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15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

ProjectManager

Still using spreadsheets to manage your projects? Revolutionize your project management with ProjectManager. Plan projects, manage resources and track progress with powerful features the whole team can use.

Excel spreadsheet templates are a great tool to track the costs, time and performance of your team. We’ve collected ProjectManager’s 15 best Excel spreadsheet templates for tracking that you can download and use for free.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

Project Dashboard Template for tracking

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.

ProjectManager's real-time project management dashboard

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracker Template

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

free task tracking template

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Project budget spreadsheet for tracking

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

Timeline template for tracking

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

Online project timeline for tracking projects

5. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

Action plan spreadsheet for task and project tracking

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

6. Status Report Template

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

Status report template for tracking in Excel

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

7. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

Risk tracking spreadsheet for Excel

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

8. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

Change log template for tracking changes

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

9. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.

Timesheet template for time tracking

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

10. Multiple Project Tracking Template

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

ProjectManager's multiple project tracking template for Excel

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

11. Issue Tracking Template

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.

ProjectManager's free issue tracking template for Excel

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

12. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

Free to-do list template in ProjectManager

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

13. Inventory Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.

Inventory tracking template for Excel by ProjectManager

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

14. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

ProjectManager's progress report template for Excel

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

15. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

ProjectManager's free monthly work schedule template for Excel

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

ProjectManager's timesheet view

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

A screenshot of a gantt chart in ProjectManager

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

ProjectManager's status report filter window

ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.

Click here to browse ProjectManager's free templates

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Excel Dashboards

Excel Tutorial: How To Make An Assignment Tracker In Excel

Introduction.

Are you struggling to keep track of your assignments? In this Excel tutorial, we will guide you through the process of creating an assignment tracker in Excel. Whether you're a student or a professional, keeping track of your tasks and deadlines is crucial for staying organized and on top of your workload. Using Excel for tracking assignments offers a dynamic and customizable solution for managing your to-do list effectively.

Key Takeaways

  • Creating an assignment tracker in Excel is a valuable tool for staying organized and on top of your workload.
  • Understanding the basics of Excel, such as layout and functions, is crucial for effectively using the software for tracking assignments.
  • Setting up the spreadsheet with properly named and formatted columns is essential for efficient assignment tracking.
  • Utilizing Excel's sorting, filtering, formulas, and functions can greatly streamline the process of organizing and analyzing assignment data.
  • Visual representations, such as charts and graphs, are effective for visually tracking and analyzing assignment data.

Understanding the basics of Excel

Microsoft Excel is a powerful tool for organizing, analyzing, and presenting data. In this chapter, we will discuss the layout and basic functions of Excel, as well as how to navigate through the software and use basic commands.

Excel is organized into a grid of cells, with each cell identified by a unique address composed of the column letter and row number (e.g., A1, B2, C3, etc.). The main components of the Excel interface include the Ribbon, which contains all the commands and tools necessary for working with your data; the Formula Bar, where you can enter and edit formulas and data; and the Worksheet Area, where you can input, manipulate, and visualize your data.

To navigate through Excel, you can use the mouse to click on different cells, columns, and rows. You can also use the arrow keys on your keyboard to move around. Basic commands include formatting cells, entering data, creating formulas, and using functions. You can also customize your spreadsheet using features such as conditional formatting, sorting, and filtering.

Setting up the spreadsheet

When it comes to tracking assignments, Excel is a great tool to efficiently organize and manage your tasks. Here's how you can set up a simple yet effective assignment tracker in Excel.

A. Create a new spreadsheet in Excel

Before you can start tracking your assignments, you'll need to create a new spreadsheet in Excel. Open Excel and select "Blank workbook" to start with a clean slate.

B. Name and format the columns for the assignment tracker

Once you have your new spreadsheet ready, it's time to set up the columns for your assignment tracker. Here's how you can name and format the columns:

  • Assignment Name: Create a column for the names of the assignments you need to track. This will be the main identifier for each task.
  • Due Date: Next, create a column for the due dates of each assignment. This will help you prioritize tasks based on their deadlines.
  • Status: Create a column to track the status of each assignment, such as "Not Started," "In Progress," or "Completed." This will give you a quick overview of where each task stands.
  • Priority: Add a column for the priority level of each assignment, such as "High," "Medium," or "Low." This will help you focus on the most important tasks first.
  • Notes: Lastly, create a column for any additional notes or details related to each assignment. This can include instructions, resources, or any other relevant information.

By naming and formatting the columns in this way, you'll have a clear and organized structure for tracking your assignments in Excel.

Data entry and organization

When creating an assignment tracker in Excel, it is essential to input the necessary data for each assignment and utilize Excel's sorting and filtering functions to organize the data effectively.

  • Start by creating a table in Excel with columns for assignment name, due date, status, priority, and any other relevant information.
  • Enter the data for each assignment into the respective columns, ensuring accuracy and consistency.
  • Consider adding additional columns for tracking progress, notes, or any other details that may be helpful for managing assignments.
  • Once the data is entered, utilize Excel's sorting function to arrange the assignments based on due date, priority, or any other relevant criteria.
  • Use filtering to display specific subsets of assignments, such as those with a particular status or priority level, to focus on specific tasks.
  • Explore the use of conditional formatting to visually highlight important information, such as approaching due dates or overdue assignments.

Using formulas and functions

When creating an assignment tracker in Excel, it is essential to understand how to use formulas and functions to calculate and analyze the data effectively. By utilizing these tools, you can automate the process of tracking progress and gaining valuable insights into your assignments. In this chapter, we will explore the basic formulas and functions that are vital for building an efficient assignment tracker.

Introduce basic formulas for calculating assignment progress

  • SUM: The SUM function is fundamental for adding up the scores or completion status of each assignment. It allows you to quickly calculate the total progress made on all assignments.
  • COUNT: The COUNT function is useful for counting the number of completed assignments or the total number of assignments in the tracker. This can give you a clear idea of the workload and completion rate.
  • IF: The IF function is a powerful tool for setting conditions based on the progress of assignments. You can use it to categorize assignments as "completed" or "incomplete" based on specific criteria.

Utilize functions such as SUM, COUNT, and IF for tracking and analyzing data

  • SUM: To track the overall progress of assignments, you can use the SUM function to add up the scores or completion status of each assignment. This will give you a comprehensive view of the total progress made.
  • COUNT: By utilizing the COUNT function, you can analyze the number of completed assignments and the total number of assignments in the tracker. This can help you assess completion rates and workload effectively.
  • IF: The IF function can be used to set conditions for tracking and analyzing data. For example, you can use it to categorize assignments as "completed" or "incomplete" based on certain criteria, allowing for easy analysis and decision-making.

Creating visual representations

When it comes to tracking assignments in Excel, making use of visual representations can greatly enhance the effectiveness of your tracker. Visual representations such as charts and graphs can provide a quick and easy way to understand and analyze the data.

