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How to create a task dashboard to manage tasks.

Sarah Burner

ClickUp Contributor

February 8, 2024

Do you have days where your to-do list just keeps getting longer? How about weeks that feel busy, but your work remains unfinished because you spend most of your time on follow-ups and responding to queries? 

It doesn’t matter if you’re a marketer, a software engineer, a management professional, or a CEO; tasks can crowd your schedule and take a toll on your work and personal life.

Fortunately, a better way to manage work is a task dashboard! A task dashboard helps you oversee your personal and professional projects from start to finish, with minimal stress and maximum efficiency.

Because task management isn’t easy, no one-size-fits-all model works for every task. So task dashboards, too, come in all shapes and sizes. In this article, we’ll run you through the different types of task dashboards and share tips to help you set up and manage a task dashboard that simplifies your life.

What is a Task Dashboard?

1) strategic task dashboard, 2) operational task dashboard, 3) analytical task dashboard, 4) saas task dashboard, 5) marketing operational task dashboard, 6) healthcare analytical task dashboard, 7) all-purpose dashboards, step 1: choose a task dashboard software and create a fresh project, step 2: add essential components to your task dashboard project, step 3: view progress and spot bottlenecks, step 4: work toward current milestones, step 5: watch out for high-risk items, step 6: select the right chart type for your data, step 7: give your numbers context, step 8: build the dashboard components, step 9: collaborate, share, and gather feedback, step 10: schedule regular reviews and updates, 6 tips to managing a task dashboard, choose the task dashboard that is right for you.

  •  Frequently Asked Questions

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A task dashboard is a part of work management software and offers a 360-degree view of all your projects and their progress. It’s a centralized dashboard where you and your teams can track performance, prioritize tasks, identify and resolve bottlenecks, and ultimately finish projects on time.  

Task dashboards streamline workflows , improve time management, and enhance productivity. Without a task dashboard, it can be challenging to keep track of your various deadlines, pinpoint the cause of delays, and provide immediate feedback. So, think of it as a control center for your team. 

When integrated into your daily activities, a task dashboard makes it easy to collaborate, track individual productivity, and gain crucial insights into the progress of your projects. 

Different Types of Task Dashboards

Task dashboards are designed to cater to various requirements and challenges. Here are some broad types of task dashboards.

A strategic task dashboard allows users to track the progress of long-term goals with a bird’s eye view of all relevant projects. It offers a consolidated view of critical data, aligns daily operations with long-term project objectives , and includes trend analysis and goal-tracking features.

The dashboard presents valuable high-level data that helps senior executives make informed decisions without getting lost in the weeds. They can use the insights from historical data to understand trends and patterns, catch any crucial issues, and change tactics if necessary. It helps decision-makers steer organizations effectively and ensure their projects align with overarching business goals.

An operational dashboard helps you manage day-to-day business operations and address real-time performance monitoring and task management challenges. It provides real-time data and insights, with features like live data feeds, process analysis , and task management tools.

An operational task dashboard is a must-have for managers and team leaders, as they rely on tools to provide immediate updates on ongoing operations. Having this information handy allows them to react swiftly and provide feedback where required, ensuring smooth and efficient business operations. 

An analytical task dashboard provides in-depth analysis, trend identification, and strategic decision-making from historical data. It helps users gather critical insights, predict future trends, and formulate effective strategies. 

Because this type of dashboard features advanced analytics like trend analysis and predictive modeling, it’s useful for data analysts and middle management.

It also helps you evaluate your and your team’s performance at a granular level, uncovering patterns and comparing metrics over time. You can use the results to make decisions that are data-driven and objective.

The SaaS sector faces significant challenges such as customer retention, revenue tracking, and cost management.

A SaaS task dashboard addresses these challenges by offering an in-depth view of critical metrics such as customer acquisition costs (CAC), monthly recurring revenue (MRR), and customer lifetime value (CLTV). 

Tailor-made for SaaS businesses, this dashboard type allows executives and managers to closely monitor customer dynamics and financial health, helping in strategic decision-making like pricing optimization and customer retention efforts. 

A marketing operational task dashboard helps small to mid-sized businesses with campaign management, resource allocation, and customer engagement. This dashboard offers real-time insights into marketing efforts, allowing managers and teams to track KPIs like leads, conversions, and web traffic.

Marketing operations task dashboards are a good complement to CRM dashboards . They allow you to track campaigns, analyze lead sources, and assess engagement metrics. Marketing professionals can rely on the dashboard to pivot strategies quickly and deploy an agile, impactful approach to marketing activities.  

Efficient patient care, low wait times, and optimized operations are essential goals of a healthcare organization.

A healthcare analytical dashboard addresses these by providing insights into patient care trends, treatment outcome tracking, and resource utilization. 

Critical features like wait time tracking and treatment success rates support data-driven decisions. This improves patient outcomes, reduces operational costs, and streamlines healthcare operations.

Sometimes, a pre-built task management template like ClickUp’s Task Management Template can work perfectly, regardless of your dashboard needs. It helps you narrow down mission-critical priority tasks by viewing them in a List, Board, and Calendar.

Further, ClickUp’s Task Management Template is designed to help you:

  • Visualize and organize tasks such as project milestones or marketing campaign stages by status, priority, or department
  • Track and optimize workflows such as product development cycles or customer support processes based on bandwidth and task progress
  • Collaborate across teams such as sales and development or HR and marketing on scheduling, assigning, and completing tasks

Arrange and view your tasks with different filters in the ClickUp Task Management Template

Instead of spending hours looking for an efficient framework for your team, simply use this task management template. Once it is added to your workflow, you must plug in the details and enjoy enhanced productivity.

Also Read: Creating an OKR Dashboard

How to Create a Task Dashboard?

Now that you’ve reviewed the fundamentals, here’s how you can make an efficient task dashboard:

Select a suitable task dashboard software and create a new project. Name your dashboard to reflect its purpose and the project it’s associated with. Set the goals and ideal outcomes of the project in clear, measurable terms. 

Then, opt for a template that works for your requirements or custom-build your dashboard for specific project requirements. 

Equip your task dashboard with critical components like progress bars, task lists , and high-risk issue indicators to provide a comprehensive project overview.

Choose elements that align with your project’s KPIs and objectives. For example, ClickUp’s Custom Project Management software offers customizable fields that can be tailored to your specific needs.

This step is crucial for a clear, at-a-glance view of your project’s status.

ClickUp for virtually anything you can imagine. 

Set up your task dashboard to track project progress and identify bottlenecks using tools like Road Maps or visual representations like ClickUp’s Gantt Charts .

Incorporate analytics to monitor how many tasks are delayed and have over-allocated resources. Managers and team leaders can stay informed about trends and potential delays by consistently updating and reviewing progress indicators. 

ClickUp 3.0 Gantt chart simplified

Direct your task dashboard to focus on current milestones, employing tools like milestone trackers and deadline countdowns. This setup, crucial for project awareness, helps visualize your progress toward key goals.

Project managers and team leaders can ensure that deadlines are met with timely alerts set up on their dashboards. 

ClickUp 3.0 Item Hubs detailed

Focus on identifying and monitoring high-risk items in your project by utilizing dashboard features like filters and color coding to highlight complex or critical tasks.

Create sections to track these high-priority items. This can help you manage potential risks proactively.

ClickUp Tasks offers customization with tags and filters for efficient categorization and risk management across various projects.

ClickUp 3.0 Adding Tags to Tasks

Remember always to conduct regular risk assessment updates. Keeping risk evaluations current and in line with changing project dynamics ensures accurate dashboard representation and facilitates timely risk mitigation. This vital step ensures your projects don’t run into unforeseen delays or complications

The right chart type can help you present your project data effectively. 

Determine the best graph or chart type for your KPIs: bar charts for trend analysis, pie charts for proportions, line charts for time-based developments, or tables and gauges for detailed and focused information.

Of course, try to avoid cluttering your dashboard with too many chart types. Focus on a few representing the most relevant data for a smooth user experience and quick decision-making

To interpret the data in your dashboard accurately and meaningfully, make sure it’s contextualized.

You must align your data with broader project or organizational goals by setting benchmarks, comparing current data to historical figures, and illustrating progress against timelines. ClickUp Tasks, for example, offers versatile visualization options and customizable subtasks to present essential data effectively.

The dashboard designer should clarify data significance at a glance, possibly by adding explanatory text, comparative metrics, or trend lines.

Also, remember to implement storytelling in your dashboard design to guide viewers through the data logically and engagingly. This narrative approach improves user experience and comprehension.

Choose a dashboard software that lets you arrange charts, graphs, and data tables with easy-to-use drag-and-drop features.

Focus on creating a layout that makes crucial information accessible and prominent.

ClickUp 3.0 Dashboards Bugs per view and tasks per status

Implement a responsive design for your dashboard to ensure it’s accessible on various devices, like tablets and smartphones. This adaptability allows team members to interact with the dashboard anytime, anywhere, keeping critical information readily available.

You’re almost there. You need to invite feedback from your stakeholders, team members, and others on your dashboard. This step is crucial for identifying areas for improvement, potential new features, or confusing elements.

The project manager or dashboard creator must actively seek and incorporate this feedback to improve the dashboard’s utility.

ClickUp Tasks facilitates collaboration and feedback with features like multiple assignees and comment threads. This way, the entire team can collaborate on making the dashboard work for them.

ClickUp 3.0 Threads in Tasks

A pro tip here is to create a structured feedback loop using tools like surveys or interviews. Specific input on usability, clarity, and effectiveness helps refine the dashboard further, making it a more efficient tool. Your dashboard is now ready to go.

Like any well-run machine, your task dashboard needs maintenance. Once implemented, you must schedule regular reviews and updates for your dashboard. 

Maybe your project needs have evolved, so you need to change the scope or direction of your tasks. Or a team member’s role has changed. 

But these reviews are not just for updates. Schedule training sessions and reinforce best practices among your team on using and interacting with the dashboard. By educating your team members on how to use the dashboard effectively, you can maximize its utility in the project’s task management process.

Creating a dashboard and managing it are two very different things. You can hire professionals to create dashboards, but you might not go that far without these tips. 

  • Exercise emotional intelligence: Everyone has a different working style , but people always respond well when you appreciate their efforts. Highlight individual and team successes and challenges to motivate members 
  • Align (and re-align) dashboards with business goals : Regularly review and adjust dashboards to reflect business objectives
  • Stay agile and adaptable : Your dashboard is not a static program. Update it regularly to match changing project needs and team requirements
  • Recognize and address learning needs : Provide training and resources to ensure your team is proficient in dashboard usage
  • Prioritize data privacy and security : Restrict sensitive information to authorized personnel only. Collaboration is great, but so is compliance
  • Regularly clean and update data: To avoid misleading insights, establish a routine for data validation and maintenance

According to Capterra’s 2024 Tech Trends Survey , more than half (58%) of U.S. buyers regret one software purchase in the past 12 to 18 months. 

So, before you finalize your choice of task dashboard, make sure that the software is intuitive, responsive, and can adapt to your company’s evolving needs. 

With its highly customizable task dashboards, ClickUp Tasks can work for anyone. Sign up for free , and let us show you how 😊.

  Frequently Asked Questions

1. how to create a task dashboard.

To create a dashboard, choose a suitable task dashboard software and set up a new project. Add essential components such as progress bars, task lists, and high-risk issue indicators to provide an overview of the project.

Track progress and spot potential bottlenecks using tools like Road Maps or Gantt Charts. Focus on current milestones and incorporate features to monitor high-risk items.

Select the right chart type for your data to represent your KPIs accurately. Ensure you build the dashboard components with a user-friendly design and regularly review and update the dashboard to keep it relevant.

2. What are the elements of a task dashboard?

A task dashboard typically includes several critical elements: overall progress indicators, task lists, risk matrices, and KPI tracking tools. Additionally, it may contain milestone trackers, deadline countdowns, and visual elements like Gantt charts or bar graphs.

High-priority or high-risk issue indicators, along with filters and color-coding systems, are also common. The dashboard should be designed for ease of use, with a layout that clearly displays the most important information.

3. What are the benefits of a task dashboard?

A task dashboard enhances project management by providing a clear overview of your project’s status. It also helps you track progress on various goals and tasks, and identifies potential issues before they snowball.

A task dashboard also improves team coordination and communication by centralizing project information. It aids in decision-making by presenting data in an accessible and actionable format. By using a task dashboard for all your personal and professional projects, you can improve your productivity, manage your resources better, and see your projects to completion.

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Top 10 Task Dashboard Templates with Samples and Examples

Top 10 Task Dashboard Templates with Samples and Examples

Mohammed Sameer


Do you remember Tony Stark's JARVIS, a natural-language user interface computer system featured in Iron Man  and other Avengers films? 

Yes, the one that Tony Stark uses to visualize and track the progress of his ongoing projects (missions we all dreamt of being a part of). 

When it comes to project monitoring and analysis, you want an intelligent system to keep track, which is where Task Dashboards Templates come in. But what exactly is a task dashboard, and how can it help you organize your projects?

What’s a Task Dashboard?

