It also includes a simple Gantt chart that auto-updates whenever the data in the task list changes. Effective task management requires precise knowledge of all assignments and the time remaining for completing them. A task management spreadsheet like the one below can help teams track their tasks by the hour and organize their work more efficiently.
The template automatically calculates the hours left for finishing each task, shows the percentage of work already completed, and highlights the tasks that are overdue.
In addition, this task tracker spreadsheet also estimates the assignments' start and end dates and displays them on a Gantt chart, providing an overview of the whole project. Excel task tracker spreadsheets are good for ensuring clarity and alignment within the team, but, when communicating to high-level audiences such as clients or upper management, professionals may find that they need something more graphical. In such cases, PowerPoint task management templates might prove more efficient, as they can show summarized data on a single visual slide, in a manner that's easy to digest.
Below you can find a few such templates to get you started. This free task planner was built for professionals who need create an executive-level view of their project tasks for client meetings or project proposals. Designed as a simple Plan-on-a-Page, it is a Gantt chart that uses color codes to group tasks by categories or departments, making it easy to see key data at a glance.
Download the free task planner template file to use it in PowerPoint or click on "Edit Online" below to open and update it directly in your browser. Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing.
To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way. A day planner template helps you efficiently plan, organize, and schedule important tasks to maximize productivity. Get the most out of day planner templates by using them in conjunction with a wide array of tracking templates.
Customize a monthly goal tracking template to set milestones and keep track of your progress. An assignment tracker template helps you to monitor and meet important deadlines. Clearly defining your goals and tracking your long-term success are made easy with a goal tracker template. Use Excel spreadsheet templates for tracking to conveniently record and tally your business expenses. Microsoft even provides free planner templates and tracking templates for many of your favorite hobbies or to help streamline activities like vacation prep and meal plans.
Plan like a pro with Office planner templates. Planners and trackers. The next time a new project comes up, you, as a manager, will not need to create teams from scratch. You just select the required template, and the fully provisioned team will appear in a matter of seconds. What will be copied? Standard and private channels, tabs with apps, files and folders, settings, and members. And look at this! The tab with the Planner is also here. So, in just a few steps, you can scale it across your entire organization.
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Talk to our team. Read Related Blog Posts. December 28, December 20, When to Create a Team vs. Channel in Microsoft Teams Read More ». 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.
Word PDF. 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. 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. 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. 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. Before you embark on a project, you should perform a risk assessment. 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. 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. 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. 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. 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. 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. 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.
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