Excel offers a wide range of chart and graph features that allow users to create visually appealing representations of their assignment data. Whether it's a simple bar chart or a more complex pie chart, Excel provides the tools to effectively visualize the progress and status of assignments.

Visualizing data is important for tracking assignments as it allows for quick and easy interpretation of the information. Instead of sifting through rows and columns of raw data, charts and graphs provide a clear and concise overview of the assignment status, deadlines, and progress. This visual representation can help users identify patterns, trends, and potential issues more efficiently.

In conclusion, creating an assignment tracker in Excel is a practical and efficient way to stay organized and on top of your workload. By following the key points we've discussed, including setting up a table, using formulas for automatic calculations, and utilizing conditional formatting for visual cues, you can easily keep track of all your assignments in one place.

Using Excel for organizing and tracking assignments offers numerous benefits, such as the ability to customize columns and rows to fit your specific needs, easily update and rearrange data, and generate insightful charts and graphs for progress analysis. Its user-friendly interface and powerful features make it an indispensable tool for students, professionals, and anyone looking to stay on top of their tasks.

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How to Create a Task Tracker in Excel: Free Template

Excel to-do list template example

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

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

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

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

How to create a task tracker in Excel

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

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

1. Download our free Excel task tracker template

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

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

Download your free Excel task tracker template

2. Add to-do list items and tasks

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

3. Indicate the status of each task

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

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

work assignment tracker excel

4. Set task due dates

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

work assignment tracker excel

5. Assign task owners

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

work assignment tracker excel

6. Include task budgets and costs

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

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

work assignment tracker excel

Tracking daily and monthly tasks in Excel

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

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

work assignment tracker excel

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

Adding titles

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

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

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

work assignment tracker excel

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

Changing colors

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

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

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

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

work assignment tracker excel

Adding rows/columns

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

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

work assignment tracker excel

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

work assignment tracker excel

Removing rows/columns

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

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

work assignment tracker excel

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

work assignment tracker excel

Adding a company logo

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

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

work assignment tracker excel

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

Printing the to-do list template

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

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

work assignment tracker excel

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

work assignment tracker excel

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

work assignment tracker excel

Additional resources

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

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

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

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

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

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

Setting up your task list project

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

work assignment tracker excel

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

work assignment tracker excel

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

work assignment tracker excel

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

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

work assignment tracker excel

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

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

work assignment tracker excel

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

Adding and editing task lists

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

work assignment tracker excel

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

work assignment tracker excel

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

work assignment tracker excel

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

work assignment tracker excel

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

work assignment tracker excel

Assigning team members

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

work assignment tracker excel

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

work assignment tracker excel

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

Creating dependencies

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

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

work assignment tracker excel

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

work assignment tracker excel

Changing task colors

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

work assignment tracker excel

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

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

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

Try TeamGantt for Free

work assignment tracker excel

10 Powerful Excel Project Management Templates for Tracking Anything

Want Microsoft Excel to manage your projects? Use these free Microsoft Excel spreadsheet templates for tracking any project!

Project management templates are an essential tool for replicating successful projects. With Microsoft Excel's free templates, you can turn your simple spreadsheets into powerful project management tools.

In this article, you'll find some of the most useful and free Microsoft Excel project management and project tracking templates you'll want to use for your next project.

Microsoft Excel Project Timeline Templates

Let's take a look at the best Microsoft Excel project management templates.

We cover both native and third-party templates here. To find the pre-installed Excel spreadsheet templates, open Excel and search for the respective keyword from the New document screen.

If you're already in Excel, go to File > New to bring up the template search. Check the Managing Microsoft Excel Templates section below for more details.

Excel comes with several timelines and Gantt chart templates provided by Microsoft, but it also integrates templates from Vertex42, one of the most popular third-party resources for spreadsheets.

1. Work Plan Timeline

Blank Work Plan Template in Microsoft Excel.

The Work Plan Timeline template is suitable for a basic project with multiple phases. When you enter your data into the worksheet, the roadmap will update automatically. This template comes pre-installed in Microsoft Excel 2016 and up.

2. Date Tracking Gantt Chart

Blank Date Tracking Gantt Chart template in Microsoft Excel

Gantt charts are a staple in every project manager's toolset. They help you visualize the flow of your tasks and track progress.

With this template, you can create a comprehensive Gantt chart with minimal effort. Just enter each task, complete with a description, who it's assigned to, a percentage to indicate progress, a start date, and allocated days until completion. This template is a Microsoft Excel default.

3. Milestone and Task Project Timeline

Milestone and Task Project Timeline template in Microsoft Excel

If you want to integrate milestones into a basic timeline, this template provided by Vertex42 is ideal. It combines the best elements of a Gantt chart, i.e. the visualization of the task flow, with milestones hovering above the timeline.

Just fill in the respective tables to populate the visual. You can find this template by searching in Excel.

Excel Project Plan Templates

A project plan is a document that may require Excel charts, but is otherwise composed in Microsoft Word. For basic projects, however, you may get away with only a Microsoft Excel document.

4. Simple Gantt Chart

Simple Gantt Chart template in Microsoft Excel

When you search Excel's template repository for project plan templates, you'll mainly find different Gantt chart variations, including this Simple Gantt Chart from Vertex42. What sets it apart from the Gantt chart above is the inclusion of project phases. This template is included in Microsoft Excel.

5. Event Planner Template

Event planner template in Microsoft Excel

A project plan really isn't something you typically put together in Excel. However, if you are planning a small project, like a party, you just need a one-page template that lists the essential tasks and lets you define a schedule and a budget. This template from Office Templates Online is a great start.

Excel Project Tracker Template

A search for a tracker will bring up a wild mix of personal and business-related Excel spreadsheet templates for tracking. However, you can narrow down your search by selecting categories that relate to the project management task you're dealing with.

6. Activity-Based Cost Tracker

An Excel template to track indirect and direct product costs.

This tracking template can help you get an overview of direct, indirect, and general and administrative product costs.

7. Project Tracking Template

An Excel template to track multiple clients, projects, or deliverables.

This Vertex42 template is essential if you are handling multiple different clients, projects, and/or deliverables. It combines project details, expenses, task statuses, and due dates.

Business Plan Templates

Microsoft Excel 2016 had its own category for business plans. You could search for the keyword business and select the Business Plans category on the right.

In Excel 2019 and onwards, you can perform either query, but the latter misses some templates, while the former might be overwhelming. We recommend looking into the following.

Business Plan Checklist

Microsoft Excel 365 Business Planning Checklist With SWOT Analysis

Creating a business plan can be a complex project in and of itself. This checklist will help you cover all your bases by guiding you through the process using a SWOT (strengths, weaknesses, opportunities, threats) analysis.

Note that you'll find two similar templates in Excel, but they're both identical SWOT analysis checklists, differing only in their formatting.

