employee assignment template

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Free Task List Templates for Employees (Excel | Word)

Project managers and leaders must assign tasks to the right team members to ensure their teams are organised and productive. It is a comprehensive checklist that helps individuals or teams stay organised, track progress, and manage their workload effectively.  It is a tool that outlines all of the tasks required for a project from start to finish.

By using a task list, project managers can identify, categorise, and assign tasks to employees or team members in a systematic way. Its contents vary depending on the nature of the project. It typically includes details such as the name of the tasks, descriptions, due dates, assigned individuals or teams, and status updates, provides a clear overview of the work that needs to be accomplished, and helps ensure that nothing is overlooked or forgotten.

This article highlights the significance of task lists in ensuring efficient project management and provides practical guidance on customising an Excel template to create a tailored list that meets specific project needs.

What is a Template for a Task List? 

A template for a task list serves as a versatile document that enables efficient organisation, tracking, and management of project activities.

It provides a structured format with various categories of information essential for effective project management . These categories typically include activity descriptions, assigned employees, status updates, priorities, and deadlines. However, the template can be tailored to meet specific task specifications and project requirements by adding or removing relevant entries. 

Using a template is useful as it provides a standardised format for organising and managing the activities of the project. This ensures that consistent information is recorded for each assignment. It also allows managers to formulate their own convenient system of listing activities, assigning duties to team members, setting deadlines, and tracking progress. 

A popular tool for creating templates in Microsoft Excel. It is a convenient program because of its user-friendly interface, which makes it simple to use. You can easily navigate through its features and commands. This allows for easy and quick customization.

Also, it has features to simplify various uses of the template, such as calculating task completion times to track progress. It is also easily accessible and compatible with multiple devices. This allows easy collaboration with team members when utilising the template. 

Free Templates

Benefits of Using a Task List

Project managers can benefit in many ways when using a task list to manage their teams. This is because they are an effective way to launch projects quickly and ensure activities are identified, prioritised, and assigned to the most suitable employees under each step. 

Here are different ways team leaders can benefit from one:

Increase productivity and efficiency

With this list, employee responsibilities can be clearly defined, ensuring the team remains focused as everyone knows what is expected. This increases productivity. Also, duties can be delegated so that capable members or teams can work on different tasks simultaneously. This ensures goals and deadlines are met due to reduced downtime. This results in faster delivery and the optimization of time and resources, thus completing projects efficiently.    

Prioritise tasks

Tasks can be listed in order of importance, priority, or urgency. Additionally, by displaying the dependencies between tasks in this order, the team is better able to prioritise its efforts and avoid bottlenecks. 

Tracks progress and recurring tasks

The document lists the activity’s status, which can be either completed, ongoing, or pending. This information is needed to track the team’s progress over time. It can also be shared with team members, stakeholders, and clients to ensure they are updated on the project’s progress. 

A list of repeating activities can be duplicated and reused for the corresponding period, whether daily, weekly, or monthly, using a premade template. 

Allows delegation

Listing activities simplifies the delegation of work among the team members. You can identify the strengths of each member and assign them to duties they are suitable for. Additionally, you can more effectively and fairly distribute the workload and responsibilities among the employees to prevent overworking some of them at the expense of others. 

Better time management

You can divide large tasks into smaller, manageable activities with a list. Listing activities allows you to manage them effectively and allocate realistic deadlines.   

Reduced stress

Task lists offer a valuable solution to alleviate the mental burden of remembering every task. By providing a clear structure and a sense of control, they effectively reduce stress and create more mental space for focusing on the current task.

Improved communication

A task list informs team members, stakeholders, and clients about activities, the assigned employee, and the completion timeline. This promotes alignment and fosters collaboration among all stakeholders, ensuring that everyone shares a common understanding and can work together efficiently to successfully meet project deadlines.

Greater accountability 

Task lists establish accountability by clearly assigning tasks to specific team members. Each individual knows their responsibilities and can track their progress against the tasks assigned to them.

How to Make a Task List for Your Team

Understanding how to create a functional and effective activity list for your project is important. This is because a well-prepared document is easy to use and eliminates the risk of any errors due to missed or forgotten tasks or steps. 

Below is the detailed process for making such lists for a project:

Consider the scope of the project

It is important to consider the scope of the project, which is determined by its size and nature. Define the specific deliverables, the number of tasks involved, and the expected final product. This information will guide you in identifying the necessary activities that need to be completed. Subsequently, based on that, you can determine the appropriate format and layout for your document, ensuring its effectiveness and organisation.

Determine the priority of each task based on its importance, urgency, and dependencies. Identify critical tasks that need to be completed first or those that may impact the overall project timeline.

Determine the project’s timeline

Then, determine the timeline by identifying when different activities should be completed and the order in which they should be prioritised. Use this information to set realistic and achievable deadlines for each activity. 

Divide the project into sections

The project should be divided into smaller, manageable tasks. Begin by identifying the significant milestones or phases and subsequently dividing them into more specific action items.

Assign responsibilities

Next, assign the activities to the appropriate employees. Assign tasks to specific team members or stakeholders responsible for their completion. Clearly communicate the assignments and ensure everyone understands their roles and responsibilities.

Organise and structure

Determine the most suitable format for your list. It could be a simple checklist, a spreadsheet, project management software, or any other tool that works best for you and your team.

Regularly review and update

Continuously review and update the list as the project progresses. Add new tasks, modify deadlines if needed, and ensure that completed tasks are checked off or marked as complete.

Communicate and collaborate

Share the list with the relevant team members and stakeholders. Encourage open communication and collaboration to address any questions, provide support, and ensure everyone is aligned.This infographic is about tips for using task list templates.

How to Customise a Task List Template in Excel

A template is simply a pre-made outline to guide you on what information to include in your list and the appropriate format and layout to use. Therefore, templates will normally offer you a customization option that allows you to create a document that is specific to your project and fulfils your requirements.

Below is a complete procedure on how to create one using Excel:

Launch excel

Launch Microsoft Excel on your computer by clicking on the Excel icon or finding it in your applications folder. Once Excel is open, you will see a blank workbook. This is where you will create your list. If you have a specific project file, you can open it instead.

Select a task list template

Choose a pre-designed task list template from the available options. You can find templates by selecting “File” > “New” and searching for “task list” in the template search bar. Alternatively, you can also browse online for templates compatible with Excel and download them.

Review the template structure

Take a moment to review the structure and layout of the template. Familiarise yourself with the columns, headers, and data fields already included.

Create column headers 

Then, modify the headers and sections of the template in Excel to match the project steps or workflow. Determine the categories or information you want to have. Common column headers may include task name, description, assigned to, status, deadline, priority, and notes. Enter these column headers in the first row of your worksheet. 

Enter details of the tasks

Starting from the second row, enter the relevant details for each task in the corresponding columns. For example, under “Task Name,” enter the name or title of the task. Add appropriate information for each activity in the other columns, such as descriptions, assigned individuals, due dates, status updates, and any additional notes. 

Add or remove columns

Add or remove columns based on the information you want to track for your tasks. Right-click on the column header and select “Insert” or “Delete” to add or remove columns, respectively.

Adjust column widths

Resize the column widths to accommodate the content in each column. Hover your cursor between the column letters, click, and drag to expand or shrink the width as needed.

Format the cells

Apply formatting options such as font style, size, and colour to enhance the visual appeal and readability of the list. You can also add borders, shading, or cell highlighting to draw attention to important information.

Customise data validation

If your list template includes data validation, customise it to fit your specific needs. Data validation can help ensure that entered data meets certain criteria, such as selecting options from a drop-down list for task status or priority.

Add formulas or conditional formatting

Utilize Excel’s formulas and conditional formatting features to automate calculations and visually highlight specific data based on certain conditions. For example, you can create a formula to calculate task completion percentages or use conditional formatting to highlight overdue tasks.

Save and use the customized template

Once you have made the desired changes and customizations, save the file as a template for future use. Select “File” > “Save As” and choose the file format “.xltx” or “.xlsx” to save it as an Excel template.

By following these steps, you can effectively customise a task list template in Excel to align with your project or personal task management requirements. This flexibility allows you to create a task list that suits your specific needs and enhances your productivity and organisation.

Types of Task List Templates 

You can access different types of templates for listing your project tasks. Below are examples of common types of such templates. They vary in complexity and application:

Simple task list 

This blank template outlines tasks in a straightforward format. It has sections for recording a brief task description, due date, and status. It is meant for small projects with a few team members that do not require extensive planning. This template is simple in design and easy to use when creating lists and managing employees.

Project task list 

It is a generic template designed to organise, track, and manage activities in different projects. The template has sections to indicate the project tasks, deadlines, assignees, priority, and deliverables. It is more detailed and can be used for personal and business projects. This template can also outline potential issues and risks that ought to be mitigated throughout the project.

Daily task list 

The tasks that must be accomplished each day in order to advance the project toward its objectives are recorded on a daily task list. It indicates the starting time for each day and task interval and, as such, can be segmented into hours. It should be flexible to accommodate changes or unforeseen circumstances that may arise during the project. Regularly update and communicate the list with relevant team members to ensure everyone is aligned and working towards the project’s objectives.

