excel task assignment template

Task List Templates

The Excel task list templates on this page demonstrate some of the many ways that you can track tasks using a spreadsheet, from simple to do lists to more advanced Gantt charts. These templates demonstrate using icon sets to display priorities, using conditional formatting to display a progress bar, creating a gantt using using a stacked bar chart, and using a check mark to cross out tasks when they've been completed.

Tell me what you think about these templates: Leave a comment on the related blog article " Add Cool Features to Your To Do Lists ."

This Page (contents):

• Project Task List
• Simple Task Tracker
• Task List with Gantt Chart

Task Checklist Template

Printable task list templates, project task list template.

License : Private Use (not for distribution or resale)

Description

This spreadsheet demonstrates the use of conditional formatting to highlight the Priority column, to add a progress bar to the % Complete column, and to create a functioning check box via data validation. It also includes columns for entering budget and hours spent on each task.

Update 9/23/2019: Added the Google Sheets version - replaced the icon sets with in-cell checkboxes. Google Sheets does not yet have in-cell data bars (for the % Complete column).

Simple Task Tracker Template

This task tracker template demonstrates the use of custom icon sets via conditional formatting to show a priority rating of 1-4 with different color circles. It uses a similar technique for the checkbox in the Done column.

Project Task List with Gantt Chart

A gantt chart can be created from a task list using a stacked bar chart in Excel. This is a functional template that can be used for real project management tasks, but the primary purpose is to demonstrate how the data table is set up to create the gantt chart.

This task list template demonstrates how to create a checkbox using a data validation drop-down and how to use simple conditional formatting conditions to display HIGH, MEDIUM and LOW priority values. It also uses conditional formatting to change fonts to a gray strike-through when the checkbox is checked.

► How to Insert a Check Mark in Excel (on youtube)!

More Templates For Tracking Tasks

• How to Use Conditional Formatting in Excel at vertex42.com
• Create a Drop Down List in Excel at vertex42.com

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11 Free Task List Templates in Excel & ClickUp

Praburam Srinivasan

Growth Marketing Manager

July 18, 2024

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If you often struggle to stay on top of work tasks , personal responsibilities, and the never-ending to-do lists life keeps throwing at you, don’t worry—you’re not alone. While excelling at work while maintaining a fulfilling personal life is a major puzzle for many professionals, it can be pieced together if you equip yourself with the right tools.

The humble task list is a simple yet remarkably useful tool to boost productivity and regain control of your personal and professional commitments. It provides a clear roadmap of what and when needs to be accomplished, helping you manage time wisely and prioritize tasks effectively. 📑

To be practical, a task list needs a well-structured format, but making one from scratch can be yet another responsibility.

Fortunately, there’s a wealth of outstanding blueprints available for free. In this article, we’ll introduce you to 11 of the finest task list templates to revolutionize how you manage your daily responsibilities.

What Is a Task List Template?

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A task list template is a pre-designed framework for efficiently listing, prioritizing, organizing, and tracking tasks or activities. It comes in various forms, from simple to complex, and can be used for professional and personal purposes.

These templates typically include essential components such as task names, descriptions, due dates, and status indicators. Some may offer additional attributes like priority levels , task dependencies, and categories to further improve task management and prioritization.

Task list templates provide a systematic approach to managing your daily schedule , coordinating complex projects, or organizing team assignments. They help you track responsibilities and ensure crucial tasks are completed on time, promoting accountability and transparency.

