To Do List

Title Sample Team or Project

Revised 12/25/2022
Author <name> How to use Filter
Header Data <anything else>
Color / Level Thresholds 7 8
Task Status Pri ^ ! Who Due Date User Cat1 Notes

Sample Data
Sub-Team A
Purchasing
Purchase supplies On 2 7 5 Jane 12/20/2021 E
Arrange catering ∆Late 1 7 8 Jane 11/20/2021 E Caterer fears rain, and suggests to rent a tent.
Book the room ▲Done Jane
Invitations
Design invitations - outsource 3 6 5 UT Soon Option 1 - faster, easier, but more expensive
Design invitations - inhouse 3 6 8 UT Now Option 2 - Judy is so creative & talented
Design invitations - gold embossed Hold UT Too expensive
Personally invite all VP's in Europe Hold Gomer 11/22/2021 C Gomer speaks French, Spanish, and Portuguese.

Sub-Team B
Prepare the presentation
Write the content 1 Jack Now
(End of Sample Data) (End of Sample Data)

Filename: ToDo1, From Systems2win template: ToDo.xlsx, Worksheet: Sample, Page 1 of 5

 Task Status Pri ^ ! Who Due Date User Cat1 Notes

Learning Exercises
Do these
Learning
Watch the To List Training Video >>> Exercises
pausing the video
to do each Learning Exercise yourself

Learn about section headers

Major Section Header (edit me) Edit the first (thin) column C
Edit the section header just above this row - and notice how the Page Navigation also changes
Use the first (thin) column for fast, easy, eye-catching sub-headings
Try it. In the blank row below, type another sub-heading - editing the first (thin) column (column C)

Change the Style in the cells of the row below - from 2winbHead to 2winbLight
Sub-Section Header (using styles)

Learn about hyperlinks and link icons

Follow the Link to learn how to easily link to related documents
Try it. Insert a Link Icon - and hyperlink it to something

Filename: ToDo1, From Systems2win template: ToDo.xlsx, Worksheet: Sample, Page 2 of 5

 Task Status Pri ^ ! Who Due Date User Cat1 Notes

Learn about Dropdown Lists and Filter

Look around the DV sheet, and become familiar with it. (Especially the training in the first columns on the DV Sheet)
Define a new Who code Jane
Edit Cat1 codes for your own personalized dropdown list So you can Filter your list any way YOU want
Edit the Cat1 column header - to a title that makes sense for the way YOU want to filter your data
Learn how to use Excel's Filter features - then experiment with filtering on this Sample sheet
Open a Blank Sheet by clicking the button in the Systems2win menu to 'Open a Blank Sheet'
On the Template2 sheet, turn on Filter using Systems2win menu > More > Set or Reset Filter
Copy this Sample worksheet - using Systems2win menu > Copy Sheet and notice that dropdown lists still work in your copied sheet

Learn about cell formats, and conditional formatting

Create a new Status code ∆Late starting with the same symbol... so that your new code also turns the cell yellow
Define a new Priority code 1 See online traiing for how to personalize color formatting for YOUR Priority Codes
Play with different numbers for Important-Urgent 10 1 Experiment with different Color Level Thresholds
Change the format for Due Date 1/1/2017 Did you remember to refer back to pop-up help in the column header?

Learn how to hide, insert, and move rows

Hide this row, then Unhide it Tip: Hide unused sections (don't delete them)
Hide the Cat1 column You can always Hide any unused columns
Learn what happens when you Insert Rows
Insert a Row here Select entire row, then Right-click > Insert. Then notice what you get
Insert a Row here In THIS template, it's OK to insert rows using Right-click > Insert
Why you should learn the better way to Insert Rows
Copy this row - using Insert Copied Cells Rather than Insert Row, it's usually smarter to copy a similar blank row. Especially in OTHER templates.
Move this row - using Shift Down & Move Now isn't that a whole lot easier than the way you used to move rows?
Copy the User column - to use for another user-defined purpose Many Systems2win templates allow unlimited user fields

Learn about cell comments, and Copy Shapes

In the Notes column - Insert a Cell Comment (a really long one)
Use Systems2win menu > Copy Shapes to copy a burst or cloud You can copy your standardized shapes to ANY Excel document

Filename: ToDo1, From Systems2win template: ToDo.xlsx, Worksheet: Sample, Page 3 of 5

 Task Status Pri ^ ! Who Due Date User Cat1 Notes

Learn how to find help for ANYTHING when you need it

Click each column heading - and read the pop-up help Every header in every Systems2win template has pop-up help
Become familiar with the other Excel Tips Most Valuable for Using This Template Always look there when using a new tool for the first time
Learn how to use Google Site Search and CTRL+F to quickly find help for anything And remember to use Search when you need it
Bookmark systems2win.com in your smart phone so that answers to lean questions are always with you

Go get some work done

Go get some (prioritized) work done

If you are a Leader

Teach & mentor your team members to complete these learning exercises too
Use the Training Matrix to keep track of who needs training - and who has been successfully trained
Send people to free Systems2win training videos and webinars and/or create your own training classes using the Training Session Design template
Perhaps use TWI training methods to ensure learning
If any team members speak another language - teach how to switch languages And use TWI to ensure learning of English-only training

Your Play Space

Use this empty space to practice what you have learned

Section 6

Filename: ToDo1, From Systems2win template: ToDo.xlsx, Worksheet: Sample, Page 4 of 5

Task Status Pri ^ ! Who Due Date User Cat1 Notes

Filename: ToDo1, From Systems2win template: ToDo.xlsx, Worksheet: Sample, Page 5 of 5