Weekly task list 

It helps individuals or teams plan and organise their tasks for the entire week. It typically includes tasks that need to be accomplished within that specific week. It has sections for the day, date, task description, due date, status, and keynotes. It can be synced with the calendar to optimise scheduling. This document is an effective time management instrument that helps plan and prioritise weekly activities to ensure they are completed before the deadline at the end of the week.

In conclusion, task lists are indispensable tools for effective task management and productivity. Individuals and teams can stay organised, prioritise their work, and monitor progress toward their objectives by using them. To make task management even easier, there are various free templates available on this website that can be customised to fit specific needs and preferences. Thus, project managers and team leaders must use them to increase employee productivity and manage time and resources effectively. This leads to easier and faster delivery of project goals.  Templates can be significantly helpful in making effective and professional task lists. They record information such as activity description, deadline, and status to organise and manage project activities accurately. Also, they are reusable and can be customised using tools like Excel to ensure they align with your management style and specific project needs.     

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Employee Schedule Templates

37 free employee schedule templates (excel, word, pdf).

Making an employee schedule template connotes organization to make things run more effectively and smoothly in your company. At work, you use a work schedule template to assign shifts to your employees and provide each of them a copy to reference their time shifts. You can either create your own schedule template for managing employee schedules or use a free template that you can download and customize.

Table of Contents

• 1 Employee Schedule Templates
• 2 What is an employee schedule template?
• 3 What to include in your employee schedule template?
• 4 Work Schedule Templates
• 5 Tips for creating and using an employee schedule template
• 6 How do I make an employee schedule?
• 7 Staffing Schedule Templates
• 8 How do I create a shift schedule in Excel?
• 9 How do you make a schedule on Microsoft Word?
• 10 Excel Schedule Templates
• 11 Testing your employee schedule template

What is an employee schedule template?

An employee schedule template is a calendar that facilitates employee scheduling in a place of work. This work schedule template includes the names of the employee, a weekly (or monthly) summary each employee’s schedule, and the roles they assume each day. This tool is very useful in managing employee time. It can also tell you who works each day in your place of business. Ultimately, it helps you as a good reference when calculating or auditing manpower costs.

What to include in your employee schedule template?

Effective staffing schedule templates reflect the needs of your business and the people working there. This means that the information that your schedule provides may completely vary from the information on other business’ employee schedule templates.

When making an employee schedule, it’s best to use custom-made templates as this lessens the amount of time spent you spend in preparing before getting to the actual scheduling. Moreover, you won’t need to remake your template each time. All you need to do is to store the custom-made template on your computer.

When the need for making a new one arises, just open the file and fill it out. The basic information included in employee or staffing schedule templates are:

• One week or one month’s worth of days depending on how frequently the shifts of your employees change.
• The names of your employees.
• The inclusive dates of the schedule.
• Your business’ operating hours.
• The contact details of the manager.
• Some method of showing the work hours of the employees.

Work Schedule Templates

Tips for creating and using an employee schedule template

While using an employee schedule template can facilitate the scheduling of your employees, it does have limitations as there is something that templates won’t do – the actual scheduling. This is something you have gain proficiency in. If you’re a novice in filling up a work schedule template, consider the following pointers to help you make a scheduling template for your employees:

• Avoid changing the entire shifting schedule each week Remember to always maintain consistency. Standardize the shift start times and end times so that there will be a consistency in employee schedules. This also lessens your work. If you can standardize the schedule, it would be a lot easier to make adjustments when your employees request for leaves .
• Ask your employees for their input but stick with a consistent cut-off time You can come up with a protocol on how to accept and process the requests for the time-off of employees . To make this more effective, set a deadline for the submission of such requests.
• Take advantage of scheduling apps and tools if you’re tech-savvy Pair your Excel schedule template with the data from your Point of Sale (POS). This helps you make smarter decisions when scheduling based on sales instead of mere intuition.
• If needed, call in reinforcements to complete your schedule As you would expect, there will always be an influx of customers when the holiday season rolls around. See to it that you have enough employees working to take care of your guests, otherwise, they won’t return again. But if you have too many employees, more than what you need, you might spend more than you should on them. Make your own forecast on holiday labor by analyzing historical data so that you can schedule enough employees before the holidays come.

How do I make an employee schedule?

You can make use of specialized software for employee scheduling to deal with your needs but often, what you only need is a flexibile yet simple Excel schedule template. An employee schedule template requires you to list all of your employees. It then counts the number of employees working for each day.

This helps you create a working schedule. One of the main objectives of a work schedule template is to make it easier for you to come up with a schedule that is very flexible. Here are some steps to help you out:

• Print out a blank template for each of your employees Provide each employee a blank template where they fill in the days they prefer to work, which days they need to take off , and more. You can also share a copy of the template for each employee to fill out online. But this only applies if your employees possess the required computer skills.
• Gather the schedules from your employees and try to enter these into the template.
• Make adjustments to the schedule as needed Some try to make use of software for the automation of creating employee schedules. But often, it’s easier to just use your brain, especially when you need to factor-in certain considerations.
• Give each employee a copy of the final schedule Print the schedule out and furnish each of your employees with a copy so they know when they need to come to work.

Staffing Schedule Templates

How do I create a shift schedule in Excel?

If you know Excel, then your work may just have become easier. This is, of course, the most common tool in creating an Excel schedule template since it provides as many columns and rows as you need. Here are the steps for making your own Excel schedule template:

• Launch the program and open a new file Start by giving the spreadsheet a name making it easier to identify. For instance, the name could be “Work Schedule: November 10 – 15.” Save the file at each step so you don’t lose your progress.
• Create the column headings An easy way to create headings for your spreadsheet is to name your first column “Employee Name.” Then name the succeeding columns after the days of the week. In the case where you’re making a schedule for more two weeks or more, use dates for the column headings. Make the headings stand out by selecting a different font and make it bold.
• Enter the names of each employee along with their ID/Employee Numbers You can input this information under the heading “Employee Name.”
• Enter the schedules or working times of each employee In the succeeding days’ columns, input the shift times for your employees under each of the corresponding days. This is an easy way for employees to find their line on the work schedule template and see when they will work for that period.
• Print the schedule out and share it Most employers print the schedule, then post it in the office where employees can see it. You also have the option to save the file then email it to the employees.

How do you make a schedule on Microsoft Word?

Aside from Excel, you can also create your employee schedule template using Microsoft Word. Here are the simple steps to follow:

• Open a new document.
• Click on Insert > Table > Insert Table.
• Find the small box with a choice of rows and columns. Create the table based on the working hours.
• Highlight the first row of your table. Click on Layout then Merge Cells.
• Go to the next row and enter the days of the week in each of the cells. Leave the first cell because you will enter each hour of the day there.
• On the first column, enter each hour of the day while still leaving the first cell blank.
• Continue entering the schedules of your employees.
• Don’t forget to add a title like “Employee Schedule” or something similar.

Excel Schedule Templates

Testing your employee schedule template

All staffing schedule templates should have employee names, business hours, inclusive dates, and contact details printed on your schedule. If possible, it’s recommended to format your employee schedule as a table and use color-coding and photos of your employees.

This makes the schedule easier to read. Whatever format you choose, keep your template simple so that it takes the employees only a couple of seconds to figure it out. At first glance, your employers should see:

• What day they’re working.
• What hours they’re working.
• The job they will perform.

Should it take longer for your employees to decipher the schedule, it means that it’s too complicated. Here is a simple way to test your schedule.

• You will need a stopwatch and a copy of your schedule.
• Set your schedule aside for a couple of seconds while you do other tasks.
• Before looking at the schedule again, select one of your employees.
• With that employee in mind, start your stopwatch and look at your schedule. Try to find out when that employee will work the next day.
• If you can figure out the schedule of your employee for the next day in 30 seconds or less, you’re schedule is fine. If not, consider simplifying it.

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• Published : March 17, 2023

Employee Task List Templates: Download & Print for Free!

Track and manage your teams work with free employee task list templates.

When properly utilized, employee task lists can increase productivity, communication, accountability and more. 

Here, we’ve provided three useful employee task lists templates that can be downloaded and customized to your team’s needs. We’ve also included answers to common questions about task lists to help you achieve the benefits that come with using them effectively.  

Employee Task List Template

Daily employee task list template, project task list template.

This employee task list template includes space for project managers to assign tasks, add task descriptions, set completion dates, approve work, and more. 

Download a digital copy for easy sharing, or print and fill in. Available in Word, Google Docs, Google Sheets, Excel, and PDF.

Google Sheet

Daily task list templates are best used for employees who work on various projects or tasks throughout their workday. Here, employers can assign tasks and set their priority status, and employees can log task completion and the amount of time spent on each task.

Download and customize your daily task list template here. Choose from Word, Google Docs, Google Sheets, Excel, and PDF formats.

Easily manage all parts of your project with this project task list template. This task list includes space for filling in task descriptions and categories, start and end dates, completion status, and more.

Download your free template here. Available in Word, Google Docs, Google Sheets, Excel, and PDF.

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Workyard’s employee task list software makes it easy to schedule the right employee, at the right times, with our simple calendar based organizer. Organize daily or weekly schedules by employee and/or job. Communicate exactly what needs to be done with notes, checklists, and attachments that your employee's can access from our mobile app.

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Workyard’s construction job costing software makes it easy for your crew to tag their hours to projects and tasks, providing you with real-time data you need to increase the accuracy of client invoices and improve profitability on every project.