What makes them even more valuable is their flexibility —they can be tailored to fit your specific requirements, whether you’re managing a client project or throwing a birthday party. ⏳

When it comes to task organization, there is no one-size-fits-all solution. However, you should ensure that your task list template has the following qualities:

• Clarity : Task names and descriptions should be concise and unambiguous, ensuring that users can quickly understand what needs to be done
• Organization : The template provides a logical structure for listing tasks, often in a sequential or prioritized manner
• Flexibility : Users should be able to customize it to suit their specific personal or professional requirements 
• Due date management : It allows for setting due dates or deadlines, helping users track time-sensitive responsibilities and prioritize work accordingly
• Status tracking : Good templates include status indicators or checkboxes that allow users to mark tasks as incomplete, in progress, or completed
• Reminders and notifications : To help users stay on top of upcoming tasks or overdue items

11 Free Task List Templates to Track Assignments in 2024

In this curated collection, we’ve handpicked the top 11 task and to-do list templates in Excel and ClickUp .

Each is expertly designed to address specific needs and elevate your task management experience. They’re also easy to use, customizable, and completely free. 🆓 

The ClickUp Daily Task List Template is your partner in organizing everyday tasks , from the most routine to critical. It empowers you to take charge of your day by setting goals, assigning deadlines, categorizing tasks, setting up reminders, and prioritizing work.

The best part? It’s highly customizable , allowing you to tailor it to your needs and preferences. 

With this template, you have the power to take your task organization to the next level through Custom Fields. You can organize tasks according to particular categories such as type, location, or any other relevant criteria, which makes it simpler to visualize and arrange your workload.

Easily track and maintain streaks with customizable attributes for effective daily task management. ✅

Use the template’s List view for a detailed display of your to-do items, switch to the Kanban view to easily manage task statuses, or pick the Table view if you prefer a spreadsheet-like format. You can also integrate this template with your existing task management tools , ensuring it harmonizes effortlessly with your daily workflow.

If you’re looking to master your work hours, expectations, and goals with precision, the ClickUp Calendar To Do List Template has your back. It’s not just a calendar; it’s a powerful organizational tool offering a holistic view of your weekly, bi-weekly, or monthly duties.

Use it as a clear roadmap to plan and prioritize all your tasks based on your role and responsibilities or as your go-to weekly task list template for multiple projects. 🗓️

What makes this template extra convenient and functional are its custom views. Imagine having an entire week ahead filled with meetings. The Meeting Request view gives you a quick overview of all your upcoming appointments, the associated tasks, and their deadlines. This ensures you’re always well-prepared and firmly in control of your commitments.

Now, picture working in a team where tasks are assigned based on roles. The By Role view helps you sort tasks according to who’s responsible for them. It makes task delegation a breeze and promotes accountability by ensuring everyone knows what they need to do and when.

Lastly, there’s the Schedules view . It’s like a visual map of your day or week, laying out tasks chronologically. This helps you plan your time effectively by allocating slots for tasks, meetings, and even short breaks. It’s all about staying on top of things and making the most of your precious time.

You can also track task progress with Custom Statuses like Open and Complete and categorize tasks using Custom Fields such as Category, Resources, Productivity Level, and Role.

With the ClickUp Work To Do Template , you can effortlessly prioritize tasks by importance, effort, or urgency, ensuring you stay focused on what matters most. Organize projects into lists, complete with their related tasks, subtasks, and associated due dates, so you’re always on top of deadlines. Plus, you can visually track your progress through intuitive Kanban boards or Gantt charts. 

This template offers three distinct views tailored to your needs:

• Weekly To Do List Calendar
• Monthly Calendar

In the Task List view, you’ll find a comprehensive list of activities organized by their completion status, be it daily, weekly, or monthly. You can track additional details on the right side of the template, such as task status, due dates, and priority. Plus, the Task Type field allows you to specify the department responsible, adding a touch of accountability to your task management. 💼

The Calendar views are where the magic happens. Use the simple drag-and-drop editor to schedule or reschedule tasks , creating a visual roadmap for your work.

The ClickUp Task Management Template is your ultimate solution for staying organized and efficiently tackling tasks, no matter the project’s goals. This template takes the information you enter and automatically groups it by priority, department, or task status. With pre-built Custom Fields , you’ll have a quick snapshot of task ownership and expected completion dates, ensuring transparency and clarity. 🌞

Your team can use the template’s List view to meticulously organize task details, such as ownership and deadlines, akin to an advanced to-do list . Project tasks are sorted into three main Lists — Action Items , Ideas, and Backlog—allowing you to find the information you need effortlessly. 

