Organize your daily tasks in Excel

Turn Excel into a task management system.

Stop getting lost in scattered spreadsheets. Owners, deadlines, priorities, progress, meetings and follow-ups — all organized in one place.

Try it free for 7 days and buy with 20% off during the demo period.

  • One-time purchase No monthly fee. Pay once and use forever.
  • Works 100% offline Your data stays in Excel.
  • Excel (Windows) 2016+ XLSM file • Macros (VBA) required.
  • Secure checkout Secure payment via StripeStripe
  • Made for real meeting routines Review tasks, negotiate due dates, export summaries and send follow-ups.

Compare editions

Feature Demo Full Basic
Tasks + Meetings
Dashboards
Email reminders
Reports (PDF/Excel/CSV)
Ready-to-use tools (Eisenhower + Ivy Lee)
Works offline
License 7-day trial Lifetime access Lifetime access

Professional task and meeting management inside Excel

eTask is a professional Excel task manager for teams built to transform Excel into a complete system for tasks, meetings and follow-ups. It centralizes tasks, owners, deadlines, priorities and progress tracking in a single structured environment inside Excel.

Beyond basic task tracking, eTask includes a dedicated Meetings Panel, dashboards and charts for management routines, and an integrated Email Center to send structured updates and follow-ups directly from Excel. Everything runs locally with VBA, without subscriptions, external platforms or cloud dependency.

The Full Edition includes advanced productivity frameworks such as the Eisenhower Matrix and the Ivy Lee Method. The Basic Edition includes the full core system, excluding only these two methods.

If you're looking for an Excel-based task and meeting management system with dashboards, reports and built-in email communication, eTask was created specifically for professional team workflows inside Excel.

eTask screenshots

Add Task screen

Add task

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

The Add task screen is the central interface of eTask. Here you create and manage tasks, defining title, owner, dates, priority, progress, notes and project. This is the most used screen in day-to-day work.

Meetings panel

Meetings

Hub to review tasks, negotiate deadlines and document meetings.

The Meetings panel is the control center for team reviews. It lets you apply filters, adjust deadlines, identify bottlenecks, validate progress and export reports to PDF, Excel or CSV.

Eisenhower Matrix

Eisenhower Matrix

Organize priorities with the Urgent × Important method.

Distribute tasks into four quadrants: do now, schedule, delegate and eliminate. Smart filters highlight urgent, overdue and critical activities.

Ivy Lee Method

Ivy Lee Method

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

Defines up to six essential tasks considering urgency, overdue status and priority. Reduces overload and directs focus to what matters.

Email Center

Email Center

Send automatic task summaries to your team.

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

Email preview

Email preview

See exactly how the email will look before sending.

Shows the complete email layout before sending, ensuring clear and professional communication.

Settings

Settings

Customize language, date format and system preferences.

Adjust language, date format and general settings. These settings apply to the whole interface.

Team

Team

Register members and standardize your user base.

Keep names consistent and emails correct for task assignment and reliable notifications.

Register

Register

Fill in your initial details to activate eTask.

Initial screen to enter basic user information needed for identification and licensing.

Quick guide

Quick guide

Interactive quick manual inside the app.

Interactive guide organized by sections and topics, as a quick reference for daily use.

Features & benefits

Built to stop follow-up chaos and make responsibilities and progress visible — fast.

Centralized task management

Everything in one place — with clear owners, deadlines, priorities and progress in a format the team understands immediately.

Faster, more objective meetings

The Meetings panel consolidates the workload, helps identify delays, unblock bottlenecks and document decisions without wasting time.

Automated reports and communication

Export summaries to PDF, Excel or CSV and send updates/reports directly to your team with integrated email automation.

Real productivity

Built in Excel with intuitive flows and a clean layout, it helps maintain discipline, transparency and accountability — without new platforms, logins or dependencies.

Adaptable to any routine

With multilingual support and flexible settings, it fits teams, operational routines, projects and personal productivity.

Additional 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 in a structured environment — fully offline, with complete control over your data.

In both editions (Basic and Full), you register tasks, assign owners, update priorities and deadlines, document decisions in the Meetings panel and export reports in PDF, Excel or CSV. The system also includes email automation, allowing you to send follow-ups and task summaries via Outlook, Gmail or your default client.

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

The Full Edition adds two strategic productivity frameworks — Eisenhower Matrix and the Ivy Lee Method — for deeper prioritization, execution focus and structured daily planning. These modules are exclusive to Full and are not available in Basic.

With full availability in English, Portuguese, Spanish, French, German and Italian, plus configurable date formats such as ISO (YYYY-MM-DD), DMY with slashes (DD/MM/YYYY) and the US format (MM/DD/YYYY), the system adapts well to local and international teams.

Positive icon When eTask is the right choice

eTask is ideal for professionals, managers and teams looking for a structured and reliable environment inside Excel.

  • Coordinate tasks, deadlines and responsibilities
  • Run operational or follow-up meetings
  • Keep clarity of who does what and by when
  • Export reports for management or BI
  • Work offline with full control of your data

If you want prioritization tools, the Full Edition includes Eisenhower and Ivy Lee for daily focus.

Negative icon When eTask is not the best option

It may not be ideal for users who need real-time cloud collaboration, simultaneous editing or deep web integrations.

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

Users who need advanced scheduling (e.g., Gantt) or fully cloud-native workflows may prefer dedicated solutions.

Downloads & versions

Start with the demo. If you decide to buy during the trial, you get 20% off the Full Edition.

Full Edition

Everything in Basic, plus Eisenhower Matrix + Ivy Lee Method. Best for prioritization and execution discipline.

Buy Full Edition

Basic Edition

Core system: Tasks, Meetings, Dashboards, Email Center and Reports. Ideal for most workflows.

Buy Basic Edition

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 to test the modules

File size

Download: ~12.4 MB (ZIP)

Includes: XLSM ~5.9 MBPDF ~7.2 MB

Compatibility

Excel 2016 or later on Windows
Macros (VBA) must be enabled
Runs offline (no cloud)

Plans & pricing

Compare editions and choose the best fit for your routine.

Basic Edition

US$ 3.99

Core system: Tasks, Meetings, Dashboards, Email Center and Reports. Ideal for most workflows.

Buy Basic Edition

The idea behind eTask

eTask – Smart Task & Team Manager was built inside Excel because Excel is already part of the daily routine of most professionals and companies across different industries. Over time, it became clear that a large part of work tracking — deadlines, lists and follow-ups — already happens in spreadsheets, even with other tools in parallel.

When new platforms enter this workflow, the result is often the opposite: multiple sources of information appear, updates lose consistency and control becomes fragmented. Centralizing tracking in a tool that is already part of the routine reduces friction. eTask was born from this perception, with the goal of structuring and professionalizing Excel as a central management environment.

It also became clear that teams rarely fail due to lack of effort. Most failures come from misunderstandings, operational conflicts and frustration caused by large and complex tasks with no visible progress. When extensive activities are not properly broken down, progress becomes invisible, motivation drops and priorities get confused.

eTask acts exactly at this point: it allows large tasks to be divided into smaller, objective and trackable deliverables — making the owner, due date and status of each activity clear. The focus is not to create bureaucracy, but to ensure that time spent organizing is never greater than time spent executing.

eTask is developed by Fabio Damfus, a mechanical engineer who, over time, observed how fragmented information, lack of progress visibility and overly complex controls negatively impact execution.

Built for teams and professionals who use Excel daily and need more clarity, organization and consistent execution.

⬇ Demo (7 days) Buy