Using templates for task management and tracking
- Things 3 4 – Elegant Personal Task Management Templates
- Things 3 4 – Elegant Personal Task Management Template Pdf
- Things 3 4 – Elegant Personal Task Management Template Download
- Things is a task management solution that helps to organize your tasks in an elegant and intuitive way. Things combines powerful features with simplicity through the use of tags and its intelligent filter bar. A Leopard style source list allows for quick and easy focusing. Together with a beautiful.
- Enjoy easy planning and make time management simple with the dated daily planner templates. Elegant planning pages will make it easy to keep track of everything and always stay organized. Choose the design you like and download a template with one of the most popular types of daily planners to manage time and get things done easily.
Project managers and team leaders working on small to mid-size projects can use pre-built templates to manage their team's tasks manage their team's tasks more easily. Task management templates provide a starting point that can be used again and again, saving you from having to reinvent the wheel every time you need to create a plan, track task progress, or report status to clients and execs.
How does it help to regulate a workflow and why especially managers are in need of creating the personal task management system that works for them? We have the answers. According to the latest research published in 'The Wall Street Journal', the work routine of the manager takes more than just sitting down at the desk. In most of the apps listed here, you’ll have to pay extra for things like notifications, managing tasks or assignments. With ClickUp, you get the power of a full-on productivity platform and a personal task management tool, with loads of integrations such as the Google Calendar and Slack integration.
On this page, we have collected a series of free task tracker templates for Excel and PowerPoint to help professionals get started faster. Browse through all of them or use the links below to jump straight to the template category that suits your needs best.
- A)Free task management templates for Excel
- B)Free task management templates for PowerPoint
Free task management templates for Excel
With its handy grid format, formulas, and data filters, Excel is commonly used for making schedules, analyzing data, and tracking task status. Although not ideal for advanced project management, task management spreadsheets provide a good framework for planning and monitoring small projects. They're compatible with other applications outside the Microsoft Office suite, which makes them easy to share and synchronize across task manager apps .
Below you can find a few Excel task tracker templates, from simple list-type spreadsheets to more complex visual tracking frameworks.
Project Management Task List Template
With so many variables in a project, a simple task list such as the one below can help professionals organize their work, prioritize it, and see at a glance when each individual task is due. The free project management task list template allows users to assign a status to each task, sort assignments into multiple categories, and see exactly who's responsible for what. It also calculates the tasks' planned and actual durations automatically, enabling teams to easily make comparisons and see if work is progressing as scheduled.
Excel Task Tracker Template
This Excel task tracker template was designed for project or task managers who wish to apply Scrum principles when planning and monitoring their team's tasks. The free task tracker spreadsheet splits tasks into short sprints for easier management and allows users to define priorities, see task status at a glance, and track assignments as they are completed. It also includes a simple Gantt chart that auto-updates whenever the data in the task list changes.
Task Management Spreadsheet Template
Effective task management requires precise knowledge of all assignments and the time remaining for completing them. A task management spreadsheet like the one below can help teams track their tasks by the hour and organize their work more efficiently. The template automatically calculates the hours left for finishing each task, shows the percentage of work already completed, and highlights the tasks that are overdue. In addition, this task tracker spreadsheet also estimates the assignments' start and end dates and displays them on a Gantt chart, providing an overview of the whole project.
Free task management templates for PowerPoint
Excel task tracker spreadsheets are good for ensuring clarity and alignment within the team, but, when communicating to high-level audiences such as clients or upper management, professionals may find that they need something more graphical. In such cases, PowerPoint task management templates might prove more efficient, as they can show summarized data on a single visual slide, in a manner that's easy to digest. Below you can find a few such templates to get you started.
Free Task Planner Template
This free task planner was built for professionals who need create an executive-level view of their project tasks for client meetings or project proposals. Designed as a simple Plan-on-a-Page, it is a Gantt chart that uses color codes to group tasks by categories or departments, making it easy to see key data at a glance. Download the free task planner template file to use it in PowerPoint or click on 'Edit Online' below to open and update it directly in your browser.
PowerPoint Task Tracker Template
Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing. To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.
Agile Task Management Template
Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing. To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.
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Things 3 4 – Elegant Personal Task Management Templates
Unless you’re the top banana in your business, there will be numerous occasions every week when you need to email your boss. Whether it’s giving them updates, sharing information, asking for time off, getting answers, or (gulp!) admitting to a mistake, here are the email templates you need.
We covered the general principles of emailing your boss in a couple of previous articles:
How to email your boss and build a better working relationship.
How to email your boss and ask for time off.
We recommend you read those articles first so you’ve got some useful context for these templates and when you might choose to use each one. We worked with our good friends over at Recruiterbox to put these together, since they know a thing or two about helping people work together effectively. If you need some effective business guides that are dead simple to implement, look no further.
Email Templates You Will Find Here
These are the topics these email templates are going to cover.
