Marketing Plan - To-Do List - Multi Page

Download and customize a free Marketing Plan To-Do List Multi Page Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.

Samantha Kim

2024-06-25

To Do

High

<<<

Task	Owner	Deadline	Status	Priority
Email Campaign Setup	Alex Johnson	2024-06-15	To Do	High
Social Media Content CalendarJamie Lee2024-06-18In ProgressMedium
Landing Page Design Review	Morgan Taylor	2024-06-20	To Do	High
Newsletter Subscription Growth Strategy
Influencer Outreach List	Ryan Chen	2024-06-17	To Do	Medium
Google Ads Campaign Creation Taylor Wright 2024-06-19 In Progress High
Social Media Ad Creative Assets	Alex Johnson	2024-06-16	To Do	High
Email List Segmentation Jamie Lee 2024-06-17 In Progress Medium
Analytics Dashboard Setup	Morgan Taylor	2024-06-21	To Do	High
Promo Code Generation & Distribution Samantha Kim 2024-06-18 To Do Low
Marketing Plan To-Do List — Page 1

<<<<<

Task	Owner	Deadline	Status	Priority
Landing Page A/B Testing Setup	Ryan Chen	2024-06-23	To Do	High
Facebook Pixel Integration Taylor Wright 2024-06-15 In Progress High
Email Template Localization (Spanish)	Alex Johnson	2024-06-24	To Do Medium
Social Media Engagement Tracker Jamie Lee 2024-06-19 To Do Low
Campaign Budget Allocation Review	Morgan Taylor	2024-06-17	Completed High
Contact List Cleanse & Deduplication Samantha Kim 2024-06-18 In Progress Medium
Email Send Schedule Finalization	Ryan Chen	2024-06-16	To Do Medium
CRM Integration for Campaign Data Taylor Wright 2024-06-25 To Do High
Social Media Polls & Interactive Content	Alex Johnson	2024-06-21	To Do Low
KPI Dashboard Review Meeting Agenda Jamie Lee 2024-06-17 To Do Low
Marketing Plan To-Do List — Page 2

Multi Page Excel Template for Marketing Plan To-Do List

This comprehensive Multi Page Excel Template for Marketing Plan To-Do List is designed to help marketing teams systematically plan, execute, and track all promotional activities across campaigns, channels, and timelines. As a To-Do List template optimized for complex marketing workflows, it organizes tasks into logical groupings across multiple sheets (hence “Multi Page”), ensuring accountability, visibility, and progress tracking in one central location.

Sheet Names and Structure

The template is composed of five core sheets:

Overview Dashboard
Campaign Tasks
Social Media Tasks
Email & Automation Tasks
Reporting & Analytics Tasks

Task ID	Task Description	Campaign Name	Owner	Due Date	Status	Priority	Dependencies	Note
MT-042	Create Instagram carousel ad for Q3 launch	Product Launch 2024	Social Media Team	2024-08-15
In Progress	High	MT-041	Design assets ready in Drive link
MT-108	Schedule email sequence for new subscribers	Email Nurturing Campaign 2024	Email Marketing Team	2024-07-31	Completed	Medium		Leverage Mailchimp automation
MT-189	Analyze campaign ROI from paid ads	Fall Promotion 2024	Data Analyst Team	2024-09-15	Not Started	High	MT-185, MT-187	Demand data from Google Ads and Facebook Manager

Each sheet is structured to serve a specific marketing function while maintaining consistent formatting, data validation, and formula logic for seamless integration.
Table Structures and Columns
All task sheets follow the same core table structure with the following columns:

Task ID (Text): Unique identifier (e.g., MT-001)

Task Description (Text): Brief summary of activity

Campaign Name (Text/Dropdown): Linked to active campaigns using data validation

Department/Owner (Text/Dropdown): Assigned team member or function (Marketing, Design, Content, etc.)

Due Date (Date): Target completion date

Status (Dropdown: Not Started / In Progress / Pending Review / Completed)

Priority (Dropdown: Low / Medium / High)

Dependencies (Text): Other task IDs that must be completed first

Notes (Text): Additional instructions or resources

Last Updated (Date/Time - Auto-generated)

The “Overview Dashboard” includes summary tables and KPIs pulled from all task sheets.
Formulas Required
Critical formulas automate progress tracking:

=COUNTIF(Plan!F:F,"Completed")/COUNTA(Plan!F:F) in Overview Dashboard to calculate overall completion rate.

=DATEDIF(TODAY(),E2,"d") in each task sheet to show days until due date (negative if overdue).

=IF(AND(F2="Completed",D2<=TODAY()),"On Time",IF(AND(F2="Completed",D2>TODAY()),"Early","Overdue")) for on-time performance.

=SUMIFS(CampaignTasks!F:F,CampaignTasks!C:C,"Product Launch") to count completed tasks per campaign.

=TEXTJOIN(", ",TRUE,IF(SocialMediaTasks!E:E (array formula) to list overdue tasks dynamically.
Conditional Formatting Rules Visual cues enhance usability: Overdue Tasks (Red Fill): Apply if Status ≠ “Completed” and Due Date < TODAY() High Priority (Orange Border): Highlight rows where Priority = “High” Completed Tasks (Light Green Fill): Applied when Status = “Completed” Due in 3 Days (Yellow Highlight): Apply if Due Date is within 3 days and status ≠ Completed Dashboard KPIs: Color-coded bars for Completion %, On-Time Rate, and Pending Tasks using data bars. Instructions for the User How to Use This Template: 1. Begin by defining your Marketing Plan objectives in the Overview Dashboard. 2. Populate task sheets with all planned activities under respective tabs (Campaigns, Social Media, etc.). 3. Assign owners and due dates — ensure consistency across departments. 4. Use dropdowns for Status and Priority to maintain standardization. 5. Update “Last Updated” manually or enable macros to auto-log changes. 6. Review the Dashboard daily for red-flagged overdue items. 7. Use the filtering feature in each sheet to sort by owner, campaign, or priority. 8. Save weekly copies with date stamps to track progress historically. Example Rows Task ID Task Description Campaign Name Owner Due Date Status Priority Dependencies Note MT-042 Create Instagram carousel ad for Q3 launch Product Launch 2024 Social Media Team 2024-08-15 In Progress High MT-041 Design assets ready in Drive link MT-108 Schedule email sequence for new subscribers Email Nurturing Campaign 2024 Email Marketing Team 2024-07-31 Completed Medium Leverage Mailchimp automation MT-189 Analyze campaign ROI from paid ads Fall Promotion 2024 Data Analyst Team 2024-09-15 Not Started High MT-185, MT-187 Demand data from Google Ads and Facebook Manager Recommended Charts and Dashboards The Overview Dashboard includes: Pie Chart: Task Status Distribution – Visualizes percentage of tasks completed vs pending. Stacked Bar Chart: Tasks by Department & Status – Shows workload distribution across teams. Line Graph: Progress Over Time – Tracks cumulative completed tasks weekly to forecast completion trends. KPI Summary Box: Total Tasks | Completed | Overdue | On-Time Rate (%) | Avg. Days to Complete PivotTable + Slicer: Dynamic filtering by Campaign, Owner, or Month for drill-down analysis. This Multi Page Excel Template transforms scattered marketing tasks into a strategic, visual roadmap — ensuring no detail slips through the cracks. By integrating To-Do List functionality with comprehensive Marketing Plan oversight across multiple tabs, it becomes the single source of truth for execution-ready marketing teams. Whether you're managing a single campaign or a multi-channel annual strategy, this template scales elegantly while enforcing discipline and clarity.⬇️ Download as Excel✏️ Edit online as Excel

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