Why & How to Use Microsoft Excel to Manage Projects?

Why & How to Use Microsoft Excel to Manage Projects?

November 30, 2022

Yes, MS Excel spreadsheet has been working as a pioneer in data management and analysis for decades. It does not matter whether you want to manage an inventory system, performance reporting, or project management, Excel assists your business to stay on track with optimal goals. Even things went easier as you can now make a photo of any data sheet and export it as an Excel file with the assistance of image to Excel converter.

No doubt that there are a wide array of tools for task management, but most are needlessly complex for the simple function. When it comes to project management strategies, it’s ideal to proceed with the basics and stick with the MS Excel file format.

Why Use Excel For Project Management?

Excel has provided you with innumerable benefits over task management software programs. Plus, now if you received your finance sheet as an image format, simply add it to image to Excel converter by theonlineconverter.com which lets you turn it into an MS Excel spreadsheet using OCR. Well, give a read to this context to explore some benefits of Excel regarding Project Management.


You can find Excel worksheets loaded with ease of use for certain task management related aspects. MS Excel offers a few vital tools for project management that works without any complications as compared to its counterparts.

Its ease of use works especially beneficial for small organizations and freelancers. When it comes to learning and optimizing the application, its user-friendliness makes it perfect.


The programs designed for project management frequently comes with comprehensive capabilities to handle specialized to manage task, but they may cost as compared to Excel. This is the thing that makes MS Excel a cost-effective and even accessible alternative to more expensive tools. Even one can make certain conversions like making images accessible as Excel with the help of a free navigation image to Excel converter.


Quit worrying since there are innumerable ways that let you personalize your MS Excel files to perfectly fits specific requirements. You can utilize several free templates that organize your task management data, track budgets and timetables, and even publish progress reports.

The apparent thing is that these templates are simple and even come with natural assistance by offering per-designed functionality and layouts. The upside is that they are configurable and even enable you to tailor them to project management needs. Even you can customize your image text by saving it as Excel with the free utilization of an online image to Excel converter.

How to Use Excel for Task Management?

These are the steps that assist you to create and track your task list:

Add Headers to an Excel Spreadsheet:

No need to stick with a fascinating or already used template to commence with your task list. You just ought to start by opening a regular MS Excel file and just add a few headers to organize your information. Kept in mind “Task” should be in the first place, left-hand header. Now, navigate horizontally to your right to add more qualifiers such as:

l  Status

l  Deadline

l  Budget

l  Owner

l  Tools

l  Notes/Updates

Fill in the Details for Each Task:

You ought to add a few pieces of information to the designated tabs to highlight your tasks. Fill every individual area, it assists in filtering concerns when required.

Add a Filter to Your Task List:

The auspicious thing is that each heading comes with a drop-down menu, so you can make sorting for your tasks. You ought to sort them by status, this show which tasks are still outstanding. Or, even it lets you sort them by the deadline to prioritize your tasks.

Besides that, thanks to an online image to Excel converter that helps you to convert image tabular data into Excel using advanced OCR.

Sort Your Tasks:

You can highlight a header, then simply make click on the Sort and Filter button that is given at the top right corner. You could easily filter the tasks corresponding to the deadline ((soonest to latest), status (ongoing, pending, complete), and more.

Thankfully, you come to know how to make Excel spreadsheet a superior tool to proceed with simple task management. Good Luck!


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