project task assignment template

Free Project Task List Templates for Project Management

By Kate Eby | September 22, 2022

• Share on Facebook
• Share on LinkedIn

Link copied

We’ve compiled the most useful project task list templates for project managers, project team members and stakeholders, IT teams, and construction personnel.  

On this page, you’ll find six essential project task list templates, including a simple project task list template , a project task list with Gantt chart , a project task checklist template , an IT project task list template , and a construction project task list template . Plus, find tips on creating a successful project task list template .

Simple Project Task List Template

Download a Sample Simple Project Task List Template for  Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Download a Blank Simple Project Task List Template for Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Use this simple project task list template to list each project task and set its status, deadline, assignee, and priority. The template includes columns that help you track the percentage done, fixed cost, estimated cost, and actual hours for each task. You can also use the template to list tasks for several projects and to track their real-time progress. This template is the perfect solution for project teams looking to clarify task ownership, as well as create and accurately track tasks. Download the blank version to begin tracking tasks for your project, or review the template with sample data to help you get started.

For more project task list template resources, read this comprehensive article on free task list and checklist templates .

Project Task List with Gantt Chart Template

Download a Project Task List with Gantt Chart Template for  Excel | Google Sheets  

Clarify project tasks for team members by using this project task list with Gantt chart template. The template enables you to list each task, the team member responsible for completing it, its due date, and its status. As you populate the template with your project data, the Gantt chart section creates a visual representation of your project’s tasks so that you, your team, or project sponsors can get up-to-date information on project progress.

Project Task Checklist Template

Download a Project Task Checklist Template for  Excel | Google Sheets

Improve your project delivery success rate with this easy-to-use project task checklist template. Enter individual tasks along with their status and priority, assignee, due date, and any relevant notes. This fully customizable template lets you edit column titles to suit your project team’s needs and ensures that you successfully check each project task off your to-do list. 

For more resources and templates for tracking project tasks, see this helpful list of free project checklist templates .

Project Task Tracker Template

Download a Project Task Tracker Template for  Excel | Google Sheets

This template provides color-coded Status and Priority columns where you can easily track important project tasks. Designed to help you monitor tasks across multiple projects, this template indicates whether a task is at risk of not being completed. The Cost / Hours section tabulates fixed costs, estimated hours, and actual hours for each task. Regardless of your industry or type of work, this customizable project task tracker template will help ensure that you are able to account for and successfully complete every project task. 

Check out this comprehensive project task list template to ensure that you’re optimizing your project to-do list and keeping it in a single, shareable location.

IT Project Task List Template

Download an IT Project Task List Template for  Excel | Microsoft Word | Google Sheets  

Keep all IT project team members and stakeholders informed of task statuses with this comprehensive IT project task list template. The template includes space to enter your project name, project manager, key IT project deliverables, scope statement, start and end dates, and percentage of overall progress. This completely customizable template enables you to list each task, who it’s assigned to, start and end dates, and statuses. This template can help you and your IT team optimize your project delivery standards and increase your IT project success rate.

Construction Project Task List Template

Download a Construction Project Task List Template for  Excel | Google Sheets

Use this construction project task list template to ensure that your team completes all construction tasks in a timely manner. The template comes pre-filled with construction-specific task sections ( Sitework, Concrete, Masonry, Doors and Windows, etc . ), under which you can list each specific task, assign team members, select a due date, and add key details. The template also doubles as a construction punch list and includes a Punch ID column to identify key construction project tasks and contract specifications.

How Do I Create a Project Task List?

A project task list includes every task required for successful project completion. To create a project task list, use an application such as Excel or Google Sheets. Task lists also include such information as statuses, timelines, and team member information. 

A project task list typically includes the name of each project task, which team member is responsible for completing it, and its due date, status, priority, and any relevant notes. This document helps project managers, team members, and other stakeholders ensure that every required task is accounted for, assigned, and completed on time. By creating a project task list, you can help make sure that everyone involved in the project understands the status of each individual task and the project as a whole. 

In an application such as Excel, you can create a simple task list table by inserting rows such as Task Name, Status, Priority, Due Date, Assignee, and Notes . A simple task list like this can help ensure that you account for all of your project’s to-do items. 

You can also use a project task list template, which includes the primary elements to ensure that your team completes each task by project’s end. Project task list templates are designed to help you capture and track your project’s tasks so that you complete high-quality deliverables on time. 

Though project task list templates vary, they typically include the following universal elements:

• Task: Enter the name of each task so that it’s clear to every team member and stakeholder what needs to be accomplished. 
• Due Date: Provide a date by which each task must be completed so that the project can be delivered on time. 
• Status: Set a status for each task (e.g., Not Started, In Progress, On Hold, or Complete ) so that everyone can track project progress. 
• Priority: Select a priority for each project task. 
• Assignee: List the name of the team member responsible for completing each task. 
• Notes: Provide any additional notes that are relevant to the task. 

Depending on their function and their industry, project task list templates might also include the following column components: 

• At Risk: Select this check box if the individual task is in jeopardy of not being completed by the project’s due date.  
• Description: Provide a detailed description for each task so that, in addition to the task title, every project team member and stakeholder understands what the task requires for completion. 
• Deliverable: Specify the primary project deliverable, or feature, that the task is related to. 
• Percentage Complete: Provide a percentage completed for each project task. 
• Cost / Hours: Enter fixed costs, estimated hours, and actual hours for each task so you can track expenses and effort. 
• Duration: Review the duration between each project task’s start and end dates to ensure that teams have adequate time to complete each task.

Stay on Track of Project Tasks with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Run and collaborate on creative projects more smoothly.

Plan, manage, and track product launches and campaigns.

Stay organized and communicate critical details to teams.

Streamline and scale manufacturing operations.

See how TeamGantt helps teams like yours meet deadlines, streamline communication.

Successful marketing project starts with a plan.

Track event details and to-dos.

Scope out roadmaps and manage backlogs.

Manage design, copy, and video work.

Learn all about gantt charts and how to use them to manage projects more easily.

Hear real testimonials from real TeamGantt customers.

How to Create a Task Tracker in Excel: Free Template

Checking tasks off your to-do list feels pretty awesome, right? If only everything in life gave you that instant sense of accomplishment!

A task list earns its keep by helping you schedule, assign, and track all the work that needs to be done for a project. You can also use it to give stakeholders and team members at-a-glance updates on project progress.

With our free Excel task checklist template, you can keep up with all the to-dos you need to knock out—whether you’re focused on an important work assignment or just want to finish up a few projects around the house. We’ve done all the hard work so you can have all the fun marking things done.

Ready to get started? We’ll show you just how easy it is to take your task list from to-do to ta-da! Here’s what we'll cover:

How to create a task tracker in Excel

How to customize your task list template, how to create an online task tracker in teamgantt.

Let’s start with a simple tutorial on how to keep track of tasks at work using Excel. 

1. Download our free Excel task tracker template

At TeamGantt, we know how important it is to ensure projects get done on time and on budget. That's why we created this Excel task list template to make tracking project progress a breeze.

Make this task tracker template your own by adding to-do list items and tasks, assigning task owners, and tracking task status, budgets, and costs. 

Download your free Excel task tracker template

2. Add to-do list items and tasks

First, find the T ask Name column on your worksheet, and enter a descriptive name for each task you want to track for a particular day of the week.

3. Indicate the status of each task

This sample to-do list template features four different status options—with icons as easy visual cues—so you can see where each task is at a glance: Not Started , In Progress , Complete , and On Hold .

To assign a status to a task, click on the status dropdown menu in that task’s row, and choose the status that applies to the task you’re working on.

4. Set task due dates

Set clear expectations for your team by entering the deadline for each task in the Due Date column.

5. Assign task owners

Start by specifying which team or department will carry out the work using the Task Type column. Then pair each task with its rightful owner by entering the team member’s name into the Assigned to column.

6. Include task budgets and costs

Use the Hours Budgeted column to let team members know how much time has been budgeted for each task.  

‍Once a task is complete, log the time spent on it in the Actual Hours column.

Tracking daily and monthly tasks in Excel

We’ve designed this task tracker template to track your weekly to-do list. But you can create additional task lists for monitoring daily and monthly to-dos.

Click Insert > Sheet > Blank Sheet to add a new worksheet. Then give each row and column a header label, and use the formatting tools to design your own daily or monthly task tracker.

Once you’ve got the basics squared away, feel free to customize your Excel task list template to ensure it fits your project needs. You can add a title, switch up the colors, add or delete new rows and columns, or even dress your to-do list up with your company logo.

Adding titles

We’ve titled this checklist template “Weekly Task List.” As exciting as that moniker may be, we bet you’ll want to give your to-do checklist your own snazzy (and specific) name.

1. To add or edit the title of your project task list template, double-click your cursor into cell A-2.

2. Enter a new title for your task list. Feel free to include the project name and date range in your title so there’s no doubt what this task tracker covers.

3. Format the header text using the same formatting tools you’d use to format any other text in the worksheet.

Changing colors

Want to apply your own brand colors to your task list? Or make it easy to tell Tom’s tasks from Bill’s? No problem!

1. Click to highlight the cell, row, or column you want to change.

2. Go to Format > Cells , and select the Fill tab.

3. Click on the Background Color dropdown, and choose the new color you want to apply to the cell, row or column you’ve highlighted.

Adding rows/columns

We’ve outlined a few basic to-do list categories to get you started. But there may be other details you need to track along the way. For example, you might want to add a priority column. Or maybe your Monday has a lot more to-dos than the other days of the week.

1. To insert a new row, click Insert > Rows . A new row will be added above the one you currently have selected, using the same formulas and formatting of the row above.

2. To insert a new column, go to Insert > Columns . A new column will be added to the left of the one you currently have selected, using the same formulas and formatting of the column to the left.

Removing rows/columns

We may have included details you simply don’t need to track. That’s okay! Deleting extra info won’t hurt our feelings a bit.

1. To delete an existing row, click on the row you want to remove. Go to Edit > Delete , and choose Entire Row .

2. To delete an existing column, click on the column you want to remove. Go to Edit > Delete , and choose Entire Column .

Adding a company logo

Want to give your project task list template some more flair? Add your company logo to the worksheet.

1. Right-click on the TeamGantt logo/header image in row 1, and select Change Picture .

2. Choose the image file you want to add to the worksheet, and click the Insert button.

Printing the to-do list template

By the time you finish customizing your to-do list template, it’ll be so pretty you just might want to print it out and pin it to the wall—and we don’t blame you.

1. First, let’s set the print area. Simply click and drag your cursor to highlight all the cells you want to print out. Then go to File > Print Area > Set Print Area.

2. If you want to adjust the scale of the checklist to fit on a single page, click on the Page Layout tab. Then go to Margins > Custom Margins and select the Page tab.

3. Once you’ve set the print area and adjusted the scale of your checklist, you’re ready to send your task list to the printer. Click File > Print.

Additional resources

• Project management template library : Use these simple templates in any industry to plan and manage projects, identify and mitigate risk, and communicate effectively at every project step.
• ‍ Gantt chart Excel template : Save time organizing your project plan with our premade Excel gantt chart template! Simply plug in your tasks and dates, and you'll have a presentation-quality Excel gantt chart.

Want to take the tedium out of task lists? Give TeamGantt’s online gantt chart software a try , and create a customized task tracker in minutes.

With TeamGantt, it’s easy to collaborate on work and streamline workflows. Here are just a few of the handy features you—and your team—will have at your fingertips:

• Drag-and-drop simplicity
• Reusable project plan templates
• Project dependencies
• File storage
• Time tracking
• Resource management
• Planned vs. actual timelines

And because TeamGantt is all online, everyone on the team can update tasks in real-time. No more juggling a million different spreadsheets or scrambling to capture last-minute updates before a big meeting!

Sign up for your free account and get started. (No strings attached, we promise!) Once you’re in, here’s a sneak peek at just how easy it is to create and manage task lists in TeamGantt.

Setting up your task list project

Before you can set up tasks, you’ll need to answer a few quick onboarding questions and then create a new project.

