Using templates for task management and tracking
- Things 3 2 2 – Elegant Personal Task Management Template Excel
- Things 3 2 2 – Elegant Personal Task Management Template Word
- Things 3 2 2 – Elegant Personal Task Management Template
- Things 3 2 2 – Elegant Personal Task Management Templates
Project managers and team leaders working on small to mid-size projects can use pre-built templates to manage their team's tasks manage their team's tasks more easily. Task management templates provide a starting point that can be used again and again, saving you from having to reinvent the wheel every time you need to create a plan, track task progress, or report status to clients and execs.
- Ensure adequate shift coverage with an employee schedule template, and use a schedule maker to track holidays, personal days, sick days, or other time off. Maintain your home and all its elements, including plumbing, electrical, appliances, and interior and exterior amenities with a household management scheduling template.
- For example, a 2-2-3 shift for one work crew could also be operating 2-day shifts, then 2 days off duty and so 3-day shifts consecutively. Succeeding week, the crew would stay operating the day shift within the same manner and so the subsequent week modification to identical sequence, however, work the night shift for twelve hours daily.
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Task Management. Your projects, business processes, schedules, daily routine and any other kinds of work are made of tasks, so task management is fundamental to the success of your business. Task management software should help you manage tasks throughout their life-cycle. CentriQS offers a variety of tools for planning, tracking and reporting.
On this page, we have collected a series of free task tracker templates for Excel and PowerPoint to help professionals get started faster. Browse through all of them or use the links below to jump straight to the template category that suits your needs best.
- A)Free task management templates for Excel
- B)Free task management templates for PowerPoint
Free task management templates for Excel
With its handy grid format, formulas, and data filters, Excel is commonly used for making schedules, analyzing data, and tracking task status. Although not ideal for advanced project management, task management spreadsheets provide a good framework for planning and monitoring small projects. They're compatible with other applications outside the Microsoft Office suite, which makes them easy to share and synchronize across task manager apps .
Below you can find a few Excel task tracker templates, from simple list-type spreadsheets to more complex visual tracking frameworks.
Project Management Task List Template
With so many variables in a project, a simple task list such as the one below can help professionals organize their work, prioritize it, and see at a glance when each individual task is due. The free project management task list template allows users to assign a status to each task, sort assignments into multiple categories, and see exactly who's responsible for what. It also calculates the tasks' planned and actual durations automatically, enabling teams to easily make comparisons and see if work is progressing as scheduled.
Excel Task Tracker Template
This Excel task tracker template was designed for project or task managers who wish to apply Scrum principles when planning and monitoring their team's tasks. The free task tracker spreadsheet splits tasks into short sprints for easier management and allows users to define priorities, see task status at a glance, and track assignments as they are completed. It also includes a simple Gantt chart that auto-updates whenever the data in the task list changes.
Task Management Spreadsheet Template
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.
Free task management templates for PowerPoint
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. Everweb 2 8 8. Below you can find a few such templates to get you started.
Free Task Planner Template
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.
PowerPoint Task Tracker Template
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. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.
Agile Task Management Template
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. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.
Accounting for all progress of a project or a task or for all activities accomplished and done within the day, a daily report is prepared by employees for submission to their supervisors. Usually daily report template contains space for details on how they spent their work day including their achievements and the challenges they encountered. Sometimes it also outlines the plans they have for the following day.
- Best Practices: How to Write a Daily ReportPart 1
- Daily Report Template DownloadPart 2
- How to Make Status Reporting 10x EasierPart 3
- Additional SourcesPart 4
Daily report enables the team manager to have an overview how the team's project is progressing in terms of each team member's individual tasks without having to talk to each one on a daily basis. Daily reports are much more cost-efficient than to have a daily conversation which may not be consistent. It's also an effective way of finding which tasks are completed by their staff so they can distribute tasks discerningly.
Daily status reports look into the day-to-day development of a project and to monitor whether is it complete according to plan or there is a delay for some reason. It is a useful tool to monitor if something implements smoothly or if there are certain factors which might affect performance.