A task dashboard displays metrics, statistics, insights, and Key Performance Indicators (KPIs) for specific projects in a single place. It is a unified interface for visualizing, monitoring, optimizing, and improving the performance of your projects. 

It acts as a real-time monitoring tool for your projects, allowing you to determine what's working, what's not, and what changes are required to meet your objectives.

Task Dashboard Templates We Bet On!

Task dashboard templates provide a comprehensive view of your project's performance. Everything is at your fingertips. It is ideal for project managers, teams, individual departments, and business owners looking to track the progress of their projects.

Let’s explore the templates on offer.

Template 1: Task Management Dashboard PPT Template

Tracking project progress is never easy and commands unwavering attention to extract accurate results. Our pre-designed PPT Template makes it easy. Here, you get an overview of time spent on projects, task status, progress, and more. It is a holistic tool that gives you relevant and reliable information at a  glance. Get it now.

Task Management Dashboard To Track Project Progress

Download this template

Template 2: Task Management Dashboard With Project Timeline

With a primary focus on project health and status, this illustrative PPT Dashboard highlights many critical pieces that need your attention as a project manager. You get insights on the budget (divided across resources, hardware, and software) and a project timeline highlighting tasks completed, initiated, and under progress. Download now.

Task Management Dashboard With Project Timeline

Get this template

Template 3: Task Management Dashboard for Open and Closed Tasks

No organization just runs on one task or project. Multiple teams work on multiple projects (each having several tasks), which makes keeping track of each task impossible. SlideTeam has the perfect solution. Our template helps you monitor open and closed tasks across projects to promote efficiency in your business operations. Get it now.

Task management dashboard closed tasks powerpoint presentation grid

Grab this template

Template 4: Agile Sprint Dashboard with Task Monitoring

Bring the power of task management to your team with this agile sprint dashboard. Its design is built to offer critical insights into task monitoring to move the needle in your organization. Get a concise report of how your projects fare against your business objectives using this PPT Template. Download now.

Agile sprint dashboard with task monitoring

Template 5: Task Completion Dashboard with Cost

In the rush of completing tasks and projects before deadlines, the cost incurred is seldom made a priority. With this well-structured dashboard, you can evaluate projects in terms of tasks created vs. completed, emphasizing the total cost that your organization has to bear. Don’t wait; download it now!

Task completion dashboard with cost

Template 6: Scrum Project Task Management Dashboard

Scrum is one of the most effective project management techniques that almost every industry uses. Whether your organization is strengthening its roots in IT, healthcare, e-commerce, or real estate, this template will help you create a task dashboard that supports scrum project management. Use it to analyze and present data on sprint velocity, scope changes, task categorization, and progress in a jiffy. Download it now!

Scrum Project Task Management Dashboard

Template 7: Programme Status With Activity And Tasks Dashboard

Scheduling daily activities and completing them as planned is critical to accomplishing your project objectives within deadlines. Project managers know that a single misstep can prove catastrophic, and they can't afford to overlook anything. Use this template to schedule daily activities and closely monitor their progress. It will also help you to clear backlogs, prioritize tasks and compare the status/progress of each activity. Download it now!

Programme Status With Activity And Tasks Dashboard

Template 8: Task Management Dashboard with Employee Workload

Meeting clients’ quality guidelines for a particular project/task is only possible when your team is motivated and focused. For that, a manager needs to balance the workload and assign a task to the best person suited to complete it. This template helps project and people managers tackle this challenging task with ease. It provides a dashboard that allows you to balance task allocation, capture activity snapshots, track progress, and manage employee workload. Get it now! 

Task management dashboard with employee workload

Template 9: Four Phases of Task Completion Percentage Dashboards

Even with Agile project management methodologies; it is not guaranteed that you can divide/break a big project into small, readily achievable tasks. Some tasks need to divide further into sub-task or phases that can be monitored efficiently. This template helps to illustrate such tasks and their phases to your team. Use it to share critical details, success makers, and the progress of each task with colleagues. Download it now! 

Four phases of task completion percentage dashboards

Template 10: Project and Task Tracker Report Dashboard

Tracking and managing a project is just the first half of the project manager’s job. The second is to present this information to stakeholders and clients in a digestible and eye-catching manner. Our template helps exhibit information that is understandable in a single glance with the help of graphs, pie charts, and bar charts. It demonstrates task progress, project budget and cost, and pendency to other partners/clients. Get it now! 

Project and task tracker report dashboard snapshot

Over To You

You're probably eager to get started now that you know what to look for in a task dashboard template.

We completely understand! Having your data ducks in a row is a fantastic feeling.

SlideTeam has customizable task dashboard templates for you, no matter what type of workplace you have. With these, you can bring the power of task dashboards to your team without spending all night fiddling with figures and names.

FAQs on Task Dashboard

What is the purpose of task management.

At its core, task management is monitoring your project's tasks from start to finish. It entails actively making decisions on how to order your tasks with the aim to increase productivity. Project task management involves effectively managing all aspects of a task, such as budget, time, scope, resources, and so on.

What are the five phases of task management?

Here are the five phases of task management:

  • Monitoring and Controlling

Managing a project, regardless of its size or scope, is a difficult task. There's a lot that can go wrong, from planning the minutia to dealing with clients' ever-changing demands. It is easier to control the project and the quality of the output when it is divided into manageable stages (like the five listed above), each with its own goals and deliverables.

What are the top benefits of project management dashboards?

Here are the top ways a project management dashboard benefits your organization:

  • Enhances Project Coordination
  • Increases Awareness of Data Discrepancies
  • Enhances Decision-making Speed
  • Creates Strategic Insights
  • Clear Overview of Project goal status.
  • Promotes Scalability.

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Organize your team with a task management dashboard

  • Task Management

Organize your team with a task management dashboard

Organizing teams and consistently completing tasks on time throughout an organization cross-functionally is one of the most daunting tasks that managers face, but it’s also one that’s much more achievable with a task management dashboard.

Unfortunately, most managers aren’t currently using one of these dashboards. In fact, one quarter of project managers report that they don’t use software dedicated to project communication and completion, partly because of the hurdles they’d have to jump through to implement it.

While the implementation of such tools can be daunting, it doesn’t have to be. We’ll walk you through how to set up a task management board easily.

Create a task management dashboard using Jotform Tables and Report Builder

You can use tools like Jotform Tables and Report Builder to display digital workflows in an easy-to-understand dashboard in just a few minutes.

  • Jotform Tables

Jotform Tables was built to collect data, facilitate communication between team members, and automate repetitive tasks like data entry and updates — all of which are critical for effective task management.

The best part is that you don’t have to start from scratch. There are over 290 templates you can choose from, like this employee task list that acts as an excellent base for a task management dashboard.

This template organizes tasks by row and uses columns to designate a single owner for each task, display each task’s status and due date, and include any relevant notes.

Each column is customizable, and you can add or delete columns to build the task management tool that works best for you.

Image of Employee Task List Template in Jotform Tables

Once you’ve selected this template, you can input team members, tasks, and deadlines and then start working with the template to easily display the status of each project.

The Status column, highlighted in the screenshot below, is one of the most critical parts of the Jotform dashboard. You can set this column to automatically change as team members complete or move specific items throughout a workflow, meaning that you never need another update meeting.

Screenshot of Employee Task List Template in Jotform Tables

You can also expand each task to showcase more information about it and include notes for team members to communicate with one another.

Screenshot of Employee Task List Template in Jotform Tables Viewing Entry 1

You can use this template to keep track of your team, including key information like contact data, team assignments, titles, and more. 

Screenshot of Employee Task List Template in Jotform Tables Viewing Entry 5

To use Jotform as a ticketing system, team members, employees, or customers can submit tasks using the employee task assignment form linked to the table.

Below is an example that allows the person filling out the template to create new tasks in various stages and assign them to relevant team members.

Organize your team with a task management dashboard Image-1

For a big picture view of whether your team is on track, use the Jotform Report Builder to visualize progress.

Jotform Report Builder

So you’re in charge of managing your team’s tasks. How’s it going? This simple question often has a complex answer, but you can communicate it without a single status update meeting by using visualized charts from the Jotform Report Builder .

Within your Jotform table, you can create a new report view that auto-generates visualizations of data within that table. Here’s an example:

Image of Employee Task Assignment Form in Jotform Report Builder

You’ll be able to quickly see how many of your tasks are currently in specific stages, how the workload is distributed among team members, how many tasks have been completed within a given time frame, and much more.

You can publish these reports publicly or privately, so you can share them with the world or just a select group of people. Invite people to view your report directly via email or send them a live URL with real-time data.

Organize your team with a task management dashboard Image-2

Get your team organized with Jotform

Getting started with a task management dashboard is as easy as opening up a Jotform table template and customizing it for your workflow.

Our tables allow your teams to seamlessly collect data or ticketing requests, communicate with other team members cross-functionally, and share your success with stakeholders using automatically generated reports that are beautiful to look at and easy to understand.

Thank you for helping improve the Jotform Blog. 🎉


Task Management: A Beginner’s Guide

Task Management: A Beginner’s Guide

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Top 6 task management software tools for productive teams

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25 Task Management Software & Tools To Work Faster in 2024

  • March 14, 2024

The core of task management is the organization of specific pieces of work, coordinated to facilitate maximum collaboration between teams. While some people prefer to manage tasks the old-fashioned way — with a combination of sticky notes, journals, and to-do lists — many teams and individuals in the workplace are using digital solutions to stay organized and make sure nothing falls through the cracks.

Today, with more teams working in remote and hybrid environments , it’s become even more important to look for ways to improve collaboration and boost productivity while managing tasks. That’s where task management software can help.

What is Task Management Software?

By definition, task management tools are digital platforms that help individuals and teams manage their tasks. More than simple to-do-lists, task management tools allow teams to collaborate digitally by organizing, prioritizing, and assigning tasks to each other. 

So what exactly does task management software do? As with most software, there is a range of complexity and technological advancement among different systems. With that being said, typical features include: 

  • Task scheduling to set deadlines in advance.
  • Task customization and editing to update for specific situations. 
  • Task assignment , which may include internal coworkers, external partners, or both.  
  • Notifications/Alerts to remind users about upcoming tasks and responsibilities. 
  • Recurring tasks or templates to standardize repetitive steps in your workflow.  
  • Sub-tasks or parent tasks to create additional steps within a task.   
  • Time Tracking to record the amount of time spent on tasks.
  • Progress reporting to track current positioning in regards to the overall goal.
  • Task organization using tags, labels and channels to group by common team or project. 
  • To-do-lists for easy task visualization.

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Benefits Of Using Task Management Tools

Whether you use task management systems as an individual or as part of a team, there are many benefits to your daily workflow. Some of the top benefits include:

Streamlined workflow. Task management software helps individuals and teams record, assign, and organize all of the processes of a given workflow. This is beneficial because it ultimately reveals where there are redundancies, inefficiencies, and bottlenecks to be fixed. 

Improved productivity. Task management software reduces the number of time workers have to spend sifting through information and getting organized. It also helps workers prioritize tasks, stay on top of current responsibilities, and prevent things from slipping through the cracks. When all is said and done, task management software can significantly improve team productivity .

More effective collaboration. How many times have you discussed next steps during a meeting or over the phone, but then you forget to write them down. Or perhaps you have a new due date for a project you’ve been working on, but now you have to individually tell each member of your team. Task management software brings everyone together on one platform, which helps improve communication and ensures that everyone knows what tasks they are responsible for, and when they need to complete them by. 

The Best Task Management Tools on the Market

1. hive  .

Hive task management software

Hive is an all-encompassing productivity software that helps teams work faster. As a task management tool, Hive can be used by teams of all sizes to manage upcoming tasks, assign work to team members, and collaborate within the platform. In addition to being a great task management software, Hive is loved by thousands of teams for its project management capabilities, remote work tools, and powerful team collaboration solutions. 

Some features of Hive: 

  • Flexible project layouts: Kanban, Gantt, Portfolio, Calendar, Table, List & more
  • Create and assign tasks from meeting notes
  • Create and assign tasks from emails
  • Assign tasks to internal and external users
  • Workflow automation to streamline tasks within and across apps
  • Time-tracking and resourcing
  • Upload, organize, and attach files to tasks
  • Create repeatable tasks with templates
  • Communicate on tasks with comments and tags

Managing tasks in Hive begins in Action cards, which function as the building blocks of projects. Within an Action card, you can create sub-actions, assign them to others with due dates, @mention teammates in comments, attach files, and even proof and approve documents. To see all upcoming tasks on your plate, simply use Hive’s My Actions view and filter based on project or status.

Whether you’re looking for a tool to use as an individual or part of a large organization, Hive has a solution for you. Start your Hive 14-day free trial to create your workspace and start managing tasks in minutes.

todoist task management tool

Todoist is a leading task management tool that helps people see everything they have to do in one place. It functions as an online to-do-list , where users can manage tasks and projects, whether for themselves or as part of a team. People like Todoist for its user-friendly interface and mobile app, which make it quick and easy to use on a daily basis as things pop up, which is why it’s the best task management software for small business.

Because this software is less comprehensive than other task management tools though, Todoist is best for teams or organizations with simple workflows. For more complex needs like Gantt charts or Kanban boards, we recommend checking out other project management software options.  

