Task & Project Tracker

Description

Keep work moving. Set up projects, break them into tasks with owners and due dates, and see what is overdue, who is overloaded and how each project is progressing. This project tracker Excel template also works in Google Sheets.

What it does

• Projects with owner, dates, budget hours and progress
• Tasks with owner, priority, due date, status and hours
• Overdue and due-this-week tasks flagged
• Estimated vs actual hours by project
• Dashboard with tasks by status, owner workload and project progress

How it works

1. Directory: add your team; task owners come from this list.
2. Projects: add your projects with owner, dates and budget hours.
3. Tasks: add tasks to each project and update status as work moves.

What’s inside

Start Here guide, Dashboard (24 headline numbers and 12 charts), Directory, Projects, Tasks, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Step-by-step guide

New to this? Read our guide: How to Track Projects and Tasks in Excel.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.