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Top Questions About Employee Task Lists

What is an employee task list, and why is it important, how do i prioritize tasks on an employee task list, how can i share an employee task list with my team, what tools or software can i use to manage employee task lists, how do i make sure employees are completing their tasks on time.

Employee task lists are forms that are used to inform employees of which tasks they are responsible for completing over a certain period of time. In the construction industry, task lists are often created at the start of a project, or throughout various stages of larger-scale projects.

Task lists are important because they provide workers with a clear outline of what is expected of them. This can help them know how they should be utilizing their time at work to finish projects and tasks more efficiently. Task lists also help employers stay on top of managing time and resources. They can see who is occupied with tasks, and who is able to take on additional work as they complete items on their lists.

Effectively prioritizing employee tasks can make all the difference in improving efficiency and ensuring deadlines are met. When prioritizing tasks, managers should assess:

Total tasks that need to be completed: The first step in prioritizing tasks is creating a list of all tasks that must be completed for a project. This makes checking off work that has been completed easier, and lets managers see a full overview of the tasks that need to be assigned.

Which tasks are most important: There’s no question that certain tasks need to be completed before others. For example, a building construction project will need to prioritize site work tasks well before internal building tasks. Managers must also consider factors like safety and local laws when prioritizing certain tasks.

Tasks with upcoming deadlines: When multiple projects or tasks are being worked on simultaneously, managers must be aware of deadlines. If a deadline is approaching for one project, management may switch the priority of other projects to “low” so that they can allocate more time to completing the project.

With traditional task lists, managers will typically provide a printed or digital copy to their teams. Employees can then view the tasks that they have been assigned, and fill in the required fields. 

While manual task lists are easily accessible, they can be difficult to manage. For example with printed forms, employees must bring them to and from job sites, which often results in them being lost. Digital copies of manual task lists also have their downsides. As anyone with access can make edits, there exists the possibility of fields being accidentally deleted or tampered with. 

One great alternative to traditional methods is digital task lists . Not only are they more secure, they also provide a more accurate overview of project progress and employee tasks. Through platforms that offer digital task lists, project managers can assign tasks, set priority statuses, and more in just a few clicks. These lists are then shared with employees where they can share updates on the completion of their tasks instantaneously.

Today, there are many great tools and software available for managing employee task lists . Depending on the nature of your business however, you will get more use out of some tools than others.

For small businesses in industries like food and beverage service, hospitality, or retail, manual task lists are likely to satisfy employers needs. In creative, finance, and tech industries, there are also many popular solutions that help teams manage tasks digitally. 

For construction, home services, or property maintenance businesses, solutions that cater specifically to these industries are likely to be the best fit. Workforce management apps like Workyard , for example, let employers manage all components of employee task lists.

Making sure employees complete all of their tasks on time is an important duty for project managers. Failure to complete tasks before their deadlines can lead to project delays, lower productivity, and a damaged company reputation.

To ensure employees are completing tasks on time, employers should:

Clearly communicate expectations: Ensure employees are aware of their responsibility to complete tasks by a specific date and time.

Offer support: If an employee is consistently late on delivering work, they may require additional training or support from other team members. 

Utilize management tools: Task management tools such as digital task lists can help employees keep track of what tasks need to be worked on, and when they need to be completed by.

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Get Things Done With An Employee Task List App Built For The Field

More on this, construction daily report templates: download & print for free .

Accurately capture what happens on the job site every day with our professional and easy to use construction daily report templates.

Employee Attendance Sheets: Download & Print for Free!

Track attendance accurately with our free employee attendance sheets available in many formats and variations. Download, customize, and print for free.

Time Log Templates: Download & Print for Free!

Log time accurately with our free time log templates available in daily and weekly formats. Download, customize, and print pdf, doc, and excel sheet formats.

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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!

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• Free Employee Task List Template...

Free Employee Task List Template and Actionable Guide for 2024

What is an employee task list?

• 28 minutes per day on their phones
• 20 minutes daydreaming
• 18 minutes gossiping

Why should HR recommend employee task lists?

The advantages of employee task lists for managers

• Clear objective setting: A well-crafted task list allows managers to set clear, actionable objectives for team members. This aligns individual roles with organizational goals and offers a concrete method for evaluating employee performance.
• Efficient resource allocation: Task lists are an excellent tool for determining how to best utilize resources, including staff time. Managers can quickly identify bottlenecks, reallocate tasks, and ensure that no employee is either overburdened or underutilized.
• Accountability: The task list encourages a culture of accountability. When tasks, deadlines, and responsibilities are clearly outlined, there’s no room for ambiguity, making it easier for managers to hold team members accountable for their performance.
• Performance metrics: Managers have a built-in performance measurement tool that provides insights into employee efficiency and efficacy, streamlining the evaluation process.
• Dynamic adjustments: One of the best things about using an employee task list template is that the task lists are not static documents; they can be updated to reflect job or project scopes, timelines, or objectives changes. This allows managers to adapt swiftly to internal and external organizational changes.

The advantages of employee task lists for employees

• Clear expectations: An employee task list eliminates the guesswork. Team members understand what is expected of them, how their contributions align with team objectives, and what timelines they need to meet.
• Enhanced productivity: Individuals who work with a task list are more likely to prioritize effectively, increasing their productivity levels.
• Work-life balance: Well-structured task lists can help employees manage their time more efficiently, allowing for a healthier work-life balance. They can plan their work schedules better and avoid unnecessary stress.
• Career development: When used correctly, task lists can help identify areas where an employee excels or needs improvement. This insight can be crucial for career development plans, mentorship programs, and training initiatives.
• Increased autonomy: When expectations are clearly laid out, employees feel more empowered to manage their tasks autonomously, which often leads to increased job satisfaction.

HR’s role in designing and implementing employee task lists

How to implement employee task lists in the performance management process.

• Planning and goal setting: At this stage, HR professionals can collaborate with managers to create comprehensive employee task lists that align with team and organizational objectives. The task list serves as a tactical implementation of strategic goals.
• Monitoring and tracking: Task lists, particularly those enabled with real-time tracking, can offer invaluable metrics for performance monitoring. This data can also be useful for HR analytics and future resource planning.
• Evaluation and feedback: The task list can act as a baseline for performance reviews, offering concrete evidence of tasks completed, deadlines met, and areas where improvement is needed.
• Development and improvement: At this stage, employee task lists can help identify skill gaps or areas where further training is needed, facilitating targeted development efforts.

Getting started: Top tips for HR professionals when creating employee task lists

• Ensure that the tasks on the list are aligned with broader organizational goals. This alignment is crucial for maintaining the task list’s relevance and effectiveness.
• Create a standardized method for prioritizing tasks, such as categorizing them as urgent, important, or optional. This method aids both managers and employees in focusing their efforts effectively.
• Invest in task management software that integrates seamlessly with existing HR and performance management systems. This allows for more effective tracking and analytics.
• Roll out a comprehensive training program to educate managers and employees on how to use task lists effectively. This can include workshops, webinars, and easy-to-access online resources.
• Provide the option for customization to accommodate the unique requirements of different departments or job roles.
• Ensure that the task lists and any monitoring procedures comply with relevant laws and ethical standards, including privacy regulations and data protection policies.

Top tips for getting started with employee task lists Tasks should be SMART, that is, Specific, Measurable, Achievable, Relevant, and Time-bound. Adhering to these criteria ensures that each task is actionable and results-oriented. Managers should review task lists with employees regularly. Employees, too, should proactively update their lists to reflect completed tasks and any new assignments. Maintain open lines of communication to discuss challenges or adjustments that may need to be made to the task list. Utilize the task list as a time management tool. Employees can allocate specific blocks of time to different tasks, helping them to manage their workday more efficiently.

Employee task list examples

1. employee task list template.

• It can be customized to fit each employee’s needs and job roles.
• Easy to update and adjust as tasks are completed, or new tasks arise.
• Generally straightforward, requiring minimal training for effective utilization.

Disadvantages

• Geared toward individual work, potentially neglecting team-oriented tasks.
• It may not offer comprehensive analytics features for performance tracking.
• It requires consistent attention and manual updating, which can be time-consuming.

2. Team task list template

• Facilitates team communication and collaborative efforts.
• Clearly designates roles and responsibilities within the team.
• Makes it easier for managers to identify bottlenecks and hold team members accountable.
• Can become cluttered or complicated with too many tasks or team members.
• May not give adequate attention to individual tasks or contributions.

3. Gantt chart task list

• Offers a visual timeline that makes understanding project flow and dependencies easier.
• Enables advanced tracking and analytics, offering deeper insights into task and project status.
• Helps in effective resource allocation by visualizing task timelines.
• May require some time to learn how to read and update effectively.
• Difficult to make quick adjustments or modifications.

4. Daily task list template

• Encourages concentrated focus on immediate tasks.
• Facilitates effective time management for busy days.
• Allows for rapid completion and the psychological benefits of checking off tasks frequently.
• May neglect long-term goals or projects in favor of immediate tasks.
• Risks become overwhelming if too many tasks are listed.

5. Project task list template

• Allows for a full, end-to-end view of project tasks.
• Makes it easy to track progress toward key milestones.
• Helps in aligning the entire team towards project goals.
• Can be daunting due to its comprehensive nature.
• Initial setup and ongoing updates can be time-consuming.