Startup Expenses

MIcrosoft Excel 365 Startup Expenses Template

This template is a great starting point for a budding business owner who needs some help with projecting the costs of their endeavor. The template will guide you through the most common assets and services your new business might require.

Once you've filled in all the potential expenses, you'll have a much better idea of how much funding you'll need to raise to get your business up and running. For more business plan templates , take a look at our dedicated article.

Search for Online Templates

Couldn't find the exact project management template you need in Excel? Turn to a third-party online resource for a wide selection of Excel spreadsheet templates. We recommend the following sites.

Vertex42 Critical Path template for project management

This website has a few great project management templates for Microsoft Office 2003 and up. The site notes that its templates are mostly related to project scheduling. Anything more complicated might require Microsoft Project or other project management software.

On the page dedicated to project management , you'll find a list of useful material, including, but not limited to, the following:

  • Project Budgeting
  • Critical Path Method

Each page contains a quick rundown of what the template does, one or more templates, and further tips and tricks for the respective project management tool. It's a great resource for budding project managers.

Project Cost Tracking Worksheet Excel template

TidyForm has a respectable selection of Microsoft Excel project management templates. The most popular categories are listed on the homepage. If you can't immediately spot what you need, switch to the Business section or try the search feature.

When you scroll to the bottom of a section, you'll see a list of popular categories and related categories. This can be helpful when trying to find just the right template. We recommend the following pages:

  • Project Budget
  • Project Proposal
  • Work Breakdown Structure

Still looking for the perfect template? You might have to create custom Excel templates to get exactly what you want.

Managing Microsoft Excel Templates

First, let's see what templates you already have installed in Microsoft Excel. For the purpose of this demonstration, we've used Excel 2019, but the procedure is similar in Microsoft Office 2013 and Office 2016.

Default Templates

When you start up Microsoft Excel, the first window you see will contain a search field for online templates. When you're starting from an existing workbook, go to File > New to arrive at the same view.

Search and select an Excel template

Microsoft Excel comes with a selection of pre-installed templates. They are listed underneath the search field. You can pin your favorite ones by clicking the respective symbol in the bottom right of the listing.

Pin an Excel template for later use

Search Online for More Project Templates (Excel 2016)

Searching for the type of template you need is the fastest way to locate it. For example, if you search for the term "project," you may also see template categories listed next to the templates that match your search. The category feature no longer appears in Excel 2019.

Template search with category list in Excel 2016.

Narrow Down Your Search (Excel 2016)

A neat feature is that you can narrow down your search by selecting multiple categories. This helps you exclude templates that may match your keyword, but not your desired category. On the downside, you may find that the perfect template is not available in Microsoft Excel.

Template search trick in Excel 2016.

Preview & Create Your Template

When you click a template, you'll see a preview with a brief description of what the template provides. You can also pin the template from its preview; the symbol sits in the top right.

Preview of an Excel template

To download and use a template, click the Create button, which will open a new Microsoft Excel workbook with the template pre-filled.

Template Ready, Set, Go

Now that you have all the project management templates you could ever need, maybe you're interested in additional tools, tips, and tricks. For example, you could build a custom interactive Excel dashboard to manage data within your projects. The possibilities are endless.

Get started

  • Project management
  • CRM and Sales
  • Work management
  • Product development life cycle
  • Comparisons
  • Construction management
  • monday.com updates

Keep track of your work with an Excel checklist template

work assignment tracker excel

We’ve all had those days when our to- do list seems endless and that was before we had an Excel checklist template. In the old days, we had whiteboards and sticky notes as our aids; we’ve since moved on to smarter methods to create a prioritized to-do list.

One of the earliest and most basic options for creating a to-do list was Microsoft Excel. In this article, we’ll walk you through how to make a list in excel, and introduce you to a flexible alternative— monday.com Work OS.

We’ll also look at an alternative option — monday.com Work OS — to see if we’re any better or faster.

Don’t miss more quality content!

What is the function of an excel checklist template.

When you find yourself juggling multiple items in your head, it’s incredibly difficult to assign priority to the tasks. A to-do list’s purpose is to make sense of this information.

Download Excel template

The simple—and outdated—solution is to put pen to paper and then decide the order you should tackle each task. You check each off as you go, and then the note usually gets tossed in the bin.

There are some clear downfalls here:

1) If you assign the wrong priority to an item, all of these changes will result in some pretty messy paper and leaves literal room for notes, changes, and more.

2) Once you’ve crumpled the to-do list, you have no record of progress made against the list.

3) It’s very difficult to share this list with others in a professional setting.

The world is your to-do list oyster— there is a wide array of apps and software out there who’s aim is to help you organize your to-do list in a way that works for you.

Microsoft Excel is just one of them and it’s sometimes favored because:

  • It’s a familiar software, so almost anybody who has used Microsoft Office will be able to create a to-do list easily
  • Anyone can access an Excel list template and use features like conditional formatting that combine with reporting tools such as charts and matrices. Pivot tables can be used to customize data if required.

Let’s get building.

How to create a simple to-do list in Excel

This whole process revolves around using Excel’s Filter feature to create an editable, trackable list that you can format according to your preference.

Step 1: open Excel and add column headers

Open a new Excel spreadsheet and enter new column headers.

I’ve added the following:

You could add additional columns as needed such as budget, owner, tools, etc.

A new Excel spreadsheet showing column headers task name, status, deadline, owner

Step 2: fill in task details.

Add your tasks in the column, the status of each, and a deadline.

In the table below you’ll find:

  • Monthly report — ongoing
  • Confirm venue reservation — pending
  • Send thank you note to event attendee — done
  • Financial report — done

Note that you must fill out the tasks and status columns so that the filter can be applied. The other fields can be filled out at a later stage.

a list of task against their status and deadlines

Step 3: apply a filter to your list.

To add a filter to your list, simply click on one of the headers and select Filter under the Sort & Filter icon on the top right corner of your Taskbar.

Once you save the file, Excel will remember this and the filter will be there the next time you open the file.

An excel task list sheet showing the Sort & Filter icon selected

Step 4: sort your tasks using the filter.

You’ll now be able to see tiny arrows on the headers of your column.

Click on the arrow to sort your tasks by status. You can select or deselect options to see lists of…

  • Your pending tasks
  • Your ongoing tasks
  • Completed tasks
  • Any combination of these

Excel sheet showing how filter are applied to the task list

Step 5: done!

We’ve created a simple Excel to-do list that can help you keep track of all your tasks.

You can edit fields, add as many columns as you want, or add custom colors and fonts to make it reflect your needs.

excel sheet task list with highlighted status column

We recommend something different, however.

If you just want a basic, free (if you already have Microsoft Office) way to organize and manage your day-to-day life, Excel is fine.

The advent of project management software has enabled us to get creative, whether you want to build a simple daily or monthly to-do list, or if you prefer sortable, drop-down lists.

