell) today), month (today’s cell), day
Drag the formula horizontally to copy it to other days. If there are no days in the month (from 01 to 31), a “-” will appear instead.
You can hide the row with numbers to improve the view.
4º) On the bottom lines, write the formula:
= filter (Column “Task Name” in the “Tasks” table; Column “Deadline” in the “Tasks” table = Chosen Date in the “Calendar” Table; “”)
NOTE: The gap between (“ “) at the end of the formula causes a blank space to be displayed when there is no task.
Formula done, click on the same cell and drag it to the side to copy to the other columns.
5º) To view by owner, create a new cell and name it “owner”.
In the table “Tasks”, fill in the owner names, so that it serves as data validation.
Again in the “Calendar” table, click on a cell next to the “owner” cell, go to the “Data” menu and select the “Data Validation” option.
Click on “list” and select the owner name cells in the other table, with that, the cell will turn into a dropdown menu.
6º) Change the filter formula to be able to display only the selected owner:
= filter (Column “Task Name” in the table “Tasks” (Column “Deadline” in the table “Tasks” = Chosen Date in the “Calendar” Table)) * (Column “Owner” in the table “Tasks =” Dropdown menu cell ”in the“ Calendar ”table;” ”)
Remember to drag the formula to apply it to other cells. So, when the owner is changed, the calendar tasks will also be modified.
As the task base is filled, the calendar will be modified. It’s automatic, so there is no need to change the month when it’s over.
Walkthrough: How to Create a Dynamic Task Calendar in jestor
1º) Go to the “+” icon on the left menu, choose the option “table”, name it “Task Calendar” and click on “create”. Then add new fields clicking on the column header with a “+” and following the steps below:
- Change the name of the “name” field to “Title”;
- Add a date field and name it “Deadline”;
- Add a user field and name it “Owner”.
If you want to make one of those fields as mandatory, check “Required field” when creating the specific column.
3º) Fill in the information by clicking on the “+” below the column title.
4º) Now, create a Dashboard. Click on the “+” icon on the left menu, choose the option “Dashboard”, name it “Task Dashboard” and click on “Create”
5º) Click on the “Add component” button, choose “Events and Calendar”, name it “Dynamic Task”, and following the steps below:
- In item 1, choose the table you created in the first steps.
- In item 2, choose a reference date, in this case the deadline. You can also add filters.
Your dynamic calendar is done!
Unlike Excel, jestor provides a much more friendly calendar view, without having to use a linear structure, change parameters between months or use complex formulas.
In Jestor, by clicking on tasks you can see their information and you can customize the calendar to suit your needs.