Meanwhile, the Board view empowers you to plan and prioritize the most important tasks by arranging sticky notes on a Kanban board. The Box view offers insights into work distribution, aiding intelligent task assignment, while the Calendar view simplifies scheduling with a user-friendly drag-and-drop interface.

Introducing the ClickUp Simple To-Dos Template , where effectiveness meets simplicity. This template offers a straightforward approach to task management without unnecessary complications or distractions. 🎯

Start with the List view as your master task list, where columns display essential details like assignees, due dates, priority tags, and comments. The status column provides a dropdown menu with customizable categories, such as Blocked, Complete, In Progress, and To Do.

Want an overview of all your tasks? Turn to the All Tasks view.

Need to prioritize? The Prioritized Tasks view has you covered.

Make your tasks more informative by including subtasks, checklists, and attachments. Experiment with various views like Board and Gantt, and refine your task display using filters to find the best fit for your workflow.

Tired of struggling to remember your daily tasks and appointments? The ClickUp Simple Task Management Template is designed to simplify not only work-related activities but also everyday responsibilities like cleaning, vacuuming, or going to the gym.

The to-do list template includes a basic list format for visualizing personal or professional tasks categorized as To Do or Complete. 

This task management template provides a clear structure for adding your daily tasks , complete with labels for due dates, priorities, and task statuses. It’s your key to structuring your day and staying on top of tasks, no matter their size or significance.

You’ll find a range of views, including List , Board, and Doc , allowing you to approach your tasks in a way that best suits your workflow. Its powerful customization options set this template apart—add fields, prioritize tasks, and easily set up reminders .

The ClickUp Activity List Template can transform the chaos of your to-dos into a well-organized and efficient system. It’s a versatile template that covers everything from creating to-do lists and checklists to managing project timelines and sprints. With this template, you can organize all your activities in one place, making it easy to prioritize and plan them with precision. 🙌

Use the template’s Custom Fields to: 

• Specify project name
• Assign tasks to a project manager
• Track completion progress

What’s even more convenient is that this template structures activities and secondary tasks as subtasks , allowing you to provide in-depth details for each one, including dependencies between activities. It’s a comprehensive solution for effective activity management and project planning , simplifying complex tasks and ensuring your projects run smoothly.

Excel enthusiasts, here’s a handy tool for your task management needs: the Excel Prioritized To Do List Template by Vertex42. This template simplifies the collection, evaluation, and tracking of your day-to-day tasks. It features a printable , hand-fillable design with a dedicated space for your top three priorities. 🖨️

In the first column, list your tasks or projects. Use the subsequent columns to set due dates, update statuses, specify priorities, and add notes. You have the flexibility to prioritize tasks using various methods, like symbols, numbers, or formatting.

The Excel Task List Template by TeamGantt is your ticket to task management success. This template simplifies scheduling, assignment, and tracking of tasks for various projects, making it a valuable addition to your task list template Excel collection. It offers adaptability, whether you’re handling critical work tasks or personal projects.

The template simplifies task management by allowing you to create a comprehensive to-do list . You can easily add tasks, assign owners, set due dates, and track task status. Its clear status options make progress monitoring a visual breeze, and you can prioritize tasks effortlessly by assigning due dates.

You can track your progress on work assignments, ensuring you never miss a deadline or manage your household projects more efficiently, keeping costs in check and tasks on schedule.

The Excel Daily Task Tracker Template is a versatile tool for efficiently managing multiple tasks . Its user-friendly, visually attractive design incorporates built-in filtering controls , allowing you to sort and filter projects based on their due dates, priority, and status. Whether you prefer a digital or hard copy, this template suits both options.