Despite being more complicated than it should be, it does the job. And it’s free — if you have Microsoft Office.

When you’re working on even slightly more complicated tasks or projects, you’ll find that you need additional features to manage your master list.

You’ll need the ability to, at the very least, share tasks with other people. You’ll need to add due dates, visualize your progress, upload project information and share files easily and communicate with your team.

For all of these and more, you’ll need a versatile task management software that can help you juggle multiple to-do lists with ease and convenience.

monday.com Work OS is a visual workflow platform that helps teams manage and track any kind of work in a single place.

monday.com weekly to do list template

Here’s how you can create a  to-do list on monday.com .

Step 1: Create a board

A board is a central location to organize your work, in this case, your to-do list.

Step 2: Choose one of our pre-loaded templates

For a to-do list, we have the “weekly to-do list” template, as well as hundreds of other customizable options  to choose from.

Step 3: Create your groups

Each board consists of groups that can indicate different phases of a project, whether it’s weekly iterations or interview processes.

Projects overview dashboard in monday.com displaying groups

Step 4:  Add your columns.

This can include options such as task, owner, deadline, status update, dates, rating, or tags.

Step 5: Add your list of tasks on your board.

Simply assign tasks, update information and collaborate with team members — all within the same space.

It only takes a few clicks to get started with the easy and intuitive system. Once you visualize your workload with monday.com’s stellar features, we promise you won’t go back.

Here are just a few advantages of using the monday.com Work OS to-do list functionality:

  • The drag and drop functionality makes it super easy to organize your daily tasks
  • Communicate and collaborate better  with your team by adding comments, sharing updates, and uploading documents in real-time
  • Visually track your progress and manage your team with a bird’s eye view
  • Automatically notify the next person responsible when a stage of a project is completed.
  • Make your workflow seamless with dozens of  integrations  with commonly-used apps and tools.

Check out our  weekly to-do list template  to get started.

How to import from Excel to monday.com Work OS

If you’ve decided to make the switch to monday.com, you’ve made a great choice!

It easy to get started and transfer your Excel data to monday.com Work OS:

Click your profile picture on monday.com Work OS and select Import data, then Excel:

monday.com dashboard showing how you can Import data

Drag and drop your file into the screen (or browse and select it from your computer). You’ll see a dialog box notifying you that it’s done.

Dialog box Message displaying successful data uploaded to monday.com

Select the row in your spreadsheet that will serve as the headings for your new board. Click Next.

Highlighted first row selected in the monday.com dashboard

Select the column in your file which will be the first column on your new board. Click Next.

the first column selected in a spreadsheet in the monday.com dashboard.

If you need to, you can change the Column type by clicking the drop-down menu on each column.

Initially, you can import columns as status, number, date, email, or text column. You can update this only after you import your data.

Click Create Board .

dashboard showing options to customize monday.com columns

You should now see your Excel data imported to the Work OS.

You’ve got some thinking to do

You can see that Excel can be a basic tool for task management that doesn’t require much complexity or collaboration.

In contrast, monday.com can really make a difference when you want a more dynamic and intuitive experience across teams and priorities.

So go on, give the Work OS a go, you’ll not only have an Excel checklist template, but much, much more.

Send this article to someone who’d like it.

Free Office Templates

Free Assignment Schedule Tracker for Excel

Whether you are a student in high school, college or post-graduate studies, assignments are inevitable. If you need a way to keep track of your assignments in all your subjects and classes, then you will find this Free Assignment Schedule Tracker for Excel very useful.

Ensure You Submit Assignments on Time Using this Template

Submit Your Assignments on Time

The Free Assignment Schedule Tracker for Excel is a template that you can download for free from the Office portal. It is professionally designed and looks sleek yet still highly functional. This is just one of the many spreadsheet templates that you can use for school purposes, especially for ensuring that you are on top of your class and activities.

This free assignment schedule tracker is a simple, no-frills assignment tracker you can use for Mac and Windows. You can record, track and segregate your assignments according to categories such as instructor, course, assignment, and many more.

Assignment Detail Gives a More Elaborate View of the Tasks

Track Your Assignment Submission Status

This free Office template contains a table that already contains headings for your assignments. It allows you to write down your assignments for your instructor, course, assignment name, and when you started the assignment, as well as when it is due. The dates allow you to track your progress and ensure that you pass your assignments on time. This also lets you know if you are progressing slowly or none at all in any course.

A unique feature for this assignment template is that it allows you to highlight the assignments due within a certain period of time. This way, you can set your priorities and focus on more pressing tasks, especially those which are due soon.

Easily Track Progress Using the Completion Bar

This template can also be used outside the classroom setting. It can also be used in project management, where majority of the tasks are time-bound and need to be finished within a set deadline. Instead of assignments, project tasks and schedules will be written and project managers can use this to see the persons involved in each task, and when they are due.

Go to  Download Free Assignment Schedule Tracker for Excel

Topics College Excel 2013 Excel Templates Free Templates Microsoft Excel Microsoft Office Schedule Template School Templates

Category Microsoft Excel

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Time is on your side when you keep track of your schedule with customizable, easy-to-use Excel schedule templates. Scheduling everything from workday tasks to personal projects in Excel is easy to set up and esign to your liking with an intuituve template.

work assignment tracker excel

Follow a schedule to stay on top of your life

Design custom schedule templates to help you plan out your year and manage projects for your business. Use Excel to set schedules by the month, day, and even down to the hour. Leave fields for you to add in details of what task you want to complete during the time. Save your schedule template so that you can schedule it with your business partners and employees. Use it in a collaborative effort so that they can add to your schedule when you have availability. Rearrange your schedule during busy seasons, like for annual sales or holiday sales. Create a schedule for your different social media profiles so that your business knows when to post and what to post. Add your brand's logo to the top of the schedule so that all your internal documentation stays consistent. Follow the schedule so that you're using your time wisely and effectively.

Shift Schedule Template

Download our free employee shift schedule spreadsheet to help organize work assignments. This template was designed for small businesses and is particularly useful for fast food restaurants, small stores, or departments where employees change stations throughout a work day. Also check out our work schedule template and free calendars .

Note: Our Annual Calendar also works pretty well as a shift schedule, especially if you want to create a schedule for many months in advance. We recently created a new version of the annual calendar that works as an automatic work Rotation Schedule .

Other Versions

License : Company Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer

Description

This template was designed to be easy to customize. Every business does thing a little different. Below are some of the things you can do with this shift schedule template:

  • Organize work assignments for an entire week.
  • Shade and merge cells to identify shifts, or use task codes to plan a rotating schedule for each work day.
  • Add any number of rows depending on the number of employees.
  • Add columns to create a 24-hour schedule.
  • Customize the key with your own list of tasks.

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7 Free Resource Planning Templates For Project Teams

Jitesh Patil

Are you looking for free resource planning templates? Get access to the below templates the Google Sheets/Excel templates that make resource planning and management relatively easy.