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How to Give Assignments to Team Members

Table of Contents

The project has been divided into milestones, goals and objectives broken into tasks, and now it’s time to assign them. But as you open the project management platform, you’re faced with the unflattering process of wording the tasks, and choosing whom to assign them to.

Well, in this article, we offer advice on how to make that jumbled first moment a little clearer. There are actionable tips, learning the difference between allocating and delegating tasks, and suggested criteria on how to choose the best person for the job.

For a more precise overview, here’s a table of contents:

How do you assign employees tasks?

We normally think that assigning tasks is a time-consuming process that focuses on clearing out task lists to keep the project going. However, task assignment should actually be a more employee-oriented process that requires additional dedication and effort, which yields incredible results. But what do we mean by that?

Properly assigned tasks push your employees, projects, and the overall company forward. Here’s how.

• They strengthen accountability and trust between managers and employees;
• They help teach new skills and perfect old ones;
• They allow employees to get familiar with other teams and avenues of work;
• It becomes easier to make project estimates;
• Makes for great bases for performance reviews, etc.

The list could go on, but we’ll stop there for now.

Of course, such long-term benefits don’t come without some proverbial blood and sweat in the planning stage. Let’s take a look at the general ideas on assigning employee tasks, and specific steps you can take.

Motivation comes from knowing the bigger picture

When we talk about the bigger picture in project management, we talk about each team member’s task affecting their peer’s down the line. Since all tasks are usually small pieces of the puzzle, it helps to remind employees how their work contributes. For example:

• A high-quality draft can make a great foundation for the final version, and it can be completed more quickly.
• A well-prepared presentation can shave time off unnecessary questions and additional email inquiries.

It comes as no surprise that people work better and are more productive, when they know that their work has an impact on the company level.

And so, when you assign tasks, try to emphasize how they fit in the bigger picture. Simply saying: “ You doing X will help with Y and Z ” and how it reflects on the project as a whole will let an employee know that the task they were assigned is important.

Get your employees excited to commit

Telling people about the bigger picture and showing them what’s possible can only get them so far. It’s enough to ignite the initial spark, but for them to fully commit to the task, you need to define what that task entails.

They should be able to picture how to go about the work, what skills to use, and how to reach the desired result. The clearer the instructions, the more motivated they will be to work.

Simply put, give directions on how the task should be done, and make sure they understand. You can’t read each other’s minds, so it’s important everyone is on the same page.

Ask for task transparency

One of the best practices a company can employ is transparency among coworkers.

This is achieved by having everyone input their tasks for the day in a timesheet. The purpose of timesheets is to get an accurate idea of what everyone is working on at any given time.

When people know who works on what tasks, it’s easier for them to know if a person is available or busy, how far along they are with a task, etc.

So, when you give assignments to employees, label them with deadlines. Alternatively, you can ask for employees’ assessments on how long the work would take them, and use those timeframes.

Source: Clockify team timesheet

Timesheets are a great way to keep an eye on tasks and the people doing them. You get to:

• see who struggles with what (helps assess people’s skill sets);
• who burns through their workload and is available for additional tasks;
• whether your time estimates need correction;
• identify any wasted time.

💡 If your employees are insecure about keeping public records of their tasks, here are a few resources that can help:

• How to create order in your daily work tasks
• How to be more efficient with your tasks

Keep a crystal clear timeframe

While we’re discussing timesheets and deadline transparency, it’s important to mention that the times you set for task completions need to be clear-cut.

As we’ve mentioned, the safest way to assign deadlines is to consult the employees. They are better at assessing how long it will take them due to the tasks’ difficulty, overall deadlines, the standards that need to be met, and the skill required to complete it.

When they get a say in how long they should be doing an assignment, people tend to feel more accountable for the whole process. They will do their best to finish in time, since they actively participated in setting the deadline.

Set very clear expectations

Assigning a task should always include your (the supervisor’s) expectations pointed out. For example:

• Does a logo pitch need as many drafts as possible, or just a few finished pieces?

If you ask a designer to make some drafts for a logo pitch, you must specify the kind of quality you’re looking for. Explain whether you are looking for some sketches and drafts for a brainstorming meeting, or if you want clean, presentable pieces to show.

Additionally:

• How many pieces should the designer do?
• Is there a specific color palette they need to follow?
• How important is the task? Is this the day they finally decide on a logo, or is it still in the brainstorming stage? (decides on the quality of the work itself)

Assigning the task using the above questions, you help the designer understand how much effort precisely they need to invest. They become more motivated with clear instructions, as they know what is expected of them. There’s no fear of having their work criticized for something that wasn’t communicated in the beginning. And on your end, it prevents breached deadlines or subpar results.

Avoid creating dependency by being less involved

It’s not unusual for employees to ask their supervisors for their opinion on a certain task, or their performance.

The problem arises when a supervisor makes themselves too involved with the process. When they feel like the project might fall apart if they don’t have their eyes on every moving part all of the time. And when you have, say, 20 people waiting for that person’s approval, advice, or consultation, the workflow runs into a gridlock.

And wait time is wasted time.

Plus, people lose motivation, patience, and grow frustrated, as they could be doing other things.

So, learn not to jump in every time people call for your aid. Assign reliable people who can address smaller issues, while you handle the big picture. Learn how to expend your own energy where it is needed more.

For example – making a pitch presentation for potential investors keeps getting put off because one person needs you to check a client email they want to send, another wants your signature on a form, and the third wants to ask something about employee feedback that’s coming up.

In order to not be stretched thin, and have your time wasted on menial tasks, here’s where you can start:

How to mitigate the risk of being over-involved when assigning

• Remember that you match tasks to people

Which means that, by matching the right people with the right tasks, your involvement will be minimal. Take time to carefully choose who gets to do what. What is the point of assigning tasks if they can’t be done without you?

• Have a 10-point scale to judge the importance of items

How important are certain aspects of your leadership role? Are you absolutely necessary in every meeting, or during every call? Which tasks need your approval, and which ones can be approved by someone under you?

Rank these items on a scale of 0 to 10, based on their importance to you and the project. Top priority tasks should get your undivided attention. And what can be delegated, should be.

• Analyze your schedule

Your energy and time are needed on a much broader scale. The best way to spot if you’re wasting time being too involved is to look at your schedule. Identify how much time you’ve spent on low-priority items, and assess which issues could’ve been solved without you.

• Take into account priorities and deadlines

Step in only when absolutely necessary. You are in charge of things getting done on time, by people most qualified for assigned tasks. Determine what your priorities are for each project, and concern yourself only with those issues, unless there is a risk of breaching a deadline.

• Formulate a list of dependable people

If you know your employees (or team members) well enough, then you should be able to single out those who are more dependable and ready to take on a little more responsibilities. Write out the reasons how they could help by getting involved on low-priority items instead of you. When the time comes, rally them and present them with the idea, keeping in mind that this solution helps push the project forward. When authority is delegated to several people, there’s fewer chances of a hold-up in the workflow.

This also falls into the realm of task delegation , which we’ll get into later.

How do you decide what tasks to assign to which employees?

1. assign based on priority.

Naturally, some tasks will be more important than others. When you break down a project into tasks , spend some time assessing their priority level.

High-priority tasks should be the first on your list to allocate. Whether it’s because they’re time-sensitive, or require more effort and dedication.

Low priority tasks can be allocated as fillers to the first available person.

2. Assign based on employee availability

Another factor to consider when assigning tasks is who is available at the moment.

As the project moves along, new tasks will be added. You will have to allocate new work, but odds are you won’t always be able to pick who you want. Especially if a deadline is approaching, the person with the smallest workload should be your first choice.

Overloading an already busy individual just because they’re more skilled or you have faith in them the most puts an unnecessary strain on them. It’s cause for frustration, poorer results, and decreased productivity.

And as we’ve mentioned, if you have a timesheet with an overview of all the tasks and employees working on them, it’ll be much easier to spot who is free and who isn’t.

3. Assign based on employee skill level

High-priority tasks should go to employees with more experience in a given field or skill. However, you should occasionally give such tasks to other employees as well, to help them grow and become just as dependable. Giving people challenging tasks that can boost their experience is essential to productivity and morale.

Not to mention you get to have multiple high-skilled employees.

Low-priority tasks can be assigned to anyone, despite their experience level. They’re a good opportunity to practice, pick up new skills, or get smaller tasks out of the way to make room for more important ones.

4. Assign based on preference

Last, but not the least, preference can also play a big part in how you assign tasks.

It’s a given that some employees will prefer certain tasks over others. So it could be good to assign tasks at a meeting with the team. As you discuss priorities, deadlines, and availability, ask them which tasks they would like to work on.

If someone shows interest in a specific type of work, they should (with some consideration), be allowed to take it. After all, people are more productive when they’re assigned to something they find new or exciting.

Note: Apply this rule with caution. Letting people do only the tasks they want can stunt their career growth. Getting out of our comfort zones and occasionally doing tasks that we don’t like is how we develop and learn. So, don’t forget to document assignments as you hand them out, to spot these potential issues early on.

Allocating vs delegating tasks

While semantically similar words, delegation and allocation in terms of tasks are two different things.

When you allocate tasks , you are assigning tasks without giving the employees much authority, challenge, or room to grow. It includes you keeping all of the responsibility – writing out the tasks, making deadlines, providing resources, tools, etc. These are usually recurring tasks that can become repetitive.