Some features of Todoist:

  • Create subtasks and recurring tasks
  • Commenting on projects and tasks
  • Favorites for keeping key projects, labels or filters top of mind
  • Prioritization levels
  • Todoist Karma awards points for completing tasks and maintaining streaks

Nifty task management software

Milestones in Nifty are a unique way to track the progress of any initiative, big or small. Tasks are attributed to Milestones that display phases of a project, indicating deliverables or sprints, and highlight the progress of a project as tasks are completed. Nifty is fantastic for anyone who wants to see the “big picture” context of whatever they’re working on.

Some features of Nifty:

  • Discussions for focused collaboration
  • Use Gantt Charts to visualize project milestones
  • Tasks to facilitate detailed organizing, prioritizing and managing
  • Docs & Files in an organized hub for each project
  • Time Tracking for efficiency and smart decision making
  • Reporting with overviews across all projects

4. ProofHub

Proofhub task management software

ProofHub is a task management tool and team collaboration software used by teams of all sizes and industries. ProofHub allows you to have complete control over team members which helps in delegating tasks and receiving real-time progress updates when managing project activities. You can create task lists and even divide a task into smaller, more manageable subtasks with ProofHub. ProofHub’s Forms are another splendid feature that helps streamline work requests and gives users the ultimate control.

Furthermore, with the power of this Gantt chart tool in your hands, you may adjust work schedules in response to changing deadlines, highlight key paths, and track progress without jeopardizing the project.

Some features of ProofHub:

  • Kanban boards to see work moving in multiple stages
  • Gantt charts to visualize and plan tasks
  • Custom task fields to store relevant task information
  • In-built chat tool to communicate effectively
  • Custom reports to see project progress

5. BIGContacts

BigContacts task management software

BIGContacts is a robust CRM that also offers hellpful task management tools. It lets you streamline business processes by bringing all tasks and associated data to a single platform, eliminating the back and forth between platforms. This improves individual productivity and boosts the overall efficiency of tasks. BIGContacts lets you automate recurring tasks and set up reminders to never miss an important deadline.

All your team members can track their pending tasks using to-do lists and get a comprehensive view of the activity calendar to stay updated with upcoming events. Along with providing a comprehensive view of tasks, BIGContacts also offers intelligent reports, enabling you to monitor the progress and effectiveness of tasks with ease.

Some features of BIGContacts:

  • Tasks & to-do lists with prioritization 
  • Team and individual calendar view  
  • Automated reminders and alerts
  • Recurring tasks 
  • Easy task assignment & tracking

6. MeisterTask

MeisterTask task management software

MeisterTask is a task management software that was designed with agile teams in mind, but it can accommodate teams with many different workflows. This software was made with streamlined features that are meant to be intuitive and user friendly. In the platform, teams use customizable Kanban-style boards to organize tasks and monitor the progress of a project. One of the most appealing aspects is MeisterTask’s free basic plan, which offers limited usability (for an unlimited number of project members) for no cost.  

Some features of MeisterTask:

  • Varying levels of responsibility with distinction between task “assignees” and “watchers”
  • Built in Time-Tracking
  • Option to add custom fields to tasks
  • Multiple checklists within tasks
  • Attach files and images to tasks
  • Task relationships and tags

casual visual task management

Casual is a visual task management software that lets you arrange your tasks however you work best. Casual is great for all types of small or growing project-based teams, not just project managers. What’s different about Casual is that they don’t show tasks in traditional project layout views, instead letting users organize tasks how they actually see them in their mind. If you have never worked with visual project management, Casual even has pre-set templates that can help you get started. 

Some features of Casual:

  • Visual workflow creation
  • Task dependencies and grouping
  • Assigning tasks and setting deadlines
  • Repeatable tasks and projects
  • Milestone tracking

nTask task management software

nTask is a task management software and project management tool that facilitates tracking project development, collaboration across teams, and risk assessment. The application has an intuitive and minimalistic interface, making it effortless to onboard new users. nTask is also easy-to-access being available on multiple platforms. 

Some features of nTask: 

  • Task management
  • Risk management
  • Team management
  • Gantt charts & Kanban boards

9. SmartTask

SmartTask task management software

SmartTask is an all-in-one task management platform that helps solopreneurs, SMBs, and enterprises organize and manage their work from one location. Stop juggling between multiple apps for project & task management, CRM, time tracking, communication, and collaboration as you will get all of them with SmartTask.

It has typical task management features like recurring tasks, subtasks, due dates, and dependencies and lets you manage tasks with the list, board, calendar, and timeline views. You can handle multiple projects with the portfolio view and allocate resources effectively with the workload view.

Team collaboration features in SmartTask let you group chat, audio call, video conference, and share files with anyone in the organization. SmartTask integrates with Zapier, Slack, Jotform, Mailchimp, and many other applications. It also offers a white labeling feature that allows you to show off your branded workspace.

Some features of SmartTask:

  • Manage tasks with the list, board, calendar, and timeline views
  • Recurring tasks, subtasks, due dates, reminders, and dependencies
  • Track time on tasks automatically and manually
  • Trigger video conferences and voice calls from tasks
  • Comment on tasks
  • Import tasks from emails

10. Tasklog

tasklog task management software

Tasklog is a task management tool specifically designed for freelancers and is a great task management software for small business. Created with typical freelancing functions in mind, this tool helps freelancers manage their daily tasks in one single digital dashboard.

Users can create to-do-lists, manage projects, and assign tasks to clients. Tasklog also shows overviews and data insights to help users understand where they are most productive, what they have accomplished, and how they are pacing overall. 

Some features of Tasklog:

  • Assign tasks to specific time entries
  • Time-tracking
  • Online invoicing and expenses
  • Client task assignment
  • Customizable Pomodoro Timer
  • Reporting and insights

11. Hubspot Task Management

Hubspot task management software

While HubSpot isn’t a traditional task management tool, its CRM platform has project and task management capabilities. If you’re a marketer or a salesperson and you’re looking for an integrated tool, then you might consider HubSpot CRM because of the free marketing, sales, service and, of course, task management tools that are natively integrated.

Once you want to set a task for a contact, simply choose the company, contact or deal in the HubSpot CRM. Click “Create task” and add your details and notes; set a due date; set an email reminder, task type, and task owner (all optional); and then click “Save Task.”

Once you’re ready to tackle your open tasks, you have the advantage of all of your contact information, meeting notes and deal stage in one place.

12. FunctionFox  

Function Fox task management software

FunctionFox is a task management tool specifically loved by creative professionals at marketing agencies, PR firms, and design teams both large and small. These teams love this software because it was created by an ad agency with very specific needs in mind.

This platform is robust enough to support creative teams with the things they need on a daily basis — including creative project management, time-tracking, and resourcing — without additional features that may clutter their workspace. There are various pricing plans, affordably starting at $5 per month per user.

Some features of FunctionFox: 

  • Multiple layouts including Gantt/timeline, task boards, and list views
  • Client collaboration
  • Reporting and analytics

Chanty task management software

Chanty is a team collaboration tool used for task management and communication between teams of all sizes. It helps you align all your work-related tasks in one place with multiple integrations. Chanty allows you to stay up to date, streamline repetitive activities, and increase productivity without leaving the platform. With over 75,000 companies using Chanty, it is a perfect choice for your team to complete tasks on time, stay connected and be your most productive self. 

Some features of Chanty:

  • Be organized with a teambook
  • Kanban board
  • Turn messages into tasks
  • Create, assign and set due-dates to tasks
  • Audio and video calls
  • Voice messages
  • Thread discussions

Paymo task management software

Paymo is a comprehensive tool that is especially useful for teams who want to manage tasks, estimate costs, and bill clients all in the same platform. Once you’ve planned out your project and corresponding tasks, simply convert it into an estimate with pre-filled tasks, hourly budgets, and costs. After you send it to your client for approval, you can quickly turn it into an invoice right in the app.

Paymo also lets you turn timesheet data into an invoice for clients, so you can stay up to date with payments as the project progresses. Oh and if you’re a freelancer, you can use Paymo for free.

Some features of Paymo: 

  • Task prioritization levels
  • Ability to attach files to any task
  • Kanban and Gantt project views
  • Invoicing, estimates, and expense management
  • Mobile app for both Android and iOS

15. ProProfs Project

proprofs project

ProProfs Project is an easy-to-use tool that lets you manage and prioritize tasks in a centralized space. Maximize productivity with its quick interface and seamless collaborative capability. You can extract deep insights into project status and identify gaps. You can even view your task status on its interactive Gantt charts and track task progress from start to finish. Meet your deadlines faster with task customization and time tracking.

Some features of ProProfs Project:

  • Assign and manage tasks on a centralized dashboard
  • Measure task progress effortlessly
  • Set task status as open, on-hold, or complete
  • Prioritize tasks with simple drag and drop functionality
  • Give feedback on each task and subtask
  • See team performance with smart reports

16. Timecamp

timecamp task management software

If you need a reliable app for daily automatic work tracking , TimeCamp will be a perfect choice. Using this app, you can add as many projects, tasks, and subtasks as you wish to create an easily manageable work structure. What’s more, you’ll get an even more transparent project organization if you add tags.

But what’s TimeCamp is the most known of is automatic time tracking . Whether you use a web timer, a desktop or mobile app, or a browser plugin, the tool logs working hours and (if you want it to!) collects the computer activities, so you don’t have to waste time filling timesheets manually. 

Some features of TimeCamp: 

  • Automatic time and activity tracking
  • Daily and weekly timesheets
  • Wide range of built-in and custom reports
  • Billable/non-billable hours
  • Attendance managemen t
  • 30+ direct integrations with tools like Trello, Asana, Jira, Opensearch , Monday & more task management software is a simple yet complete task management solution if you are looking for a tool that gives you a quick overview of the tasks on your plate. The software offers an intuitive calendar, helping you to easily see how events and tasks fit together. allows you to organize tasks and filter your workflow by date or category. The app is available for iOs and Android.

Some features of

  • Time tracking add-ons
  • To-do list reminders
  • Daily planner to organize and prioritize to-dos
  • Color-coded tasks
  • Advanced customized recurring tasks

18. WebWork Tracker

webwork tracker task management software

In addition to facilitating task management, WebWork Time Tracker is an awesome time tracking and employee monitoring software suitable for big and small companies. Companies use the tool to increase their profitability, offering the most accurate reports and time tracking. Its features allow users to easily count time spent on every single project, website, or other platforms.

The tool is of significant importance for freelancers and companies that hire remote employees. It is the most straightforward but truthful way to calculate working time and consider work productivity. Time tracking is not the only advantage of the tool — a variety of screenshot monitoring modes allow the software access to an employee’s screen, collecting and presenting valuable data. 

Some features of WebWork Tracker:

  • Time Tracking with screenshots
  • Attendance Monitoring
  • Apps/website usage monitoring
  • Activity Level/ Productivity Monitoring
  • Task Management

trello content marketing

Trello is a project management software that utilizes Kanban boards, lists and cards as its key ingredients to give you a flexible overview of projects and tasks. Trello is an intuitive tool, its no-code automation features help you optimize the time spent on repetitive tasks. 

Additionally, Trello allows you to invite new members to collaborate in your workspace, track tasks, and use color-coded labels for organization. And it integrates with many popular apps like Slack, Google Drive, and Microsoft Teams, so there’s no need to stop using software you already love. Trello has a free version , and its paid plans start at $5 per user/month. 

Some features of Trello:

  • See your work from multiple angles: Kanban board, timeline, table, calendar, and more
  • Automate repetitive tasks and enhance workflow
  • Integrate with over a hundred of your favorite tools
  • Dozens of premade templates

Check out our guide to the top Trello alternatives to learn about more similar tools on the market.

20. airtable.

Airtable is a task management tool that lets you keep track of completed tasks in a separate view. The solution’s interactive interface helps you to manage your work routine while collaborating with your team. You can view your projects in different views, such as Kanban boards, Gantt charts, and calendar views. Plus, Airtable has several integrations and templates that offer a to-do list or task management structure ready to use. Airtable has a free plan with limited functionalities and a paid plan starting at $10/month. 

Some features of Airtable: 

  • Interface customizable designer
  • Different views: Kanban, calendar, Gantt chart and list
  • Automations and integrations 
  • Sync data across teams and tables
  • Comprehensive reports 

Unsure if Airtable is the best task management tool for your team? See how Airtable compares to others in the same category.

21. clickup.

ClickUp is a task management software for small business, task management tool with a highly efficient dashboard view and collaboration features. The platform’s free version offers tools that you only get in the paid plans of several other softwares, such as goals, embedded emails, conditional automation, task checklists, custom task statuses, sprints, and 24/7 support. ClickUp also offers native email, several templates and free integrations.

Some features of ClickUp:  

  • Workload view
  • Custom roles
  • Dynamic Recurring Tasks
  • Customizable Board View

To compare with other tools, check out these top Clickup alternatives on the market.

Wrike is a project management application with robust features and flexibility to manage tasks, projects, and team collaboration. With Wrike, you can create and assign tasks, set due dates, and track progress, ensuring everyone stays aligned and productive.

