Dynamic Appointment Scheduler / Calendar Weekly/Monthly View
Originally published: 02/04/2024 08:50
Last version published: 03/04/2024 19:54
Publication number: ELQ-96933-2
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Dynamic Appointment Scheduler / Calendar Weekly/Monthly View

Dynamic Appointment Scheduler made on Excel Template.

Description
The goal is to visualize all relevant meetings (like Steering or Project Boards, Project Team meetings, daily Scrum calls, etc,) and deadlines (like delivery dates of pre-reading documents) of a project in a weekly overview:

Having a schedule is crucial for all aspects of your life. It serves not only as a time management tool but also as a means to reduce stress, track your progress, and prepare for unexpected events.

Weekly View Sheet:
The user selects a week using the spin button at the top and will see all relevant appointments and deadlines of this week. Today and the current time will also be highlighted.

  • For weekly and bi-weekly items, the weekday of [Start Date] defines the weekday of this meeting or deadline.
  • In column [End Date] you can define, from when on this meeting or deadline will not be relevant anymore. For the items running throughout the entire project, you define the end date of the project as the [End Date]. For temporary meetings, e.g. like meetings within a 2-weeks sprint, you set the end date of this meeting series to the date of 2 weeks after the start date.

Monthly View Sheet: In this sheet, you can view your data for a specific month under specific dates. You can change the month using the button at the top of the calendar. Also, you can adjust the "Week Start Day". The sheet has a two-column table showing data for a particular date.

• Clicking on a specific date in the calendar will display the data in the table.

The monthly calendar template not only provides a comprehensive view of each date but also offers a glimpse of the previous and following months, making planning more convenient. It is a versatile template that can be used for multiple years, allowing you to retain all the meeting data for each year.

Please note that this is a template worksheet. If it does not meet your needs 100%, and you are unable to customize it yourself, let me know and we will provide a quote to develop the customisations you need to get you exactly what you want in your Appointment Scheduler.

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