When you delegate tasks , you allow for some of that responsibility to fizzle out from your fingers. All you think about are the objectives, while letting the employees figure out the details and means to get there.

However, that doesn’t mean delegation is right and the allocation is wrong.

Task allocation has its own place. It is just as important, as a lot of tasks come down to repeated processes that are still vital to the project progress. Task delegation is just a good opportunity for employees to learn, challenge themselves, and assess their skills and performance.

When should you allocate tasks?

Management and BizDev consultant Artem Albul shared his concept on task assignment, which he dubbed an “algorithm”. He emphasized how these criteria are useful only and only when you wish that employees perform the tasks based on your guidelines and instructions (aka allocation).

Here is how Albul broke down the algorithm:

Source: Artem Albul, TWA Consulting

As we can see, task allocation, while the more “controlling” of the two, also gives in-depth instructions and asks for confirmation on task clarity. A lot of it comes down to everyone being on the same page, leaving little to no room for misinterpretation (but also creative freedom).

How should you allocate tasks?

With all that we’ve mentioned in the previous section, here’s how your task allotment could look like, step by step.

• Break down your project

Detail out the goals, objectives, and some individual tasks (not all, be careful not to start micromanaging). Place the most important deadlines.

• Prioritize tasks and sort them

It’s important to know what tasks need to be done faster/better, to properly allocate your resources and manpower from the start.

• Make a list of teams and team members

Assign team leaders (if you don’t have them), and alternatively, ask for their input on individual employees skills, for a more informed decision on who gets what.

• Schedule a meeting

Make a meeting with the team leads and go through the points above. Assign tasks according to each team’s availability, interest, and skill required to successfully push the project forward.

• As team leads – assign tasks further down the pipeline
• Track task completion and make necessary changes along the way

Whether it’s pushing deadlines, reassigning tasks, or shifting around resources. This is perfectly fine and expected, so long as it doesn’t happen on every task you’ve assigned. Then, it is an indicator of poor pre-planning.

• Offer feedback and write performances

Don’t forget to track the progress and make notes of important details that might help the next task allocation/delegation process. It’s also a useful piece of information for the employees on what they need to improve on.

Allocating tasks is somewhat more complicated than we want it to be. But, this kind of thorough research and preparation will make projects run more smoothly. Employees will also be more satisfied with their work, and there will be less hurdles as deadlines approach.

When should you delegate tasks?

Delegation is a great practice in trust for both the employer/supervisor and the employee. The employer learns how to give away some of their control over the process, while the employee learns how to take more accountability for their work.

This lets you focus on big-picture aspects of your job, since you deal less with assignments that are low-priority for you. You save time and energy, while helping others move up in their careers.

How do you effectively delegate tasks as a leader?

As we’ve mentioned, delegating includes more employee independence. There are some additional components which make this type of task assignment more appealing than allocation, with great opportunities for growth.

Focus on delegating objectives instead of actual tasks

When you delegate, you focus on the objective that needs to be done. You shouldn’t give employees a “color by numbers” instruction on how to complete a task.

Communicate clearly what the end result should be and what expectations you (or the higher-ups) have. Leave the means for reaching that end goal to the employees themselves. Because how you solve a task may be completely different to how they will. And that is perfectly fine, so long as the result is the one you are looking for.

Keep the objectives challenging

When the objectives you’re delegating are too easy, chances are the person will either procrastinate, or feel like you don’t trust them enough. And if they’re too difficult, they get frustrated, anxious, and begin to panic.

It’s a good idea to be aware of an employee’s skill level, so you can gauge how much challenge and responsibility they can take on. For them to be the most productive and achieve great results, they need to enter “the state of Flow”.

Source: Optimal Experience , M. Csikszentmihalyi

💡 We’ve discussed the state of Flow in more detail in an article on time organization.

Encourage discussion and feedback

Let employees voice their opinions on the topic.

They should ask anything about the task, the goals, or the overall impact their work will have on the later stages or others’ workflow. It means they are interested in the task, and getting involved.

And if they aren’t asking questions themselves, you can always nudge them into proactivity.

• Is there something you’d like me to clarify?
• Do you already have any ideas on how to go about the task?
• Is the time we agreed upon enough for you?
• Will you need other resources, tools, or support?
• Do you see any problems or risks?

Questions like these help them feel valued, their efforts acknowledged, and let them know you care about the task and how well they perform. Just be careful not to overdo it, or you’ll start to look like a micromanager.

Give employees free rein, but offer support

Speaking of micromanaging, delegation means you let people problem-solve their way out on their own. There should be no reason for a manager to step in and control or supervise any step of the process, unless absolutely necessary.

However, what you should do is let them know you’re available for any advice should they feel stuck. Just because employees get authority on a certain task, and are left to their own devices, doesn’t mean the project has to suffer until they pull themselves up.

From time to time, ask them if they need anything from you, and make sure they know you’re there for any kind of support, consultation, or mediation. ANother good practice is to also give them additional learning opportunities – such as training, conferences, courses, etc.

Delegate objectives that move people forward

Choose assignments that boost the skills and employ all of their experiences, instead of something that simply needs to be done. For example:

• Tasks that require they brush up on their team communication skills;
• Learning how to allocate smaller tasks;
• Supervising others’ work and doing quality control;
• Learning to work with a new tool;
• Holding a meeting (or more), etc.

Find out which skills your employees may want or need to develop, and then plan your delegations accordingly. You want them to complete the task while having learned something new at the same time.

How to choose who to delegate to

Paul Beesley, senior director and consultant at Beyond Theory proposed a nifty checklist for when you’re choosing an employee to delegate to. It’s meant to simplify and speed up the process.

To successfully complete the delegated task, your chosen employee needs:

S – the skill to perform and complete a task

T – the time to complete the task, and if needed, learn the required skill

A – the authority to handle everything concerning the task

R – the necessary level of responsibility

R – the recognition for successfully completing the task

This list is a set of important criteria that should be covered when you consider who to assign to a specific task. However, depending on your niche, type of service, company size and the project at hand, the criteria are likely to change. And it should accommodate your needs, not the other way around.

Common task delegation mistakes to avoid

With all being said, there are some common mistakes managers and employers make, sometimes without even realizing it.

• Being too vague concerning deadlines (using: as soon as possible, when you get to it, I need it by yesterday). It creates unnecessary pressure.
• Being unavailable for questions and concerns. While you shouldn’t micromanage, you should still be present for support if an employee feels stuck. Ignoring them or handing them over to someone else could cause distrust. However, if you are usually swamped with work, set consultation hours each day or week.
• Having unclear directions. Specifying the allotted time for task completion and expectations should be the bare minimum when delegating tasks.
• Not providing feedback. No feedback is worse than bad feedback. Employees need to be aware when they’re doing good work, as well. In one company I worked for, the mantra was: “If no one is complaining about your work, that means you’re doing good”. And while it sounds like sound logic, it actually caused a lot of frustration. We were left directionless, and simply “floating” from task to task, never knowing if any of them had a positive impact on our performance.
• Not listening to employees. Take into account how they feel about a task or the objective. Let them give you feedback and if there are potential problems from the get-go.
• Assigning other people to the same task. If you notice a person struggling, the first instinct should be to ask them how they’re faring, and if they need any help. Some managers tend to assign other employees to help them without consultation, which leaves a sore taste. The employee will feel even more incompetent and will be less likely to take on a similar task in the future.
• Assuming people will know what you mean. This is one of the biggest problems. When you’re formulating a task, be as clear as possible about the goals and expectations. Oftentimes managers think that these things are implied, but the truth is – no one is a mind reader. To avoid having information misconstrued or misunderstood, communicate clearly and directly.

There could be more mistakes, especially for every different field and industry. If at all possible, identify the most common ones, made either by you or your peers. Note down all the instances where certain tasks weren’t up to par, and see what you could have changed in your assignment process to fix it. Maybe there wasn’t enough time or resources, you were unclear, or the employee wasn’t ready for such responsibility. Use the same procedure in all future task delegations. It’s the only way to learn and make the process quicker.

Use Clockify to assign tasks with ease

Now you’re a master of task delegation — congrats!

But there’s more to it than meets the eye.

In fact, what if you used a digital tool like Clockify to increase the likelihood that each job would be completed on time and on point?

In Clockify, you can easily create highly descriptive assignments that contain information like:

• Start time,
• Billability status,
• Name of the employee,
• Period for getting the assignment done,
• Hours per day to spend on the assignment, and more.

That way, you can plan who works on what, how long, and when.

Similarly, Clockify allows you to create project milestones to achieve results faster.

With the Milestones option, you can select dates for deadlines, allowing you to pin down important events in your projects.

For example, if your client expects you to keep them in the loop about developments, you can inform them promptly on whether your team has reached the agreed-upon milestones.

Refocus on your company’s big picture with a project and time tracking tool.

Marijana Stojanovic is a writer and researcher who specializes in the topics of productivity and time management.

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PTO vs. Vacation: What Is the Difference?

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Find out the most useful methods of tracking team productivity, followed by actual examples of how different teams measure their effectiveness.  

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Free Assignment Tracking Template for Google Sheets

• Last updated December 14, 2023

Are you looking for an assignment tracking template? When your tasks begin to pile up into several imaginary towers, it’s easy for you to be overwhelmed, not knowing where to start. Moreover, you might not even be able to keep track of all of them, resulting in missed assignments and potentially bad marks.