1. Start by entering a descriptive name for your project on the project setup page. We called our example project “Weekly Task List.”

2. Then, choose a new Start Date , if you want your list to begin on a day other than today.

3. Next, decide whether you want to start from scratch with a blank project or choose a template from our handy library of pre-built options . To make things super easy for you, we created a Weekly Task List template .

Simply click on the Preview templates icon, expand the Admin & Personal category, and select Weekly Task List to preview the template. If you’d like to use it, select Use Template in the bottom right corner of the window.

4. If not, feel free to choose a different template option or click anywhere outside of the preview window to return to the Create a new project page.

5. Next, select which days of the week you want to assign and track work for this project. The default is Monday through Friday, but you can choose any configuration of days that make sense for your work schedule.

6. Finally, select Create new project to save your changes and get to work.

Adding and editing task lists

Now that you have a project, it’s time to set up your task list! We chose the Weekly Task List template for our example, which gives us a labeled task group for each day of the week.

1. Simply click on each task group field, if you want to rename it.

2. If you need to add more task groups, click +Group of Tasks , and enter the name of your new task group in the blank field that appears below.

3. To add a new task, click +Task and enter a name in the blank that appears below. Then, use the drag-and-drop features to adjust the timelines for each task .

4. To delete a task, hover over it and select the trashcan icon that appears to the right of the task name.

Assigning team members

To invite other users to your project, select the People tab in the top navigation bar of your project. Then, select Invite People to add new users by name and email address.

Once a user has been added to your project, designate them to a task by clicking assign in the Assigned column and selecting the checkbox next to their name.

Here’s an in-depth tutorial on how to invite users and assign them to tasks .

Creating dependencies

Dependencies enable you to control the order of tasks in your project. If one task has to wait for another to get done before it can begin, the dependency will account for that. For example, a designer may not be able to design a landing page until the content’s been written.

1. To add a dependency, click on the gray dot to the right of the first task in the gantt chart.

2. Then drag the dependency line to connect it to the dependent task below.

Changing task colors

To change the color of a task, hover over the task, and choose a new color by clicking on the colored square that appears to the right of the task.

Ready to discover just how easy and fast task tracking can be?

This is just a preview of all the fun you can have with task lists on TeamGantt—but there’s so much more to see! 

Sign up for your free TeamGantt account today to learn all about the project management possibilities you could have at your fingertips.

Try TeamGantt for Free

• Mobile Forms
• INTEGRATIONS
• See 100+ integrations
• FEATURED INTEGRATIONS
• See more Integrations
• See more CRM Integrations

• See more Storage Integrations
• See more Payment Integrations

• See more Email Integrations
• Jotform Teams
• Enterprise Mobile
• Prefill Forms
• HIPAA Forms
• Secure Forms
• Assign Forms
• Online Payments
• See more features
• Multiple Users
• Admin Console
• White Labeling
• See more Enterprise Features
• Contact Sales
• Contact Support
• Help Center
• Jotform Books
• Jotform Academy

Get a dedicated support team with Jotform Enterprise.

Apply to Jotform Enterprise for a dedicated support team.

• Sign Up for Free
• Project Task Assignment Form

A project task assignment form is used to delegate work and track the progress of the project. With this online task assignment form template, you can add funding information, status reports, and more — giving you an ideal way to keep track of a project’s budget. Whether you’re working as part of a team or on your own, use this template to make sure your project is on track, on time, and ready to be delivered on budget. Simply customize this project task assignment form to fit the way you want to communicate with your project team — then embed the form on your website, share it with a link, or print it out to hand to your colleagues.

Jotform is easy to use with its no coding features including drag-and-drop, update fields, organize the layouts, change the titles, alter the theme, color, and font, switch between card and form, edit and archive submissions, and add as required fields as needed. Customize more with Jotform tools and widgets. Either embed it to your website, share it as a stand-alone or QR code.

More templates like this

Medical History Form

A medical history form is a questionnaire used by healthcare providers to collect information about the patient’s medical history during a medical or physical examination. Whether you’re a doctor, nurse, physical therapist, or other medical professional, easily collect your patient’s medical history using this free medical history form. All you need to do is customize the form to match how you want to ask your questions, and then add it to your website. Or share it with a link or embed it! That way, patients can fill out the form at home, or you can print it out and gather responses in person using a tablet or computer.When you download our free mobile app, Jotform mobile forms, you’ll be able to view submissions on any device, even when you’re not in the office. And, you can automatically collect all the information you need by integrating the form with your other accounts. Just sync it with your crm or your storage service like Google Drive or Dropbox. Connect with your patients and capture their medical history with a free online medical history form.

Free Certificate Of Achievement

This Certificate Achievement Template is in PDF form which allows you to download, edit, save or print the template. The PDF form has basic information and classic design to suit any occasions. This form is editable and you can modify the design using the editing tool feature to make it more personalized.

Inventory Checklist Form

In every organization or company, it is necessary to record all the items stored in the inventory. You can use this Inventory Checklist Form Template to track and control the products in an organized manner.This Sample Inventory Checklist Form Template uses a Configurable List widget. This widget allows you to add a set of fields dynamically by clicking the Add (+) button. The checklist columns are the item ID, item description, area or location, condition, quantity, and item price. This template also has a section about the Inventory Manager.

• Form Templates /
• Tracking Forms /

Tracking Forms

Expense tracking forms.

Rental Payment Form

Collect and track rental payments online. Great for landlords! Easy to customize, share, and embed. Fill out on any device. Sync with 30+ payment processors.

Expense Request Form

An Expense Request Form is a form template designed to streamline the process of collecting and tracking expense requests within a company

Project Expense Reimbursement Form

A financial form used for reimbursing project expenses paid for an institution.

Expense Tracking Form

Users give transaction information to you via this expense transactions tracking form to help you manage transactions easily.

Health Tracking Forms

A medical history form is a questionnaire used by health care providers to collect information about the patient’s medical history during a medical or physical examination.

Medication List

A medication list template is a document used by a medical professional to track all the medications that a patient is taking.

Doctor Note Form

A doctor's note form is a document written by a doctor stating the patient is too sick to go to work or school.

COVID 19 Patient Screening Questionnaire

A COVID-19 patient screening questionnaire is used by medical practitioners to ask patients about their family and medical history.

Performance Tracking Forms

Employee Performance Evaluation Form

An Employee Performance Evaluation Form is a form template designed to track individual performance, monitor employee progress, and provide detailed feedback to employees.

Performance Appraisal Form

A performance appraisal form is used to evaluate employees’ work performance in order to see what they’re doing well and what they need to improve on.

End Of Work Day Report

Do you want to track your employees' progress? Your employees can fill this end of day report sample out at the end of every day so progress can be tracked by them and you. This employee end of day report includes completed tasks and goals for tomorrow. You can increase productivity by using this end of day report template!

WAR Weekly Activity Report

If you want to create a weekly activity report for your business, this weekly activity report format will help you. You can register the activities that happen during the week, with this weekly action report. Start to use this weekly report template now to report the number of sales, appointments and recruiting!

Time Tracking Forms

Time Off Request Form

The Time Off Request Form allows to track employee time off requests on a daily basis, where employees enter their contact information, start and end date of their leave, time interval information and further comments if any.

Simple Time Sheet Form

A simple timesheet form is a way to track employee hours and, usually, the work they performed during those hours. No coding!

Employee Timesheet Template

An employee timesheet template is used by employers to track the hours that their employees work.

Worker Timesheet And Tracking Form

A worker timesheet and tracking tool is used by businesses to track what time remote employees clock in and out, how long their lunch break was, and to calculate total hours worked.

Asset Tracking Forms

In every organization or company, it is necessary to record all the items stored in the inventory. You can use this Inventory Checklist Form Template to track and control the products in an organized manner.

Office Supplies Inventory Form

In an office environment, it is important to manage the supply inventory systematically and efficiently in order to prevent the interruption of the workflow in the office. You can use this Office Supplies Inventory Form Template to manage your office supplies easily. This template uses a Configurable List widget that allows you to add an office supply dynamically. The column headers are the item number, item name, category, number of items on hand, quantity to be ordered, and the unit price. This form also has the information on who checked the inventory and the approver.

Asset Handover Form

An Asset Handover Form is a form that can be used to hand over assets to an employee. It is used to record details of the asset that is being passed to an employee.

Stock Inventory Form

Tracking of stock inventory can be difficult and this difficulty increases with the largeness of the store, shop, supermarket, and more. Many people use paper but it has been proven to be a very unsafe way to capture such records.

Other Tracking Forms

Volunteer Application Form

A volunteer application form is an online application form used by volunteer organizations, such as the Scouts or the Red Cross

Serial Number Generator

A Serial Number Generator is a form template designed to generate unique serial numbers for various purposes, such as software license keys, security codes, and unique IDs

Client Call Log

A client call log is a log of information about a client and the client’s interactions with an organization.

Food Inventory Form

In order for your kitchen or restaurant management to be effective, you need to have a proper tracking of food inventory. Having a proper inventory of your ingredients helps maintain a buffer on the movement of your items, replenished in due time and thus reduces the risk that might affect the productivity or your business. This food inventory form template is a simple inventory form which you can use for submitting reports. The form contains predetermined items which is easy to modify and replace to your preference.

Student Attendance Form

Manage your classroom’s attendance records online. Easy-to-customize online form. Fill out on any device. Track in Jotform Tables. Connect with 100+ apps.

Issue Tracking Form

Collect issue reports from company members with a free online Issue Tracking Form. Great for IT departments. Sync with 100+ apps. View responses on any device.

Equipment Checkout Form

Keep track of who’s borrowing company equipment with this free online form. Easy to customize and share. Sync with 100+ popular apps. No coding required.

Track Borrowed Items Form

Easily keep track of items that students/employee check out from the classroom/office with a clean borrowed items form. To keep an accurate inventory of who borrowed what and when you need a borrowed items form template that collects all relevant information. When looking to create your own form, get started with our borrowing form sample as a guide and then customize it to fit your needs. With fully customizable borrowed item form templates, you can apps and widgets that fit the item being lent out and encourage engagement.

Product Registration

A Product Registration Form is a form template designed to facilitate the registration of purchased products by consumers with the manufacturer or seller.

Commercial Invoice Form

If you're exporting or importing products overseas, you need a commercial invoice. You can use this International Commercial Invoice Form Template that is designed to track the products and avoid shipment delays. This Free Commercial Invoice Form Template contains forme fields about the exporter and importer information, invoice details, the country of origin and destination, the items or products that will be shipped, payment fees and a digital signature widget for the exporter. The products are arranged in a table format. The column headers are the item ID, description, weight, quantity, and the price.

Party Planning Checklist

A party planning checklist is a list of tasks to be completed before a party.

Inventory Form

What is an inventory form? An inventory is commonly thought of as the finished goods a company accumulates before selling them to end users. Inventory forms in general is a way for you to showcase these items in an online form. This inventory form template will allow you to display your products, let users pick the items they need, collect the amount/quantity they need for each item, along with the location from where these items are available.

About Tracking Forms

Looking for a customizable tracking form template for your business or organization? Jotform's tracking form templates are a great way to start collecting all the detailed information your organization needs. Whether you're tracking an issue, updating a time sheet or following a production schedule, we have a tracking form for you. Select a tracking form example from our collection or start a new form, then start customizing to fit your needs. Through the Jotform builder, our tracking forms have access to an array of themes, widgets, and apps. Get started with one of our free online tracking form templates today!

Your account is currently limited to {formLimit} forms.

Go to My Forms and delete an existing form or upgrade your account to increase your form limit.

How to Create a Project Task List (+ Free Task List Template)

Table of Contents

Projects are complex and require a lot of work to complete — so much work that it’s seemingly impossible to juggle it all without a thorough project task list.

So, why not make a task list? 

In this post, you will learn:

• What a project task list is,
• Why it’s important,
• How to create a project task list, and
• How to use a team management tool for project task lists.

Moreover, we will provide you with a free project task list template.

What is a project task list?

A project task list is exactly what its name implies — a list of all the tasks that need to be finished for a project to be done. It is created at the start of the project, in the planning phase. 