One thing I really like about Wrike is its flexibility in adapting to various project management methodologies , including Agile and Kanban. It allows you to customize workflows, create task dependencies, and set up automation rules to streamline your processes. Wrike also provides real-time collaboration features, such as commenting, file sharing, and task discussions, which is great for keeping communication centralized and transparent.

Some features of Wrike:

  • Customizable workflows and task dependencies
  • Real-time collaboration and commenting
  • Project timeline and Gantt chart views
  • Automation rules for process optimization

Asana stands out as a task management tool with its unique balance of flexibility and structure. It has a customizable and easy-to-use interface that lets you create a personalized work view and tailor it to your specific needs. It features a “My Tasks” list, which auto-promotes tasks based on due dates, helping you prioritize and focus on what needs to be done now, and the sections and columns layout support Kanban, list, or matrix-style workflows.

There’s search and filtering functions, allowing you to locate any task, comment, or file, and reduce time spent navigating through projects. Asana also has a “Focus Mode” that encourages deep work by minimizing distractions, enabling you to work faster and more efficiently.

Some features of Asana:

  • Project timelines and calendars
  • Pre-built templates
  • Task dependencies
  • Automation rules
  • Integrations with over 100 other apps
  • Workload view to monitor and manage the workload of team members

24. is a good task management software designed for workflow organization and project planning. Its visual dashboards make it easy to comprehend your projects’ statuses and progress at a glance, and it allows you to use customizable templates that match your workflow. It also offers automations that take care of routine tasks, letting you focus on strategic matters. also offers extensive integrations with popular tools such as Slack, Google Drive, and Mailchimp . features:

  • Customizable templates
  • Visual dashboards
  • Automate repetitive tasks
  • Extensive integrations with many popular third-party apps and tools
  • Timeline and Gantt views
  • Collaborative workspaces and team communication within the platform

Check out some alternatives to and compare them to find the best task management platform for your company.

Quire is a task management tool with robust features and a free plan. Nest your list of tasks or view your project in Kanban board view, with the flexibility of Quire you can also add folders, sections and permission control to your projects and tasks. Quire is available for iOs and Android mobile apps and offers integration to third-party applications, such as Google Drive, Slack, and Zapier. Customization is another plus of Quire, you can personalize your workspace, change the theme, add widgets, and create custom templates even on its free plan. 

Quire’s features: 

  • Kanban board, Gantt chart
  • Document management
  • Communication tools
  • Discussion boards

Do you have another task management software that would be a great addition to this list? Let us know how you manage your personal and professional tasks in the comments below. And check back for updates as we explore more tools and options.

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20 best task management software

task assignment dashboard

Task management software is more than a digital base for your to-do lists. It’s a collaborative space where your teams can come together and understand their role in shared workloads.

This guide walks through the features you should look for in team task management software and 20 vendor examples to kickstart your research for the perfect tool.

What is team task management?

Task management is the systematic process of planning, organizing, assigning, tracking, and completing tasks to meet your business objectives. Each task is a single unit of work that individual team members are responsible for completing. Managing these overall tasks involves coordinating team members’ efforts, setting priorities, and monitoring task progress to ensure efficient collaboration, streamlined workflows, and successful project outcomes.

Task management

Why do teams need task management software?

The right task management software will move your team away from endless email chains and focus on the necessary tasks to keep your work and projects flowing. From here, it’s easy for teams to work together efficiently and identify potential issues such as bottlenecks or imbalanced workloads.

What features should task management software have?

When researching team task management software, you’ll notice that platforms have a wide range of features, and some will share common functionality. Before you invest, check your preferred tool is equipped with the following:

  • Multiple views : Visualize your tasks using common views like Calendar, Kanban, List, or countless alternatives. For example, monday work management offers 15+ options, including Gantt Charts, which visually display task milestones and dependencies between items for a clear overview of your work.
  • Intuitive interface : Ensure your team easily adapts to any new task management tool.
  • Range of integrations : Connect your task management software with multiple other tools in your tech stack to prevent tool-hopping.
  • Custom automations : Simplify repetitive workflows by setting up automations that run in the background. For example, an automation could email the entire team when someone completes their task.
  • Ability to set subtasks and dependencies : Break tasks down into smaller chunks called subtasks and specify the order they must occur by making some tasks dependent on the next. For example, editing a blog post would depend on someone writing the first draft.

Now you know the features and functionality you’re looking for in a quality task management software, here are twenty solutions to compare when researching the right platform for your team.

1. monday work management

Best for: Any size of team that wants to reach shared goals faster and at scale.

monday work management is a feature-rich work management platform built on top of the Work OS.

Work management

Companies use our platform to plan and organize any type of workflow or project, with task management being a key collaboration feature. monday work management offers the following features:

  • 15+ board views, including the Workload View delivering visibility into team member capacity. This visibility is essential for task assignment as project leads and managers have clarity about what each team member is available to work on.
  • Customizable dashboards using 10+ drag-and-drop widgets to display high-level project data. You can see to-do lists, team goals, and task reports at-a-glance and in real time.
  • Automations to eliminate repetitive tasks from your workflow, like updating team members with email or Slack notifications when each task is complete. This enables peers to review the work, or move on with their task at the next stage of the project.
  • Recurring tasks  are another automation you can set up. For example, schedule regular team meetings to keep on top of your projects, or set up recurring requests for weekly project reports.
  • Integrations with the tools you already know and love, so you can run powerful projects without switching tabs. For example, you might integrate monday work management with Google Drive to attach docs to your tasks or Slack to update a team channel following completion.
  • Time tracking to ensure your team spends its time efficiently. Use the data to accurately forecast how long your team might need to allocate to specific tasks, or to bill clients accordingly.

monday work management pricing

monday work management offers five different price plans:

  • Free: $0 for up to 2 users: 20+ column types, 200+ templates, iOS & Android apps, whiteboard collaboration, shareable forms, and more
  • Basic : $27/month/3 users with annual billing: Unlimited users, 5GB storage, unlimited boards/docs, custom fields, unlimited free viewers, and more
  • Standard : $36/month/3 users with annual billing: Unlimited users, 20GB storage, 6-month activity log, integrations, guest access, and more
  • Pro : $57/month/3 users with annual billing: Unlimited users, 100GB storage, 1-year activity log, time tracking, workload management, and more
  • Enterprise: Custom pricing, 5-year activity log, up to 50 boards, dedicated customer success manager, enhanced admin controls, and analytics

More details on pricing here

Best for: Teams seeking simple task and project management with clear communication capabilities.

Asana is a task management software offering a simple interface for tracking your team projects’ various sections, tasks, and subtasks.

A screenshot of task management in Asana.

Key features

  • Customizable views , such as the Timeline view to gain visibility into upcoming deadlines or the Workload view to understand team member capacity.
  • Task celebrations which occur when you check the task completion box.
  • Integrations with 200+ tools in your tech stack, allowing you to automate tasks between them. For example, you might create a new Google Drive folder for each new task you add in Asana.
  • Weekly focus mode , which allows you to capture your top priorities for the week ahead.

Asana pricing

  • Free : Up to 15 users
  • Premium : Starting at $10.99/user/mo
  • Business : Starting at $24.99/user/mo
  • Enterprise : Custom pricing, includes Business plan features, custom branding, data export, and 24/7 support

Related: Asana alternatives , Asana pricing , Asana work management

Best for : Cross-functional teams aiming to streamline workflows and communication.

Wrike is a project management software you can use to assign tasks to team members, upload files, set deadlines, and track progress. One of Wrike’s strengths is supporting cross-collaborative teams from a central platform.

Wrike board

  • Multiple dashboard views to gain insights into task statuses.
  • Real-time collaboration , including commenting and file sharing from a central location.
  • Customizable pre-built templates designed for marketing, IT & engineering teams, etc.

Wrike pricing

  • Free : Suitable for teams up to five people
  • Team : From $9.80 per user/mo for teams of 2-25 people
  • Business : From $24.80 per user/mo for teams up to 200 people
  • Enterprise : Custom pricing is available for companies who require features like user audit reports and custom access roles.
  • Pinnacle : Additional enterprise features include advanced reporting, budgeting, and billable hours tools.

Related: Wrike pricing

Best for : Agile software development teams focused on issue tracking and project planning.

Jira is an Atlassian product created for software developers who follow Agile project management principles.

Jira board

  • Interactive timelines , including mapping work items, task dependencies, and new releases.
  • Reports and insights tied to your tasks and overall projects to understand metrics like deployment frequency and cycle time.
  • Autonomy preferences allow you to decide whether your projects are company or team-managed.

Jira pricing

  • Free : For up to 10 users
  • Standard : From $7.75 per user/mo
  • Premium : From $15.25 per user/mo
  • Enterprise : Custom pricing for unlimited sites, central security controls, user subscriptions, 24/7 Enterprise support.

Related: Jira pricing, Jira work management

Best for: Visual thinkers and small teams managing tasks with a simple, card-based interface.

Trello uses a Kanban-style methodology for task management which will appeal to teams who like to visualize all the projects they have on the go and the specific tasks they need to complete.

Trello board

  • Boards, lists, and cards , where boards represent projects, lists are each project stage, and cards are for individual tasks. Users move cards between lists once they’ve completed them to indicate they’re ready for the next project stage
  • Multi-device compatibility , including availability on your browser and mobile devices, even when you’re offline
  • Collaboration , including commenting or tagging teammates on specific cards and adding relevant attachments

Trello pricing

  • Free : For up to 10 boards
  • Standard : Starting at $5/user/mo
  • Premium : Starting at $10/user/mo
  • Enterprise : Starting at $17.50/user/mo for larger organizations requiring advanced security and controls.

Related: Trello pricing , Trello vs.

6. Basecamp

Best for: Startups and small teams looking to centralize project communication and tasks.

Basecamp offers a way to set up a single page to house everything you need for each project.

  • Project scheduling tool which displays your deadlines, milestones, dated to-dos, and relevant events.
  • Campfire conversations which act as Basecamp’s in-built group chat tool.
  • Doors that are integrations to external tools like Slack, Airtable, Google Drive, Miro, etc.

Basecamp pricing

  • Basecamp : $15 per user/month
  • Basecamp Pro Unlimited : Starting from $299/month for unlimited users

Related: Basecamp alternatives

7. Evernote Teams

Best for: Creative teams requiring note-taking and information sharing in a digital workspace.

Evernote Teams is a collaborative workspace for note-taking, brainstorming, or hosting a company wiki. 

  • Real-time collaboration , including the ability to edit notes simultaneously. 
  • Task assignments , with functionality such as delegations and reminders. 
  • Searchable document repository to find the right note based on its title, keywords, content type, or dates. 

Evernote Teams pricing

  • Professional : From $17.99 per user/mo

Teams : From $20.83 per user/mo

8. Airtable

Best for: Data-driven teams wanting a flexible database and project management solution.

Airtable is a no-code database platform designed to help teams manage projects and store data.

  • Spreadsheet view with a drag-and-drop function to manipulate your data layout.
  • Multiple views, including Kanban, Gantt, List, and Calendar.
  • Rich media support , including the ability to attach videos, images, and audio files to your tasks.

Airtable pricing

  • Free : Designed for individuals or small teams
  • Plus : Starting at $10/seat/mo
  • Pro : Starting at $20/seat/mo
  • Enterprise : Custom pricing for larger teams requiring features like unlimited workspaces, extensions, and Salesforce & Jira on-prem sync integrations.

Related: Airtable pricing , Airtable vs.

9. Smartsheet

Best for : Teams involved in business operations requiring access to dynamic spreadsheet capabilities.

Smartsheet is a spreadsheet-like project management platform designed to help teams manage work, automate repetitive tasks, and collaborate on documents.

  • Multiple data views , including Grid, Chart, Gantt, and Calendar.
  • Pre-built templates for tasks like planning and budget goals which you can customize to fit your requirements.
  • Customizable forms to collect insights and data from internal or stakeholders.

Smartsheet pricing

There are four Smartsheet pricing options:

  • Free : Suitable for individuals
  • Pro : Starting at $7/user/mo
  • Business : Starting at $25/user/mo
  • Enterprise : Custom pricing is available for large teams, with access to Smartsheet Advance offerings.

Related: Smartsheet project management

10. HubSpot

Best for : Sales and marketing teams that need to track leads and manage customer relationships.

HubSpot isn’t a traditional task management software. However, it does offer the ability to add tasks within the CRM platform.

  • To-do list prioritization for scheduling tasks related to your customer base
  • Task dashboards which act as a base for your tasks, contact details, and meetings
  • Embedded reporting , including past task tracking of closed deals, calls made, and activities completed

HubSpot pricing

  • Free : $0 for marketing, sales, service, CMS, and operations tools
  • Starter : From $30 per month
  • Professional : From $1,600 per month
  • Enterprise : From $5,000 per month

11. Todoist

Best for: Small teams focused on a holistic approach to collaborative task management.

Todoist is a simple task management app that enables teams to manage tasks, projects, and collaboration in one place.

  • Task assignments including the ability to create projects, add tasks, set due dates, and assign responsibility.
  • Messaging functionality which allows team members to share files, discuss details and provide updates.
  • Task filtering so users can see each other’s activity streams or upcoming due dates.

