Build a simple tracker in a spreadsheet

Use this guide when you want to keep track of something that is currently scattered across notes, emails or memory. You need any spreadsheet program and a clear idea of what questions you want the tracker to answer.

Step by step

1. Decide what questions it must answer

   Write down three or four questions, such as what is overdue, how much was spent this month or which jobs are waiting for a reply. Each question tells you which columns you need. Anything that does not help answer a question can be left out.