  • Team Availability Tracker
  • Resource Allocation Template
  • Project Resource Planning Template
  • Resource Capacity Planning Template
  • Timesheet Template
  • Staff Resource Planning Template
  • Human Resource Capacity Planning Template

If like most small teams, you use spreadsheets to manage project resources, these ready-made templates are a huge time-saver. Instead of starting from scratch, you can get quickly off the blocks using templates.

Let’s dive in.

What is resource planning?

Resource planning is the process that ensures that the right resources are available to the project when needed. Within resource planning, project managers:

  • Track resource availability.
  • Plan and track project resource allocation.
  • Assign resources to project tasks.
  • Manage resource capacity and workloads.
  • Track time spent by resources on tasks.

Without a resource plan in place, projects get delayed, or worse, fail. Besides, upfront resource planning also helps avoid conflicts with other teams .

However, resource planning is not a one-time activity. Project managers need to adjust resource plans to account for:

  • Changes in project scope
  • Changes in resource availability or capacity
  • Delays in tasks and milestones

Resource planning templates help you record, update and visualize resource availability, allocation, and capacity data. 

Resource planning and management templates

So far, you’ve learned about resource planning templates and how they can help. You also know about the disadvantages of using these templates.

Next, let’s take a look at the templates you’ll need to manage your project team.

How to download and use these templates?

How to make a copy of the template

All the templates below are view-only templates.

Make a copy of a template by clicking File → Make a copy… from the Google Sheets menu.

To download the template for Excel, click File → Download → Microsoft Excel (.xlsx) .

Each template comes with three sheets (Instructions, Example, and Template) to help you get started.

1. Team Availability Tracker

Team members are unavailable because of public holidays or planned vacations. Finding available team members to work on a project is a critical step in resource allocation. 

The Team Availability Tracker Template helps you track your team’s off time and visualize your team’s availability to work on a project. That way, you can schedule work when they are available.

Team Availability Tracker

How to use the Team Availability Tracker template?

  • Click here to make to copy or download the template as an Excel file.
  • Enter the month (MONTH) for which you want to track your team’s availability. This automatically populates the calendar for the month below.
  • Add your team members to the EMPLOYEE column.
  • Enter text or emojis to mark a team member’s off time on a specific date.

2. Resource Allocation Template

Once you know the available resources, the next step is to allocate them to a project . Or simply assigning a team member to a project for a specific period. 

The Resource Allocation template helps you track these assignments.

It helps track when a specific resource is available to work on a project . Use this template along with the resource availability tracker to avoid scheduling on dates when the resource is AWOL.

Resource Allocation Template

Tracking work assignments is critical, especially with shared team members. For example, multiple project teams could share a designer in a small web design company. It becomes important to know when this designer is available to take on more work.

How to use the resource allocation template?

  • Enter your team member names in the RESOURCE column.
  • This resource allocation template shows you weekly assignments for your team members.
  • Once a team member is allocated to a project, mark the corresponding week with an ‘ X ‘.
  • Optionally, insert a note from the File → Insert menu to add the name of the project they’re allocated to.

3. Project Resource Planning Template

Once people are assigned to a project, the next step is to track their workload within a project. 

The Project Resource Planning Template helps you assign tasks within a project without creating scheduling conflicts or workload imbalances. It also gives you a clear overview of who within your project is doing what and when.

In addition, it also shows you the number of days available for a resource during a month.

Project resource plan template

You’ll need to account for task dependencies, delays, as well as people’s availability and skills when assigning tasks. 

How to use the project resource planning template?

  • Enter the month ( MONTH) and the project name ( PROJECT NAME) . The calendar below automatically updates for the month.
  • Enter an ‘ X ‘ for a day when a resource is not available.
  • Enter the task name when you want to book a resource for a task.

4. Resource Capacity Planning Template

After you’ve assigned people to tasks, the next step is to track each team member’s workloads.

Whether a client comes with additional work or a new client comes onboard, you want to know who’s available to take on new work. At the same time, you don’t want to overwork your team members.

The Resource Capacity Planning Template helps you track the estimated working hours for all team members .

Resource capacity planning template

Also, you can visualize if any team member has some extra capacity. Or rebalance workloads if any team member is overwhelmed.

How to use the resource capacity planning template?

  • Enter the MONTH for which you want to track your team’s capacity.
  • Add all your team members under the RESOURCE column.
  • The sheet automatically creates the calendar for the month and calculates the available working hours ( AVL. HRS. )
  • Now add the estimated workloads on each day of the month corresponding to a team members.
  • The sheet calculates the booked hours ( BKD. HRS. ) and utilization ( UTIL. ) for each member.

5. Timesheet Template

The timesheet template helps you track and measure the billable hours put in by your team in a project.

Timesheet template

Whether you’re charging based on time and materials or a fixed price, staying in control of your project’s budget is essential. Without this, your agency cannot deliver profitable projects and grow.

How to use the Timesheet Template?

  • Enter the month ( MONTH ) for which you want to track billable amounts.
  • Enter the names of your team members ( RESOURCE ) and their hourly rates ( HRLY. RATE ) in the corresponding columns.
  • Finally, enter the billable hours put in by each team member on a day of the month.
  • The sheet automatically calculates the

6. Staff Resource Planning Template

At times you may want to look at the resource requirements over the next year.

A Staff Resource Planning Template helps you understand if you need to hire any resources based on project commitments for the year.

Staff Resource Planning Template

In addition, it can also help you plan your recruitment based on when you need a specific type of resource.

How to use the Staff Resource Planning Template?

  • Enter all the roles that your agency needs in the RESOURCE TYPE column.
  • Enter the number of days you expect to utilize a resource type during each month.
  • The sheet automatically calculates the TOTAL days you’ll require a resource during the year.

7. Human Resource Capacity Planning Template

The Human Resource Capacity Planning Template helps you see average workload and utilization by employee, department, and job title.

Human Resource Capacity Planning Template

Like the Staff Resource Planning Template, this template helps you manage your employee/freelancer recruitment and onboarding. As a result, you can match your agency’s capacity with the demand and the workload.

How to use the Human Resource Capacity Planning Template?

  • Enter your agency’s EMPLOYEE s along with their DEPARTMENT , JOB TITLE , and monthly CAPACITY .
  • Enter their workload in actual (or estimated) hours for each month.
  • The sheet automatically calculates the average workload ( AVG. WRKLD ) and UTILIZATION for each employee.
  • In addition, the spreadsheet also has two pivot tables that shows you average workload and utilization for each department and job title.

Pros and cons of using resource planning templates

Ready-to-use templates come with the following advantages:

  • Instead of starting from scratch, you can get started quickly
  • Low cost, as you probably already have access to Excel/Google Sheets
  • Little onboarding, as almost everyone knows how to use spreadsheets

Templates also have their fair share of disadvantages which make them unusable in most real-world situations.