The list usually includes the most relevant information about the tasks, such as: 

• Assignees, 
• Deadlines, 
• Estimated time necessary to finish the tasks, etc.

💡 Plaky Pro Tip

Find out more about the phases of project management, in this article:

• What are the phases of project management?

Why is a project task list important?

When managing a project, making a project task list is a step you should never miss. A high-quality task list will serve as a foundation for further management of your project.

A task list is important when managing a project because it has a positive impact on:

• Productivity,
• Motivation,
• Prioritization of tasks,
• Delegation, and
• Tracking progress.

Free project management software

Streamline your business — Improve planning, align teams, finish tasks with Plaky.

Benefit #1: Productivity

When team members have clearly stated tasks with deadlines, they can organize their work better and be more productive. No time is wasted on deciding who is doing what and when past the planning stage. Everyone knows what is expected of them, and they can focus on their work. 

This helps team members feel less stressed at work. According to the Health and Safety Executive , one of the major causes of stress for workers is not understanding their role and responsibilities.

Moreover, Gallup’s Employee Engagement Survey shows only every other employee feels they know what is expected of them at work. But, if 8 employees out of 10 felt that way, the companies could gain a 10% increase in productivity, among other benefits. 

Benefit #2: Motivation

Projects can be long and exhausting at times. Even if the team was motivated and excited about the project at the beginning, that motivation may drop as the work progresses. 

The ability to check things they have already done from a list and to see their progress clearly displayed helps employees stay motivated. It makes them feel that their work is recognized and noticed.

Benefit #3: Prioritization of tasks

Once a task list is formed, it is easier to determine the priority of each task in relation to all the others. 

Being able to prioritize tasks correctly is vital because it ensures all team members are aware of which tasks have the highest priority and can direct the biggest portion of their efforts working on them.

Benefit #4: Delegation

A clear project task list makes delegation of work straightforward and fair. 

Each task is assigned to one or several team members, and it’s immediately apparent if one team member has too many tasks, while another barely has any work to do. This system prevents everyone from being overworked and under too much stress. 

Benefit #4: Tracking progress

Managers and stakeholders can easily track the progress of a project by referring to the project task list and checking which tasks are finished, in progress, or still haven’t been started. 

By keeping an eye on the task list, you can check if the project is on track and react if there are delays and problems.

How to create a project task list?

Creating a project task list may seem complicated, but, if you simply follow the steps below, you will be able to produce an extensive list of tasks that will aid you in managing your project.

Here are 4 steps to help you create a project task list:

• Define project scope,
• Specify the tasks,
• Estimate the time needed for each task, and
• Delegate tasks. 

To make creating a project task list simpler, you can use project management software — which we’ll elaborate on later in the text, after the basics of making a project task list are covered.

Step #1: Define project scope

The very first thing to do before even comprising a list of tasks is to define the project scope . To do that, answer these questions:

• What are the goals of your project?
• How do you plan to carry out your project?
• What do you need to do to realize your project?
• What resources do you need to realize your project?

At this stage, you: 

• Decide what the project will include,
• Set the budget, and
• Determine the project deliverables .

It would be best to include all the stakeholders in this part of the process, just to make sure everyone is on the same page, since, once composed, a project scope should be changed as little as possible.

Step #2: Specify the tasks

Now that the scope has been determined, it’s time to break the project into tasks. 

First, divide the project into large, more general parts. For example, if you’re developing a marketing campaign, you could break this project down into: 

• Content creation, 
• Visual design, 
• Social media promotion, etc. 

Once this is done, specify all the tasks necessary to complete each part of the project. In our example, content creation can be divided into specific texts that need to be written and designed into specific visuals that need to be created. 

Then, think about task dependencies — which task needs to be completed so another can start? For example, there has to be a clear idea of which texts will be written before the visuals are created for them. Sort the list accordingly.

The challenge is to get the size of the tasks just right. If the tasks are too complex and require a long time to finish, that defies the purpose of the list — to divide a project into manageable portions. 

On the other hand, splitting everything into small tasks can result in micromanagement. 

In the case of our marketing campaign, if a team member has been given the task of writing an article, this task will not be subdivided into writing an introduction, developing a story in the middle part of the text, and writing a conclusion. 

If you’re used to working in Excel, you might be interested in our free project task list Excel template you can find in the post below:

• Top 16 Automated Project Management Excel Templates

Step #3: Estimate the time needed for each task

It is essential to estimate how long each task will take to complete so that you can determine the timeframe of the whole project. 

You should strive to be as precise as possible since even small discrepancies throughout the list will add up and lead you to constantly change your project timeline .

Still, this is not a simple job. One way to make time estimation easier is to use a project management tool that has a time tracking option . 

This way, you can easily estimate how long each task will take based on how much time your team has usually spent on similar tasks in the past. Once the time has been distributed and dependencies determined, each task can get a deadline.

Step #4: Delegate tasks

Finally, every task should be assigned to a team member. Consider your team members’ experience and expertise and delegate work accordingly. 

A clear delegation of tasks helps increase the accountability of each team member since their tasks are clearly stated and expectations set.

A project management task list example (+ template)

To give you an idea of how a project task list should look and what to include in it, here’s an example:

At the beginning, in the upper part of the project task list template, there should be general information about the project:

• The name of the project,
• Project manager’s name,
• Starting date,
• Deadline, and
• The name of the client. 

After this, comes the main part of the template — the list of all tasks followed by additional information. This segment can include, for example:

• Task number,
• Estimated time, 
• Deadline, 
• Assignee, etc.

🔽 Get the template here: Project task list template

If you’re searching for more ways to organize your tasks in a simple manner, you may want to look at these handy to-do list templates that come in different formats:

• 20 Free To-Do List Templates (Customizable & Printable)

Using project management software for task lists

While a template is not a bad option for creating task lists, it’s much more practical to use to-do list software . 

Most management tools have templates already made for you to choose from and customize to your needs.

For example, Plaky offers a free forever plan in which you can use PM templates or make project boards from scratch to create your project task lists. You can add fields such as: 

• Due date, 
• Assignee, 
• Status, 
• Priority, 
• Progress, or any other that you need to further specify your tasks. 

This way, you get a clear overview of your tasks, and you can monitor the project’s progress. Moreover, it’s easy to make changes, and you receive a notification whenever someone changes the status of the task (e.g. from “to do” to “in progress”). 

Also, you can group tasks however you wish (e.g. according to the assignee or status).

You can check out some of the best task management tools on the market right now here: 

• 10 Best task management software solutions in 2023

Conclusion: A clear task list leads to a successful project completion

When starting a project, composing a task list is a crucial stage that will help you manage your project smoothly. 

Its benefits include: 

• Increased productivity,
• Higher motivation,
• Easier prioritization of tasks,
• Better delegation, and 
• Better progress tracking.

In this article we have listed and explained the 4 steps you need to go through to create an effective project task list:

• Distribute time, and
• Delegate tasks.

If you follow these steps, we are confident that you will be able to make an excellent project task list.

Track your progress and achieve better project results with Plaky.

Galina is a project management author and researcher at Plaky. She combines her interest in team collaboration and her natural knack for organization into writing informative and engaging texts that help people better understand project management. When she is not working, she can be found relaxing with a cup of coffee and a TV series or trying out new recipes from Asian cuisine.

What's on your to-do?

START MANAGING TASKS

Related posts

How to make a gantt chart in powerpoint (+ free templates).

Learn how to make a Gantt chart in PowerPoint step by step and get access to free Gantt chart PowerPoint templates….

How to Use Impact Effort Matrix for Improved Prioritization

The impact effort matrix is a prioritization tool that’s as simple to use as it is effective, requiring you to only assign impact and effort values …

How to Make a Gantt Chart in Excel (+ Free Template)

Wondering how to make a Gantt chart in Excel? Take a look at our step-by-step tutorial with pictures, or try our free Excel Gantt chart template….

Stretch Goals: How to Set and Track Them + Tips and Examples

Stretch goals are extremely challenging goals intentionally set to push employees beyond their typical boundaries, with the aim of boosting their perf…

Gantt Chart in Google Sheets: How to Create It + Free Templates

Find out how to make a Gantt chart in Google Sheets in 5 easy steps and get access to 5 free Gantt chart templates….

Weighted Shortest Job First (WSJF): Overview With Calculation

Weighted Shortest Job First (WSJF) is a technique for prioritizing work items to ensure the biggest profit for the business….

Need a good project tracker?

Plaky is task management software for visual project planning. Manage tasks, collaborate, and get status reports. Unlimited projects, free forever.

• Book a Demo

Project task planning

Organize your team's tasks and plan your project's steps, easily. Easily track, sort and categorize the tasks on your team. Just a second, I forgot to say that you can do it all in one place. Quickly try Retable's project and task management template and customize it as you wish. 🚀 Easily plan and track your project tasks with our Project task planning spreadsheet template. Organize task info, set deadlines, and visualize progress with the included Gantt chart for a streamlined project management experience.

Copy the project task  planning spreadsheet template to Your Retable Dashboard: Project task planning spreadsheet template

You can click the Use Data button to copy project task planning spreadsheet template to your Retable Dashboard!

What is the project task planning spreadsheet template?

The project task planning spreadsheet template is a tool designed to help project managers and teams plan and organize their project tasks and progress. The template includes fields for the task name, task description, assigned to, due date, status, and notes. It also include a Gantt chart for visualizing the project schedule and progress.

The template is designed to make the process of planning and tracking project tasks more organized and efficient. It helps to keep track of all the information for each task, making it easy to assign tasks, set deadlines, and manage the project's progress. The Gantt chart allows to visually track the start and end date of each task, dependencies, and overall project timeline.

How can the project task planning spreadsheet template helps you?

The project task planning spreadsheet template can help you stay organized and on top of your project tasks by keeping all the information for each task in one place. The template allows you to assign tasks, set deadlines, and track progress, making it easy to manage the project's progress. The Gantt chart allows to visualize the project schedule and progress, helping to identify any potential issues or delays.

Additionally, it also helps to keep track of the status, due date, and other information related to the tasks, ensuring that the project stays on schedule and budget. With this template, you can also keep note of the progress, any issues, and the final resolution for each task.

How to use the project task planning spreadsheet template?

Using the project task planning spreadsheet template is simple. You can start by filling in the template with the information for each task. This includes the task name, task description, assigned to, due date, status, and any notes or comments related to the task. You can also use the Gantt chart to visually track the start and end date of each task, dependencies, and overall project timeline.

Once you have filled out the template, you can then use it to manage the project's progress. You can assign tasks, set deadlines, and track progress. You can also filter and sort the information by status, due date, or assigned to, to easily identify the most critical tasks or issues that need to be resolved first. The Gantt chart allows to easily identify any potential issues or delays in the project schedule.

Overall, the project task planning spreadsheet template is an easy-to-use tool that can help project managers and teams stay organized and on top of their project management processes.

Spreadsheet Templates

Simple project plan

Retable's free simple project plan spreadsheet template offers an easy-to-use, customizable framework for organizing and tracking your projects!

Simple project tracking

Stay organized and on top of your project with our Simple Project Tracking Spreadsheet Template. Assign tasks, set deadlines, and track progress. Try free!

Software test case tracking

Stay organized and on top of software testing with our free Test Case Tracking Spreadsheet Template. Try for free now!

Task List Templates

The Excel task list templates on this page demonstrate some of the many ways that you can track tasks using a spreadsheet, from simple to do lists to more advanced Gantt charts. These templates demonstrate using icon sets to display priorities, using conditional formatting to display a progress bar, creating a gantt using using a stacked bar chart, and using a check mark to cross out tasks when they've been completed.

Tell me what you think about these templates: Leave a comment on the related blog article " Add Cool Features to Your To Do Lists ."

This Page (contents):

• Project Task List
• Simple Task Tracker
• Task List with Gantt Chart

Task Checklist Template

Printable task list templates, project task list template.

