Microsoft Access Task Management Template
Introducing the Access Task Management Database Template from Access Learning Zone.
This template has all your basic task management features, plus you can organize tasks into hierarchical lists, you can set up recurring tasks, quickly move tasks between lists, assign tasks to customers, and setup unlimited categories including interests, locations, employees tasks are assigned to, or whatever you like.
This template is built 100% in Access with no add-ins, DLLs, or 3rd party components to install. Plus, you can download a free version to try to see if it meets your needs.
If you'd like to download a sample copy of the database template, you can do so here. This is a non-editable ACCDE version of the template which will let you see it work in action. You can enter/edit data, but you cannot access the design of the forms, reports, VBA, etc. The sample database requires 64-bit Access 2013 or higher. If you're still using 32-bit Office, read this. Be sure to watch the Installation Notes video (above).
Full Developer Database
Once you have purchased the full developer database template, come back to this page and click on the Download button below. This will give you access to the ZIP file containing the Template ACCDB file. The full version will run on 32-bit or 64-bit Access 2013 or higher (possibly 2007, but I haven't tested it). Be sure to watch the Installation Notes video (above).
The Task Management Database includes standard fields for any contact manager: date created, description, notes, importance (low, medium, high), and an optional due date.
The one feature that lets my task manager stand apart from others is that it has a hierarchical list structure, so you can have lists with sub-lists. This way you can easily separate tasks for any situation. One list for phone calls, sublists to separate work from personal, and more. Add as many sublists as you want. Think of these like files and folders.
You can click on the column headers to sort by any field, ascending or descending.
You can search based on any keywords found in the description or notes fields. You can filter based on various due dates: past due, up to now, up to end of today, tomorrow, within 7 days, 30 days, all due dates, or no due dates.
You can make tasks recurring, so when you mark it completed, it creates a copy of the task at the future interval you specify. This way you have a complete history of all of the past times you completed this task.
If you're like me, you spend at least a little time each day going over your list of tasks... And realizing which ones you won’t get to today. I do this a lot. I’ve included buttons that will allow you to quickly run down your task list and move them ahead 1 hour, 3 hours, 1 day, 2 days, 3 days, a week, or a month. This is a procrastinator's dream! LOL. I’ve also included my “world famous” date and time picker popups that are a whole lot more sophisticated than the built in Access date picker.
This database was built on my TechHelp Template, so you get a full customer database as well. You can assign customers to tasks, filter based on a specific customer, and bring up a list of just that customer’s tasks.
And of course you get all the contact management, order entry, and invoicing stuff from that database as well.
You can assign tasks to one or more categories. You can use these for tracking projects, locations, interests, employees assigned to the task or whatever else you want. You can then filter the list based on a specific category. Want to see all of the tasks for your Houston location? Want to see all the tasks for Star Trek fans? The possibilities are endless.
Once you mix lists with categories, you really show the true power of this database. Let’s say you’ve got a category set up for each of your product lines, you can say “show me all of the work phone calls I have to make for the XYZ product line by this date.” The possibilities are endless.
This template is distributed as a split database. This makes it easier for you to share on a network between multiple users. More importantly, if I release updates in the future (and I'm sure I will) you can just easily swap out the front-end file for the new updated one without having to migrate your data. Also, I've included code that will automatically re-link your tables if the back-end file moves. NOTE: this will run the first time you start your database, since your folder structure is likely different from mine. Watch the Installation Notes video above for details.
So there you have it... the Access Task Management Database Template. As of right now, I don't have any plans to make videos showing how this database was built, as there is a lot of high-end VBA in it. This database, however, is designed to be ready to use, right out of the gate, with little to no customization. If you do plan on modifying it, however, I strongly recommend you have completed my Developer series of Access classes. There's a lot of advanced SQL and VBA in it. If you are interested in me releasing this as a Seminar where I show how it was constructed (or at least walk thru the code) I would be happy to make one if there is enough interest. Post a comment below.
For internal use only. This template does NOT come with a royalty-free license. You may only customize the database for your business needs and for use within your organization ONLY. You may not resell or distribute any form of this database to others without express written permission. Contact me for additional information on obtaining a license to distribute if you plan on including this template in a database you are reselling. Additional licenses are required if you plan on using this database with more than ten (10) employees within your organization.
Customize For Your Needs
If you would like to discuss customizing this database for your needs, and integrating it into your current setup, please see my consulting page for details. While I no longer accept custom jobs that are specific to a single user, I may include your features in a future version of this template if they have mass appeal. If you are looking for custom enhancements made to this template just for you, visit my Access Developer Network.
Please note that technical support is NOT guaranteed for any of my courses, seminars, or templates. If you require help with modifying this template, you may post a question in the Forums, however an answer to your question is not guaranteed. If this template comes with an accompanying Seminar, then you should purchase that Seminar to see how the database was constructed. If not, then you should have taken the suggested courses. Most of my templates are designed on a Developer level and you should have a thorough understanding of SQL and VBA before attempting to modify them.
Got sales or customer service questions about this template? Feel free to contact me. If you have technical "how do I" questions about this template, you discover a bug, or want to suggest a new feature, then please post your comments below.
Here is my list of potential future upgrades. Please note these are not guaranteed. This is only a suggested list and ideas from customers. If you'd like to contribute any ideas, please post them below. Likewise if you are interested in any of these suggestions, post below as well. The more people that ask for a specific feature, the more likely I am to build it.
I've already made a few minor updates to the database. These have not been released yet, but will be soon.
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