  • Spreadsheets generally lack communication and collaboration features essential for team scheduling
  • It’s hard to keep track of who’s made what changes to a spreadsheet’s data
  • Not everyone needs to see everything in the spreadsheet, but you cannot prevent them from seeing it
  • Keeping track of different versions and keeping different spreadsheets in sync is quite a task

Updating templates needs discipline & effort

If you haven’t realized it yet, updating all these templates is a lot of work . 

These templates work together. And, if you miss updating any of these, your resource planning will be error-prone.

Some of these templates may look similar. And it’s tempting to combine these templates into one. 

But, there’s a reason why these templates are separate. Each template serves a different audience and purpose. Combining templates will cause information overload, and inconsistencies and lead to chaos.

So, what are your options?

  • Either, you can choose to keep all the templates up to date with the necessary discipline.
  • Or, you can choose to follow only the relevant steps in the resource planning workflow. That way, you’ll have fewer templates to update.
  • Or, you can use a project and resource planning tool like Toggl Plan.

Toggl Plan: A Better Alternative To Resource Planning Templates

Toggl Plan is a beautifully simple work timeline planning tool. It makes project and resource planning a breeze.

Let’s understand how:

Track Team Member Availability

Toggl Plan Team Availability Tracker

With Toggl Plan, you can create unlimited, color-coded plans. You can create a plan specifically to track your team’s leave plans. 

Besides, Toggl Plan also adds country-specific public holidays to the timeline. 

With these two features, you can easily visualize and find the available team members to take up a project.

Some more notable features include:

Track time off

Toggl Plan helps you plan and manage your team's time off

Knowing when your team is available is crucial for scheduling and delivering projects on time.

The Time off feature is a convenient way to communicate the team’s time away from work. It provides a clear overview of who’s available and who’s not — be they annual leave, public holidays, sick leave or something else. You can also see a conflict warning when work is scheduled for someone who is unavailable.

Allocate Team Members To Projects & Tasks

Toggl Plan Resource Allocation

With Toggl Plan, you can easily add team members to a project plan or a team plan. 

You can assign one or more team members to a task. And, these team members can collaborate on a task using comments and file attachments.

As a result, all the project-related information is available in one place. And, your team doesn’t have to use multiple channels to communicate about the project.

Managing Team Capacity & Workloads

Toggl Plan Capacity & Workload Management

For each task in Toggl Plan, you can include the estimated effort. 

On the team timeline, you can visualize your team workloads. Visualizing workloads helps you understand if team members are overworked or have any capacity to take up more tasks.

Time Tracking & Timesheet Management

Toggl Plan integrates with Toggl Track for time tracking and timesheet management . 

With this integration, you can easily track the actual time on each task. Plus, you can generate timesheets and billing reports. 

In Conclusion

Resource planning templates help you organize, capture, and track resource allocation and usage. 

Spreadsheet templates are easily accessible to everyone. Plus, such templates are readily available for free on the internet.

However, spreadsheets don’t come with communication and collaboration features. Also, you’ll constantly struggle to maintain data integrity and prevent information overload.

Consider using a project and resource planning tool like Toggl Plan to avoid these drawbacks. Try out the team plan with a 14-day free trial. 

Jitesh Patil

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

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Free Daily Schedule Templates

By Kate Eby | May 12, 2016

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Use daily work schedule schedule templates to help get organized and manage your time. Use these templates to plan your day, make a to-do list, or make sure the kid’s homework is getting done. 

Included on this page, you’ll find a daily work schedule template , a blank daily planner template , a daily to-do list template , a daily task list template , and many more.

Daily Work Schedule Template

Daily Work Schedule

Download Daily Work Schedule Template

Excel | PDF |  Smartsheet

This daily work schedule template allows you to plan a single day by the hour, view a week at a glance, and add important notes. Keep your work day organized and plan ahead for important meetings, events and deadlines. Use the note section to keep track of priority tasks and important reminders. You can also share this template with employees or colleagues so they know your schedule and are able to work around it.

See how Smartsheet can help you be more effective

work assignment tracker excel

Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Watch a free demo

Daily Log Template

Daily Log Template

Download Daily Log Schedule Template

Keep track of important appointments, meetings, and events with this daily log template. The template is designed in a simple format that’s easy to read, and you can schedule tasks by the half-hour. This log template is useful for planning ahead or creating a record of the day’s events.

Daily Schedule Template

Daily Schedule Template

Download Daily Schedule Template

This simple, blank schedule template allows you to plan each day to the half-hour as well as plan ahead for the week. Set the starting time and then organize your daily schedule with whatever activities you choose to include. This daily schedule template is appropriate for work, school, family activities or personal goals.

Printable Daily Planner Template

Printable Daily Planner Template

Download Printable Planner Template

This printable template has sections for appointments, important events, notes, and prioritized tasks to help you stay organized throughout a busy day — but don’t forget to schedule free time to make sure you get a break. Create your own planner and customize it to match your needs.

Daily To-Do List Template

Daily To Do List Template

Download Daily To-Do List Template

This daily to-do list template lets you assign a priority to each task. It also allows you to track progress for ongoing projects and assign due dates. The template is simple to use, straightforward, and offers flexibility. This is a to-do list with enough functionality to actually keep you organized, while still being easy to use.

Blank Daily Planner Template

Daily Planner Template

Download Blank Daily Planner Template

With sections for prioritized tasks, appointments, important events, and notes, this daily planner template can help you stay organized throughout a busy day. Plus, if you schedule free time for yourself, you will be sure to actually get a break during your day. This free, printable template allows you to create your own planner and customize it to match your needs.

Daily Task List Template

Daily Task List Template

Download Daily Task List Template

Plan your daily and weekly tasks with this free Excel template. Create a list of pending tasks and mark off those that have been completed. A visual calendar facilitates planning at a glance, and you can easily print the template for reference.

Daily Employee Schedule Template

Employee Schedule Template for Excel

Download Employee Schedule Template

Excel  |  Smartsheet

Create a detailed schedule for your employees while tracking work hours and labor costs. This employee schedule template shows each day of the week, so you can see an employee’s daily shifts while also reviewing the weekly schedule. Include vacation time and holidays for a comprehensive schedule. Both employees and business owners can benefit from this template.

Daily Shift Schedule Template

Shift Schedule Template

Download Shift Schedule Template

If your business involves daily employee rotation between different workstations, this shift schedule template can help keep everyone organized. Enter the tasks or work area to be assigned and then match the associated code with an employee. Each day is broken down hourly to make it clear when work assignments change mid-day. The template also tracks the number of hours worked for each employee and allows you to plan shifts for an entire week.