Todoist pricing

  • Starter Plan: For up to 5 active projects.
  • Business Plan : From $6 per member/mo

12. MeisterTask

Best for : Creative teams seeking intuitive project planning and visual workflows.

MeisterTask is another Kanban-style task management tool that gives teams a clear overview of their to-do lists.

  • Agendas which are private boards visible only to individual team members
  • Task watchers to keep relevant people in the loop about specific tasks
  • Task relationships allow you to tag whether tasks are related or duplicates

MeisterTask pricing

  • Basic : For up to three projects
  • Pro : $8.25 per user/mo
  • Business : $20.75 per user/mo
  • Enterprise : Custom pricing is available for a dedicated account manager, personalized onboarding assistance, and SAML single sign-on.

Best for : Teams requiring knowledge-sharing and project management using a single platform.

Notion is an all-in-one workspace that uses custom blocks, including text, images, or tables, to store your notes, documents, and project tasks.

  • Task views allow you to filter by calendars, task lists, Gantt Charts, tables, and more
  • Template library with access to 5,000 customizable templates to suit your project tasks.
  • Integrations with tools like Loom or Slack so you can attach video messages or conversations to your tasks.

Notion pricing

  • Free : Small teams can try a limited block trial.
  • Plus : Starting from $8/user/mo
  • Business : Starting from $15/user/mo
  • Enterprise : Custom pricing with advanced security features, among other benefits.

14. MS Project

Best for : Large enterprises managing complex projects with advanced scheduling.

Microsoft Project is a platform that allows you to manage large-scale projects from a central location.

  • Coauthoring tools which allow multiple stakeholders to update task lists and project schedules simultaneously.
  • Interactive roadmaps you can build to increase visibility across your organization.
  • Timesheet submissions for capturing time spent on tasks.

MS Project pricing

MS Project is available as part of the following cloud-based packages:

  • Project Plan 1: $10 per user/mo
  • Project Plan 3 : $30 per user/mo
  • Project Plan 5: $55 per user/mo

15. Microsoft OneNote

Best for: Teams on a budget requiring collaborative note-taking and information organization.

Microsoft OneNote uses Notebooks as the highest level of organization within the platform, which includes sections and pages to store your notes and tasks.

  • Built-in OneNote templates for mapping out project lists
  • Task prioritization by adding High, Medium, or Low project tags
  • Handwriting compatibility using Surface or Surface Slim Pen 2 devices allows you to digitize your handwritten meeting notes and transform them into tasks

Microsoft OneNote pricing

OneNote is available with a Microsoft 365 subscription, which starts from $6 user/mo for a Business Basic package.

16. Adobe Workfront

Best for : Creative teams that need to manage projects, approvals, and digital assets.

Adobe Workfront is a cloud-based collaboration and project management solution that enables teams to track progress, tasks, resources, and budgets in one place.

  • Automated handoffs to simplify reviews and approval of work tasks.
  • Real-time dashboards that enable you to gain visibility of your work and address any bottlenecks.
  • Scenario planning tools to anticipate how incoming tasks will impact your team.

Adobe Workfront pricing

Adobe Workfront offers Select, Ultimate, Prime, and Custom pricing plans, but you must contact the vendor for an accurate quote.

Best for : Visual collaboration, brainstorming, and diagramming among remote teams.

Miro is a visual task management tool you can use as a digitized version of a whiteboard and sticky notes.

  • 2,000 Miro and community templates offering frameworks like mind maps and service blueprints.
  • Integrations with 130+ apps in your existing workflow, including Jira, Zoom, and Google Docs.
  • Flowchart maker to plot out the essential tasks in your project processes.

Miro pricing

  • Free : For unlimited team members.
  • Starter : From $8 per member/mo
  • Enterprise Plan : Custom pricing for SCIM license management, enhanced security with 2FA, domain control, etc.

Best for: Teams looking for integrated project management and communication.

Hive is a productivity software that enables teams to manage upcoming tasks and collaborate on wider projects.

  • Six project layouts , including database and summary views
  • Meeting note task assignment enabling you to take action following team discussions
  • External user task assignment if you need to work with guest users like freelancers, clients, or third-party business partners

Hive pricing

  • Teams : From $12 per user/mo
  • Enterprise : Custom pricing available for enhanced security and permissions, custom analytics, etc.

19. SmartTask

Best for : Businesses seeking an all-in-one platform for task management and CRM.

SmartTask is a work management platform with tools to organize recurring or one-off tasks.

  • Task estimates for individual tasks if you need to budget or allocate resources.
  • Video meetings which you can trigger directly from tasks.
  • Automatic tasks are generated by sending your email communications directly to SmartTask.

SmartTask pricing

  • Free : For unlimited users
  • Premium : From $7.98 per user/mo
  • Business : From $10.98 per user/mo
  • Enterprise : Custom pricing available, including white labeling, SSO, Enterprise API, etc.

Best for : Teams requiring dynamic spreadsheets and project management capabilities. is a simple task management platform accessible from various desktop and mobile devices, including smartwatches.

  • Automated WhatsApp notifcations for deadline reminders.
  • Smart calendar view that displays all upcoming tasks in one place.
  • Task color-coding to categorize your work. pricing

  • Personal : For individual users
  • Premium : From $3 per month
  • Teams : From $5 per user/mo

monday work management: the perfect team task management software

There are all kinds of task management apps, tools, and software at our fingertips to make us more productive than ever before. monday work management stands out from the rest by making team task management easier, while also being adaptable for all functions related to executing tasks, projects, and processes more efficiently. Here’s how it excels:

  • You can set up your task management views including Kanban, calendar, Gantt chart, and task list options.


  • You can set rules for dynamic assignments, notifications upon task completion, and a lot more.


  • You can integrate with 72+ favorite tools to make a seamless workflow.


  • You can streamline communication with one place for comments, updates, and file sharing.
  • When you use monday work management as a project management software , you can get a ton of insights into the success and profitability of your project tasks with dedicated and customizable dashboards.
  • You can build custom workflows with no-code building blocks and choose from over 200 automation recipe options that make your team task planning so much more efficient.

Since monday work management  is built on a Work OS , it’s an all-in-one platform for everything your business needs, and can grow and scale along with it. You can use as a CRM for the sales team, create processes and workflows for marketing content, onboard new employees, and manage IT requests.

What is task management software used for?

Task management software is used to organize teams' workflows and projects by assigning tasks and tracking progress. It enables teams to collaborate more efficiently, reduce their reliance on email, and focus instead on progress tracking and delivery.

What are the benefits of team task management?

Teams who use task management software will enjoy the following benefits:

1. Increased clarity & visibility: Team task management is all about accountability. Each team member should know who is working on what, the requirements, and the time frame for the task. When mapped out for everyone involved, managing time, prioritizing tasks, and reassigning work becomes easier.

2. Reduced stress: Task management can prevent a lot of frustration because it relieves your team of questions like “Who is the owner of that task?” or “How can I prioritize my other work in accordance with this project?”

3. More data points for accurate project reporting: Task management isn’t just crucial for project planning and execution—it also comes in handy with post-project analysis. For example, if you’re managing cross-company content requests, you can track details like task completion date and department to get a big picture of demand over time.

4. Boosted productivity: 82% of people rely on a list or an email inbox as their means of task management. Surely there is a better way? Task management helps you accurately take stock of your tasks and assign priorities and deadlines. You can spend more time doing what matters most instead of searching for what to do next.

What is the simplest way of managing tasks?

Here are some classic steps for team task management, no matter what tool you decide to use:

1. Make a list of your team’s required tasks: Add additional details, such as which are recurring vs. one-off. Use a start and end date as your boundaries. 2. Add task deadlines and timeframes: This is critical information before you assign tasks to your team. Be sure to leave enough time for execution and feedback. 3. Assign task priorities: Different priority levels, such as low, medium, and high, provide a more granular view of what's important for your team. They can also help you refine due dates. 4. Note other relevant task information: You might include task dependencies, important files, or related client information. 5. Assign each task to a team member: Review each team member’s workload to ensure no one has too much on their plate. 6. Track your team’s progress: Check in with your team regularly to see if you need to make any adjustments.

monday work management can help you manage and automate many of these steps.

What are the 4 types of tasks?

To determine which tasks are a priority, some teams use the Eisenhower Matrix, which divides tasks into those that are:

1. Urgent and important, for example, if a deadline for a critical project is due today 2. Not urgent but important, for example, arranging a long-term planning and strategy development session 3. Urgent but not important, for example, attending a team social meeting in your calendar 4. Not urgent and not important, for example, browsing your social media feed.

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project management dashboards

How to use a project dashboard to keep your team on track

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Project management is all about juggling: people, data, expectations, resources—you name it. At any given moment, a project manager has to know where each “ball” is, where it’s going, and where it needs to be. And when you’re dealing with million-dollar budgets, impatient shareholders, angsty developers, and tight deadlines, this is easier said than done.

To keep everything on track, project managers need all the help they can get. One of the best ways to track and measure ongoing progress is by using a project management dashboard.

Learn how project dashboards improve project outcomes and how you can make them.

What is a project dashboard?

Similar to the dashboard in your car, a project dashboard provides at-a-glance data and metrics about the current status of your project. With all the key performance metrics presented in one place, project managers can more effectively measure the triple constraints of scope, budget, and time.

However, unlike a car’s dashboard, which tracks the same key metrics (e.g., speed, RPM, gas mileage, MPG, etc.) from vehicle to vehicle, project management dashboards are more flexible and can vary significantly depending on the project, team, and tracking needs.

As the project manager, you’ll have to decide what KPIs you want to track and how you want that data delivered. Some common data presentations include:

  • Graphs and charts
  • Text-based lists
  • Interactive visualizations

However the data is delivered, there are significant benefits to keeping an updated project dashboard in your management toolbox.

Benefits of a project dashboard

Project dashboards make project management easier and more efficient because they present continuous performance data at a glance. When managers and stakeholders have access to their project’s progress, health, and projections, they experience significant benefits, including:

  • Greater convenience
  • Increased efficiency
  • Improved accuracy
  • Better communication
  • Persuasive evidence

Keep in mind that a project management dashboard isn’t just for the project manager. When all stakeholders have access, each team member and decision maker can stay abreast of developments, needs, and progress on both a high- and granular level. Everyone stays on the same page, improving communication across teams and individuals.

Plus, with an at-a-glance progress report, leaders and team members don’t have to waste time slogging through disparate data sets and mocking up new reports. By the time they’ve manually compiled all the data and put it into a cohesive report, the data is already old. Read: virtually useless.

Instead, project dashboards simplify this work by compiling the data in one place with real-time updates. This means less time wasted on reporting and more time focused on completing project tasks and driving the project forward.

Additionally, displaying key data in one place helps managers give more compelling presentations with persuasive visual evidence for everyone to see. Clear evidence makes it easier to get stakeholder buy-in on crucial decisions. For example, if the data shows that the project is over budget, the project manager can more easily persuade decision-makers to approve a project pivot or adjustment.

Tracking project dashboard metrics

The success of a project often depends on the quality and accuracy of the metrics and KPIs you track. So what should go on your dashboard? That depends. Here are a few data types you can visualize on a project dashboard:

  • Business intelligence (BI)
  • Task status
  • Project progress
  • Team workload
  • Individual task status
  • Project risks and changes
  • Hours (billable and unbilled)
  • Critical actions

What metrics you track on your project dashboard will depend on the project and your goals for the dashboard.

For instance, do you need to quickly see what tasks are completed or where there are bottlenecks in the schedule? Or do you want to track patterns or identify potential opportunities? These questions will help you determine what kind of dashboard you need and what functionality and features you should look for.

Important features in a project dashboard

There are many project management dashboard systems out there. Whether you create your own or work on a specific platform, you should look for these features in a dashboard:

  • Scannability
  • Real-time updates
  • Customization
  • Shareability
  • Intuitive navigation

To get the most value out of your dashboard, data should be presented in an easy-to-digest format and on a platform with multiple sharing options. Remember: Project dashboards are not just for the managers, but for the team to track their progress. If they can’t easily access the dashboard or if it isn’t customized to the project’s data needs, it will go to waste.

Additionally, and perhaps most importantly, look for dashboards that offer real-time data updates. In the world of product development and project management, data can change within hours and even minutes.

If you have to manually import, export, and convert data from one platform to another before your dashboard can render it, your data will fall behind, leading to inefficiencies at best and false assumptions and critical errors in decision making at worst.

Give your team and your project the best chance of success by using project dashboards that deliver the best data when you need it, how you need it.

Using Lucidchart for visual project management

Lucidchart gives project managers the flexibility and customization they need to craft elegant data visualizations that not only look professional but can keep up with leading project dashboard software.

Take advantage of features such as:

  • Actions : Make static elements interactive. With Actions, you can toggle between layers, link to external content, or hop from one page of a document to another.
  • Conditional formatting: Set rules to easily interpret that data and monitor the health of your company or systems.
  • Real-time collaboration: Keep data up to date, improve team communication, and reduce data delays and inaccuracies.  
  • Zapier integration : Bring live data into Lucidchart, link it to process flowcharts and other powerful diagrams, and monitor your metrics in context. 