With complete customization options , you have the freedom to adjust text, images, and other elements to suit your unique requirements. You can tap into a world of creativity with access to a diverse range of photos, graphics, fonts, and dynamic features like animations, transitions, and videos. 🎨

This template offers a straightforward and efficient solution for task tracking, helping you prevent oversights and boosting your productivity.

Ideal for tracking weekly tasks, the Google Sheets Task List Template presents an accessible and organized approach to task supervision.

This checklist template lets you manage your weekly tasks in a simple and visually shared workspace that can be accessed and coordinated seamlessly across different platforms. It’s specially designed to help you lay a robust foundation for your tasks while ensuring all crucial details are visualized and easily accessible.

With the Google Sheets Task List Template, you can encompass your tasks in a neatly planned sheet layout featuring essential task parameters such as task names, completion status, due dates, assigned roles, priority levels, and accompanying notes. 🗓️

You can manage your task flow in a glanceable format with color coding to highlight pending tasks, accomplished tasks, and tasks in progress. Its drag-and-drop feature allows you to reorganize tasks as per priorities, making it simpler to focus on urgent tasks first.

Here’s a brief overview of what you can expect from each template:

If tasks were your soldiers, task list templates would be the strategies and tactics you apply to take control of them and lead them to victory. So, don’t just try to manage tasks—command them with the right template! 💂

From simple to-do lists to detailed project tracking tools, these 11 templates combine simplicity, flexibility, and effectiveness to match your specific needs. If you need more ready-made frameworks to streamline all kinds of professional and personal activities, we encourage you to check out  ClickUp’s extensive library of templates and supercharge your productivity.

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20 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

Still using spreadsheets to manage your projects? Revolutionize how you manage your projects with ProjectManager. Plan, track and report with automated tools.

Successfully managing businesses, teams and projects means meeting deadlines and staying on budget, and Excel tracker templates and spreadsheets can help you do just that. While not as dynanmic as project management software , free templates for tracking tasks, time and costs are a great way to start reporting on progress.

Using Excel to Track Tasks

Managers have more control over their projects and operations with Excel tracking templates. Because of their quantitative nature, Microsoft Excel spreadsheet templates are a great tool to track data-rich metrics. Whether it’s a KPI dashboard for an overview of progress or a timeline template to visually organize tasks in one place, Excel task trackers can help you deliver on time and on budget.  Without such tools, you risk joining the 78% of projects that reportedly go over budget.

Related: Project Management Excel Templates and Spreadsheets

Best Free Excel Tracker Templates & Spreadsheets

We’ve collected ProjectManager’s 20 best Excel spreadsheet templates for tracking that you can download and use for free. Want more than task trackers for Excel? Visit our project management templates page where we’ve created over 100 free templates for Excel and Word.

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.

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.

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 plan . Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

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.

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 for Tasks

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!

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.

5. KPI Dashboard

An Excel tracker template will ideally provide an overview of key metrics across an organzation. This free KPI dashboard template for Excel is designed to display a high-level view of progress to track the key performance indicators. This allows managers to make sure campaigns and operations are performing as planned.

This Excel task tracker displays project data imputed by the team. This data is then automatically translated from data to easy-to-read graphs and charts that make it simple to see the status of the KPIs at a glance.

This task tracker for Excel keeps tabs on everything from timelines to the budget and even provides a cost summary. There are graphs and charts that analyze workload to keep teams productive, task status and much more.

6. 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.

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?

7. 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.

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.

8. 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.

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.

9. 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.

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.

10. 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.

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.

11. Bug Tracker Template

The QA process is ideal for an Excel tracking template. When a problem is identified in a software product, a bug report is generated and sent to developers. They follow the instructions therein to fix the problem. This process is tracked by the free bug report template for Excel . It tracks one bug at a time to avoid confusion and make sure that the issue is resolved before the product is delivered to the public.

This Excel task tracker does so by collecting all the pertinent information a developer will need to replicate and remove the bug. There’s space to add a summary, screenshot and define the environment in which the bug occurred. There’s also bug tracking to define the severity and priority of the problem.