Daily Sales Report Template

Daily Sales Report Template Updated

Download Daily Sales Report Template - Excel

This free template is suitable for retail, restaurants, and other businesses that need to keep track of daily sales. This sales report template allows you to track inventory, view the total daily sales, and look up individual items that were sold. With this data on hand you can identify trends and monitor daily sales goals. 

Project Schedule Template

Project Schedule Template

Download Project Schedule Template

Excel | PDF

Keep track of each phase of a project, mark milestones, and get a visual overview to share with others. This project schedule template would work well for a presentation and is suitable for any project timeline, whether for business or school. Project managers can use it to keep their team on task and create progress reports. This is a simple schedule template with an eye-catching design.

Daily Agenda Template

Daily Meeting Agenda Template

Download Daily Agenda Schedule Template

Plan your daily meetings with this simple template, which includes room to list members in attendance, outline a meeting agenda, take meeting notes, and track ongoing action items. This agenda template is a simple yet powerful tool for meeting planning and facilitation as well as communicating with attendees.

Daily Inspection Report Template

Daily Inspection Report Template

Download Daily Inspection Report Template

This daily inspection report template is intended for construction contractors. The template offers a straightforward layout and includes numerous important details, including weather conditions, the number and type of workers on site, delays, safety concerns, material shortages, and more. If you need to inspect additional factors, you can edit the template to meet your needs. There is also space for daily progress notes and a signature to verify the inspection.

Daily Hourly Schedule Template

Daily Hourly Schedule Template

Download Daily Hourly Schedule Template

Excel | Word | PDF | Smartsheet

Print or fill out this daily schedule, which is broken down into hourly blocks. Use it to manage your day and mark when each task is complete. Create one for each day of the week, or just for those extra-busy days.

Daily Checklist Template

Daily Checklist Template

Download Daily Checklist Template

Stay on top of your daily and weekly tasks with this checklist template. This template provides easy organization, and allows you to mark off items from the list as you complete the. Planning your to-dos for the week can help ensure you don’t take on too many tasks in one day, and that you keep your agenda manageable.

Class Schedule Template

Class Schedule Template

Download Class Schedule Template

Students can keep track of their class schedule and other school activities with this free template. Once you add time to study or work on projects, the class schedule also works as a time management tool. If you’re a new college student, you’ll feel less overwhelmed knowing exactly when and where your classes occur on each day of the week.

Homework Schedule Template

Homework Schedule Template

Download Homework Schedule Template

Organize your homework assignments and study time for each class with this homework schedule template. Enter the start date, add your class names, and assign blocks of time for each homework-related activity. You can manage your daily homework while planning for the week and keeping track of deadlines.

Daily School Schedule Template

Daily School Schedule Template

Download Daily School Schedule Template

Track your day-to-day class schedule, whether you are going to class or learning at home. The template includes sections to list to-dos, what to bring to class, and homework assignments, so you can keep organized and prepared.

House Cleaning Schedule Template

House Cleaning Schedule Template

Download House Cleaning Schedule Template

Use this template to create a schedule to manage your housecleaning. Once you’ve assigned cleaning tasks for each day, print out and hang the schedule for reference. Some tasks may happen daily while others only need to be done once a month. This template can help you stay on schedule with housecleaning without trying to do too much in a single day.

How to Make a Daily Schedule

Once you’ve chosen the template that best suits your needs, you can adjust the design by changing colors and fonts or adding a logo, alter the format by removing unwanted sections or adding new ones, and save a blank copy for future use. If you’re creating an employee schedule, sales report, or other detailed report, you’ll need any relevant data on hand to fill in the template. You can also choose a simple checklist or calendar template to print and fill out by hand. 

Improve Daily Scheduling with Real-Time Work Management in Smartsheet

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

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

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

Additional Resources

Template download icons with Microsoft Word, Microsoft Excel, and Smartsheet

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

How-To Geek

How to track almost anything with excel list templates.

Track chores, movies, wines, games, car repairs, and more with these templates!

Quick Links

How to access templates inside of excel, weekly chore schedule template, vacation items checklist template, movie list template, wine collection template, book collection template, video game tracker template, subscription and membership tracker template, conversational ice breaker tracker template, car repair tracker template.

Microsoft Excel is known for being an excellent tool for tracking things like a budget , inventory, or sales and revenue. But there are so many templates available you might not realize exist that can help you track just about anything.

You might use a list app to track chores or to keep track of the movies you want to watch. If you already use Excel, why not take advantage of it for tracking these types of things too? It just might save you some time.

You can access the below templates in the Excel desktop app or via the Microsoft template website . On your desktop, open Excel and go to the Home section. Select "More Templates" and then use the Search box or browse the categories.

Template area in Excel on the desktop

In our examples below, we'll include web links to the templates so that you can view them online. Some templates are available for use in Excel for the web or as a download to use in the desktop application.

Does everyone in your home pitch in with chores? If so, making sure everybody knows what they're responsible for is key to getting it all done . Try this Weekly Chore Schedule template that you can print and then pop up on the fridge or family bulletin board.

This weekly chore list gives you spots for all the tasks along the left. Then, it's easy to add the person who's responsible for each task on any given day. Each family member can then add a checkmark when they complete the chore.

Chore Schedule Excel template

Booking flights, scheduling rental cars, finding accommodations--- planning a vacation takes work. When it's time to get ready for your trip, make sure you've got everything you need with this  Vacation Items Checklist .

Add to-dos to the list such as confirming hotel reservations or notifying neighbors you'll be away. Then, assign a category to the item so you can use the filters on the right to see all the items in that category.

The template also has spots to mark items complete as you prepare for your trip.

Vacation Items Checklist Excel template

It can be hard to remember every movie you've seen and those you want to watch too. Create a list of the movies you've watched or those you want to watch next with the Movie List template .

Related: How to Keep Track of the TV Shows You're Watching

Simply add the movie details including year, starring actors, director, genre, and rating. Then, include your own review from one to five stars and enter notes about the movie you don't want to overlook.

Movie List Excel template

If you're a wine connoisseur or simply want to keep track of the wines you've tried, the Wine Collection template is a handy tool.

This template features a table where you simply add the details for each wine, including the vineyard or winery, vintage, color, country of origin, and region. Then, mark your favorites and add notes.

Wine Collection Excel template

Similar to the wine collection template is one for listing books . This list gives you a convenient way to log all of the books you've read and add notes about the plot, characters, or conflicts.

The Book Collection List template  offers tons of space for basic details such as author, publisher, date, and edition. You can then add extras like language and translator, cover type, number of pages, the condition of the book, and its location on your shelf.

Book Collection Excel template

Gamers usually have a good mental list of the games they've played or want to play. But with the Video Game Tracker template in Excel, you can log those other details that may not be as easy to remember.

Include the platform, the character you played, your high score, any achievements, the highest level achieved, and the percentage of levels completed inside the tracker.

Then, use the additional sheets to track friends of yours who play as well. You can include their gamer tags and notes. The other sheet allows you to log details for gaming events, including the cycle and date.