Having an assignment tracker to keep every task means you’ll be able to organize, stay on top, and complete all your assignments on time. All you need to do is open our Assignment Tracking Template , hit the  “Make a copy”  button and start sorting out your to-do list.

Access Template

While it’s easy to navigate, make sure you read ahead to discover how to use our assignment tracking template to the fullest. We also have another assignment tracking template  that lets you map out your assignments throughout the semester—a perfect fit for your syllabus.

Table of Contents

What Should a Good Homework Spreadsheet Have?

In general, you’ll want a few fields that will help describe your assigned tasks and some markers for better organization. Here are some essential components to look for:

• Assignment description: An efficient assignment tracking template will have space so you can jot down assignment notes. This avoids confusion and lets you anticipate the difficulty of your to-dos.
• Dates:  Having dedicated fields for your due dates lets you plan your schedule better. This way, you know how much time you have to complete a task. Additionally, when paired with your assignment notes, you can sort them according to priority levels.
• Completion status: Keeping track of task statuses lets you know which tasks have started, are in progress, are accomplished, or need revision. Moreover, it’s also a great way to remember which tasks you need to return to.
• Subject and type:  You also want to categorize your assignments into their respective subjects. Another way to group them is by assignment type, including papers, lab reports, collaborative work, and similar tasks.

The components above are only a few useful fields in an assignment tracking template. For example, some spreadsheets also include monthly views or trackers for semester-wide assignment lists . Templates such as these will undoubtedly have other categories you’d need to explore.

Basic Assignment Tracking Template

With all the considerations laid out above, we created a simple but effective assignment tracking template you can use for free. While it may only feature a single functional tab, it has nine named columns you can organize according to your tasks.

If you haven’t already, you can download our free assignment tracking template here:

Let’s discuss the template in more detail .

Column A—Days Remaining

This is self-explanatory, but you can refer to this column to see the number of days you have left to do or submit your assignment. Depending on the days remaining, you can also decide which tasks to prioritize according to their deadlines.

The cells under this column are automatically updated using our pre-loaded formulas , so avoid modifying them. Instead, you can change the values under the last two columns of this template.

Columns B to D—Tags for Status, Subject, and Task Type

Under these columns, you can set the categories of your assignments either by their completion status, class, or assignment type. You can select the values from the drop-down lists that come with the template based on the American curriculum.

Additionally, these statuses are associated with specific colors, making them more visual so that you can view and handle multiple ongoing tasks more efficiently. If the subjects listed differ from what you’re currently taking, you can modify the options.

To modify the subject options, follow the steps below:

• First, click on a cell’s drop-down list and locate the pen icon at the bottom.

• Click the pen icon to open the drop-down settings on the left-hand side of your screen.
• Change the values listed on the options, such as editing Math  to Physics.
• Once you’ve set your preferred selection, click the “ Done” button.

• Upon clicking, a pop-out might appear on your screen asking whether to apply the changes to a wider cell range.
• Simply click “Apply   to all”  to replicate the changes to the other cells.

Another handy feature is the filter option in the “Status”  column. You can use this to view your tasks based on their completion level. For example, you can choose to see only the in-progress tasks. Here’s how you do it.

• To get started, click on the filter icon next to the “Status”  label.

• You should see a list of values with checkmarks on their left side once you scroll down.
• To deselect all of them, click on “ Clear.”

• Next, begin selecting the tasks you want to see per status, such as To start  and In-progress.
• Finally, click “OK.”

• To revert the view, simply follow steps one to five, ensuring to select all the categories again.

Columns E to I—Assignment Details

You can start entering the information you know about the tasks at hand. The columns E to G are divided into three categories: Assignment Title, Description, and Files/Links. If your assignment has attachments and URLs, such as resources, you can keep them in the last column mentioned.

Meanwhile, columns H to I serve as fields where you can input the dates when your task is given and when you need to submit it. Take note that these are installed with data validation rules—you can’t enter values that aren’t valid dates. These values are also used to calculate the Days Remaining column.

Semester Assignment Spreadsheet

If you are looking to plan your entire semester ahead of time with your potential tasks, this is a helpful assignment tracking template. It’s much simpler than the previous spreadsheet discussed and gives you a semester-wide overview of your assignments.

Get the template here:   Semester Assignment Spreadsheet

This assignment tracking template has only three fields that you can update. The first field is the (1) Date , which is located under the seven days of the week (with a total of fifteen weeks in the spreadsheet as per the American semester.)

The second is the (2) Tags  field, which allows you to categorize your tasks according to the subject. As with the other template, these tags are color-coded for an easier view. Lastly, you can also populate the (3) Assignment Details , the blank spaces beside the tags.

Why Use Our Assignment Schedule Templates?

You can virtually make a never-ending list of benefits from using a homework spreadsheet, but to name a few, here are some reasons why they’re beneficial for managing your workload.

• Organization: As repeatedly emphasized, these assignment tracking templates help you categorize your tasks according to subject, type, and completion status, making it easier to organize your workload.
• Time Management:  You can keep track of your due dates better with the automated counting of the days remaining for a task. You can manage your time better and learn to prioritize tasks according to deadlines.
• Easy Access:  Our spreadsheets run on Google Sheets , which you can easily access anywhere, as long as you are connected to the internet. On top of that, they’re also ready to be filled out as soon as you make a copy for yourself.

Wrapping Up

Sticking to your deadlines and organizing your tasks doesn’t need to be complicated. You can easily do this with the help of our assignment tracking template on Google Sheets. Access more of these excellent templates by visiting our other blogs too!

If you want to learn about Google Sheets to the next level, consider checking out relevant courses at Udemy .

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Free Task List and Checklist Templates

By Kate Eby | July 19, 2016

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In this article, we’ve gathered the most comprehensive list of downloadable task and checklist templates to keep your personal and professional endeavors on track.

Included on this page, you’ll find a variety of free templates in Word, Excel, and PDF formats, such as a weekly task list template , project task template , event to-do list template , and more. 

Team Task List Template

Use this template to keep your team organized and cut wasted time in status meetings. Create a centralized view of all team member's responsibilities across multiple projects.

We’ve also included pre-built templates from Smartsheet, a work execution platform that empowers you to better manage checklists and deadlines with real-time collaboration and project visibility.

‌   Download Excel Template Try Smartsheet Template   ‌

Gantt Chart Task List Template

Get a visual picture of your scheduled tasks with this Gantt chart template. Often used in project management, a Gantt chart shows the duration of each task as a horizontal bar that spans start and end dates. Thus, it’s easy to see the different phases of a project, identify dependencies, and prioritize tasks. A Gantt chart can be useful for managing any task list that spans a set period of time.

Task Tracker Template

This task tracking template documents the progress of each item on your list, so it’s easy to assess the status of individual tasks or an entire project. There is space to list start and end dates, as well as to mark completed tasks. This template keeps things simple by providing only essential tracking information, but there is also space for notes in case you need to include further details or instructions.

Project Task Template

This template is designed for project management, and it can be used in both a business or personal setting. The template provides sections for project tasks, priority, deadlines, assignees, and deliverables, and it allows you to track project costs and compare estimated to actual hours. This is a detailed template that can easily be edited to match the exact needs of your project.

Weekly Task List Template

This weekly task list schedule includes columns for assigning a category to each item, along with deadlines and completion status. The default weekly calendar runs Sunday to Saturday, but  you can also choose the starting date for the week. If you need a combined calendar and task list, this template offers an easy solution.

Daily Task List Template

You can use this daily task list template to schedule tasks throughout the day while also planning ahead for an entire week. Choose the starting time for each day, as well as the starting date for your weekly calendar view. You can also adjust the time interval of each task, which allows you to break down each hour into incremental tasks, if needed.

To-Do List with Drop-Down Menus Template

This simple to-do list template includes drop-down menus for indicating priority and status on each item. When a task is marked as complete, the row changes color; this enables you to quickly spot which tasks are still in progress or have yet to be started. This task template could be used for a broad range of applications, from organizing homework assignments to planning an event or tracking work projects.

Prioritized Task List Template

This template is a step up from a basic to-do list, as it allows you to rank your tasks with the highest-priority items first. There is also a section for notes where you can elaborate on your tasks or add reminders. This template offers a simple way to stay organized while ensuring that you don’t overlook high-priority tasks.

‌   Download Word Template Try Smartsheet Template   ‌

Yearly Calendar Template (2024)

Use this 12-month calendar for a high-level look at your schedule and upcoming tasks. The template displays a standard January-to-December calendar, so you can view your long-term projects and tasks at a glance.

‌   Download Excel Template

Basic Task Checklist Template

This task checklist offers a basic outline with checkboxes for each item on your to-do list. It also has sections to note the due date and status of each task to assist with planning. After downloading this template, save a blank version so that you have a master copy ready to print and use any time you need to create a new task checklist.

‌   Download Word Template

Task Analysis Template

Use this task analysis template to determine the resources and time required to successfully complete a given task. The template includes sections for delineating the steps involved in a task, the resources (human, mechanical, or monetary) required for each step, and the time spent on each item. This provides a detailed analysis of a task, which can be useful for training purposes or for any situation where you need to evaluate a process.

Action Item List Template

Help your team stay organized and on task with this action item list for Word. The template includes a tracking number for each action item, start and due dates, the assigned owner for each task, and a notes section for adding updates or resolving issues. By defining and scheduling tasks as actionable items, you can track individual and team progress — and in the process, create a useful communication tool for all team members.