Now that you have the tips and tools at your disposal, it's time to get started. Build out a project dashboard to track your progress all the way to a successful outcome.

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Learn how you can create your own dashboard in Lucidchart.

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit

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Web Dashboard UI - Task & Project Management

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Improve your design skills with this free Web Dashboard template for task management.

Learn how it is designed on Skillshare (get 30-days free):

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Free Project Dashboard Templates

By Kate Eby | April 27, 2022

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We’ve compiled a variety of project dashboard templates that are downloadable, customizable, and easy to use so you can keep all your team members up to speed on project progress.

On this page, you’ll find useful dashboard templates, including a project dashboard template , a construction project dashboard template , an executive project dashboard template , and a project status report dashboard template .

Project Dashboard Template

Project Dashboard Template

Download Project Dashboard Template Microsoft Excel | Microsoft PowerPoint

This project dashboard template helps you visualize and track task data at a glance by providing a real-time overview of project performance. After you enter the relevant data, the template’s pie charts update to reflect task status and priority percentages so you can better manage your project. Use the color-coded Task Timeline to see pending tasks, as well as start and finish dates for active tasks, to keep your project on schedule and within budget.

For more resources to help you manage project performance and sales, download one of these free Excel dashboard templates .

Construction Project Dashboard Template

Construction Project Dashboard Template

Download Construction Project Dashboard Template Microsoft Excel | Microsoft PowerPoint

By using this construction project dashboard template, project managers and contractors can get a quick and reliable overview of the tasks required to successfully complete a construction project. This template communicates task statuses and priorities in a snap to keep large and complex construction projects on track. Use the timeline to track task completion and to avoid costly delays.

Agile Project Dashboard Template

Agile Project Dashboard Template

Download Agile Project Dashboard Template Microsoft Excel | Microsoft PowerPoint

This Agile project dashboard template categorizes tasks by feature and identifies the individuals or teams responsible for each. This template also lists the number of days needed to complete tasks, as well as start and finish dates for active tasks, and allows project managers to visualize the status of various sprints so that teams can stay on top of their Agile projects. 

To learn more about project dashboards, including dos and don’ts, FAQs, and specific types, see this guide on how to create a dashboard in Excel .

IT Project Dashboard Template

IT Project Dashboard Template

Download IT Project Dashboard Template Microsoft Excel | Microsoft PowerPoint

This IT project dashboard's Budget chart provides a snapshot overview of budgetary allocations so project managers can better oversee expenses for pending IT tasks. Project managers can customize and prioritize tasks easily with this IT project dashboard template. Use this template to report project and task statuses in a clear, single-page format designed specifically for IT projects.

Executive Project Dashboard Template

Executive Project Dashboard Template

Download Executive Project Dashboard Template — Microsoft Excel  

Chart monthly growth percentages for your organization with this executive project dashboard. This template helps teams and project managers visualize changes in revenue, customers, and average order value (AOV), so they can easily communicate project status and health. This executive project dashboard includes sample data to help guide you as you fill in the template with your own project information.

Project Status Report Dashboard Template

Project Status Report Dashboard Template

Download Project Status Report Dashboard Template Microsoft Excel | Microsoft PowerPoint

Project managers can quickly share the current status and completion percentage of projects with this status report dashboard template. Use this template's color-coded graphics to inform project planning and show the timeline, status, and priority percentages for project tasks. This status report dashboard template helps project managers determine which tasks to prioritize and reinforces effective task management.

To learn more about project status reporting and determine which templates are right for your project, see this comprehensive collection of free project status templates .

Simple Project Dashboard Template

Simple Project Dashboard Template

Download Simple Project Dashboard Template — Microsoft Excel

Use this simple project dashboard template to share project status and completion percentage and to ensure that you keep your project on track and within budget. This template features a task table, timeline, and status chart to keep team members up to date on project progress. With this simple dashboard template, project managers can list tasks and assignments and mark priorities with an asterisk.

What Is a Project Dashboard Template?

A project dashboard template is a data visualization tool that project managers use to update teams on task progress, project status, and completion percentages. Project dashboards are efficient, accessible, customizable, and communicate project metrics and priorities that inform project planning.

A dashboard template enables project managers to update their teams and other stakeholders on project status throughout the process. Dashboards show essential data needed to prioritize tasks and help keep projects on schedule and within budget.

A project dashboard template typically includes the following components:

  • Budget Graph: Graph the money spent compared to the planned budget.
  • Pending Items: Show the number and status of pending items like decisions, actions, and change requests.
  • Percentage Charts: Visualize task status and priority percentages with color-coded pie charts.
  • Project Completion: Provide the project completion percentage for this date.
  • Project Date and Status: List this project's date and current status as complete, in progress, overdue, or not started.
  • Project Name: Identify the project that needs updating.
  • Tasks and Assignments: List project tasks and assignment names.
  • Task Priorities and Statuses: Mark high-priority tasks and list task statuses.
  • Task Timeline: Chart project task start and completion dates and classify them as in progress, complete, or overdue.

Keep Team Members Apprised of Project Progress with Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

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

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

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Skip building complex status reports for your plans. Planner automatically visualizes task status into pie and bar charts for you with no setup required.

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How To Create A Project Management Dashboard – Examples & Templates

Project management dashboards

Table of Contents

1) What Is A Project Management Dashboard?

2) Project Management Dashboard Examples

3) How To Create A Project Management Dashboard?

4) Benefits Of Project Management Dashboards

Projects are one of the cornerstones of a successful business. Sector or industry aside, strategic initiatives focused on specific areas of the business help drive an organization forward, growing, progressing, and evolving year after year. Also, implementing effective management reports will create a data-driven approach to making business decisions and obtaining sustainable business success.

But despite the business-boosting potential (and vital importance) of successfully delivering collaborative strategies, a mere 58% of organizations understand the value of project management to its fullest, according to the global survey conducted by the Project Management Insitute. Armed with this knowledge, you can gain a significant edge on the competition and boost your project exponentially.

By taking an online data visualization approach to handling your company’s strategic activities, big or small, you will make your business more cohesive, collaborative, intelligent, and profitable – and project management dashboards will help you do just that. With the help of modern solutions, you can monitor, optimize, and enhance your projects' performance while increasing the productivity of the whole team, saving countless working hours, and, ultimately, costs.

With these notions in mind, we will explain the fundamental dynamics of project management dashboards, explore the best examples and templates but also dig into the benefits of project dashboards as well as how to create one. But first, we will answer the basic question: what is a project dashboard? 

After reading this article, you will be equipped with the know-how on utilizing modern project management dashboard software and a complete roadmap to get you started in this exciting field of work.

Let’s get started.

What Is A Project Management Dashboard?

An IT project management dashboard focusing on the planning, design, development, project budget, testing, and other critical metrics.

A project management dashboard is a data-driven platform that displays metrics, stats, and insights that are specific to a particular project or strategy by presenting a tailored mix of KPIs in one central location in order to benefit the project's performance.

Such a dashboard is perfect for individual departments looking to monitor the success of their projects and campaigns, spot past or present trends, and ultimately contribute to making the organization more intelligent. Project dashboard software is also effective for interdepartmental collaboration due to its flexible access and usability, but we will explain this notion later in our article.

For now, we will look at the top examples from various functions and provide you with details on each.

The Best Project Management Dashboard Examples

To put all of the qualities and features of a PM dashboard into real-world context by exploring these 5 essential project dashboard examples. They provide an overview of projects conducted in IT, marketing but can be used for other projects as well so you can use them as templates. Let's see this in more detail.

1. IT project management dashboard

This project dashboard template is the first of our 5 project dashboard examples, and it focuses on the steps and tasks involved in delivering a very specific strategic IT-based initiative successfully from start to finish.

IT project management dashboard example showing the workload, upcoming deadlines, overdue tasks, etc.

**click to enlarge**

Regardless of your industry or sector, if the Chief Information Officers (CIOs) want to deliver more value and have a more significant impact on the business, they must align with the company’s core strategic priorities. To achieve this, IT-driven dashboards make priceless tools.

Every IT KPI and visual element in this IT-based project management tool helps to drive efficiency, communication, and cohesion, drilling down into task management and delivery, deadlines, and specific workloads.

By gaining a panoramic view of these insights, it’s possible to make your company’s IT projects more time-efficient, cost-effective, and results-driven than ever before. Let’s explore the core KPIs of this IT dashboard in more detail:

a) Total Tickets vs. Open Tickets: 

This particular KPI helps enhance the overall performance, efficiency, and delivery of your IT projects by carefully monitoring progress and workloads. It will form the foundations of your project’s overall success.

Project management dashboard tracking metrics related to project progress and tasks

By monitoring this KPI, you can easily spot unresolved tasks and avoid piling them up that will cause issues across the project. You can immediately identify the workload of your team and adjust deadlines or talk to your employees and see if they need more help if needed. That way you can prevent issues within the projected launch data and adjust your tickets accordingly.

b) Projects Delivered on Budget: 

This invaluable KPI offers a detailed, accurate evaluation of your ability to remain within budget limits. If you learn how to stay within budgets, your projects will be all the more effective and efficient.

Project management dashboard includes also the project budget KPI, divided into the total budget, amount used, and current target amount

The costs are a critical part of any project. Of course, unexpected expenses happen all the time and can cause a change of plans and additional optimizations. In that case, it would make sense to create a margin to take those unexpected events into account.

c) Average Handle Time: 

The average handle time KPI provides an invaluable insight into how well you’re handling your projects in terms of timeframes, delivery dates, and deadlines. An essential component of successful project management.

The average handle time is a metric used in a project status dashboard and includes the time needed to complete tasks in a project. Here is shown in a bar chart and organized by team members

This metric is invaluable for every project manager since you can optimize the future tasks and workload of each team member. In this example above, we can see that some team members struggle to complete their work so you can investigate further and offer additional help.

d) Reopened Tickets:

Reopened tickets will show you how effectively a specific task is handled, saved correctly, and don't get reopened later. It's crucial to monitor this regularly so you can see if your team handles tickets efficiently or they need additional help.

Reopened tickets is a metric that shows the percentage, comparison with the last month, and results over the course of weeks

In this specific example above, we can see the overall progress over the course of 12 weeks, the percentage of reopened tickets, and the comparison with the last month. The lower the numbers, the better your ticket management works.

e) Accuracy Estimates:

Another crucial element that successful projects should implement in their monitoring processes is the accuracy estimates. Team members estimate how much time will it take them to complete the task. If it takes longer, you need additional adjustments.

Accuracy estimates shows how well your team projects the completion of a task, specified in percentages

In our example above, we can see that some developers didn't estimate in the best way possible - Thomas' calculations are missed by 1/5 while others are above 90% which is generally a good result. These estimates can be implemented in various projects, including marketing where agencies need time estimation for their clients.

Speaking of marketing, we will now take a closer look at how agencies can upgrade their project performance with the help of modern dashboard solutions.

2. Marketing performance dashboard for agencies

Without effective, target-driven marketing strategies, your business would never grow or evolve. This marketing dashboard template focuses specifically on your organization’s promotional initiatives. Agencies use it to monitor and manage the performance of multiple campaigns and projects for their clients in order to create comprehensive marketing reports used in this fast-paced industry.

Marketing project management dashboard template with specifics on various campaigns (CPA, budgets, impressions, etc.)

The marketing performance dashboard is an invaluable project dashboard template as it gets straight to the heart of the agency's promotional campaigns’ cost-efficiency, target-meeting capabilities, levels of engagement, and click-through rates.

This marketing dashboard provides an ideal overview of all your campaign performance data across every relevant marketing channel. Moreover, it showcases all of the insights you need to decide where to place your marketing budget in the most informed, strategic way possible so that you can present your results to your clients quickly and efficiently. Let’s glimpse at the KPIs that make this integral dashboard tick.

Primary KPIs:

  • Click-Through-Rate (CTR): An essential marketing metric, your click-through rate offers a clear-cut indication of how much your promotional content, assets, and communications are resonating with your target audience.  
  • Cost-per-Click (CPC): This is an essential marketing metric as it offers a comprehensive overview of how much your various promotional ad spend is costing on each channel and how effective each activity is to the success of your project.
  • Cost-per-Acquisition (CPA): By understanding how much your various promotional initiatives are costing you in terms of acquiring a new customer or conversion, you can make strategic tweaks that can save you money while boosting your success. Your CPA will help you do just that.

3. Project Controlling dashboard

Project controlling is a central component of project management as it provides important support to make sure that all project goals are met. It does this by comparing the actual status of the goals with the expected ones in order to keep close track of the values and find out if something is lacking. The monitored areas include budgeting, costs, scheduling, and performance progress. Let’s take a deeper look into it with our project controlling dashboard which provides a bigger picture to all details related to the planning and performance of a project. 