License : Private Use (not for distribution or resale)

Description

This spreadsheet demonstrates the use of conditional formatting to highlight the Priority column, to add a progress bar to the % Complete column, and to create a functioning check box via data validation. It also includes columns for entering budget and hours spent on each task.

Update 9/23/2019: Added the Google Sheets version - replaced the icon sets with in-cell checkboxes. Google Sheets does not yet have in-cell data bars (for the % Complete column).

Simple Task Tracker Template

This task tracker template demonstrates the use of custom icon sets via conditional formatting to show a priority rating of 1-4 with different color circles. It uses a similar technique for the checkbox in the Done column.

Project Task List with Gantt Chart

A gantt chart can be created from a task list using a stacked bar chart in Excel. This is a functional template that can be used for real project management tasks, but the primary purpose is to demonstrate how the data table is set up to create the gantt chart.

This task list template demonstrates how to create a checkbox using a data validation drop-down and how to use simple conditional formatting conditions to display HIGH, MEDIUM and LOW priority values. It also uses conditional formatting to change fonts to a gray strike-through when the checkbox is checked.

► How to Insert a Check Mark in Excel (on youtube)!

More Templates For Tracking Tasks

• How to Use Conditional Formatting in Excel at vertex42.com
• Create a Drop Down List in Excel at vertex42.com

Follow Us On ...

Related templates.

Project Management

Google Sheets Project Management Template Free

Identify project requirements, create a new google sheet, define project tasks, assign tasks to team members, set up due dates for each task, develop timeline for the project, input data into the google sheet, define project milestones.

• 1 Kickoff meeting
• 2 Prototype development
• 3 Client presentation
• 4 Final delivery

Approval: Establish budget for the project

• Define project milestones Will be submitted

Enter budget details into the Google Sheet

Track progress of tasks.

• 1 Not started
• 2 In progress
• 3 Completed

Update Google Sheet as tasks are completed

Review overall project progress, approval: project progress.

• Review overall project progress Will be submitted

Identify any changes to the project scope

Revise project plan and google sheet as necessary.

• 1 Task modification
• 2 Timeline adjustment
• 3 Budget revision

Complete remaining tasks

Update and finalize google sheet, review final project outcomes, approval: final project outcomes.

• Review final project outcomes Will be submitted

Take control of your workflows today.

More templates like this.

Filter by Keywords

Top 10 Free Task List Templates in Excel & ClickUp to Unlock Efficiency

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

If you often struggle to stay on top of work tasks, personal responsibilities, and the never-ending to-do lists life keeps throwing at you, don’t worry—you’re not alone. While excelling at work while maintaining a fulfilling personal life is a major puzzle for many professionals, it can be pieced together if you equip yourself with the right tools.

The humble task list is a simple yet remarkably useful tool to boost productivity and regain control of your personal and professional commitments. It provides a clear roadmap of what and when needs to be accomplished, helping you manage time wisely and prioritize tasks effectively. 📑

To be practical, a task list needs a well-structured format, but making one from scratch can be yet another responsibility.

Fortunately, there’s a wealth of outstanding blueprints available for free. In this article, we’ll introduce you to 10 of the finest task list templates to revolutionize how you manage your daily responsibilities.

What Is a Task List Template?

What makes a good task list template, 1. clickup daily task list template, 2. clickup calendar to do list template, 3. clickup work to do template, 4. clickup task management template, 5. clickup simple to-dos template, 6. clickup simple task management template, 7. clickup activity list template, 8. excel prioritized to do list template by vertex42, 9. excel task list template by teamgantt, 10. excel daily task tracker template.

A task list template is a pre-designed framework for efficiently listing, prioritizing, organizing, and tracking tasks or activities. It comes in various forms, from simple to complex, and can be used for professional and personal purposes.

These templates typically include essential components such as task names, descriptions, due dates, and status indicators. Some may offer additional attributes like priority levels , task dependencies, and categories to further improve task management and prioritization.

Task list templates provide a systematic approach to managing your daily schedule , coordinating complex projects, or organizing team assignments. They help you track responsibilities and ensure crucial tasks are completed on time, promoting accountability and transparency.

What makes them even more valuable is their flexibility —they can be tailored to fit your specific requirements, whether you’re managing a client project or throwing a birthday party. ⏳

When it comes to task organization, there is no one-size-fits-all solution. However, you should ensure that your task list template has the following qualities:

• Clarity : Task names and descriptions should be concise and unambiguous, ensuring that users can quickly understand what needs to be done
• Organization : The template provides a logical structure for listing tasks, often in a sequential or prioritized manner
• Flexibility : Users should be able to customize it to suit their specific personal or professional requirements 
• Due date management : It allows for setting due dates or deadlines, helping users track time-sensitive responsibilities and prioritize work accordingly
• Status tracking : Good templates include status indicators or checkboxes that allow users to mark tasks as incomplete, in progress, or completed
• Reminders and notifications : To help users stay on top of upcoming tasks or overdue items

10 Must-Have Free Task List Templates in 2024

In this curated collection, we’ve handpicked the top 10 task and to-do list templates in Excel and ClickUp .

Each is expertly designed to address specific needs and elevate your task management experience. They’re also easy to use, customizable, and completely free. 🆓 

The ClickUp Daily Task List Template is your partner in organizing everyday tasks , from the most routine to critical. It empowers you to take charge of your day by setting goals, assigning deadlines, categorizing tasks, setting up reminders, and prioritizing work.

The best part? It’s highly customizable , allowing you to tailor it to your needs and preferences. 

With this template, you have the power to take your task organization to the next level through Custom Fields. You can organize tasks according to particular categories such as type, location, or any other relevant criteria, which makes it simpler to visualize and arrange your workload.

Easily track and maintain streaks with customizable attributes for effective daily task management. ✅

Use the template’s List view for a detailed display of your to-do items, switch to the Kanban view to easily manage task statuses, or pick the Table view if you prefer a spreadsheet-like format. You can also integrate this template with your existing task management tools , ensuring it harmonizes effortlessly with your daily workflow.

If you’re looking to master your work hours, expectations, and goals with precision, the ClickUp Calendar To Do List Template has your back. It’s not just a calendar; it’s a powerful organizational tool offering a holistic view of your weekly, bi-weekly, or monthly duties.

Use it as a clear roadmap to plan and prioritize all your tasks based on your role and responsibilities or as your go-to weekly task list template for multiple projects. 🗓️

What makes this template extra convenient and functional are its custom views. Imagine having an entire week ahead filled with meetings. The Meeting Request view gives you a quick overview of all your upcoming appointments, the associated tasks, and their deadlines. This ensures you’re always well-prepared and firmly in control of your commitments.

Now, picture working in a team where tasks are assigned based on roles. The By Role view helps you sort tasks according to who’s responsible for them. It makes task delegation a breeze and promotes accountability by ensuring everyone knows what they need to do and when.

Lastly, there’s the Schedules view . It’s like a visual map of your day or week, laying out tasks chronologically. This helps you plan your time effectively by allocating slots for tasks, meetings, and even short breaks. It’s all about staying on top of things and making the most of your precious time.

You can also track task progress with Custom Statuses like Open and Complete and categorize tasks using Custom Fields such as Category, Resources, Productivity Level, and Role.

With the ClickUp Work To Do Template , you can effortlessly prioritize tasks by importance, effort, or urgency, ensuring you stay focused on what matters most. Organize projects into lists, complete with their related tasks, subtasks, and associated due dates, so you’re always on top of deadlines. Plus, you can visually track your progress through intuitive Kanban boards or Gantt charts. 

This template offers three distinct views tailored to your needs:

• Weekly Calendar
• Monthly Calendar

In the Task List view, you’ll find a comprehensive list of activities organized by their completion timeframes, be it daily, weekly, or monthly. You can track additional details on the right side of the template, such as task status, due dates, and priority. Plus, the Task Type field allows you to specify the department responsible, adding a touch of accountability to your task management. 💼

The Calendar views are where the magic happens. Use the simple drag-and-drop editor to schedule or reschedule tasks , creating a visual roadmap for your work.

The ClickUp Task Management Template is your ultimate solution for staying organized and efficiently tackling tasks, no matter the project’s goals. This template takes the information you enter and automatically groups it by priority, department, or task status. With pre-built Custom Fields , you’ll have a quick snapshot of task ownership and expected completion dates, ensuring transparency and clarity. 🌞

Your team can use the template’s List view to meticulously organize task details, such as ownership and deadlines, akin to an advanced to-do list . Project tasks are sorted into three main Lists —Action Items, Ideas, and Backlog—allowing you to find the information you need effortlessly. 

Meanwhile, the Board view empowers you to plan and prioritize tasks by arranging sticky notes on a Kanban board. The Box view offers insights into work distribution, aiding intelligent task assignment, while the Calendar view simplifies scheduling with a user-friendly drag-and-drop interface.

Introducing the ClickUp Simple To-Dos Template , where effectiveness meets simplicity. This template offers a straightforward approach to task management without unnecessary complications or distractions. 🎯

Start with the List view as your master task list, where columns display essential details like assignees, due dates, priority tags, and comments. The status column provides a dropdown menu with customizable categories, such as Blocked, Complete, In Progress, and To Do.

Want an overview of all your tasks? Turn to the All Tasks view.

Need to prioritize? The Prioritized Tasks view has you covered.

Make your tasks more informative by including subtasks, checklists, and attachments. Experiment with various views like Board and Gantt, and refine your task display using filters to find the best fit for your workflow.

Tired of struggling to remember your daily tasks and appointments? The ClickUp Simple Task Management Template is designed to simplify not only work-related activities but also everyday responsibilities like cleaning, vacuuming, or going to the gym.

The to-do list template includes a basic list format for visualizing personal or professional tasks categorized as To Do or Complete. 

This task management template provides a clear structure for adding your daily tasks , complete with labels for due dates, priorities, and task statuses. It’s your key to structuring your day and staying on top of tasks, no matter their size or significance.

You’ll find a range of views, including List , Board, and Doc , allowing you to approach your tasks in a way that best suits your workflow. Its powerful customization options set this template apart—add fields, prioritize tasks, and easily set up reminders.

The ClickUp Activity List Template can transform the chaos of your to-dos into a well-organized and efficient system. It’s a versatile template that covers everything from creating to-do lists and checklists to managing project timelines and sprints. With this template, you can organize all your activities in one place, making it easy to prioritize and plan them with precision. 🙌

Use the template’s Custom Fields to: 

• Specify project name
• Assign a project manager
• Track completion progress

What’s even more convenient is that this template structures activities as subtasks , allowing you to provide in-depth details for each one, including dependencies between activities. It’s a comprehensive solution for effective activity management and project planning, simplifying complex tasks and ensuring your projects run smoothly.

Excel enthusiasts, here’s a handy tool for your task management needs: the Excel Prioritized To Do List Template by Vertex42. This template simplifies the collection, evaluation, and tracking of your day-to-day tasks. It features a printable , hand-fillable design with a dedicated space for your top three priorities. 🖨️

In the first column, list your tasks or projects. Use the subsequent columns to set due dates, update statuses, specify priorities, and add notes. You have the flexibility to prioritize tasks using various methods, like symbols, numbers, or formatting.

The Excel Task List Template by TeamGantt is your ticket to task management success. This template simplifies scheduling, assignment, and tracking of tasks for various projects, making it a valuable addition to your task list template Excel collection. It offers adaptability, whether you’re handling critical work tasks or personal projects.

The template simplifies task management by allowing you to create a comprehensive to-do list . You can easily add tasks, assign owners, set due dates, and track task status. Its clear status options make progress monitoring a visual breeze, and you can prioritize tasks effortlessly by assigning due dates.

You can track your progress on work assignments, ensuring you never miss a deadline or manage your household projects more efficiently, keeping costs in check and tasks on schedule.

The Excel Daily Task Tracker Template is a versatile tool for efficiently managing multiple tasks. Its user-friendly, visually attractive design incorporates built-in filtering controls , allowing you to sort and filter projects based on their due dates, priority, and status. Whether you prefer a digital or hard copy, this template suits both options.