‌   Download Template in Word Try Smartsheet Template   ‌

Password Log Template

This template is designed to help you keep track of the passwords to all of your various accounts. List each account, and then fill in the columns for website URL, email address, username and password, security questions and answers, and any additional notes. Save the form to your computer or print a hard copy — remember, though, to store the information in a safe place and and not to share your passwords with anyone.

Download Password Log Template:

Excel  |  Word  |  PDF

Event To-Do List

This template can help you stay organized when planning an event, such as a dinner party, a baby or bridal shower, a wedding, or a birthday party. Simply list each task and the person responsible, and assign a priority level to the task so you and your team can prioritize the many moving pieces. Additionally, note the due date and date completed — any discrepancy between the two dates will help you more accurately plan the timeline for your next event.

Family To-Do List

This template, available in Word and PDF, is ideal for families who want a central resource to organize family tasks. The template provides separate tables for each family member to list their individual tasks, and then register due dates and notes, along with a column to mark completion. Of course, you can add or delete tables as needed.

Download Family To-Do List:

Word  |  PDF

Household Chores Task List Template

This chore list template allows you to create a weekly schedule for all of your household tasks. Create a list of tasks and assign each item to an individual for any day of the week. With a simple format, this template is easy to use, so you can streamline the planning process and start organizing your home. Additionally, you always have the option of saving the template as a PDF and printing a copy to share with others.

Project Punch List Form

In the construction industry, a punch list is a document that you complete toward the end of a project. In it, the contractor or property owner lists any work that has been done incorrectly or does not meet the specifications outlined in the original contract. The construction team then uses this punch list as a reference to complete or repair the work items before the project is officially closed. This punch list form provides a separate table to list each work item that needs repair or attention. Save the PDF form, print it, and fill it out by hand for easy use.

Project Closeout Template

Use this checklist to ensure you have completed all necessary tasks in a project. This template is designed with construction projects in mind, but you can edit the categories to reflect the needs of any multidimensional project, whether it pertains to building, real estate, or business — or even as a termination checklist if you are ending an association, an agreement, or a hiring arrangement. Simply list each task, the quantity requested (if applicable), specific requirements, and any notes. This easy-to-use form serves as a final check so you don’t overlook any requirements as you prepare to officially close a project.

Risk Assessment Matrix

Before you embark on a project, you should perform a risk assessment. While you can’t control or prevent every possible risk, taking the time to assess the possible threats to your project will help you plan for and mitigate some hazards. This matrix allows you to perform a qualitative risk assessment, gauge the probability, and predict how each could affect your project budget, scope, and timeline. The template also provides space for you to list events that could trigger each risk, designate a respondee, and make notes for a response plan.

Download Risk Assessment Matrix:

Excel  |  Word  |  PDF  | Smartsheet

Customer List

This simple form allows you to list contact details for each customer or client. This list includes columns for the company; the name, title, email, and phone number of your contact; and any comments. You can or remove columns as necessary, and highlight or flag certain customers who you need to follow up with.

Inventory and Equipment Checklist

Use this template to keep track of inventory or equipment you either need or have newly acquired for a project. List each item number and name, followed by a description, date of purchase, cost, and other notes. Additionally, you can track initial value, loan details, and depreciation amounts for each piece of equipment in your inventory.

New Hire Checklist

This template is designed for human resources to ensure that a new employee (and other internal teams) complete all necessary onboarding tasks. The Excel spreadsheet includes columns for completing new hire paperwork and sending it to the appropriate parties, but you can edit the form to include any tasks that your organization requires of new hires. In addition, there is space to assign tasks to employees, to set due dates, and to list contact information.

Grocery List

Use this basic template to make a shopping list; you can fill it out on your computer or print and complete it by hand. In addition to providing an easy-to-read table, the template includes a checkbox column where you can mark off each item as you obtain it, as well as a column for individual items and total cost. This template is created with grocery shopping in mind, but you can edit it for retail, gifts, and other consumer needs.

‌Download Grocery List: 

Weekly Staff Meeting Template

Use this template to prepare for a recurring meeting. Note your agenda, attendees, action items, and whether or not the associated tasks have been completed. The template is designed with weekly meetings in mind, but you can edit the dates for a monthly, quarterly, or annual gathering.

Business Trip Checklist Template

Preparing for a business trip may include managing staff adjustments at work, making schedule changes with family members or caregivers at home, and taking on extra work to prepare for the trip — plus, packing everything you’ll need on the road. Use this business trip checklist template to help make the process more manageable and reduce the likelihood of forgetting a vital task or travel item. Edit the template to reflect your agenda, and then mark each item off your checklist as it’s completed. For personal use, you can also edit this template with relevant details for solo, family, or group travel.

‌ Download Excel Template Try Smartsheet Template   ‌

Student Planner Template

Students can plan for the week by using this free template to keep track of classes and assignments. The template includes columns for listing the due date and status of each assignment, which helps students stay organized, prioritize their workload, and meet deadlines with less stress.

Day Planner Template

This detailed day planner template provides multiple sections for planning various aspects of your day, from shopping needs to meals and appointments. There is also room for a general task list and a section to add items to be accomplished on another day. Customize the template by applying new labels to sections to match your daily routines.

Business Plan Checklist

Use this simple business plan template to organize project tasks. The template is divided into phases so you can list tasks chronologically; it also includes columns for start and end dates and duration. Plus, a simple checkbox allows you to clearly mark which steps have been completed so you know your exact progress.

Group Project Task List

This template is ideal for organizing the basics of a group project or any assignment that involves multiple people. Simply list each task, a description, an assignee, a due date, and any notes in the columns provided, and add more columns if needed. This template does not have project management capabilities, but will give you an overview of every individual task and who is responsible for it. For more full-scale project management templates, visit “ Top Project Management Excel Templates .”

Job Task Analysis Template

A job task analysis can be used to determine which actions are critical for a certain job. Identifying tasks in this manner can help determine the scope of a job, appraise employee performance, inform training methods, and improve work processes. On this template, you can list the tasks that are required to complete a job, then rate the importance of each task, along with how frequently the actions are performed. You can also document your source of information for each task.

‌ Download Word Template

Brainstorm and Collaboration Worksheet

Use this form to record information from a brainstorm or collaboration session. The template includes space to list ideas, their pros and cons, and the originator. In addition, there is a column for each team member to rank each idea. While this template doesn’t assist with idea generation, it enables you to keep all brainstorm information in one place so you can more easily compare ideas when it’s time to make a decision.

Download Brainstorm and Collaboration Worksheet:

Internal Audit Checklist

Use this template to prepare for a financial audit. The simple template includes rows for every required document in a standard audit (general ledger, balance and financial statements, tax reports, etc.) and a checkbox to note if an item has been reviewed and is attached. Add or subtract rows to include every document that your audit requires. To learn more about how best to prepare for a financial audit, read this  article .

Contact List

This Excel template can be used as a contact list for a variety of personal use cases, including for classes, group memberships, event attendees, or emergency communications. The template includes columns for phone, email, and address, as well as to note the preferred mode of contact. The form is fully customizable, so add or subtract sections as needed.

Download Contact List:

Increase Accountability with Real-Time Task Management in Smartsheet

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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.

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Key Assignment Form for Employee

• Assignment Form

The Key Assignment Form for Employee is used to assign or allocate specific keys to employees for access to certain areas or equipment within a company or organization. This form helps keep track of key distribution and ensures accountability.

The HR department or the designated personnel typically files the Key Assignment Form for an employee.

Q: What is a key assignment form? A: A key assignment form is a document that is used to track the issuance of keys to employees.

Q: Why is a key assignment form important? A: A key assignment form is important because it helps to ensure the security of a workplace by keeping track of who has access to certain areas.

Q: What information is typically included in a key assignment form? A: A key assignment form typically includes the employee's name, the type of key being issued, the date of issuance, and a signature to acknowledge receipt of the key.

Q: Who is responsible for maintaining a key assignment form? A: Typically, the Human Resources department or a designated person in the organization is responsible for maintaining a key assignment form.

Q: Can an employee be held accountable for lost or stolen keys? A: Yes, an employee can be held accountable for lost or stolen keys, as they are responsible for their safekeeping as stated in most key assignment forms.

Download Key Assignment Form for Employee

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Employee Task List Template

Keep track of your tasks and be on top of your workload, document and schedule all tasks of your organization and employees to keep track of progress and to manage everyone’s daily routines seamlessly..

• Assign tasks and responsibilities to employees
• Track task status and share workspaces with colleagues for feedback
• 1,000 plus templates and shapes to get you started immediately

Organize and Structure Your Workload Effectively

Tables with customizable options to create extensive to-do lists complete with task, ownership, due date and progress columns to act as a task tracker.

Sticky notes to add quick explanatory notes, questions, and other information to clarify issues or specifics regarding the assigned work.

Customisable cards with tags to prioritize daily tasks, add other tasks and categorize work to easily arrange and organize workloads of respective projects and departments.

Import data from CSV, Microsoft Excel or Google Sheets to integrate all work related information in one place to provide the required facts, figures and guidance to perform the assigned work.

Folders and workspaces to organize tasks and to-do lists by project, employee or department to keep things organized and track progress effectively.