12. 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.

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.

13. 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.

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.

14. Operating Budget Tracking Spreadsheet

Tracking costs is critical to keeping a business operating. An operating budget is used to forecast revenue and expenses over a period of time. Download the free operating budget template for Excel to create an accurate operating budget.

Managers can use this Excel tracker template at the end of each month to see if the actual results match the figures forecast in the operating budget. It can also help to go back over the month or quarter and see if sales were correctly predicted. Managers can analyze financial results and adapt to changing business conditions.

The free template tracks income and expenses, identifies cost drivers and helps to show where there is room for cost efficiency and greater profitability.

15. 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.

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.

16. 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.

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.

17. 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.

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.

18. Punch List Template

Construction project management can’t deliver a project until everything is completed properly. To ensure that the work is done as planned, the crew does a walkthrough and adds any incomplete or incorrect work to a punch list.

To keep track of that last-minute work, download this free punch list template for Excel . Property owners are often contractually allowed to withhold the final payment until the punch list is completed. Using this task tracker for Excel ensures the general contractor gets paid and the client is happy with their work.

The punch list template will avoid miscommunication between contractors, subcontractors, architects, builders, et al. This document is collaborative and that means better productivity. All the information necessary for the work is collected on the template, from a description and who’s assigned to task dates and status.

19. 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.

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.

20. Workload Analysis Template

Beyond tasks, costs and time, one of the essential metrics to track is workload. Workload tracks resource allocation. Using an Excel tracker template to calculate workload is going to help teams work more efficiently and avoid burnout. Download this free workload analysis template for Excel to manage the project workforce. It identifies the amount of work that must be done and determines how to balance that workload evenly across the project team.

Using this Excel task tracker ensures that the team is working at capacity and no one is overallocated or underutilized. This delivers the best possible performance and highest-quality deliverables.

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.

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.

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.

Related Excel Project Management Content

While Excel is not a project management software, it can still be a very helpful for managing various aspects of your projects. That’s why we’ve created dozens of blogs, templates and guides to help you use Excel for project management.

• Essential Excel Report Templates
• Free Manufacturing Excel Templates
• Free Excel Construction Templates
• Free Word & Excel Templates for Business
• How to Create a Project Timeline in Excel (Free Template Included)
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Free Task List and Checklist Templates

By Kate Eby | July 19, 2016

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

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

Team Task List Template

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

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

‌   Download Excel Template Try Smartsheet Template   ‌

Work management that adapts to your needs

Smartsheet is built to handle every use case at any scale.

Smartsheet's flexible and user-friendly interface make it easy to organize and visualize your data. Multiple views allow for efficient management and tracking of projects and other work. Share real-time information with dashboards and automate recurring or one-off workflows with ease.

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Gantt Chart Task List Template

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

Task Tracker Template

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

Project Task Template

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

Download Excel Template

Try Smartsheet Template   ‌

Weekly Task List Template

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

Daily Task List Template

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

To-Do List with Drop-Down Menus Template

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

Prioritized Task List Template

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

‌   Download Word Template Try Smartsheet Template   ‌

Yearly Calendar Template (2025)

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

Download the 2025 Yearly Calendar with Notes for Excel

Basic Task Checklist Template

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

‌   Download Word Template

Task Analysis Template

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

Action Item List Template

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

‌   Download Template in Word Try Smartsheet Template   ‌

Password Log Template

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

Download Password Log Template:

Excel  |  Word  |  PDF

Event To-Do List

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

‌   Download Excel Template

Family To-Do List

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

Download Family To-Do List:

Word  |  PDF

Household Chores Task List Template

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

Project Punch List Form

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

Project Closeout Template

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

Risk Assessment Matrix

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

Download Risk Assessment Matrix:

Excel  |  Word  |  PDF  | Smartsheet

Customer List

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

Inventory and Equipment Checklist

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

New Hire Checklist

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

Grocery List

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

‌Download Grocery List: 

Weekly Staff Meeting Template

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

Business Trip Checklist Template

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

‌ Download Excel Template Try Smartsheet Template   ‌

Student Planner Template

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

Day Planner Template

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

Business Plan Checklist

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

Group Project Task List

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

Job Task Analysis Template

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

‌ Download Word Template

Brainstorm and Collaboration Worksheet

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

Download Brainstorm and Collaboration Worksheet:

Internal Audit Checklist

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

Contact List

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

Download Contact List:

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Tracker in Excel (Task Tracker, Progress Tracker and so on)

A tracker in Excel can be used for many purposes including project management, inventory management, event planning, data organization, employee tracking, and more. The versatility and flexibility of Excel allows you to create many types of tracker.

Download Practice Workbook

You can download this practice workbook while going through the article.

How to Create a Tracker in Excel

In our example we have information about specific tasks. We have the category , importance , and status of those tasks.

• Put the tasks in range C5:C14 .

• Select range D5:D14 >> go to the Data tab >> choose Data Validation from the Data Tools  group.

• Set the Data Validation dialog box as shown below. Put this formula into the source bar.

• You will see a drop-down box in all the cells of the Category column.

• Use the drop-down box and fill up all the cells of the Category column.

• Repeat these steps and perform Data Validation for the Importance and Status columns. The source bar in the Data Validation dialog box will have different formulas.

Source formula of Data Validation for Importance Column:

Source formula of Data Validation for Status Column:

• Now fill up range E5:F14 with the help of the drop-down boxes and complete the task tracker.

• You can get information about a particular task. Put the Serial of the task in cell C4 .

• Put these formulas based on the VLOOKUP function in range C5:C8 to see the information of the task.

Formula in cell C5:

Formula in cell C6:

Formula in cell C7:

Formula in cell C8:

• You can also create a task summary. To do this, go to cell C5 and put enter the following formula based on the COUNTIFS function:
• Use Fill Handle to AutoFill data in range C6:C8 .

This formula will only count the number of cells if the value in cell B5 ( Work ) and cell C4 ( Completed ) of the Summary worksheet matches any value in range D5:D14 and range F5:F14 in the Task Tracker worksheet respectively.

• Go to cell D5 and enter this formula based on the COUNTIFS function :
• Select cell D5 and use Fill Handle to AutoFill data in range D6:D8 .

• Go to cell E5 and enter this formula based on the SUM function:
• Select cell E5 and use Fill Handle to AutoFill data in range E6:E8 .

• Now select range B4:E8 >> go to the Insert tab >> select Column Chart option >> choose an appropriate Column Chart .
• You will see a Column Chart with the summary for each category of your tasks.

How to Create Different Trackers in Excel

1. create a real time tracker in excel.

Design the dataset in the following way.

• Enter the value of hourly payment in cell C4.
• Fill up the Employee ID and Name  columns.

• Select range D7:E16 >> go to the Home tab >> select Time format from the Number  group.

• Fill up the Start Time and End Time columns for each employee.

• Go to cell F7 and put this formula based on the TEXT function .
• Select cell F7 and use Fill Handle to AutoFill data in range F8:F16 .

• Go to cell G7 and put this formula based on the combination of HOUR and MINUTE functions.
• Select cell G7 and use Fill Handle to AutoFill data in range G8:G16 .

2. Create Workflow Tracker in Excel

We can use the following format to create a workflow tracker.

• Go to cell E5 and enter this formula.
• Select cell E5 and use Fill Handle to AutoFill data in range E6:E14 .

• Put the actual number of days spent for each task in range F5:F14 .

• Select range G5:G14 >> go to the Home tab >> change the number format into Percentage .

• Go to cell G5 and enter this formula.
• Select cell G5 and use Fill Handle to AutoFill data in range G6:G14 .