With complete customization options , you have the freedom to adjust text, images, and other elements to suit your unique requirements. You can tap into a world of creativity with access to a diverse range of photos, graphics, fonts, and dynamic features like animations, transitions, and videos. 🎨

This template offers a straightforward and efficient solution for task tracking, helping you prevent oversights and boosting your productivity.

Task List Templates: Overview

Here’s a brief overview of what you can expect from each template:

Checkmate Your Tasks with the Best Task and To Do List Templates

If tasks were your soldiers, task list templates would be the strategies and tactics you apply to take control of them and lead them to victory. So, don’t just try to manage tasks—command them with the right template! 💂

From simple to-do lists to detailed project tracking tools, these 10 templates combine simplicity, flexibility, and effectiveness to match your specific needs. If you need more ready-made frameworks to streamline all kinds of professional and personal activities, we encourage you to check out  ClickUp’s extensive library of templates and supercharge your productivity.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Researched by Consultants from Top-Tier Management Companies

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Task Assignment Templates with Samples and Examples

Simran Shekhawat

A leader’s task is to get his people from where they are to where they have not been.   - Former US secretary of Henry Kissinger

Kissinger’s vision of leadership has stood the test of time, and human endeavors. His thoughts on leadership reflect the importance of delegating or task assignment in a group setting, be it politics or business.

The importance of task allocation, management, and delegation of work to reach a pre-defined role cannot be overstated.

If you are large-scale business or a firm, it is tedious or troublesome to conduct meetings, design project outcomes, comprehend the project progress, and manage the nitty gritty of business. To ensure the owner or the management use their energies wisely, it is a better strategy to have a structured plan in place for task assignments across each level of your business establishment.

We, at SlideTeam, present to you our contemporary model of managing and delegating tasks that resolves this major pain point of businesses. It also helps you make efficient use of your time by following a schedule. Use our must-have business task templates to keep track of your business cycles.

Determine the schedule of your day with some of the daily task templates check out now!

The PPT Templates from SlideTeam comprehend your needs and give you both the outcome and the answer. Creating and adhering to a daily routine is essential for all aspects of life. Use these 100% editable and customizable templates with samples and examples to understand the significance of these. We promise to make your professional life easier, as they offer to organize, manage, and track down your project progress and streamline your business processes.

You must keep a record of updates on due dates and status. Check out some of weekly task templates. Click here !

Let’s dive into the task of work management with task assignment templates

Template 1 task assignment powerpoint ppt template bundles.

Delegating and accounting tasks is essential for proper functioning of an organization. To enable that, we have created one of our best task assignment PowerPoint Slides to help businesses distribute their work, use resources optimally, and enhance the working of their team members such that their contribution and expertise help the firm achieve their objectives. Bring in the power of this template to feature quality output, facilitate clear communication, strategic project planning, task budgeting monitoring, and evaluation of team and task performance against the milestones.

Download Now!

Template 2 Project Task Assignment Management Sheet with Related Issues 

Use this template as a primary project management document that summarizes work assignments and related problems. Use the slide to reflect changes in task status, issues resolved, and real-time project progress. Encourage team members to contribute to the issue log to foster a collaborative environment that facilitates open communication and efficient problem-solving. Through the integration of linked issues, this template seeks to facilitate the administration of project task assignments and promote a proactive approach to resolution of the issue and project success.

Template 3 Employee Onboarding Process Task Assignment Chart 

To ensure that every stage of the onboarding process is planned correctly and allocated, we welcome you with the PPT Template that lists employee onboarding process with task assignments. This slide is attractive as it visually represents tasks assigned and their status and a column for additional notes. With this, businesses can streamline their onboarding process by establishing project managing techniques of tracking and collaborations. Use the content in this template to help you finish your assignment on time or ahead of schedule. Download it to know more!

Template 4 Employee Weekly Task Assignment Schedule with Workload Status 

Creating a schedule demands foresight in that one needs to be prepared for unforeseen events. Make sure your work tasks and processes align with the necessary tasks to be completed. Use our professionally-designed employee task schedule template to facilitate task management. Determine the status of your work schedule, while listing it in workload categories to ensure timely project progress. Use this pre-made employee workload status template to help employees understand the gist of the work needed to be done to reach their goals and to help them provide suggestions on how to lighten their burden for the upcoming week.

Template 5 Task Assignment and Evaluation Matrix PPT PowerPoint Presentation Summary

Establish control over your project by making every team member or firm aware of the roles and responsibilities when performing activities. Ensure that everyone on a project team knows their function and how it fits into the larger picture; this task and assessment template aims to identify the roles and responsibilities of each member. This PowerPoint Template contains information you need. You can implement your daily tasks and present your data in a way that engages and informs.

Template 6 Weekly Task Assignment List with Status and Hours Budgeted 

This weekly job assignment PowerPoint Slide balances the action and budget hour and the relevant workload status. This comprehensive solution offers a one-stop shop for all your needs related to recording weekly activities. Use this slide to create easily navigable graphics that enhance staff productivity. Lay out your weekly and daily tasks along with those with features to explain project progress.

Template 7 – Task Assignment Tracker with Due Date and Budget Allocation 

This task assignment tracker facilitates the management and monitoring of project tasks by combining task assignment data, deadlines, and budget allocations in an organized manner. Construct an adequate representation of tasks assigned to employees and the time and budget required for completion. To maintain financial control, check the budget summary. Give every task its unique identification. Give a brief description of the assignment. Use this slide to depict how to set aside money for the project’s budget. Arrange the projected  cost and the actual cost incurred in a tabular format to learn the deviations and get better at budgeting. Change the task's state (Not Started, In Progress, or Completed). Tailor it to the listed requirements and match it to the intricacy of your undertaking.

Template 8 – Project Task Assignment Management Sheet with Related Issues

This template offers a thorough overview of project tasks, their assignments, and any associated problems hindering the project's advancement. Modify the template to fit requirements and the scope of your project. List out the task details with due date priority, last check-in, status, related issues, and additional notes if any. This template provides a comprehensive list of task assignments as well.

Template 9 – Task Assignment Schedule with Course Details

For instructional programs, training sessions, or any learning-related projects, arrange your course in a manageable way with this PPT Template. The assignment schedule provides a layout for project details that encompass listing out course details from the day of starting till the progress to date. Adapt the template based on the difficulty of the course. Update the schedule frequently to account for modifications to the dates, subjects, or assignments. Use this timetable to help you plan and monitor the course's progress.

Template 10 One-Pager Format of Project Task Assignment Sheet Infographic

Use this PPT Template to assess a software application's functionality. Consequently, determine if the generated program satisfies the requirements. This slide depicts project objectives, progress, and challenges. Provide space to include the project's name and basic details. Enlist to segregate tasks with phases, task details, and due dates. Illustrate phases in the project along with project closure. Use this PowerPoint Presentation to highlight the four-week project timetable and current accomplishments. This will enable you to run the programs to help identify software issues.

Create your task with us!

Design and create your business task with SlideTeam’s task assignment PPT Templates. These templates are created professionally to let your business organise and structure their assignments. Provide a comprehensive guide for individuals and team while helping them to track, prioritize, track project progress and manage activities and processes.

Do check out some of your best business task list templates. Click here to know more!

Related posts:

• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]
• Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck
• [Updated 2023] How to Design The Perfect Product Launch Presentation [Best Templates Included]
• 99% of the Pitches Fail! Find Out What Makes Any Startup a Success

Liked this blog? Please recommend us

Top 10 Recruitment Timeline Templates with Samples and Examples

Top 5 Sprint Metrics Examples with Templates and Samples

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

Digital revolution powerpoint presentation slides

Sales funnel results presentation layouts

3d men joinning circular jigsaw puzzles ppt graphics icons

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Future plan powerpoint template slide

Project Management Team Powerpoint Presentation Slides

Brand marketing powerpoint presentation slides

Launching a new service powerpoint presentation with slides go to market

Agenda powerpoint slide show

Four key metrics donut chart with percentage

Engineering and technology ppt inspiration example introduction continuous process improvement

Meet our team representing in circular format

Project management

Top 5 project management trackers (with templates included)

The whirlwind of to-dos, deadlines, and don’t-forgets of project management can challenge even the most experienced project manager. That's why having the right project management tools in your arsenal is crucial for staying organized and on top of tasks. 

Project management trackers help you keep tabs on all the moving parts of a project, like assigning tasks, monitoring progress and deadlines, and tracking expenses. You’ll know who’s responsible for what tasks, which deadlines are coming up, and when progress is being made (or not). This eagle-eye view helps ensure your project planning, execution, and completion are on track and within budget.

Below, we’ll walk you through the top five project management trackers, with templates included, to help you stay organized and efficiently manage your projects.

• What to look for in a project management tracker?

Project tracking software should be reliable and intuitive, with real-time updates and comprehensive reporting capabilities. The right feature set should be flexible to fit your project and team size and offer a range of options for customizing dashboards, workflow design, and user permissions. Here are the top features to look for when selecting a project tracker.

Enables seamless task management

Task management is a core element of project management tracking. Think of your project as a complex puzzle — each task is a piece that fits into this larger picture. Without effective task management, it’s like trying to assemble this puzzle without knowing what the final image should look like. 

Efficient task management allows you to break down your project into manageable tasks, assign them to the right team members, and track their progress in real-time. This helps you ensure all tasks are completed within stipulated timelines and identify potential bottlenecks before they cause significant delays.

Provides reporting and analytics

A good tracker should provide meaningful insights into your project through comprehensive reports and analytics. This could range from tracking individual task completion, project timelines, and deliverables to financial data like cost and revenue. 

These metrics give you a snapshot of your project status at any given moment, helping you identify trends, notice issues, and forecast future challenges. For instance, if a specific task in your software development project is consistently lagging, it indicates that there might be a problem with the task or the resources assigned to it. 

Robust reporting and analytics capabilities also help with stakeholder management, providing them with detailed visual updates for greater transparency.

Integrates with other tools

A project management tracker that seamlessly integrates with your favorite tools, such as Google Calendar, Slack, or Microsoft Teams , is like having a central command center at your fingertips. It keeps everything organized, accessible, and in sync, driving productivity and efficiency in your project management.

Integration with these platforms eliminates the hassle of switching between multiple apps, saving you precious time and reducing the chance of missing important updates or deadlines. 

Offers customizable views, workflows, and reports

Every project is unique — therefore, a one-size-fits-all approach to project management tracking will not work. A good tracker should allow you to customize your views, workflows, and reports according to your requirements. So you can assign tasks in bulk for faster completion, automate recurring tasks, create customized dashboards to view progress across multiple projects, and more.

Additionally, customizable reporting options help you create detailed reports on task status, resource management, and project budget allocation to gain meaningful insights into your project’s performance. You can leverage this data to make informed decisions and optimize the workflow for future projects.

• 5 Effective project management trackers

Choosing the right project management tracker is the difference between successful projects and missed deadlines. You need a tracker that meets your specific needs and offers robust features for seamless task management, insightful analytics, integration with other tools, and customizable views and workflows. So we recommend these five effective options.

• 1. Project tracker template 

Teamwork.com ’s project tracker template is a powerful project management tool designed to streamline complex projects. It helps you map out every step of the project and break it up into smaller, more manageable tasks. 

You can track task progress in real-time, assign tasks to team members, set deadlines, and collaborate with colleagues. It also includes features like task dependencies, custom views, reports and analytics, integrations with popular productivity tools, and more.

Best for: workflow management, automation, and reporting

Teamwork.com ’s project tracker template excels in workflow management and reporting, due to its intuitive design and robust features that facilitate seamless task allocation and tracking. You’ll gain granular control over your workflows, allowing you to assign tasks, set deadlines, and monitor progress in real-time. The template also offers comprehensive reporting and analytics features that help you adopt data-driven initiatives to drive results.

Time-savings: Save time by automating mundane admin tasks, such as task assignment, task tracking, and report generation.

Collaboration: Streamline collaboration with intuitive task management features, real-time updates, and integrations with popular productivity apps. Quickly view progress, receive notifications, and communicate with team members.

Data-driven insights: Gain insight into your projects with comprehensive reporting and analytics tools. Identify trends, spot problems, and adjust course if needed.