Visually Track Your Work and Report Progress

Templates and shapes including checkboxes to get you quickly set up to track your workload, tasks and progress.

Gantt charts, roadmaps and timelines to visualize the workload, work progress and resource allocations and usage including budgets and costs of tasks.

Custom databases to bring data from multiple sources to one workspace to connect work related information for easy access.

Export as PNG, JPEG, PDF or SVG to present, print, and share as hardcopies for employees and line managers for documentation.

Assign and Track Tasks to Manage Work Effectively

Notes and data panel to assign tasks to employees, provide information on roles and responsibilities, set due dates and add important notes.

Notifications to notify employees of assigned work or any changes to their tasks.

Multiple access and role levels to manage, share, and review the assigned work before finalizing.

In-line commenting to add feedback and to provide input for the work carried out.

What is an Employee Task List Template?

An employee task list is a document that details or lists out the duties that employees of a particular organization or project must complete. This is usually prepared and provided by the line manager. Task checklist templates, back in the day, were provided in printed form that were susceptible to getting lost and being damaged.

The task list template usually includes the tasks that need to be done, why it should be done and how it will be completed. The overall goal of the employee task list is to ensure that employees are on top of their work without any lags and are able to manage their daily routines efficiently.

Consider including the following when creating an employee task list:

• An itemized to-do list including tasks and activities (this could be divided as daily, weekly and monthly).
• Status tracking information (not started, ongoing, completed etc.)
• Due dates and assign task owners
• Budgets and costs of tasks

How to Create an Employee Task List Template?

Discuss and identify the organizational needs, goals and relevant tasks to be completed.

Use Creately’s templates, shapes library and powerful formatting capabilities to create templates including templates for daily tasks.

Use the powerful documentation capabilities that includes dynamic text formatting, color themes, tables and Kanban boards to customize the template and information according to your preference.

Drag and drop documents, and data sources including budget information to integrate to the employee task lists.

Share the workspace with colleagues and peers to provide inputs and feedback.

Free Printable Weekly Employee Schedule Template [Excel]

If you’re still making the work schedule by hand using a pencil and a piece of paper, you’re wasting valuable time and energy that could be spent training employees, talking with customers, improving your products and services, and working on many other tasks that help you maintain and grow your business.

Here’s how to use the printable employee work schedule template:

Step 1 enter your employees.

On the purple tab titled Employees, enter employees names, hourly rate, and overtime limit (how many hours an employee can work before overtime kicks in) on each row.

Step 2 Create Shifts and Roles

On the green tab titled Shifts, enter start and end times for shifts. In the box titled Shift Types, enter the names you have for each kind of shift. (i.e. manager, server, host, team lead etc.)

Step 3 Start Scheduling!

Now that you have your employees and shifts entered, simply select an employee from the drop down and select their shifts from drop downs on each day. (To change the week, change the start date at the top of the schedule).

That’s it! If you’d like to start over with an empty schedule, just click the CLEAR button to remove all existing data from the document. One final thing to note: The PRINT button may not work in programs other than Adobe Acrobat. If the button is unresponsive, you will simply need to proceed with printing as you would with any other document.

Want to skip the printable work schedule template and just start using employee scheduling software instead?

Save up to 15 hours a week by scheduling with when i work..

Sign up to try When I Work free for 14 days and see how much easier it is to schedule your employees.

The disadvantages of traditional manual scheduling

Are you still managing your employee scheduling on paper? Your time could be better spent on other HR processes or investing in your core business. Besides, navigating the ever-changing sea of employee availability and preferences can be exhausting. The entire process presents countless opportunities for errors and mixups. Also, if one of your workers needs to change shifts, it can be frustrating to accommodate their request.

The benefits of using our free printable weekly employee schedule template [Excel]

Switch from paper and pencil to a weekly employee schedule template (Excel spreadsheet). You’ll gain the advantage of automated scheduling tools based on employee availability. 

Using this template will improve the accuracy of your schedules and eliminate the errors that can creep in through manual data entry. You can adapt the template based on your business and your team. Best of all, you’ll save hours by using this ready-made template.

Streamline your work schedule planning with When I Work

Affordable software that improves the way you handle schedule planning. Thanks to the cloud-based app, users can create and edit schedules on any device from anywhere in the world. Create schedules in mere minutes, and share them with your team. 

When I Work allows companies to:

• Create, edit, and manage schedules
• Communicate through the app
• Respond to time-off requests
• Track time and attendance
• Manage projects

The When I Work platform can handle both single and multiple locations. And with access to real-time data, you’ll gain maximum visibility over your labor costs.

Automated employee scheduling

Automated features let you create your entire schedule in just one click. All you have to do is create the shifts you need. The software will automatically create a schedule based on your needs and your employees’ availability and/or qualifications.

• Auto Scheduling saves you time each week by assigning employees to shifts Auto Scheduling saves you time each week by assigning employees to shifts
• It takes into account availability, time-off requests, and employee eligibility
• You can make any adjustments you need before you publish the schedule

Schedule templates

Why reinvent the wheel? When I Work allows you to duplicate the schedule from the previous week—or you can create a template for repeated use. You can use this template to create new schedules, and When I Work will continue to populate shifts with the right workers.

• Copy and paste last week’s schedule to the current week to save time
• Create a template out of a schedule that worked particularly well and keep using it
• Build templates for busy seasons or different departments to stay organized

Labor forecasting

Never worry about being short-staffed or having too many workers on the clock. When I Work offers labor forecasting tools so you can optimize your schedule based on cyclical demand. You’ll keep your business running at peak efficiency and save on unnecessary labor costs.

• Have constant visibility into your labor budget right within the schedule
• See your labor costs as you build the schedule
• Get alerts when an employee is scheduled to work overtime

Integrated time clock

With When I Work, any device can be used as a time clock. Managers can easily track and generate reports for attendance, hours worked, break time, and more. With pay rules and schedule integration, companies can better control costs and increase their bottom line. While this is a significant advantage for remote workers, it also comes with added features for on-site workers, including a GPS functionality that improves the accuracy of your time tracking while introducing an added layer of employee accountability.

• Employees can clock in and out on their phones with geofencing to be sure they’re on site
• Timesheets are easy to access and gather for payroll processing
• You can get notifications if employees miss a clock in or clock out for easy editing

Messaging features

• Protect employee privacy by not sharing phones numbers or email addresses

Payroll management

• See your labor costs in real time, not just an estimate like other payroll providers give
• Avoid spreadsheets and uploading timesheets, there’s no syncing required
• Run payroll in minutes with just a single click

Start your free 14-day trial of When I Work! Click here to start scheduling your employees today.

Assignment Templates

Do You Need Help with University Homework Layout? Template.net has Free Printable Blank Sample Assignment Templates. Create a Cover Page for the Project Assignment or a Student Report Format, and More. All You Have to Do is Browse Through Our Website And Pick the Right Template for You Today.

• Assignment Agreement
• Assignment Interest
• Assignment of Partnership Interest
• Assignment Partnership

An assignment agreement, or an assignment of contract document, allows one party to transfer the rights and benefits of a contract to another party. In order for the transfer of benefits and obligations stated in the contract from one party to the other to happen, the document has to be signed. However, the process can take a long time. And, it takes prudence to come up with a thoughtfully written document. To ensure that you have everything laid out perfectly and easily, make use of our Assignment Templates.

There are many different situations where an assignment of contract can happen. That is why we made different choices of assignment templates. We have written assignment templates for rights to photograph, real estate, copyright, pre-employment works, and so much more. Also, all our assignment templates have industry-compliant, original suggestive content. So, if you don't want your assignment of contract to sound generic, Template.net is your best source.

Furthermore, our assignment templates are easy to customize in case to perfectly fit your needs. They are also ready for download and print. Plus, you can also share them digitally. So, if you are looking for more reliable Assignment Agreement Templates or Legal Assignment Templates , trust the only source of templates with unmatched quality -- Template.net.

If you wish to get a premium experience in getting access to our Document Templates , avail yourself of our subscription plan right away! It's very affordable and worth the price. Upon subscription, you will get new templates every week. Chat with us to learn more.

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• Form Templates /
• Tracking Forms /
• Project Task Assignment Form
• Business Forms

Performance Tracking Forms

Tracking forms.

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.

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.

Volunteer Application Form

A volunteer application form is an online application form used by volunteer organizations. It helps organizations to recruit and maintain volunteer forces. Use this free Volunteer Application Form template to recruit volunteers to your organization!Simply customize the template to match your organization, and share it with a link or through social media to open up your volunteer opportunities to the world. With Jotform’s free Mobile Forms app, you can even collect responses on your phone or tablet. You can also integrate the data you collect with 100+ powerful apps, such as Slack and Salesforce (also available on Salesforce AppExchange), to streamline your recruitment process even more.

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.

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. You can use this template as a basis and create your own form with many more customizable tool and widgets.

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.

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.

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

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.

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.

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.

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.

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.

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.

Party Planning Checklist

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

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

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.

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.

Project Expense Reimbursement Form

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

Time Tracker Form

A time tracker form is a questionnaire used by businesses to collect information from employees about their time spent working.

Expense Tracking Forms

Expense Reimbursement Form With Calculations

An expense reimbursement form is used by businesses to track employee or contractor business expense reimbursements

Health Tracking Forms

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.

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.

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

Asset tracking forms.

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.

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!