• Go to cell H5 and enter the following formula based on the IF function:
• Select cell H5 and use Fill Handle to AutoFill data in range H6:H14 .

3. Create a Progress Tracker in Excel

3.1. Use Conditional Formatting

• Follow Method 2 step-by-step to create a progress tracker.

• Select range G5:G14 >> go to the Home tab >> Conditional Formatting >> New Rule .

• Set the New Formatting Rule dialog box as shown below.

• You will see the progress tracker with data bars in each cell of range G5:G14 .

3.2. Use Bar Chart

We will use the same progress tracker as shown in the previous method .

• Now select range B4:B14 , press the Ctrl button, and select range G4:G14 .
• Go to the Insert tab >> select Bar Chart option >> choose an appropriate Clustered Bar Chart .

• You will see the bar chart of the progress tracker in your worksheet. You can give it a suitable title.

3.3. Apply Check Boxes and Circle Chart

We will use the following format to create a progress tracker with check boxes and a circle chart .

• Select cell D5 >> go to the Developer tab >> click on Insert >> choose Check Box (Form Control) .

• Create a check box in cell D5 .
• Select cell D5 and use Fill Handle to AutoFill to create checkboxes in range D6:D14 .

• Right-click on the check box in cell D5 >> select Format Control .

• Set the Format Control dialog box as shown below.
• Insert $E$5 in the Cell Link bar and click OK .

• Now do the same for the rest of the check boxes in range D6:D14 and enter the corresponding cell of column E in the Cell Link bar of Format Control dialog box.
• Tick the check boxes of the completed tasks and you will see TRUE (if checked) or FALSE (if unchecked) in the corresponding cells of the Task Completion column.

• Now select range G5:H5 and change the number format into Percentage .

• Go to cell G5 and enter the following formula which combines COUNTIF and COUNT functions:

Formula Breakdown

COUNTIF(E5:E14,TRUE) : This portion of the formula counts the number of cells in range E5:E14 if any cell value matches the text TRUE . Result : 6

COUNT(B5:B14) : This portion counts the total number of cells in range B5:B14 . Result : 10

COUNTIF(E5:E14,TRUE)/COUNT(B5:B14) : This formula returns the percentage of cells that include the text TRUE in range B5:B14 . Result: 60.00%

• Go to cell H5 and enter this formula into the cell.

• Select range G4:H5 >> go to the Insert tab >> select the Doughnut chart .

• You will see a circle chart in your worksheet. Give the chart an appropriate title.

Templates of Tracker in Excel

1. inventory tracker in excel.

You can also create an inventory tracker in Excel. An inventory tracker can be used to monitor and manage in example a company’s inventory. You can use the inventory tracker below:

2. Project Progress Tracker in Excel

A project progress tracker is a very handy tool in our day-to-day life. You may need a progress tracker to monitor different activities of your employees who are working on a project and to keep track of their progress. This type of tracker enables companies to have more control and a higher efficiency in managing their employees.

3. Fully Functional To Do List

Excel comes with powerful features and functions to create a fully functional to do list. The list below is very flexible, easy to customize, and you can use it to keep track of your day-to-day activities.

Things to Remember

• Select the source for Data Validation  carefully.
• Select the desired range of cells before setting the Conditional Formatting dialog box.
• Keep your tracker updated.

Frequently Asked Questions

1. What are the best practices for organizing data in an Excel tracker?

You should use consistent headings and group interconnected information together. It is better to use separate sheets or tabs for different sections or categories. You should keep an organized data structure that is easy to understand and navigate.

2. How do I set up data validation to ensure accurate data entry in my tracker?

To set up data validation in Excel follow these steps:

• Select the cells where you want to apply validation.
• Go to the Data  tab.
• Click on Data Validation , and specify the validation criteria such as whole numbers, decimal numbers, dates, or values from a specific list. You can also set custom validation rules to meet your specific requirements.