Customizable: Enjoy the flexibility to customize your views, workflows, and reports to suit your project’s needs perfectly.

Eliminate manual spreadsheet tracking, automate repetitive admin tasks, and maximize productivity with Teamwork.com ’s project tracking template . Get started today!

• 2. Gantt chart template

The Gantt chart template is an excellent tool for visual project management, allowing you to easily map out project tasks, timelines, and dependencies in one simple view. It provides an intuitive drag-and-drop interface that helps you plan and monitor progress against due dates. 

Best for: intuitive visual project management

Gantt charts offer simple yet powerful visual project management capabilities. The intuitive drag-and-drop interface is easy to use and allows you to quickly map out, plan, monitor, and adjust tasks on the fly. 

You can quickly identify potential issues and take corrective action before it affects the project timelines or budget. Gantt charts are also highly customizable, allowing you to adjust views and reports for a detailed breakdown of your project’s performance.

Intuitive interface: Drag-and-drop editing makes it easy to add, adjust, and delete tasks. You can quickly identify conflicts between tasks, set milestones and deliverables, or move tasks around for a more efficient workflow.

Data accuracy: Get an accurate picture of your project’s progress with detailed reporting features, such as task status, resource utilization, budget allocation, and more.

Flexibility: Highly customizable with adjustable views and reports to match your needs. You can easily adjust timelines to fit project deliverables or resource availability.

Try Teamwork.com ’s online Gantt chart template today for a detailed overview of your project’s timeline performance, resource utilization, and budget allocation.

• 3. Kanban board template

Kanban boards are ideal for those who favor a highly visual and interactive project management approach. This project management template provides an organized representation of your tasks and their respective stages, from “To-Do” to “In Progress” to “Done.” 

The easy task movement across different stages also promotes a sense of progression and accomplishment, helping keep team members motivated . 

Best for: project visualization, workflow automation, and process optimization

Kanban boards provide an interactive visual representation of your project’s status, helping you easily track progress and identify trends in real-time. You can quickly identify which tasks are in progress, upcoming, or completed, allowing you to adjust resources, timelines, and workflows accordingly. 

It also offers automation features, such as task assignments, real-time updates, and notifications, that help streamline communication and collaboration between team members for a more efficient workflow.

Project visualization: An organized and visually appealing board view of your tasks allows for quick identification of progress, trends, problems, and opportunities. Color-coded tasks promote transparency and make it easy to spot any issues that require attention.

Process optimization: Get deeper insights into project performance, identify blockers, and take corrective measures for improved efficiency.

Workflow automation: Automate mundane workflow tasks, such as task assignment, collaboration, and reporting, to save time and effort.

Streamline collaboration, optimize processes, and get real-time, data-driven insights into project performance with Teamwork.com ’s Kanban board template . Try it for free today.

• 4. Project management budget template

The project budget template is your go-to tool for effective financial planning and tracking of your projects. This versatile template offers a consolidated view of your project’s financial health, helping you manage costs, forecast expenses , and track savings. 

It accurately represents financial data, such as project costs, budget allocations, and variances, giving you complete control over your project’s financial outcomes. You can track financial performance by team member, task, or project timeline.

Best for: budget planning, cost management, and financial tracking

Whether you are planning your budget, tracking costs, forecasting expenses, or analyzing variances, this template makes it all effortless. With its data-visualization capabilities, you can easily decipher complex financial data and make informed financial decisions to ensure your project stays on budget.

Real-time tracking: Automatically track and update expenditures in real time for an accurate representation of project costs.

Budget allocation: Easily allocate budgets to projects, tasks, or resources and keep track of spending.

Data visualizations: Charts and graphs offer a consolidated view of financial data to simplify complex financial concepts.

Try Teamwork.com ’s project management budget template today and maximize your project’s financial performance.

• 5. Project roadmap template

Project roadmap templates are strategic frameworks for planning, scheduling, and managing projects. They help you map out project schedules, objectives, scope, deliverables, timelines, tasks, and resources — offering a bird’s-eye view of the project in its entirety. 

Think of it as a guidebook for your project, laying out everything you need in a single, consolidated view. It encourages transparency, alignment, and collaboration among team members and stakeholders, ensuring everyone is in sync with the project’s objectives, priorities, and timelines.

Best for: strategic planning, task management, and goal setting

The structured, organized layout of your project’s timeline, objectives, scope, and deliverables makes it easy to keep track of progress and make adjustments if required. You can create action items, set milestones, adjust goals for better efficiency, or assign resources — all within a single view. This allows you to optimize workflows, prioritize tasks with ease, and promote accountability.

Strategic planning: Outline the project’s key tasks, sub-tasks, milestones, and timelines for effective planning and scheduling. Make smarter, data-driven decisions and optimize resources for increased efficiency.

Task management: Assign tasks, adjust timelines, monitor progress and performance, and assign resources in a single view.

Goal setting: Track key metrics and KPIs and create customized reports with data visualizations for better insights into performance and progress.

Take control of your project with Teamwork.com ’s easy-to-use roadmap template and set yourself on the path to success! Give it a try today.

• Project management tracking made simple by Teamwork.com

Tracking and monitoring project progress, performance, tasks, timelines, resources, and budgets is crucial for successful project management. However, with a million other tasks to tend to, it can often feel overwhelming and tedious. 

Teamwork.com streamlines this process with powerful project tracking templates that offer a single view of all the data you need to manage your projects efficiently. Our intuitive templates provide comprehensive tracking capabilities and data-visualization tools to help you monitor progress, optimize workflows, and ensure successful project execution. 

Sign up for Teamwork.com for free today and start tracking your projects with ease! 

TABLE OF CONTENTS

Ben is a Senior Content Marketing Specialist at Teamwork.com. Having held content roles at agencies and SaaS companies for the past 8 years, Ben loves writing about the latest tech trends and work hacks in the agency space.

What does a finance project manager do?

Product project management: How to ensure your agency delivers for early-stage founders

Standardizing your product management workflow for superior project outcomes

How product leads leverage the sprint cycle to meet client deadlines

What is professional services automation? Here’s what to know

Project management for financial services: A comprehensive guide

Stay updated by subscribing to the Teamwork.com newsletter. We’ll keep you in the loop with news and updates regularly.

The 5 Best Excel Project Management Templates

• Last updated March 21, 2024

Fact Checked By Cindy Wong

Looking for Excel project management templates? You’ve come to the right place! I like using pre-designed templates because they save time and help me manage my project more effectively.

If you’re looking for project management templates in Excel, click “ Home ” > “ More Templates .” Then, you can search for an appropriate template that fits your needs.

Table of Contents

Benefits of Using Excel for Project Management

An Excel project management template is handy for several reasons, including:

• Efficiency and Saving Time: Excel templates save you time because you don’t need to create your own from scratch. They’re also dynamic, changing depending on the input, making them very efficient.
• Clear Task Assignment and Management:  Excel project management templates help break down project tasks into manageable components. They assign responsibilities to team members, set deadlines, and track task progress, all aided by helpful features like checkboxes, drop-down lists, and progress bars.
• Communication and Collaboration:  The templates help to establish effective communication between you and your team. Comments, notes, or discussion sections within the template allow team members to communicate and provide feedback on tasks or project components.
• Resource Management: They help you plan for and manage project resources, including human resources, inventory , materials, equipment, and finances. And there are many more for businesses. Check out my expense report templates .
• Quality Management:  They define quality standards and requirements for project deliverables, establish quality assurance processes, and implement quality control measures to ensure that project outcomes meet you and your team’s expectations.
• Change Management: Excel project Templates help you manage changes to project scope, schedule, and budgets, especially when working with a large team. Additionally, you can track document change requests and obtain necessary approvals before implementing changes.
• Progress Tracking and Reporting : Project management templates help you monitor project progress against established milestones and timelines and track key performance indicators (KPIs). They also make it easy to generate progress reports to keep you and your team informed about project status and performance.
• Document Management:  The templates help centralize project documentation, including project plans, schedules, inventories, meeting minutes, and other relevant documents, to ensure easy access and retrieval by your team members.

The most efficient Excel project management templates include the following features:

• Project plans
• Budget sheets
• Risk assessment forms
• Communication plans

How To Find Excel Project Management Templates in the Excel Template Gallery

As mentioned earlier, Excel has a wealth of free Excel project management tracking templates that you can easily access.

If you have never used the Excel gallery before, follow these simple instructions and enter a new world of efficiency.

Here’s how to find a project management template in Excel’s template gallery :

• Open Excel and go to “ Home” > “More Templates .”

• Type “ Project ” in the search bar and hit “ Enter .”

• Scroll and find a template you like.
• This will open a new workbook with your template, and you can start customizing it.

Depending on your version of Excel, you can also go to the “ Home ” menu, click “ New, ” and search for free project management Excel templates from there.

Now, let’s look at some of my favorite project management Excel templates.

Some of my favorite project management templates in Excel are free in the online template gallery. Below is a mix of templates available in Excel’s gallery or my pre-made templates.

If you want to use any of these templates, you download and customize the template rather than making one from scratch.

Just make sure you click on “ Edit a copy ” in the top right corner or “ File ” > “ Save as ” > “ Download a copy .”

1. Project Planner Template

Access the Template

The Project Planner Gantt template is a free Excel project management template that you can find in the template gallery.

This template has a simple table for inputting your activities and periods and a Gantt chart dashboard for visualizing the timelines for each activity.

I particularly like this template because it is excellent for tracking the timelines of tasks in a project. However, the downside is that it uses periods for intervals instead of dates, which might not suit your project (that’s why I’ve included a custom Gantt chart in this list, too).

The template has the following features:

• Columns for activity names, statuses, planned start, start duration, and end duration.
• A Gantt chart to visualize the timeline for each activity in the project
• Visual indicators, such as color-coded cells or icons, indicate the progress of the project statuses  (e.g., plan duration, actual start, completed).
• Filters and sorting options to organize projects by status, priority, or deadlines.

2. Custom Project Management Spreadsheet Template

Access Template

If you’re looking for an all-rounder Excel Gantt chart template for project management, this template is for you.

Our Project Management spreadsheet template is versatile and suitable for various project management components.

It’s similar to the standard Microsoft Excel library, but I’ve made it easier to track calendar dates. I have also included more room for project details.

The best features of this template include:

• Detailed task list with columns for task names, descriptions, assigned resources, start dates, end dates, durations, and statuses.
• Drop-down function to highlight overdue tasks, upcoming deadlines, and completed tasks.
• Filters and sorting options to organize tasks based on various criteria.
• A Gantt chart to visualize the timelines for each task.
• Automatic calculation of task durations and end dates based on start and end dates.
• Task tracking for complex projects.

3. Project Tracker Template

This project plan template is simple and easily customizable, with features that let you track multiple projects.

It is a straightforward solution for maintaining a centralized list of projects. This project-tracking Excel template is designed to help project managers monitor and oversee the progress of multiple projects simultaneously and divide labor throughout the projects’ workload.

The key features include:

• A comprehensive table view to track multiple projects simultaneously.
• Columns for project names, descriptions, statuses, start dates, end dates, and assigned employees and project managers.
• A color-coded progress bar to track the progress of each task.
• Work breakdown structure for several projects as part of
• Interactive features, such as drop-down menus, for user-friendly navigation and data entry.

4. Project List Excel Template

This template is also part of Excel’s online template gallery. It is a simple table with columns for different aspects of the project you want to track.

This Project List Excel template is the best for beginners since it’s easy to understand and edit.

One thing to note is that there is no Gantt chart or other visualization, making it more appropriate for smaller projects with fewer stakeholders or employees.

It offers a structured approach to task management, enabling users to create task lists, prioritize activities, assign responsibilities, and track progress seamlessly.

It includes the following features:

• Customizable spreadsheet with columns for different project management components (e.g., task name, assigned to, duration, and work hours).
• Standardized formats for documenting project information.
• Built-in formulas for automatic calculations, data analysis, and reporting.
• Conditional formatting to flag work hours under specific values.
• A “setup” tab will allow you to alter drop-down lists.

