Simpler _ Intuitive Task Management

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					Daily Plan - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                                                                                                                                           Page 1 of 10

     # Task                                             6/15   6/16       6/17       6/18       6/19       6/20       6/21       6/22       6/23       6/24       6/25       6/26       6/27       6/28       6/29       6/30   7/1   7/2

   1.1 Prepare and finalize my resume                                                       x          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          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                                                                                                                                                               x          x
Daily Plan - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                            Page 2 of 10

     # Task                                             7/3   7/4   7/5 Short Notes   Status        Category

     1 [ SAMPLE TASK LIST ]                                                           Group         Group
   1.1 Prepare and finalize my resume                                                 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                                                          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
   3.3 Purchase linen set                                                             Done          Home-
   3.4 Purchase skates for the kid                                                    Delayed       General
   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                                           Planned       Official
Daily Plan Dashboard - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                                                                                                                                                   Page 3 of 10

                                                                  Count of Task
                                                                    Status Summary - Daily Plan: Tasks v/s Status                                                Category Dashboard - Daily Plan
                                                                  Status           Total                                          Category of Tasks v/s Status      Status
  1 Status Summary Graph                                9
                                                        8         Delayed               8                                         Category Dashboard                Delayed       Done       In Progress Not Planned       Planned Grand Total
                                                        7         Done                  3                                         Electronic                                  1                                                               1
                                                                  In Progress           2                                         Health                                      1                                                               1
  2 Category Dashboard                                  6                                                           Delayed
                                                                  Not Planned           1                                         Home-General                                           1                                                    1
      Note - Click "Refresh All" under Data Menu                                                                    Done
                                                        4                                                                         Job                                         2                                        1                     3
      to refresh the report                                       Planned               2                           In Progress
                                                                  Grand Total          16                           Not Planned   Kids                                        1                                                              1
                                                                                                                                  Legal                                                  1                                                   1
                                                        1                                                           Planned
                                                                                                                                  Money                                                               1                                      1
                                                                                                                                  Official                                                                                       1           1
                                                            Delayed        Done   In Progress     Not     Planned
                                                                                                                                  Payments                                    1                                                  1           2
                                                                                                                                  Repair                                                 1            1                                      2
                                                                                                                                  Travel                                      2                                                              2
                                                                                                                                  Grand Total                                 8          3            2                1         2          16
Completed Tasks - Daily Plan - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                                                                                                   Page 4 of 10

     # Task                                            6/15    6/16   6/17   6/18       6/19       6/20       6/21       6/22   6/23   6/24   6/25   6/26   6/27   6/28   6/29   6/30   7/1   7/2   7/3   7/4   7/5

   4.2 Check blue-tooth adapter online                                              d          d          d          d
Completed Tasks - Daily Plan - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                                     Page 5 of 10

     # Task                                          Short Notes          Status   Category   Party   Location   Effort (hrs)   Priority

   4.2 Check blue-tooth adapter online                                    Done     Travel             Home                      Very High
Startup Data - d397def2-df23-4ab6-bd5a-6ac6e3ee044d.xls                                                                                                                   Page 6 of 10

    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                             15-Jun-11 [ enter the date from which you want to plan and track your tasks-dd-mmm-yy ]

    Current Daily Plan Summary
    Plan Start Date
                                                                     Do you know the first steps?
                                                         15-Jun-11 1. Read QuickGuide                                                                     My Daily Plan
    Plan End Date                                          5-Jul-11 2. Get famililar with the features list from "FeatureList"                       23
                                                                     3. Fill up basic data in "FirstSteps"
                                                                     4. Start using your plan
                                     A Quick guide on "How to Use X-TrackAmaze 07 Basic " and Get the Power of 2 letters

Template Information
Product Name        X-TrackAmaze 07 Basic - Daily Tracker
Product Version     tb1.0.0.2

Author Information
Company             Excel Square Tech Private Limited
Tag line            More simplicity, More productivity

A Snapshot with indicators explained (for quick reference)

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 Create a Daily Plan
                  2 Update Daily Plan
                  3 Track Daily Plan using the Dashboard
                  4 Extend Daily Plan
                  5 Move completed tasks out of the active Daily Plan (manual)
                  6 Create a new Plan
                    Have you seen the detailed "Feature List"? If not, click here

Create 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.
                  2 Go to "FirstSteps" worksheet
                  3 Enter a name that you would want for this plan and enter the start date (see the hint alongside the name field)
                  4 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
                  5 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
                  6 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.

                  7 Go ahead and enter the tasks.
                    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
                  8 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
              12 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.

                 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
                 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
              14 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 Plan
                  Extend Daily Plan
                1 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"

Move (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
                2 Select the "DailyPlan" Worksheet
                3 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".
                    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. )
                6 Go back to "DailyPlan" worksheet and delete the row that was Cut (it would be a blank row after the paste operation)
                7 Repeat this process for each of the completed tasks

Dashboard and Tracking the Plan(s)
                The System provides two mechanisms for intuitive tracking of the tasks.
              1 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
              2 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
              3 convey the overall status of the Plan, instantly.

Create new Plan
              1 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
              2 make a copy from Explorer).

              3 Step 2 - Update the details in "FirstSteps" as required.
              4 Step 3 - Remove the old tasks from "DailyPlan" worksheet, if you used your earlier plan. (The Dashboard gets updated automatically on Refresh).
              5 Step 4 - You are now ready to create the new plan.
List of features                                                                                                                   Legend               1   Available   Not Available   See Comments

                                                                                                          Availability in        Availability in
#      Feature
                                                                                                          Basic Version          Advanced 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 attention to current
     5                                                                                                                      1                       1
       day's/week's tasks
     6 Automatic update of status to { Not Planned, Planned, Delayed, In Progress, Done, Group }                            -1                      1
     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
    13 Utility options with facility to use Priority, Location, Category, Effort, etc for the tasks                         1                       1
    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 the plan can be
    17                                                                                                                      -1                      1
    18 Automatic synchronization of the periods between Plan and History Sheets                                             -1                      1
    19 Outlining feature to get concise views                                                                               -1                      1

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