3. How can I protect my tracker from accidental modifications or unauthorized access?

To protect your tracker,

• Go to the Review  tab.
• Click on Protect Sheet or Protect Workbook and set a password to prevent unauthorized modifications.

You can also restrict editing permissions and specify who can make changes to the workbook.

Tracker in Excel: Knowledge Hub

• Create a Tracker in Excel
• To-Do List in Excel
• Excel Weight Los Tracker

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How to Create a Task Tracker in Excel: Free Template

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.

4. Set task due dates

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

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.

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.

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.

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.

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.

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.

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.

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 .

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

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 .

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.

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.

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.

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.

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

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

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.

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.

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.

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

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.

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 .

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

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.

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.

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.

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

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.

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.

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Task Assignment Excel Template

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The Task Assignment Excel Template from Besttemplates.com is an invaluable tool designed for managers, team leads, and organizations to effectively assign, track, and manage tasks within a team. This comprehensive template provides a structured layout for task allocation, priority setting, and progress monitoring, ensuring that teams stay organized and focused on their objectives. It offers a visual representation of task statuses, priorities, and deadlines, facilitating better project management and team coordination.

Key features:

• Centralized Task Tracker : The template’s main feature is the Task Tracker sheet, where users can list all tasks, assign them to team members, set due dates, define priorities, and monitor statuses. This centralized tracker provides an overview of all tasks, aiding in efficient management and execution.
• Priority and Status Overview : With integrated priority and status charts, the template visually summarizes the distribution of tasks based on their priority levels (High, Moderate, Low) and statuses (Completed, Pending, Ongoing, Not Started). This visual insight helps managers identify urgent tasks, allocate resources efficiently, and track team progress at a glance.
• Interactive Calendar and Team Details : The built-in interactive calendar helps teams visualize their schedule, highlighting tasks and deadlines. Additionally, the team details section allows users to specify team names, leaders, and the number of team members, offering a complete snapshot of team assignments and structure.
• Employee Management : The Employee Management sheet serves as a directory of all team members, including their contact details such as phone numbers, emails, and addresses. This ensures seamless communication and coordination within the team.
• Customizable Setup : The Setup tab provides options to customize task priorities and statuses, making the template adaptable to different project requirements and team structures. This flexibility allows users to tailor the template to fit their specific workflow.
• Automated Task Insights : The template automatically calculates and displays the number of tasks per month and the total number of tasks, giving a clear overview of the team’s workload and helping in efficient resource planning.

Ideal for project managers, team leads, and organizations, the Task Assignment Excel Template from Besttemplates.com streamlines task management, promotes accountability, and enhances productivity. It ensures that every task is clearly assigned, tracked, and completed on time, contributing to the successful delivery of projects.

• Compatibility: Excel 2013, 2016, 2019, 2021, Office 365
• Functionality: No VBA Macros or custom scripts needed
• Orientation Options: Portrait/Landscape
• Color Mode: RGB Color Space
• License Type: Standard License
• Customization: Easily editable and customizable
• Font Style: Business standard fonts are used
• Digital Optimization: Optimized for digital use only
• Printing Suitability: Suitable for printing

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Employee Task List Templates: Download & Print for Free!

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

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

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

Employee Task List Template

Daily employee task list template, project task list template.

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

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

Google Sheet

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

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

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

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

Easily Schedule & Track Employee Tasks With Workyard

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Quick & Easy Mobile Task Management

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

Track Project Labor Costs 

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

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Eliminate excessive payroll expenses caused by inaccurate time cards. Workyard’s construction time sheet app provides employee arrival times, departure times, and precise addresses using the most accurate GPS technology in construction. To make auditing timesheets even easier, Workyard uses smart alerts to surface potential time card mistakes.

Top Questions About Employee Task Lists

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Employee Attendance Sheets: Download & Print for Free!

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

Time Log Templates: Download & Print for Free!

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

Workyard provides leading workforce management solutions to construction, service, and property maintenance companies of all sizes.