Custom Home Cleaning and Task Planner (GS)

Description

• Define people, task categories, and responsibilities in a simple layout.
• Assign tasks with flexible frequencies.
• Auto-updating charts show task distribution by person, with overdue tasks clearly flagged and summarized.
• Get auto-generated weekly recurring task summaries and a 14-day outlook of upcoming tasks for each person.

Video Demo

How to use

Sheet: Detailed View

1. Name the list of people who will be assigned tasks. You can simply delete or hide extra rows to limit the size of the list.

   
   Off to the right, you’ll notice a chart containing the # of Tasks Assigned to each person. These are computed and auto-populated from data gathered in the Task List sheet.
   (Because this data is auto-populated, there should be no need to edit these cells. )
   

2. In the “Task Category”, you list the areas or categories for the various tasks required.
   
   These categories are personalized to your needs and sensibilities. For example, you might choose to use a label for each of the major spaces. Or if there is more than 1 floor, you might choose to differentiate the floors with a unique label such as “F1” for Floor Level 1. Or you might decide to give each room a specific label , such as Bedroom A, Bedroom B, etc. You might also consider having certain tasks grouped under a specific category, such as “Shared Responsibilities”.
   

Sheet: Task List

1. Start filling out each row with the Task Category, and then Naming the task and assigning the person responsible.
   
2. The next column, Frequency, allows you to select from the common intervals designated for each task. Daily, Weekly, Bi-Weekly, 1st of the Month, Monthly, or every 3 months, 6 months, annually, as well as a custom date.
   
3. If there is a custom Date applied, you would simply specify this in the next column over, associated with the corresponding row.
   
4. The next column, labeled as Last Completed Date, provides a way of tracking tasks that occur longer than 14 day intervals.
   
   For example, let’s say the task of “Organizing the Pantry” should be completed every “3 Months”. If today is Saturday, January 1st, the next dates for this task would be scheduled for the next Saturday 3 months from now, and eventually the following Saturday 6 months from now. If no date is entered, the system assumes the task has never been completed, and the next due date will be calculated from today, based on the defined Frequency (such as every 3 months).
   
   Suppose, however, it’s now September 1st. And we had recorded the last completed date as March 1st. We now have a task that should be considered overdue.
   
5. The Overdue column will be triggered if the frequency period has lapsed beyond the Last Completed Date specified.
   

Sheet: Overdue

1. To help with tracking overdue items, we also have a separate sheet that summarizes all these overdue items. It will display the location category, task, person assigned, frequency, and notes.
   

Sheet: Weekly Chart

1. This sheet gives an overview of tasks that re-occur on a daily and weekly basis. It captures all the tasks that will always be required from week to week, excluding bi-Weekly tasks. This table is auto-populated and will not need to be edited.
   

Sheet: 14-Day Outlook

1. This sheet shows all the tasks assigned to each person over the next 14-day period, starting from today’s date. This table is also auto-populated and will not need to be edited.