Video Game Tracker Excel template

From application subscriptions to memberships for clubs or teams, you can keep track of it all with this Subscription and Membership Tracker template .

Related: How to Add Loyalty and Membership Cards to Google Pay

Add the name of the subscription or membership , the date you paid, the amount, length, and renewal date along with the payment method. You can also include notes for choosing a lengthier renewal or not renewing at all.

Subscription and Membership Tracker Excel template

While many people are pros in social situations, others may struggle. Using this Conversational Ice Breaker Tracker template , you can prepare for business or personal conversations ahead of time.

Create your list of ice breakers or the things you can say to start a conversation. Then, include the type of situation, whether professional or personal. After you use the ice breaker, come back to your sheet to track how well it worked.

Add details for when you used it and if you'd use it again. Be sure to enter any notes about the ice breaker to help in the future.

Ice Breaker Excel template

Keeping a log of car repairs or vehicle maintenance is important. You'll want to know when a service was performed, by whom, and how much it cost. These are the types of things you can track with the Car Repair Tracker template .

Related: How to Track Your Routine Car Maintenance With Dash

Include the date, cost, vehicle (if your household has more than one), the service or repair center, and a description. Whether your family has only one vehicle or several, you can stay on top of repairs and maintenance right in Excel.

Car Repair Tracker Excel template

These templates are just scratching the surface of what you'll find in Excel. Other templates exist such as a Credit Card Tracker , a Weekly Assignment Schedule , and a Gas Mileage Tracker .

With these Excel templates, you can stay on top of things. And if this sparks an idea for another option, look at how to create a custom template of your own in Excel.

work assignment tracker excel

Manage your work, tasks, and projects

In a busy, work-from-anywhere world, it’s essential to keep your work and projects on track. Learn how to stay on top of your individual and team tasks—from beginning to end.

What is work tracking?

Work tracking is the process of tracking and managing your tasks, projects, and hours. You can do this manually, or through an app, software, or online tool.

Microsoft To Do

Stay on top of your individual to-do items and work tasks.

Microsoft Lists

Track information, organize work, and collaborate across your business.

Microsoft Planner

View and manage team tasks and plans in information-rich cards on a Kanban board.

Microsoft Project

Manage projects of all sizes that require flexibility, dynamic scheduling, sub-tasks, dependent tasks, and reporting.

Work tracking empowers your entire organization

Keep your project on schedule and your hybrid workforce organized with Microsoft 365 .

See your tasks across platforms

Keep tabs on your work items, assign tasks in the apps you use daily, stay on top of it all, prioritize what’s important.

A person working at their desk.

View tasks and projects as you move between devices, keeping you focused and productive.

A person working at a plant store using a tablet.

Access all your tasks along with the associated details, due dates, files, and people.

Three people working on laptops and having a meeting.

Use @mentions within comments in Microsoft Teams, Word , Excel , and PowerPoint to create and assign tasks. 1 Receive an email notification when you’re assigned a task.

Three people in an office looking at plans spread out on a table.

Track information, tasks, and plans so nothing gets missed.

Two people working together on a Whiteboard on a tablet.

Organize individual tasks in Microsoft To Do using intelligent features to highlight which ones are high priority.

Benefits of task tracking

Work and task tracking software helps your team stay on target, together. Increase efficiency, improve teamwork, and create better project outcomes.

A person presenting data being displayed on a large screen behind them.

Organize your day from start to finish with task management

A person working from home with a laptop and notebook.

Collaborate seamlessly in a hybrid workplace

A person sitting outdoors, smiling and looking at a tablet.

Track your team’s progress—anywhere, on any device

Ready for microsoft 365.

Learn how a work tracking system can help make your team more effective.

Frequently asked questions

The work tracking apps included in Microsoft 365 can help you stay on top of tasks and projects and allow you to collaborate in real-time with co-workers. Learn more about managing tasks across Microsoft 365 .

Microsoft Lists, Planner, To Do, and the Task app in Teams are included with Microsoft 365 business subscriptions.

Lists is for information tracking and has ready-made templates and lots of customization options; Planner is for task management and features Kanban boards so you can visually organize your team's tasks; and with Project, your team can take charge of projects (big or small), work with different views, and see project insights.

Microsoft’s suite of cloud-based work tracking tools can help you monitor tasks through your PC, smartphone, or mobile device. Download the app, and then manage your tasks and projects on the go.

With Microsoft Planner, you can create Kanban boards with content-rich tasks and features such as files, checklists, and color-coded labels. Easily spotlight due dates, your project status, and other essential information.

Consider the Microsoft To Do app when planning your day. Map out daily and weekly to-do lists, set reminders, and share your checklist with friends, family, and colleagues.

In a remote work environment, it’s important to stay on top of team projects. Microsoft offers several cloud-based productivity, information tracking, and task management software solutions: Collaborate and view visual status charts in Planner and Microsoft Teams; compile and track information in Lists; tackle small or large projects and initiatives in Project; and more.

1 Available now on Word for the web and Excel for the web.

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  1. Get Task Assignment Schedule Excel Template

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  2. Free Assignment Schedule Tracker for Excel

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  3. Employee Daily Assignment Log Template for Excel

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  4. Multiple Project Tracking Template

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  5. Free Excel Task Tracker Template & To-Do List

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  6. Free Assignments Template For Excel

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VIDEO

  1. GROUP ASSIGNMENT “UITM EXPENSE TRACKER APP”

COMMENTS

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    Although there is no direct tool to track tasks in Excel, we can use a combination of different functions and formulas to create a dynamic task tracker of our own. This tutorial will show you the quick and easy steps to set up your task tracker with reports on its current status of it in Excel. Watch Video - Create a Task Tracker in Excel

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    Download Weekly Planner Excel Template. This weekly planner template makes it easy to see your week at a glance, with room for notes and priority tasks. This is a simple choice if you're looking for a free, printable planner. Keep track of birthdays and events, create a to-do list, and plan for each day of the week.

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    1. Using Conditional Formatting Feature to Create a Progress Tracker The most convenient and fastest way to create a progress tracker is using the Excel Conditional Formatting feature. Now, if you want to create a progress tracker using the Conditional Formatting feature, you can follow the steps below. Steps: First, select the range C5:C12.

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  21. Free Daily Work Schedule Templates

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  22. How to Track Almost Anything with Excel List Templates

    On your desktop, open Excel and go to the Home section. Select "More Templates" and then use the Search box or browse the categories. In our examples below, we'll include web links to the templates so that you can view them online. Some templates are available for use in Excel for the web or as a download to use in the desktop application.

  23. Work Tracking Software

    Microsoft offers several cloud-based productivity, information tracking, and task management software solutions: Collaborate and view visual status charts in Planner and Microsoft Teams; compile and track information in Lists; tackle small or large projects and initiatives in Project; and more. Follow Microsoft 365.