5. Project Timeline Excel Template

The Project Timeline template is another Excel template available in the online template gallery.

Using timelines as project management tools makes it easy to visualize the business plan throughout the entire project.

It provides a clear and concise overview of project milestones, deadlines, and critical events, enabling you to understand project progress and milestones at a glance. This task management Excel template is an excellent asset for time-sensitive projects.

• A simple list format to track basic project information such as activities, start dates, end dates, and notes.
• An editable timeline to highlight critical project milestones or deadlines.
• Various sorting options to arrange projects alphabetically, by start date, or by status.

Frequently Asked Questions

How can excel be used for project management.

Excel has many useful features for project management. These include:

• Drop-down menus
• Progress bars

These features create an excellent project management template, depending on your needs. I like to incorporate task list tables with a Gantt chart in my templates to keep track of project components, but there are plenty of options in the template library.

Does Excel have a Project Management Template?

Plenty of free project management Excel templates exist in Excel’s template gallery. Alternatively, you can visit Excel’s template gallery to see the full range. Go to “ Home ” > “ More Templates .”

Wrapping Up

In this guide, I’ve explored five of the best Excel project management templates, including some from Excel’s template gallery and some of our own.

These templates are designed to streamline project planning, execution, and monitoring. Each template offers unique features tailored to specific project management needs. Alternatively, look at our guide for the best Excel business templates . I also have a guide especially for project managers who use Google Sheets. You can find that guide here .

Which template did you find most useful? Are there any from the template library you think we should add to our list? Let us know in the comments section below.

• The Best Expense Report Template for Excel [3 Options]
• A Guide to Excel Dashboard + Dashboard Templates

Free Multiple Project Tracking Template for Excel (2 Options)

Most Popular Posts

How To Highlight Duplicates in Google Sheets

How to Make Multiple Selection in Drop-down Lists in Google Sheets

Google Sheets Currency Conversion: The Easy Method

A 2024 guide to google sheets date picker, related posts.

How to Easily Track Changes in Excel [Legacy Guide for 2024]

• Chris Daniel
• March 28, 2024

Master the Excel Consolidate Feature in 10 Mins [Free Guide]

• March 21, 2024

The 2 Best Amortization Schedule Excel Templates for 2024

• March 11, 2024

Thanks for visiting! We’re happy to answer your spreadsheet questions. We specialize in formulas for Google Sheets, our own spreadsheet templates, and time-saving Excel tips.

Note that we’re supported by our audience. When you purchase through links on our site, we may earn commission at no extra cost to you.

Like what we do? Share this article!

9 Best Free Project Tracker Template for Excel, Google Sheets, Stackby 2024

Are you looking for project tracker database templates to manage your project effortless, Check out free Stackby Project Tracker Templates Now!!

With the help of the Project Tracker template , you can stay on course, track your projects , and conquer dynamic peaks. We know that it takes a lot of dedication and preparation for project management and project preparation. Stackby provides you with a range of Project Tracker Templates that are easily customizable and help teams track everything seamlessly.

What is the Project Tracker Template?

Project tracker template refers to a seamless management of organizing, planning, and customizing your project data in a better way. These templates save you the time and effort of manually managing the data.

With the help of pre-built customizable templates , you can manage your projects efficiently. Whether you are willing to get a template for your business startup or need to manage your enterprise work, a project tracker template will help you keep all the information in one place.

Best 5 Features to Need in Project Tracker Template

1. Multiple Views

The template must have multiple views to help managers visualize the timeline, workflow , and task productively .

2. Reporting & Insights

Reliable reporting features and insights are essential in project tracker templates. So make sure you choose the one that has these features to make your tracking more reliable.

3. Custom Fields

With the help of custom fields managers can access all the information quickly and save time. It can help you sort and filter your work in a much more effective way.

4. Intuitive

The template should be easy to navigate without any complex features or coding so that you can manage your work freely. It should be easy to share and collaborate.

5. Integration

Integrations make your template more valuable. If you are constantly changing tabs then this feature is a must-have for your easy management.

9 Free Project Tracker Template for your business

1. project tracker template for project management.

Stackby is here to assist you with its Project Tracker Template . You can confidently manage all of your projects to be completed on schedule and up to the client's standards when you use our specially designed Project Tracker Template.

You will be able to manage all of your projects in one location using Stackby's Project Tracker Template.

You can make notes on every endeavor to have a deeper comprehension, verify the category (Branding, Digital, Content, etc.) to which each project belongs, and keep track of the clients who are assigned each task. To improve accountability, you can give each project a team leader. To make the project files easily accessible to all teams you can attach them to the project tracker template.

2. GAP Analysis Template for Project Management

A gap analysis template is used to compare a current state with a future state. It is a pathway towards clear improvements of a project. This involves documenting, determining, and improving the gaps between the requirements and capabilities.

Stackby’s Gap analysis template helps you identify the gaps between optimized allocation and integration of resources improving the progress of your project.

3. Task List Template for Project Management

For all of your task list needs , Stackby provides you an ideal template with customizable features. Your project won't be causing you to lose sleep anymore with our Easy Task Lists Template.

Its user-friendly design and customizable tasks list allows you to keep an eye on every aspect without putting any extra effort. With the help of Stackby's Task Tracker, you can divide your job into smaller, more doable tasks, and keep a list of them in one location.

You can assign each assignment to a team member by their specialty and keep track of how many assignments have been given to each person. This will assist you in determining whether a specific member has received an excessive amount or insufficient responsibility.

4. Project Schedule Template for Project Management

With Stackby's Project Schedule Template , you can exchange information, use it to convey tasks, and make sure the person in charge of the project has access to all project information. You can check whether the projects are ongoing, completed, or canceled by looking at the status column. This would enable the individual examining the template to have a comprehensive understanding of the state of all ongoing projects inside the organization, enabling them to make appropriate decisions and assign staff and resources.

Our template has a start and finish date column that shows you the exact start and end dates of each project. This makes it easier to monitor the duration of a project and its completion date.

5. Business Budget Template for Project Management

Stackby has a customizable Business Budget Template for managing your projects . Using this user-friendly company budget template, you can easily manage your monthly costs and business budget.

You can make a budget of all the lists and assets yet keep an eye on whether they are managed properly or not. The template can be used by businesses of every size.

6. To-do-List Template for Project Management

You can simply complete the tasks on your to-do list and go over each one at your convenience when you use Stackby's to-do list template . With this template, you can create a to-do list and use a unified platform to monitor every task.

Stackby’s template helps you keep track of each task's priority level (High, Medium, Low) and observe whether a certain task has been finished or not. You can also have a look at each task's difficulty rating (Difficult, Moderate, Easy).

It even helps you to sort your duties according to their categories: Academic, Long-Term Goal, Desire, Job, and Hobby. Lastly, you can have a record of the anticipated completion date for each work as well as its present state including any attachments with the template.

7. Risk Assessment Template for Project Management

A firm may face a variety of risks, and it can become too much to handle and control them all on an individual basis. Stackby’s risk assessment template is the ideal answer for this. With this single template, you can keep track of details such as the kind of risk you may encounter, who will be in charge of it, what can be done, what will be needed, etc. With the help of the Risk Assessment Template , you may have all the information about what, who, and when is needed to support risk management accessible in one place.

Use Stackby Free Risk Register Template

8. Project Planning Template for Project Management

Stackby's project planning template possesses all the information required regarding the duties involved in the project and the individuals assigned to each task. Any information can be found by simply typing a search query into the search field. With the help of this template, you can see the deadline and ensure that everyone is on schedule.

Along with attachments and some more features, you can arrange the stack based on the task, priority, status, team, start date, and deadline. The stack may be updated anywhere, at any time with its intuitive use. Accessibility will be facilitated by having all project information in one location, and the project's execution will proceed according to schedule.

Managers can get transparency into their teams process with the help of these templates. Each template has pre-built customizable templates , features such as multiple views , integrations , collaboration , etc. yet offers valuable tools to organize, manage and track your projects. The template makes your tracking easy and secure. By using this template you can streamline your workflow and improve communication with collaborators.

Why wait? Use Stackby's Project Tracker Templates today to make your work easy.

Best 11 Data Entry Software 2024 [Free & Paid]

You might also like..., how to create a product roadmap (templates included), how to create a successful project plan in 7 steps, top 10 online form builders for 2024 (free & paid), easily manage your startup deal-flow as an investor or an accelerator.

• Jira Software
• Jira Work Management
• Jira Service Management
• Atlassian Access
• Company News
• Continuous Delivery
• Inside Atlassian
• IT Service Management
• Work Management
• Project Management

9 best free project planning software for teams

Software for project planning accounts for, carefully plans, and meticulously times every piece of a complex project. These programs support various project planning needs so teams can spend more time on the project they’re working on. Understanding and aligning project requirements with software features will help in choosing the best option. This article will highlight the top options for project planning and help you determine which software is right for your team.

What is project planning software?

Project planning software is a digital tool crucial for managing complex projects. It breaks them down and provides a comprehensive project plan . It streamlines project planning and execution through task creation, assignments, and reporting capabilities. Project planning software also increases efficiency and ensures effective communication and accountability. Many companies offer free project planning software, allowing teams to improve their workflow at no extra cost.

Project planning software provides a centralized platform for simplifying tasks, resource planning , setting deadlines, facilitating team collaboration , and monitoring progress. It organizes, manages, and tracks various aspects throughout the project life cycle . It empowers project managers and teams to stay on track and make data-driven decisions that lead to successful project completion.

How is project planning software useful?

Project planning software offers several advantages that enhance project success, such as building a foundation for more effective team meetings . This is only one benefit businesses can receive from incorporating project planning software.

Other key benefits include:

• Improved collaboration: Dedicated software for project planning provides a central hub for communication and collaboration, eliminating silos and supporting teamwork.
• Increased efficiency: Software automation streamlines repetitive tasks, enabling teams to focus on more strategic activities. Task dependencies facilitate a logical flow with minimal delays.
• Better resource allocation: Project planning software allows managers to visualize resource allocation across tasks and projects. This enables efficient planning while identifying potential bottlenecks and triggering proactive adjustments.
• Improved project visibility: Through a centralized platform, stakeholders and team members gain real-time insights into project progress, deadlines, and potential roadblocks. This 360-degree view fosters transparency, facilitates informed decision-making, and enables course correction when necessary.

Implementing project planning software creates structure, enhances collaboration, and increases efficiency. This improves the likelihood that teams can complete their projects with the desired outcomes on time.

What to look for in project planning software

Choosing the right project planning software means identifying must-haves that align with the team’s goals, resources, and budget. 

Below are key features to look for in project planning software:

• Task management: Create, assign, prioritize, and track tasks with clear deadlines and dependencies.
• Communication tools: Facilitate smooth communication and collaboration through chat, document commenting, and real-time updates.
• Schedules and deadlines: A Gantt chart and automatic reminders or notifications help set timelines with visualized project progress.
• Reports and analytics: Gain project insights through data visualization and reports.
• Flexibility and customization: Ensure the software supports customized workflows, views, and dashboards.
• Integrations: Identify compatible integrations to enhance efficiency and streamline workflows.
• Security and access control: Select software with robust security features and user access controls. These are critical for data privacy and confidentiality.

Confluence is a connected workspace that offers valuable features for planning and collaborating on projects, especially when integrated with tools such as Jira . Confluence collects relevant context around the project scope , such as goals, rationale, decisions, and history, which helps align teammates and stakeholders.

Confluence features include:

• Flexible documentation: Confluence supports comprehensive project documentation using text, images, code, tables, and more. This promotes clear communication and knowledge sharing.
• Structured planning elements: These comprise project calendars that showcase timelines in table formats. They’re helpful for time-based actions and provide a visual project flow.
• Collaborative editing: Multi-user editing enables real-time collaboration by allowing team members to edit documents simultaneously.
• Version control: Page history reveals tracked changes and revisions within project documents. This is essential for full transparency and creating a simple way to revert to prior versions.
• Templates: Confluence templates simplify collaboration through product releases, marketing, and other strategic planning initiatives. 
• Integration potential: Confluence integrates seamlessly with Atlassian tools such as Jira, fostering a unified project management ecosystem. Third-party integrations can further connect project workflows and centralize data.