The project controlling dashboard allows for a detailed monitoring of aspects such as budgeting, costs, scheduling, and performance

The dashboard starts by indicating the client, project status, and time period. All this information can be filtered depending on what project or time period you want to visualize. Under this information, we get 3 key figures related to costs and revenue, each of them displaying the actual and planned values. This lets you quickly visualize if something is not performing as expected and find solutions immediately.  Next, we see a gauge chart that provides an overview of the tasks by status, next to a table breaking down tasks in more detail. Each of them is categorized with a level of risk and different colors as well as a completion percentage and the name of the person responsible for it. Having this kind of detailed information at hand, in a way that is visually appealing, can help everyone to quickly understand the status of tasks at a glance and keep the project as efficient as possible. 

Finally, the dashboard offers three metrics related to the planned and completed hours of work in the project. We get a total of the hours worked divided into billable and non-billable, hours worked on each task and a detailed breakdown of hours of the last 8 months. 

Primary KPIs: 

  • Total revenue & costs: When a project is in its initial stages of evaluation an expected revenue and costs are calculated. It is important to measure these numbers closely during the development of the project and be aware if the values are higher or lower than expected as this can cause great problems for the completion of the project. 
  • Tasks by status: An important role in project controlling is to be in charge of a team. Taking a closer look at the tasks by status and the person or team who is responsible for them, lets you tackle any delays and find solutions to improve them. Having this kind of information also allows team members to see how other tasks that come before them are doing. 
  • Timesheet summary : In a project as well as in any other business activity time means money. For this reason, a timesheet summary is an important metric to track as it allows project managers to understand the time resources being spent on each task. Hours are divided by billable and non-billable which in other words means the worked and the to-be-worked hours. 

4. Brand analysis project dashboard

Market research and data analytics go hand in hand. When it comes to presenting survey results, market research agencies often rely on static presentations and deliver each project’s results in traditional slides and tables that cannot provide immediate answers to all of the questions asked. Our next project management dashboard template focuses on the in-depth brand analysis project that provides interactive capabilities and makes a project presentation much easier and more effective both for agencies and clients.

A project dashboard focused on brand analysis and survey results

The abundance of questions, analysis processes, and presenting results oftentimes cause market research agencies a long and tedious process to manage such projects in the most efficient way. A project management dashboard tool can easily create a clear overview of survey results, steps taken, and visualize the complete project with a simple, yet effective dashboard designer . Let's take a closer look at the KPIs that make this agency project so invaluable.

  • Unaided Brand Awareness: A direct survey that requires active thinking from people you have interviewed and measures the brand recall with an open question. Interviewees give the list of names of all the brands that come into their minds, without any biased or helping hand.
  • Aided Brand Awareness: After an open question, it makes sense to evaluate how consumers recognize your brand but this metric doesn't require active thinking from interviewed people. If you see a higher percentage of recognizing one brand over the other, consumers probably paid attention to delivered campaigns.
  • Brand Image: Impressions of consumers put their perception into adjectives and ideas that they have connected with a specific brand. To put this into perspective, it makes sense to compare your brand image with competitors and see if they perceive your brand according to your marketing campaigns.

5. Google Ads dashboard for SEA campaign projects

If you decide on a marketing project with Google Ads (formerly known as AdWords), you need a clear overview of the stats, metrics, budgets, and overall campaign performance. A project status Google Ads dashboard such as the one below will prove to be beneficial for your SEA projects and enable you to focus on the most important data and results that it brought. Let's see this through an example:

A project status dashboard focused on SEA campaigns: illustrating here the spent budget, clicks, conversions, and top performing campaigns

If you're a campaign manager, whether in-house or agency side, you need to take a closer look at each campaign's performance in order to deliver successful advertising projects. In the heart of this dashboard lie conversions, both for individual campaigns and aggregated, but you can also see the device breakdown and spending budget.

  • Conversion Rate: This metric will show you the level of performance of the desired target action (white-paper download, e-mail subscription, or product purchase, e.g.) and you should take into account that not all actions will deliver a high percentage of conversions. An e-mail subscription conversion will behave differently than a product purchase, for example.
  • Cost per Conversion: To see how your budget performed on a campaign level, a cost per conversion will tell you which campaigns are most effective. It makes sense to compare different campaigns in order to see how to spend your budget in the most efficient way.
  • Budget Attainment: This metric is a general controlling figure in your marketing projects. A dashboard for project management will certainly implement this KPI in order to see how exactly the budget targets are implemented.

These project management KPI dashboards are applicable in various departments, you can simply adjust them based on your project requirements and deliver the best possible results with the help of modern management reporting tools .

To take your project control dashboard to the next level, we will now focus on the tips to create such dashboards and enable you to improve your projects, no matter the size of your company or department you work in.

How To Create A Project Management Dashboard?

How to create a project management dashboard? 1. Take into account digestibility, 2. Make sure to focus on usability, 3. Choose the right set of KPIs, 4. Benefit from strategic & operational dashboards, 5. Customize each element on your dashboard, 6. Automate your reporting processes to save time, 7. Extract actionable insights and learn from the process, 8. Utilize professional project management dashboard software

It’s clear that a project management dashboard is a powerful online data analysis tool. But this intuitive data-driven software is only effective if it has the right attributes, qualities, and functionality for the job. To help steer your success, here are the 8 main tips you should focus on while creating such a dashboard:

1. Take into account digestibility

When you're in the middle of delivering a project, chances are the pressure will be on, which means that to hit your targets and get things done, gaining instant access to the right information is paramount. Any robust project management tool will be visually digestible, well designed, and serve up insights in a way that lets you extract value from them in seconds.

2. Make sure to focus on usability

In addition to digestibility (or ‘scannability,’ as it’s sometimes referred to), it’s essential for project management dashboards to be completely user-friendly. Not only should everyone within the organization be able to navigate your online dashboards with relative ease, but it shouldn’t take technical staff to intervene and conduct data-driven tasks on a regular basis. In short, any project dashboard worth its salt will allow all departments to work with the data that’s most important to their role in a particular project, without fuss.

3. Choose the right set of KPIs

No matter the type of project you're working on, you need to set proper key performance indicators. Each of your data sources will have specific metrics you need to track. By utilizing a dynamic dashboard for project management, metrics can be easily consolidated into a single point of access. While there are numerous examples that you can select from, only a number of KPIs will make sense for your specific project. From the specific project status, team performance, and specified assignments to marketing agency campaign management, it's important to select a few KPIs that will convey a data story and enable you to drill into details, if needed.

4. Benefit from strategic & operational dashboards 

We already showed you a project controlling dashboard in our list of examples. This area of project management can also be divided into two types of dashboards which can be operational or strategic. On one hand, operational dashboards aim to keep a record of the current status of an ongoing project in aspects such as costs, deadlines, and resources. On the other hand, strategic project dashboards aim to monitor the project as a whole, making sure that is economical and efficient as well as identify risks. Taking both approaches into consideration is fundamental in your management process as this will ensure a successful project in the end. 

5. Customize each element on your dashboard

It’s essential for your project management dashboard to be fully customizable. By customizing your BI dashboard , you’ll be able to set KPIs that are most relevant to your project while integrating platforms and services that are most useful to your activities and choosing designs or layouts that will prove the most helpful to you and your colleagues. The important notion here is not to overburden the dashboard with information that's not relevant, too many colors, or metrics that wouldn't even fit into your story. As mentioned earlier, choosing the right KPIs as well as customizing the design and the position of each element will prove to be an efficient way to present your project and the performance of the same.

6. Automate your reporting processes to save time

One of the last elements when creating a project management visualization or dashboard is the capability to schedule and automate your reporting processes. No matter if you need a daily, weekly, or monthly overview, simple automation will save you countless hours since you won't be required to manually update the data or manage multiple spreadsheets at once. A professional BI dashboard software will enable you to focus only on your data and automate tedious tasks of creating and delivering reports on a regular basis. This is extremely important in project management as many different angles need to be aligned at all times.

7. Extract actionable insights and learn from the process 

It might seem like an obvious point, but it never hurts to repeat it. Once you have a fully functional project management dashboard you need to go one step further from just monitoring metrics and extract actionable insights that will enable you to optimize several processes as well as find improvement opportunities. Once your project is done you can analyze the data and see what could've been done differently or better and prepare strategies for your next projects. 

8. Use professional project management dashboard software

Professional software will enable you to consolidate all of our mentioned points into a single, unified point of access where you can customize, automate, and choose a project status dashboard template if you don't have time to design one yourself. If you need to create more user-specific content, the software can provide you with the possibility to deliver embedded dashboards so you can easily implement them into your own application, website, or intranet, for example. But not only, as another key attribute of project-based software is portability. A robust data dashboard will offer its users access to a variety of media, from desktop to mobile app, providing fully optimized, user-friendly access to essential project data 24/7 no matter where you may be in the world. A simple connection to the Internet is all you need and you can access your project management software dashboard with just a few clicks.

To benefit even more from various solutions you can implement within your project, you can explore our topic on the best enterprise applications .

These are just a few tips you should take into account when utilizing all the possibilities that a project management tracking tool can deliver based on your parameters in order to fully take advantage of creating such a dashboard.

As we focused on the definitions, examples, and tips to create a successful dashboard for project management, now we will focus on the why. By explaining the benefits of creating a PM dashboard, you will know why these data-driven dashboards are essential for modern management efforts.

Top 6 Benefits Of Project Management Dashboards

Top 6 benefits of project management dashboards: 1. communication & cohesion, 2. centralized data, 3. foster collaboration, 4. Targeted information, 5. Utilization of real-time data, 6. A holistic overview of the complete project

Dashboards for project management come with a host of benefits to any modern organization regardless of industry or niche. Here we explain the most prominent ones:

1. Communication & cohesion

The key to successful project management is communication . If everyone involved in a particular strategy or initiative understands their role, has access to the insights they need to perform their tasks to the fullest potential, and understands the data before them, your project is likely to exceed expectations and bust targets. Working with project dashboard software that can create extensive analytical reports will bestow your strategic activities with all of these key attributes.

2. Centralized data

In today’s digital business landscape, projects can become complicated due to the sheer number of platforms or touchpoints to consider, coupled with the significant piles of data available at any one time.

Project dashboards present and visualize the data that’s 100% relevant to a particular project, and as every insight is available in one central location, it’s possible to gain swift access to all of the insights or metrics that are integral to your project without logging into other applications or platforms. And this is the essence of what is a project dashboard – time and money saved.

3. Foster collaboration 

Projects usually involve several departments and teams performing conjoint tasks. In many cases, a team can not start a new task before other areas have completed theirs. Keeping everyone in the loop regarding the timing and progress of the project is not easy. However, all this drama can be easily left behind by implementing powerful project management dashboards and BI reporting solutions into your business. Having all the relevant information together in one place allows everyone to be informed about the status of the different stages of the project and enables interdepartmental collaboration which leads to a much more productive environment. 

4. Targeted information

By working with a specific KPI template that is relevant to the task at hand, a live dashboard makes it possible to track, measure, and improve your performance from start to finish.

Moreover, by gaining the ability to compare digestible visual data, you can spot trends, capitalize on strengths, identify weaknesses, and improve the success of your projects significantly.

5. Utilization of real-time data

While an online reporting tool provides you with many different angles from which you can monitor your projects, the important point to stress is the possibility to use real-time data. Whether you need an immediate answer to your business question or you simply want to have the latest information without manually updating it, these dashboards will enable you to constantly pull real-time information. For example, if you want to track how much time is spent on a specific part of the project, real-time data will ensure you have the right information at the right time.

6. A holistic overview of the complete project

Whether you're working on a social media or (already explained) IT project, you need to gain a complete overview of the tasks, budgets, milestones, strategic or operational KPIs that you need to track. In the past, you could create a traditional report and work with historical data in order to generate insights for the future, but today you can build a modern and effective social media report or dashboard, for example, and have all your touchpoints in a clear, concise visual overview. This will provide you with a quality backbone to holistically view different angles and ensure sustainable project development and overview.

Key Takeaways Project Management Dashboards 

Indeed, communication, intelligence, choosing proper data analysis methods from the very foundations of managing, and delivering a successful project from start to finish, are the most important notions you need to consider in project management.

We’ve covered the definition of project management dashboards, gave you some industry examples, and tips and tricks on how you can create them. We hope by now you have a clear understanding of the power of these reporting tools and are ready to start benefiting from them. 

If you want all of your projects to surpass your goals and drive your business to dizzying new heights, project management dashboards are without a shadow of a doubt the way forward. Embrace the power of project management techniques, and great things will happen for you and your business.

If you want to start building your own dashboards and take control over your projects, you can try our software for a 14-day trial , completely free!