Lastly, daily reports may also serve as a basis for the employee's performance evaluation at the end of each term. Using these reports, managers may be able to see how the employee manages his tasks and his time, his decision-making skills, and his leadership abilities. Aside from that, it may also serve as a reference for the employee's training and development interventions.
Part 1
Things 3 2 2 – Elegant Personal Task Management Template Excel
Best Practices: How to Write a Daily Report
Project managers find daily reports useful in monitoring the individual efforts of staff and watch group dynamics. Since this report generates daily, only information related to project metrics which are day-to-day need to report.
These metrics include:
- Task details
- Resources used
- Time spent on the tasks
- Manpower applied to the tasks
It also focuses on three main points which are the following:
1) Achievements or Accomplishments
The daily project status report must be able to present any positive milestones the team reached for that particular day. It is important to include any progress which has been made for the project since this report's main purpose is to provide updates on the project's development. In addition, not only does it complete the picture of how the team was doing in terms of the project, it can also serve as a source of motivation for the team members.
2) Plans for the Following Day
As a monitoring tool, a daily project status report must also be able to point out which tasks are scheduled to be executed by the team for the following day so that the project manager will be able to prepare resources needed or to check whether the available manpower is enough to cover all tasks. It is also essential in determining if the project is still on track or if it is lagging behind its schedule.
3) Issues or Challenges
Part of daily project monitoring is keeping track of all issues and problems that the team had in executing tasks and in implementing the project. It is important that these things are reported, along with the ways it was resolved, so other team members will have an idea on what to do, in case they encounter the said problem. It is also useful in determining the course of action the team should take in order to avoid such problems in the future.
It might also be helpful to include what the employee learned during the day. It could be a practical learning—an easier way to do something, a new process that could speed up things, or any innovation to help improve the team or the organization. The learning could also be a conceptual one—a realization, an attitude change, or even a shift in the mindset.
Daily project status reports are also useful for the team and the individual team members, as it allows them to see the daily progress they are making in terms of the project.
It helps them become self-motivated as they are able to see for themselves their areas for improvement. It also helps them become aware of their learnings as they work on the project and be able to share it with other team members.
Check this in-depth Guide to Daily and Weekly Reports to learn best practices how successful teams implement these reports to increase employee satisfaction, productivity, and transparency.
Part 2
Daily Report Template: Free Download Section
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Things 3 2 2 – Elegant Personal Task Management Template Word
Templates on ProsperForms:
Things 3 2 2 – Elegant Personal Task Management Template Word
Templates on ProsperForms:
Part 3
How to Make Status Reporting 10x Easier
How to configure status reports on ProsperForms:
Step 1:
- Create a 'Project Status Report' applet — customize our preset forms or easily create a new form in minutes.
- Setup reminders if you want your team members to receive automatic reminders when their reports are due.
- Configure who will submit reports by choosing the 'Participants' tab.
Step 2: Users will click the 'Open Submission Form' button to fill in and submit the report.
Data such as the report type, date and name will be added automatically.
As soon as a new status report is added, participants with 'View' rights can view it in real time.
Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don't print them.)
Click 'Generate Report'.
Done!
Things 3 2 2 – Elegant Personal Task Management Template
Benefits:
- Make project reporting easier with auto-fill:
Fields such as date, name, report type, and formatting are inserted automatically by software. - Consolidate reports automatically:
Reports created by your team members can be consolidated easily. - Save time with auto-layout:
No need to spend hours in Word or Excel perfecting the report's layout because it exports your updates into a beautifully crafted file with a couple of clicks. - Peace of mind with auto-reminders:
No one forgets to fill in their status reports because ProsperForms automatically sends timely reminders according to the schedule you chose. - Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
- Quick sharing:
Status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in real time);
– optionally shared online as team-wide status reports, i.e., all team members share their progress with each other to spend less time on meetings.
Sign up now.
Things 3 2 2 – Elegant Personal Task Management Templates
Part 4