Confirming you’ve completed a task.
Sharing information on a regular basis.
Requesting an extension.
Admitting to an error or mistake.
Asking for information and answers to questions.
Thanking your boss.
Asking for time off.
General Guidance for Writing to Your Boss
The style and tone you use will depend on your relationship with your boss, whether it’s professional and formal, informal and chatty, or somewhere in between.
Choose the style and tone that will “land” best with your boss, bearing in mind the type of email you are going to write.
Keep subject lines short and concise and include the most important information there.
Get straight to the point, avoid waffling.
Use short paragraphs and ensure you only cover one or two points in each paragraph.
Use bulleted or numbered lists if it makes sense.
Sign off with a “thank you” or “best.”
Email Template for Confirming You Have Completed a Task
Purpose — to let your boss know you’ve completed a one-off or routine task that they need to know about.
Subject line — Task Completed — [task title and short description]
“[Name of boss],
The task you assigned to me [task title] [task description] was completed on [date].
[Include here any further information your boss would find useful such as issues, next actions, timescales, or dependencies.]
Please let me know if you have any questions or would like further information, otherwise, no response is needed.
Thanks,
[Your name]”
Email Template for Sharing Information
Purpose — to let your boss have access to certain information and insights.
Subject line — FYI — [type of information you’re sharing] [any action needed] [unique identifier like date or number]
“[Name of boss],
I’m sharing the following information with you. [link to information, paste into the email if short, or attach it].
Ad free audio capture 2 2 0 3. This information shows [provide a brief description providing a short overview and two or three key points].
After you have reviewed this information, please can you [list any actions your boss needs to take or questions you have].
Please let me know if you have any questions or would like further information, otherwise, no response is needed.
Thanks,
[Your name]”
Email Template for Requesting an Extension
Purpose — to request more time to complete a particular task or project.
Subject line — Request for extension [task or project] to [new deadline date]
“[Name of boss],
I need to request an extension for [name of task or project] [project description].
I would like to propose a new deadline of [new deadline date] and am confident the work will be completed by that time.
I need to request an extension because [list reasons for extension, e.g. other priorities, changing scope etc.]
I have already taken the following actions to move this task forward. [list actions].
Please let me know if you agree to this extension or if you have any questions.
Thanks,
[Your name]”
Email Template for Admitting to an Error or Mistake
Purpose — to admit to an error or mistake you have made.
![Template Template](https://epdf.pub/img/300x300/pragmatic-unit-testing-in-java-with-junit_5a7e85a1b7d7bc0549033a1d.jpg)
Subject line — Issues with [area], actions being taken to resolve.
“[Name of boss],
Unfortunately, I have not been able to complete [name of task], [description of task] to the [time, quality, speed etc.] agreed.
![Management Management](https://www.macbed.com/wp-content/uploads/2017/04/26526.png)
The reasons for this are [list reasons]. I have taken steps to fix this issue and stop it happening again, including [list steps you are taking].
I expect the task to now be completed by [date].
I apologize for not being able to complete this task as expected and will make sure I avoid issues like this in future.
Please let me know if you have any questions or need further information.
Thanks,
[Your name]”
Email Template for Asking for Information
Purpose — requesting information and answers from your boss
Subject line — Information needed [area and short description of information]
“[Name of boss],
I need you to send me information on [be specific about the information you need]. In particular, I am interested in [list any key areas where you need particular info].
I have the following questions [list key questions] and have already used the following resources to try and answer them [list resources].
Please send me the information and let me know if you can answer these questions.
Thanks,
[Your Name].”
Email Template for Thanking Your Boss
Purpose — to thank your boss for something they have done
Subject line — Thank you for [list area you are grateful for]
“[Name of boss],
Thank you for your assistance with [area]. Your help with [specific actions they took] meant [you learned something, were able to complete work more effectively, or other benefits].
I appreciate you using your time and expertise to help me and let me [develop my skills, complete the task, etc.]
Things 3 4 – Elegant Personal Task Management Template Pdf
Thanks,
[Your Name]”
Email Template for Requesting Time Off
Purpose — to ask for time off
Subject line — Request for time off [date from and to] inclusive
“[Name of boss]
Things 3 4 – Elegant Personal Task Management Template Download
I would like to take time off between [start date and end date].
I have already spoken with [names of colleagues] to ensure that my time off won’t clash with anyone else’s. In my absence [colleague name] will be acting as my deputy and covering my work. I have fully briefed and trained them.
I will also get ahead on my work before I go and expect to complete the following prior to my time off. [list expected status of key projects, tasks, or work].
I will ensure that my entire workload is handled properly in my absence.
Thanks,
[Your name]”
And there you have it, seven super-helpful templates for emailing your boss like a pro! Remember, for more helpful information on business guides, recruitment, and building better business relationships, hop across to Recruiterbox.