9 free project planning software programs

Here are some of the best project planning software tools that assist with every aspect of project management . 

1. Confluence: Best for project planning and collaboration

Confluence is a comprehensive project planning software solution featuring a centralized, connected workspace. This eliminates the challenges of scattered emails, disconnected documents, and misaligned goals. Teams can create, edit, and share project plans within the platform. 

Many companies suffer from a lack of organization, slowing down business operations and causing confusion between teams. With a project planning tool like Confluence, team leaders can have peace of mind knowing every team member is in lock-step, working toward the same goals.

This unified approach keeps everyone on the same page throughout the project life cycle, making it ideal for collaboration and knowledge sharing. It also empowers teams from across the business to work together. Teams can get started quickly with Confluence’s project plan template .

2. Confluence whiteboards: Best for collaborative brainstorming

Confluence whiteboards are free-form visual spaces for teams to generate ideas. Directly embedded within a Confluence workspace, they’re perfect for collaborative brainstorming . Team members can use sticky notes, drawings, images, and text to capture thoughts and concepts. 

Everyone involved can see the contributions in real-time. This sparks discussion and enables ideas to develop rapidly in a shared visual format.

3. Jira: Best for project management and task tracking

Jira is ideal for Agile project management , making it an excellent choice for Agile software development teams and business teams alike. It breaks projects into manageable tasks, creating detailed assignments and tracking. Visual tools like Kanban and Scrum boards offer real-time progress tracking. This enables teams to identify bottlenecks and adjust. 

This free project management software is also an excellent tool for measuring bandwidth across teams. By getting a clear picture of the workflow through visual tools like a Kanban board, team leaders can determine who on their team may be overworked, and whether or not to pull back. 

Bug tracking with Jira allows teams to track issues while boosting productivity through streamlined processes and reduced administrative overhead. It achieves this by providing customizable workflows, real-time reporting, and automation tools. 

4. Jira Product Discovery: Best for prioritization and road mapping

Jira Product Discovery provides a focused environment for strategic product management by streamlining ideation, assisting with prioritization, and creating roadmaps. It enables product managers to collect and organize insights from customers, stakeholders, and data analytics. It then consolidates those data points into one central location. The tool’s flexible prioritization frameworks empower teams to score and rank ideas based on objective criteria.

5. Hubstaff: Best for time tracking and team management

Hubstaff is a reliable tool for time tracking and team management. Employees can accurately and efficiently track time allocated to specific projects through desktop and mobile apps. The tool provides automated timesheets, detailed reports, and real-time project dashboard insights. This helps track project progress and evaluate resource allocation. 

6. MeisterTask: Best for automations

MeisterTask’s unlimited automation significantly streamlines project planning by automating repetitive tasks and workflows. Users can configure rules that trigger actions such as assigning tasks, updating due dates, sending notifications, and moving tasks between project sections based on conditions. Automating these actions saves time, reduces errors, and invites the team to focus on more strategic needs.

7. Zoom: Best for video conferencing

Zoom is a powerful platform with exceptional video and audio to support large-scale meetings. It’s a viable solution for connecting face-to-face virtually, fostering collaboration and communication across locations. Zoom has interactive features such as screen sharing, breakout rooms, real-time chat, and reactions, making meetings more engaging and productive.

8. Slack: Best for real-time communication

Slack is a real-time communication and messaging tool that offers private and public channels for focused discussions. Direct messages make it easy to communicate 1:1, while threaded conversations and file sharing keep everyone informed. Slack offers seamless integration with complementary tools and services, including Confluence.

9. Loom: Best for async communication

Loom is a leader in asynchronous videoconferencing for recording and sharing short videos with others. It is simple and has features such as screen sharing, annotations, and captions. These aspects make it ideal for explaining complex concepts, providing feedback, and fostering engagement without requiring real-time scheduling.

Elevate project planning with Confluence

Confluence is a robust project planning and collaboration platform for creating a unified workspace. Its ability to centralize documentation, foster real-time collaboration, and integrate seamlessly with other project management tools, such as Jira, makes Confluence a valuable project planning tool. 

With templates that can outline a project plan , provide a project poster , and launch a project kickoff , Confluence is a great free project planning software tool for launching new projects or organizing existing projects.  Try Confluence to experience this powerful project planning solution.

Advice, stories, and expertise about work life today.

• Contact sales

Start free trial

How to Make a Responsibility Assignment Matrix for a Project (Template Included)

The most important resource you’ll employ to deliver the project is people. They have to fit into the schedule and maintain the project budget. Defining what their roles and responsibilities are when executing tasks and delivering on the project goals is an important part of controlling the project.

How can you coordinate all the people who are involved in a project so they know what they’re doing and don’t block others from doing what they are assigned? Using a responsibility assignment matrix can help. An assignment matrix gives your project a team that gets things done.

What is a Responsibility Assignment Matrix in Project Management?

A responsibility assignment matrix (RAM) is a project management chart used to identify and define the various people and organizations and outline each of their roles in working on tasks or delivering a part of the project.

Project managers use an assignment matrix to clarify what cross-functional teams do within the boundaries of the project and its numerous processes. Sometimes a responsibility assignment matrix is required when responding to a request for proposal (RFP).

The responsibility assignment matrix can also be called a RACI matrix, which stands for responsible, accountable, consulted and informed.

• Responsible: Notes who is responsible for executing the task, which is then assigned to them.
• Accountable: Notes who has decision-making authority and how that power is delegated throughout the project team.
• Consulted: Notes who is able to offer insight into the task, from team members to stakeholders.
• Informed: Notes who is updated on what in terms of progress and performance, as well as when and how this information is disseminated.

This creates a map of connections between activities and project team members. Depending on the size of the project, there can be several assignment matrices used for various project levels.

Why Create a Responsibility Assignment Matrix?

The assignment matrix identifies what everyone on the team is responsible for, which means not only what their duties are, but how they participate in the project. Some will have defined tasks, others will offer help with work, while there are some who are designated as decision-makers. These groups all have an identity and function within the project to help guide it towards a successful end.

Clear communication leads to more efficient projects. An assignment matrix facilitates better communication between team members and provides transparency by creating a system to make sure everyone is updated and always on the same page. Belaboring communications can bog down a project with too many pointless meetings and confusing interactions in which people try to understand what they’re supposed to be doing. Using the responsibility assignment matrix helps, but having project management software that connects teams in real-time is ideal.

ProjectManager manages project information by allowing teams to attach files directly to tasks, and our unlimited file storage keeps important project documents at your fingertips anywhere, anytime. Commenting on tasks can save time and tagging others in the project team creates a communication process that avoids the pitfalls of redundancies or unnecessary meetings.

When Should a Responsibility Assignment Matrix Be Created?

The responsibility assignment matrix would be created at the start of the project. You’d want to have everyone on the project team aware of where they stand in terms of their involvement before they start executing tasks.

As much as its use is a preventative measure, it can be used prescriptively. If you’re deep into the project and things are not moving as planned, there could be communication gridlock. If team members are not in the loop, or misconstrue what they’re supposed to be doing, using a responsibility assignment matrix might untie up those knots in the communication channel.

If there’s a problem with leadership overruling suggestions on how to advance the project and this is seen as a problem, it’s likely that the roles and responsibilities of the project team need refining. The responsibility assignment matrix defines who has authority to make decisions and using it or revisiting can determine if the right people are in that position.

In fact, any of the definitions might need reexamining at any phase in the project. Perhaps tasks are falling behind schedule. This could be because team members aren’t aware of what tasks they own. Anytime a delay occurs, returning to the assignment matrix is a good first step, even if you went through the process as you should during the planning stage of the project.

How to Create a Responsibility Assignment Matrix

The actual making of a responsibility assignment matrix is not as difficult as getting everyone on board with what their roles and responsibilities are.

Therefore, you want to include your team in the process, get their input and eventually buy-in without spending too much time and energy on the process. Follow these steps to make sure everyone is in agreement and you’ll have a successful responsibility assignment.

• Identify all the participants involved in the project, from team members to stakeholders and everyone in between.
• List all deliverables associated with the project. Use a work breakdown structure to make sure you don’t miss any.
• Meet with team members on how to execute the tasks to create the deliverables. Every task needs to be discussed in terms of the team’s responsibility and authority.
• Draft the responsibility assignment matrix using a table with the project tasks listed on the left-hand column. Across the top add the name of everyone in the project.
• Where the tasks meet the project team member, assign whether they’re responsible, accountable, consulted or informed.
• When completed, share the responsibility assignment matrix with the project team and stakeholders and hold a meeting if necessary to make sure everyone understands their part in the project. If you’re working in a shared space, print out a copy and post it.

Free Responsibility Assignment Matrix Template

Using a RACI template is a shortcut that sets up your team and the project for success. ProjectManager is more than an award-winning software that organizes tasks, teams and projects to streamline work and boost productivity, it’s also the online hub for all things project management.

Among the hundreds of blog posts, guidebooks and tutorial videos are dozens of free templates that can help you through every phase of your project’s life cycle. Using our free RACI template will help you guide all the project teams better, allowing them to know where they stand in relation to the project and what their level of responsibility and accountability is.

Use it at the start of the project to avoid delays and untangle any communicative knots that are preventing the project from progressing as planned. To keep your project on track, download our free RACI template and get a head start on building a workable responsibility assignment matrix.

Best Practices

Using our free RACI template is a good start, but you have to make sure you fill it in correctly. A responsibility assignment matrix is only as good as the effort put into creating it. Here are some best practices to apply when you’re in the process of building your assignment matrix.

• Involve the team: They’re the ones who will be executing the work. You want their input and buy-in to avoid any costly mistakes or time-consuming questions about what wasn’t made clear at the beginning of the project.
• Identify every single task: Identify all the tasks required to reach your final deliverable. Once you have that thorough list make sure that there is only one person on the team who is accountable.
• Update your RACI regularly: Make sure that each new one is clearly marked as the most current version and is distributed to everyone on the team. There will be times when you’ll want to revisit the responsibility assignment matrix or changes in personnel will require an edit.
• Share responsibility viably: One person shouldn’t have to shoulder the bulk of the responsibilities for the project and you want to give authority throughout the project team and not just among the very top management team.
• Optimize tasks: Managers can use the RACI matrix to see if too many team members have been assigned to a task. Maybe these workers could be spread out for greater productivity. There could be too many people listed as consulted, which slows down the process. The assignment matrix is endlessly useful.

How ProjectManager Helps You Manage Projects Better

ProjectManager is a cloud-based tool that connects everyone in real-time to facilitate planning, monitoring and reporting on the project. It works to give everyone on the project team a job and the knowledge as to where they have authority and when to consult others, as well as defining the reporting process.

Let’s look at the people who are responsible, for example, the team who execute the project. Once invited into the software, you can share the project plan, assign them tasks, add detailed direction, add a deadline and tag for priority and more. The teams can then collaborate by attaching files and images to the tasks and commenting in real-time to work better together.

Those who need to stay informed of the project can do so by also getting invited into the project and sharing plans and schedules with them. Stakeholders can stay updated with reporting features that can generate reports on project variance, cost, time and more with one click. Then share them as a PDF. Reports can even be quickly filtered to zero in on the data stakeholders are interested in.

The responsibility assignment matrix can help you reallocate your resources when things aren’t progressing as planned. Use our software to get further insight. The resource management features include a workload chart that’s color-coded so it’s easy to see who has too many tasks and who can take on more work. Then you can simply reallocate those resources from the workload page to help your team work more productively.

ProjectManager gets you organized, keeps your team focused on their tasks and stakeholders in the loop. Gain efficiencies throughout every aspect of your project’s life cycle with an online Gantt chart to schedule work and kanban boards, a visual workflow feature that provides transparency into production. All that and it’s on a collaborative platform to keep everyone connected. Try ProjectManager today for free.

Deliver your projects on time and under budget

Start planning your projects.