Task & Team Management inside Excel

Organize tasks, teams and meetings directly in Excel.

eTask is a professional Excel/VBA system that brings structure, clarity and discipline to your workflow — centralizing tasks, due dates, owners and meeting follow-ups in one organized place, using the spreadsheet your team already knows.

No monthly subscription, no new platform to learn – just disciplined workflows on top of Excel.

eTask screenshots

Add Task Screen

Add Task

Main screen to create, edit, search and manage tasks.

Add Task is the central interface of eTask. Here you create and manage tasks, defining title, assignee, dates, priority, progress, notes and project. It is the screen your team will use most often in daily work.

Meetings Screen

Meetings

Central hub to review tasks, negotiate deadlines and document meetings.

The Meetings panel is the control center for team reviews. It lets you apply dynamic filters, adjust due dates, identify bottlenecks, verify progress and export reports in PDF, Excel or CSV. Ideal for weekly reviews, project alignment sessions and productivity analysis.

Eisenhower Matrix

Eisenhower Matrix

Organize priorities with the Urgent × Important method.

The Eisenhower Matrix helps you prioritise with clarity by distributing tasks across four quadrants: do now, schedule, delegate and eliminate. In eTask, smart filters highlight urgent, overdue and critical activities, making this panel essential for priority management.

Ivy Lee Method

Ivy Lee Method

Automatically suggests your 6 most relevant tasks for the next day.

The Ivy Lee Method automatically defines up to six essential tasks for the next workday, considering urgency, delay and priority. It reduces overload, increases clarity and directs focus to what really matters.

Email Center

Email Center

Send automatic task summaries to your team.

Configure filters, visible columns and recipients to send automatic task summaries after meetings and quick check-ins.

Email Preview

Email Preview

See exactly how the e-mail will look before sending.

Displays the full follow-up e-mail layout before it is sent, ensuring clear, professional communication with the team.

Settings Screen

Settings

Customise language, date format and global system preferences.

Lets you adjust language, date format and general settings. These definitions apply to the whole interface and can be changed at any time.

Team Screen

Team

Register team members and keep the user base standardised.

Manage team members, keeping names consistent and e-mails correct for task assignment and notifications.

Register Screen

Register

Fill in your initial details to activate eTask.

Initial screen to register basic user information, used for identification and licensing.

Quick Guide Screen

Quick Guide

Interactive in-app quick manual.

Interactive guide with explanations organised into sections and topics, serving as a fast daily reference for using eTask.

Features & Benefits

eTask transforms Excel into a structured, reliable and highly visual workspace for daily task and team management.

Centralized task management

All tasks live in one organized environment — with clear owners, deadlines, priorities and progress tracking in a format that any team member understands instantly.

Faster, more objective meetings

The Meetings panel provides a consolidated view of your team’s workload, helping you identify delays, unblock bottlenecks and document decisions without losing time.

Automated reports and communication

Export structured summaries to PDF, Excel or CSV, and send task updates or meeting reports directly to team members through integrated email automation.

Designed for real productivity

Built entirely in Excel with intuitive workflows and clean layouts, eTask helps you maintain discipline, transparency and accountability — without additional systems, logins or dependencies.

Adapts to any workflow

With multilingual support and flexible configuration, eTask fits international teams, operational routines, project coordination and personal productivity alike.

Further information

Objectives

The eTask – Smart Task & Team Manager is an Excel-based productivity system designed to bring organization, clarity and accountability to daily task management and team coordination. It centralizes planning, progress tracking, deadlines, meeting follow-ups and communication workflows in one structured environment — operating fully offline with complete control over your data.

In both editions (Basic and Full), users can register tasks, assign team members, update priorities and due dates, document decisions in the Meetings panel, and export reports in PDF, Excel or CSV. The system also includes built-in email automation, allowing follow-ups and task summaries to be sent directly through Outlook, Gmail or the default email client.

The tool promotes clarity, consistency and disciplined routines, helping professionals and teams avoid follow-up chaos and maintain a stable workflow.

The Full Edition expands these capabilities by adding two strategic productivity frameworks — Eisenhower Matrix and Ivy Lee Method, providing deeper prioritization, clear execution focus and structured daily planning. These modules are exclusive to the Full Edition and not available in the Basic Edition.

With full language availability in English, Portuguese, Spanish, French, German and Italian, and customizable date formats such as ISO (YYYY-MM-DD), the DMY slash format (DD/MM/YYYY) and the North American format (MM/DD/YYYY), the system adapts seamlessly to both local and international teams.

Like icon Use it if

eTask is ideal for professionals, managers and teams seeking a structured, reliable and Excel-native workspace for daily operations.

  • Coordinating tasks, deadlines and responsibilities
  • Conducting operational or follow-up meetings
  • Maintaining clarity over who is doing what and when
  • Exporting reports for management or BI tools
  • Working offline with full ownership of all data

If you need strategic prioritization tools, the Full Edition also includes the Eisenhower and Ivy Lee modules for enhanced decision-making and daily focus.

Unlike icon Don't use it if

eTask may not be suitable for users who require real-time cloud collaboration, simultaneous editing or web-based integrations.

It may also face limitations in environments with restricted VBA, such as certain corporate networks or some macOS Excel versions.

Users who need advanced project scheduling (e.g., Gantt charts) or cloud-native workflows may prefer solutions specifically built for that purpose.

Downloads & versions

Start with the free demo or jump directly to the full edition, now available.

Free demo

Try the complete structure of eTask with full functionality unlocked during a 30-day trial period.
Explore all main panels, test every feature and see how the workflow adapts to your team before choosing a full edition.

Download demo

Full version

The complete edition with all modules, automations, dashboards and productivity tools — ideal for teams, managers and consultants who need full control, advanced prioritization and a structured Excel-based system.

Buy full version

Basic version

A streamlined edition with the essential task and meeting boards. This version does not include productivity tools such as the Eisenhower Matrix or the Ivy Lee Method.

Buy basic version

Technical Info

Essential details about compatibility, included files and system requirements.

File type

Excel .xlsm (macro-enabled workbook)

Included files

  • eTask Workbook
  • Quick Start PDF
  • Sample data for testing all modules

File size

Approximately 5 MB

Compatibility

  • Excel 2016 or later on Windows
  • Full functionality requires VBA enabled
  • Works fully offline

Plans & Pricing

Choose the ideal version for your workflow and start organizing your work in Excel.

Basic Edition

US$ 11.99

Essential features: Tasks, Meetings and basic reports. Ideal for individual use or small teams. Not available yet.

Buy basic version on Eloquens

About the creator

eTask was designed from real project experience and the need to bring structure, clarity and consistency to Excel-based workflows.

Fábio Damfus

Mechanical engineer with a background in productivity, process improvement, project coordination and automation using Excel and VBA.

After years managing teams, KPIs and operational routines through spreadsheets, he created eTask – Smart Task & Team Manager to offer a practical and professional way to manage tasks, meetings and team performance directly inside Excel — without complex platforms or steep learning curves.

The goal was simple: transform Excel into a reliable workspace that helps professionals stay organized, make better decisions and keep their teams aligned every day.