How Should I Format a Daily Task Report for My Manager: Text Document or Spreadsheet?

Hello everybody, I need help from you. My manager needs a daily task report for me and two other employees. I work as a secretary in the accounting department. I am unsure whether to create the report as a text document or a spreadsheet. Could you provide examples of both formats?

Thank you.

I would suggest following the format below for reporting:

Status Report on the Task

1. Sl. No
2. Dt.
3. Brief of the Task Pending
4. Status Report
5. Target Dt of Completion
6. Remark

I am unable to attach it in Excel format. Please put all these in the Excel format for reporting as this would be efficient.

Regards,
Kumar

The daily task report will be based on the tasks the employees perform. It can be in Excel or Word format. The activities that the employees engage in on a daily basis will be captured in this report to help monitor them. Members in this forum can assist you if you share details about what the employees do.

If you mostly work in accounting, you may not be able to cover all accounting tasks in a report, especially if there are cash payment processes involved. Providing the report in the format of Kumar may be sufficient. However, if you encounter any issues, communicate them to your manager. They may understand your problem.

Importance of Mentioning Pending Tasks

In secretary work, it is essential to always mention pending tasks. This is necessary to understand how much work is pending.

Thank you.

Actually, it depends on the nature of the work, but it's better to submit your daily work report on a sheet at any time.

Plan your work first, and work your plan. Then, report out in any form, either in Word or Excel. First, understand what your manager is expecting from the daily report, and then incorporate those elements into the report.

Thank you.

Please find the attached format for DWM. I hope it will help you.

Thanks,

Santosh

You can give your daily report on a Microsoft Excel sheet as it is easy and convenient. Also, try it.