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15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time


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

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

1. Dashboard Template

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

Project Dashboard Template for tracking

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

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

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

ProjectManager's real-time project management dashboard

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

2. Task Tracker Template

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

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

free task tracking template

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

3. Budget Spreadsheet for Cost Tracking

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

Project budget spreadsheet for tracking

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

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

Related: How to Track Project Expenses

4. Timeline Template

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

Timeline template for tracking

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

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

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

Online project timeline for tracking projects

5. Action Plan Spreadsheet

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

Action plan spreadsheet for task and project tracking

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

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

6. Status Report Template

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

Status report template for tracking in Excel

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

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

7. Risk Tracking Spreadsheet

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

Risk tracking spreadsheet for Excel

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

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

8. Change Tracking Spreadsheet

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

Change log template for tracking changes

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

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

9. Time Tracking Spreadsheet

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

Timesheet template for time tracking

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

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

10. Multiple Project Tracking Template

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

ProjectManager's multiple project tracking template for Excel

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

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

11. Issue Tracking Template

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

ProjectManager's free issue tracking template for Excel

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

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

12. To-Do List Template

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

Free to-do list template in ProjectManager

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

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

13. Inventory Template

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

Inventory tracking template for Excel by ProjectManager

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

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

14. Progress Report Template

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

ProjectManager's progress report template for Excel

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

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

15. Work Schedule Template

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

ProjectManager's free monthly work schedule template for Excel

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

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

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

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

Automatically Fill Out Timesheets

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

ProjectManager's timesheet view

Work the Way That Suits You

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

A screenshot of a gantt chart in ProjectManager

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How to Create a Task Tracker in Excel (Download Free Template)

Abrar-ur-Rahman Niloy

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

Step 1: Making Dataset for Task Tracker in Excel

At first, we will be making a dataset, that should be automatically updatable. We will make a task list with their entry and name, following the category, urgency, importance and the completion status Follow these steps to make the dataset dynamic so that when you add a new task it automatically updates to the table.

  • First, we select the following headers in the dataset.

how to create a task tracker in excel

  • Then select cell B5 and go to the Home Now select Conditional Formatting from the Styles tab and select New Rule from the drop-drop down list.

task assignment dashboard

  • Next, in the New Formatting Rule box, select Format only cells that contain in the Select a Rule Type Then select cell value as not equal to and select a blank cell for the value. Once you are done here, click on Format .

task assignment dashboard

  • Now, go to the Border tab on the Format Cells box and select Outline border as shown in the figure.

task assignment dashboard

  • After that click on OK in both the boxes.
  • Now go to the Home tab with the formatted cell selected and select Format Painter .

task assignment dashboard

  • After that, select an area where you want to keep the dataset.
  • Let’s name the spreadsheet AllTaskList . And then create a new one with the name Tables .
  • Create different values for categories, urgencies, importances, and the status here.

how to create a task tracker in excel

  • Now go back to the AllTaskList sheet and select cell D5 .
  • Then go to the Data tab and select Data Validation from the Data Tools  group.

how to create a task tracker in excel

  • As a result, the Data Validation box will pop up. Now go to the Settings tab and select List under Allow .

how to create a task tracker in excel

  • Then select the Source field and then select the different values from the Tables

task assignment dashboard

  • After that click on OK in the Data Validation
  • Consequently, a list box will be added with the categories in the selected cell. Select the appropriate category for it.

how to create a task tracker in excel

  • Similarly, add list boxes under the other columns with the help of the other sheet. And then select their values.

how to create a task tracker in excel

  • Now fill out all the tasks in the dataset. At this point, the formats will be automatically added and copy the lists created by Data Validation for the next rows. The completed list would look something like this.

how to create a task tracker in excel

You can add more tasks later on too.

  • Finally, select columns B:G, and in the name box, write the name of the dataset, Let’s say, Tasklist .

how to create a task tracker in excel

Move on to the next steps now to get more organized data from this dataset.

Read More:   How to Create a Daily Task Sheet in Excel

Step 2: Creating New Sheet to Track Pending Tasks from Dataset

Now we need to organize the incomplete tasks, maybe based on the categories or other parameters you want. We will need the usage of the FILTER function and depending on how you want it the SORT function .

  • First, create a new spreadsheet for this purpose. And let’s name it Pending Tasks . Put down the headers like the original dataset here.

task assignment dashboard

  • Now select cell B5 and write down the following formula.

=FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G="Not Done"))

how to create a task tracker in excel

  • Now press Enter on your keyboard. As a result, you will have all the pending tasks here in this spreadsheet.

how to create a task tracker in excel

  • Generally, it will be sorted as a serial number. If you want it to be sorted by other parameters first you need the SORT function. For a sort by category use the following formula in cell B5 instead.

=SORT(FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G="Not Done")),3)

  • And then press Enter on your keyboard. You will have the pending tasks sorted by category.

how to create a task tracker in excel

🔍 Breakdown of the Formula

=FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G=”Not Done”))

👉 AllTaskList!B:B<>0 is a formula to express a condition and returns a boolean value.

👉 Similarly, AllTaskList!G:G=”Not Done” is a condition and returns a boolean value.

👉 FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G=”Not Done”)) returns all the row values where both the above conditions were TRUE.

Read More: How to Create a Progress Tracker in Excel

Step 3: Creating Pending Tasks Using Different Parameters

If you want all the pending tasks of a specific category or all the urgent pending tasks. Or Important/Not important tasks maybe. To get those in a new spreadsheet, follow these steps.

  • First, create a new sheet and create all the headers in it. Let’s name the sheet Pending Tasks by Category .

task assignment dashboard

  • Now, select cell D4 and go to the Data
  • Under the Data Tools group, select Data Validation .

task assignment dashboard

  • Next, in the Data Validation box select List under Allow in the Settings  tab.

task assignment dashboard

  • Now select different category values from the Tables sheet and press Enter . Then click on OK .
  • Select a category from it.
  • After that, select cell B7 and write down the following formula.

=FILTER(Tasklist,(AllTaskList!G:G="Not Done")*(AllTaskList!D:D='Pending Tasks by Categroy'!D4))

how to create a task tracker in excel

  • Now press Enter . You will see all the values with the category you have selected.

how to create a task tracker in excel

Similarly, you can change the category in cell D4 to see the pending tasks of other categories. Henceforth, the list will update automatically.

how to create a task tracker in excel

Similarly, you can create pending tasks by urgency and importance of those tasks.

Read More:  How to Create Real Time Tracker in Excel

Step 4: Building Task Details List

Now we will create a spreadsheet to know the details of one particular task we want. Follow these steps to see how to create such spreadsheets. We will accomplish that with the help of the   VLOOKUP function and in the final case the   IF function .

  • First of all, create a new spreadsheet, Let’s name it Task Details .
  • Then select the details and the orientation of the chart containing your details.

task assignment dashboard

  • Now enter a serial no in cell C4 .
  • Then go to cell C6 and type:

task assignment dashboard

  • After that, go to cell C7 and write down the following formula. Now press Enter .


how to create a task tracker in excel

  • Similarly, go to cell C8 and write down the following formula. Then press Enter .


task assignment dashboard

  • In a similar fashion, go to cell C9 and write down the following formula. And then press Enter.


task assignment dashboard

  • Then go to cell C10 and write down the following formula. And then press Enter.


how to create a task tracker in excel

  • Finally, go to cell C11, write down the following formula and then press Enter .

=IF(VLOOKUP($C$4,Tasklist,6)="Done","Completed","Work in Progress")

task assignment dashboard

As a result, you can see the task details from the spreadsheet easily.

how to create a task tracker in excel

If you change the serial no in cell C4 , you can see the particulars of that specific task.

how to create a task tracker in excel

=IF(VLOOKUP($C$4,Tasklist,6)=”Done”,”Completed”,”Work in Progress”)

👉 VLOOKUP($C$4,Tasklist,6) looks for the value in cell C4 in the 6th column of the original dataset named “Tasklist” .

👉 =IF(VLOOKUP($C$4,Tasklist,6)=”Done”,”Completed”,”Work in Progress”) checks if the value that came up is “Done”. If it is the value, then it prints “Completed”, otherwise goes for the value “Work in Progress”.

Step 5: Generating Dynamic Report on Task Tracker

Now on to the next part to create a summary of the original dataset and visualizing it with graphs for the complete and incomplete tasks. We are going to use a formula for counting that and add some graphs using the Excel tools here. The COUNTIFS   and  SUM   functions will come in handy in this step.

  • First, create a new spreadsheet. Let’s name it Summary .
  • Then create a dataset to separate complete and incomplete tasks for different categories.

task assignment dashboard

  • Now go the cell C5 in the spreadsheet and write down the following formula and then press Enter .


how to create a task tracker in excel

  • Now select the cell again. And then click and drag the fill handle icon down to fill up the formula for the rest of the categories.

task assignment dashboard

  • After that, click and drag the fill handle icon to the right to fill up the cells of the next column with the same formula.

how to create a task tracker in excel

  • Now write the following formula in cell E5 . And then press Enter .


  • Again, select the cell and click and drag the fill handle icon down.

how to create a task tracker in excel

  • Similarly, select the cell again and click and drag the fill handle icon down to the end of the column.

task assignment dashboard

  • In a similar fashion and the same formula, find the total tasks done and not done in cells C9 and D9 .

how to create a task tracker in excel

  • And after some formatting, the final summary will look like this.

how to create a task tracker in excel

  • Next, select the range B5:E9 and go to the Insert In the tab, select Recommended Chart .

task assignment dashboard

  • As a result, the Insert Chart box will open up. Now, go to the All Charts tab in it.
  • Then select your preferred chart. We are using a column chart for the demonstration. To do that, select Column from the left and choose the chart from the right as shown in the picture below.

task assignment dashboard

  • After that, click on OK . As a result, the column chart will pop up.

how to create a task tracker in excel

  • Finally, the chart will look something like this after some modifications.

how to create a task tracker in excel

  • To insert a pie chart for the completed tasks select the category column and the “Done” column in the dataset.

task assignment dashboard

  • Now go to the Insert tab and select Recommended Chart from the Charts
  • After that, in the Insert Chart box that popped up, go to the All Charts tab and select Pie from the left side of the box. Select the pie chart you want from the right.

how to create a task tracker in excel

  • Finally, click on OK and you will have the pie chart emerge on top of the spreadsheet. If you change the chart style, it will look something like this.

how to create a task tracker in excel

  • Then again, you can follow the same procedure after selecting the “Category” column and the “Not Done” column and get a pie chart for the incomplete tasks.

how to create a task tracker in excel

  • Finally, rearrange the charts with the dataset so that it looks pleasing and you can easily get the idea with the dataset about your task tracker.

how to create a task tracker in excel

If you change anything in the original dataset created in the first step, all of the data in other sheets and the charts will update automatically now. With these simple ways, you can create a task tracker in Excel.

Download Template

Download the task tracker created in this example from the link below. You can already use it as your task tracker or use it as a reference for the steps described below.

Task Tracker Template.xlsx

This was a step-by-step process to create a task tracker in Excel. Hope you found this guide helpful and informative. If you have any questions or suggestions, let us know below.

Related Articles

  • How to Keep Track of Customer Payments in Excel
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  • How to Keep Track of Clients in Excel
  • How to Make a Sales Tracker in Excel

<< Go Back to  Create a Tracker in Excel | Tracker in Excel | Excel Templates

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Tags: How to Create a Tracker in Excel

Abrar-ur-Rahman Niloy

Abrar-ur-Rahman Niloy, holding a B.Sc. in Naval Architecture and Marine Engineering, has contributed to Exceldemy for nearly 1.5 years. As a leader in Excel, VBA, and Content Development teams, he authored 114+ articles and assisted the Exceldemy forum. Presently, as a project writer, he prioritizes stepping out of his comfort zone, aiming for constant technical improvement. Niloy's interests encompass Excel & VBA, Pivot Table, Power Query, Python, Data Analysis, and Machine Learning libraries, showcasing his commitment to diverse... Read Full Bio

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[Require your URGENT help.]

When I open this Task tracker template after downloading, it shows an _xlfn. prefix, which is displayed in front of certain formulas (‘SORT’ and ‘FILTER’) in every sheet where they were used.

I am using MS Office Home and student 2016 licensed version. I found that this error occurs when these formulas are not available, in my Office version and also in many other versions.

Therefore, I kindly request the team to create and send me the new task tracker template which resolves this formula issue in my MS Office version. I would be earnestly waiting for your assistance.

Regards, Ashish

Avatar photo

Greetings ASHISH PANT , I appreciate you asking this question. We use the Microsoft Office 365 version here. In order to resolve your problem, you need to open the Excel workbook in Microsoft Office 365 version.

Regards ExcelDemy

' src=

This is a great tutorial! I’ve been wanting to create a task tracker for a while, and this is the perfect guide. Thanks!

Hello, Instast!

Thanks for your appreciation. To get more helpful content stay in touch with ExcelDemy.

' src=

This is really amazing! Why not add a timestamp at a new column, at the very end of every table. This will help tracking the latest updates.

Thank you very much!

Abrar-ur-Rahman Niloy

Hi Nawaf, thanks for the appreciation!

We focused more on the checklist side of the task tracker- whether or not the task is done or yet to be done (or not) was our main focus here. Also, we wanted to rearrange and prioritize our tasks based on a criteria. So we skipped the timestamps in this article. If that is your priority, you can easily do so too by adding an extra column and including it within the dataset too. You can also add an assigned time and current time and compare them to find the status of the task in the main dataset. If you face any problem regarding the timestamps or want to do something particular with them, let us know. We are always here to assist.

' src=

how great is the content you have delivered

Hello y2mate ,

Thanks for your appreciation.

' src=

Hello Viraltecho ,

You are most welcome.

Leave a reply Cancel reply

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