How to Create Due Date Reminders in ExcelApril 26, 2016 | No Comments | Written by Gemma C.
Dealing with dates is a cumbersome task. Sometimes, at work or in personal life we are left with the responsibility of having to remember just too many dates.
They could be your family’s medical insurance renewal or your staff’s document expiry or your company’s outstanding payments. Whatever they may be, managing and remembering this is undoubtedly one of the tedious jobs.
In this article, we will teach you how to create due date notifications in an Excel sheet. Here, we assume that you already have an excel sheet with all the dates you want to ponder, or you have compiled one for this purpose. There are several ways this can be done in Excel. We have picked the easiest and fastest way.
The first step is to put all the dates you want to track in one column. The columns before this could have reference number of the document and the description. Now, you have to decide how many days before the due date you would like to be alerted. Say, you would want to be notified 7 days prior to the due date. Now create a column on the right of the due date column and enter the following formula into the cell.
This formula assumes that your due dates are in column F. It checks if the date in F3 is earlier than a week from today. If so, then the formula displays DUE in the cell. The purpose of this formula is to alert you when any date is past or within this week.
- Create an excel sheet with all the dates segregated into one column (let’s say F)
- Now create a column next to it and name it Severity
- Put the formula into the Severity column
- Adjust the formula to match the due date cell number
- That’s it. You should now see DUE next to all the items that are due in this week.
Now every time you open this sheet, you will get a quick snapshot of due dates of your important documents/payments. You can modify this sheet as you like.
The one setback with the excel sheet method is that you will have to open the excel sheet every time to check if something is due. This creates an issue where there are chances that the excel sheet gets corrupted or you don’t have access to the excel sheet for a few weeks (when you’re on vacation etc.)
Aladdinpro is a due date management software designed solely for this purpose. With Aladdinpro you do not have to worry about the said issues. Since it is hosted on cloud, it is always on. This way, you do not have to worry about missing your important document renewals when you’re away. Also, Aladdinpro can send email reminders to you and your colleagues or family members.
Try out Aladdinpro by signing up a free version here. If you have any questions, please feel free to ask us any time.