Agile Template for Excel
Agile Template for Excel
An agile project template in Excel with sprint tabs, a ranked backlog sheet, velocity formulas, and conditional formatting that flags overcommitment and WIP breaches.
Free, ungated, opens in Excel
- Ranked backlog sheet with priority column
- Sprint tabs with story point capacity formula
- Overcommit flag (conditional formatting on SUM)
- Status column with In Progress / Done markers
- Velocity row using AVERAGE across closed sprints
- WIP limit tracking with red-cell formatting
How to Use This in Excel
Download and open the template
Click Download for Excel and open the .xlsx. The workbook loads with a Backlog sheet, a Sprint 1 tab, and the velocity formulas already in place.
Rank the backlog
Enter items on the Backlog sheet with a priority number in the ranking column. Select the data range and use Data > Sort to order by priority so the most important work sits at the top.
Pull items into the sprint
Copy the top backlog rows into the current sprint tab until the story point SUM at the top reaches your team’s velocity. The cell turns red if you exceed capacity.
Track progress during the sprint
Update the Status column as work moves from To Do to In Progress to Done. The WIP limit row flags when too many items are in progress at once.
Close the sprint and check velocity
When the sprint ends, the velocity row recalculates your rolling average across all closed sprint tabs. Use that number as the capacity cap for the next sprint.
Who This Is For
Teams without a project tool
Groups that run sprints but track work in spreadsheets because Excel is already available and universally understood.
Stakeholders who need a file
Project leads who must email a sprint tracker to clients, executives, or compliance reviewers who will not log into a tool.
Short or solo projects
Freelancers or small teams running a single sprint or a short engagement where deploying a full tool is more overhead than the project warrants.
Frequently Asked Questions
Yes. The .xlsx download is free and ungated. It opens in Microsoft Excel, Google Sheets, and any app that reads .xlsx files.
Yes. As you close sprint tabs and mark items Done, the AVERAGE formula on the velocity row recalculates across all completed sprints. It uses only closed sprints, so an in-progress tab does not skew the number.
Yes. Upload the .xlsx to Google Drive and open it in Sheets. The SUM, AVERAGE, and conditional formatting rules all carry over. Concurrent editing works natively in Sheets if multiple people need to update the tracker at once.