Requirements

• Basic knowledge of Microsoft Excel (able to enter data
• use simple formulas like SUM
• navigate between sheets)
• Access to Microsoft Excel 2016 or newer version (desktop or Microsoft 365)
• A free Zapier account (will be created during the course)
• A Microsoft account for OneDrive access (free account is sufficient)
• Basic understanding of project management concepts (goals
• tasks
• deadlines) - but no formal PM certification needed
• Computer with internet connection for accessing online resources and collaboration features

Description

Transform Microsoft Excel into a powerful project management tool! This comprehensive course teaches you how to build professional project tracking systems from the ground up. You'll learn to create efficient, automated tracking solutions that streamline your project management process without expensive specialized software.

Starting with Excel basics, you'll progress to advanced features like interactive dashboards, automated workflows, and real-time collaboration tools. Through hands-on exercises, you'll master essential skills including task tracking, resource allocation, progress monitoring, and data visualization. By implementing data validation, conditional formatting, and powerful Excel functions, you'll develop user-friendly systems that enhance project visibility and control.

The course culminates in building a complete project management tracker integrated with Zapier for automated reporting. You'll learn to create dynamic dashboards, set up email notifications, and establish efficient collaboration workflows. Whether you're managing small team projects or complex initiatives, you'll gain practical skills to build comprehensive project tracking systems, automate routine tasks and reporting, create interactive dashboards for progress monitoring, implement efficient collaboration workflows, and design custom solutions for your specific needs.

Perfect for project managers, team leaders, and professionals who want to leverage Excel's full potential for project management. Join us to master the art of creating efficient, scalable, and automated project tracking systems that will transform your project management approach.

No advanced Excel knowledge required - we'll guide you step-by-step from basics to advanced automation. Start building professional project tracking systems that save time and enhance your project management effectiveness!

Who this course is for:

• Project Managers and Team Leaders who want to create efficient tracking systems without investing in expensive project management software
• Business Professionals who need to organize and track multiple projects
• tasks
• and deadlines in their daily work
• Small Business Owners and Entrepreneurs looking for cost-effective ways to manage their projects and sales pipelines
• Administrative Assistants and Operations Staff responsible for maintaining project records and creating progress reports
• Sales Managers who need to track team performance
• deals
• and project milestones in a systematic way
• Remote Team Leaders seeking efficient ways to coordinate work and automate progress tracking
• Professionals transitioning into project management roles who want to develop practical
• hands-on project tracking skills
• Anyone who uses Excel regularly and wants to transform it into a powerful project management tool