Things 3 5 1 – Elegant Personal Task Management Template

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  1. There are many personal project management tools that can help you to remain organized and prepared at all instances. To help you with your tasks, we have rounded up on 10 must-have personal project management tools. A hybrid task and project manager, Asana is available for both iOS and Android devices. It has become quite a tool for.
  2. Self-made planners do provide a much more preferred setting to plan out your tasks and schedules, but professional templates account for a wide range of choices that a user can utilize based on their personal preference.Whether you are running a small business on your own, or you work for a high executive branch of a multinational company.
Things 3 5 1 – Elegant Personal Task Management Template
For simple task tracking, it is not necessary that you have to use a complex task management software. You can use a simple Excel Task Tracker to manage a few tasks. You can also use the task management excel template to manage a small number of issues.

Making a 1-3-5 list before you get started means the things you will get the most important tasks accomplished. Of course, this can be flexible. If you spend much of your day in meetings, for example, you might need to cut your number of items down.


Task Management Excel Template
In this article, we will see how you can use MS Excel with a few columns to track a set of tasks. Using the Excel Task Management you can manage and execute a small initiative or a few tasks.
Please note the task management excel template is very basic and does not use any complex formulas. The excel template acts only as an aid and the benefits of the above task management template will be realized only if the recommended process is followed.
Regardless of how much time you spend creating a task tracker system or document if the team does not read it then its a waste of effort. Publishing the task regularly also acts as a reminder to everyone. How regularly you send the task list will depend on what kind of tasks you are working on.

#: Fields or Columns in the Excel Task Tracker Template


This is a brief description. This needs to be as short and brief as possible. People reading this document should be able to understand which issue is being referenced. You can include a defect number or change ID.
This is the person responsible. This should be a person and not a team or group. It should be a person because if you address something to a team or a group there is a possibility that everyone in the team will ignore it.
Both these fields are optional and you may choose not to use them. The Start is when it is started and due is when it is due.
There are four statues
- TBD (To Be Done): Indicates needs to be executed.
- Late: Is delayed.
- Close: Is complete.


Techno-Tip:


When closing out you have the option to move the tasks to the CLOSED tab. It is recommended that when you close a task you first move it to the bottom and leave it there for a few days so that people know you have closed them. After sometime when most of the people have seen the report you can move them to the closed tab permanently.
This is the most important column of the lot. This the column where you can give the latest update.
This is more of free-form text column so you can type whatever text you want. An effective way of doing the updates is to maintain the chronological order of updates.
Things 3 5 1 – elegant personal task management template free
For simple task tracking, it is not necessary that you have to use a complex task management software. You can use a simple Excel Task Tracker to manage a few tasks. You can also use the task management excel template to manage a small number of issues.

Making a 1-3-5 list before you get started means the things you will get the most important tasks accomplished. Of course, this can be flexible. If you spend much of your day in meetings, for example, you might need to cut your number of items down.


Task Management Excel Template
In this article, we will see how you can use MS Excel with a few columns to track a set of tasks. Using the Excel Task Management you can manage and execute a small initiative or a few tasks.
Please note the task management excel template is very basic and does not use any complex formulas. The excel template acts only as an aid and the benefits of the above task management template will be realized only if the recommended process is followed.
Regardless of how much time you spend creating a task tracker system or document if the team does not read it then its a waste of effort. Publishing the task regularly also acts as a reminder to everyone. How regularly you send the task list will depend on what kind of tasks you are working on.

#: Fields or Columns in the Excel Task Tracker Template


This is a brief description. This needs to be as short and brief as possible. People reading this document should be able to understand which issue is being referenced. You can include a defect number or change ID.
This is the person responsible. This should be a person and not a team or group. It should be a person because if you address something to a team or a group there is a possibility that everyone in the team will ignore it.
Both these fields are optional and you may choose not to use them. The Start is when it is started and due is when it is due.
There are four statues
- TBD (To Be Done): Indicates needs to be executed.
- Late: Is delayed.
- Close: Is complete.


Techno-Tip:


When closing out you have the option to move the tasks to the CLOSED tab. It is recommended that when you close a task you first move it to the bottom and leave it there for a few days so that people know you have closed them. After sometime when most of the people have seen the report you can move them to the closed tab permanently.
This is the most important column of the lot. This the column where you can give the latest update.
This is more of free-form text column so you can type whatever text you want. An effective way of doing the updates is to maintain the chronological order of updates.
Having the updates in chronological order allows everyone to understand how the task has been progressing and when the team faced issues. It also gives everyone a clear picture of the efforts being made by the team members.
Please see the below example.
15-Feb by John: Not complete as the business requirements are not clear.
18-Feb by John: Back on track requirements have been received.
19-Feb by John: Is almost complete and is currently at 80% complete.

#: Process to use the Excel for Task Management

Simple Task Management Process
The first step is to collect the different tasks which needed to be completed. There are a few different ways the tasks can be collected - meetings, workshops, defects list, or change requests.
The method used to collect the updates depends on the culture in your organization. You can get updates through emails, conference calls, scrum meetings or one-on-one meetings. You should use the approach that suits you best.

Step 3: Update the spreadsheet for progress or issues

Update the task list with the progress information. You can use the chronological order that I have suggested.
You can also make a backup of the task list before updating so that you can always revert back if needed.

Things 3 5 1 – Elegant Personal Task Management Template Pdf


Step 4: Publish the task list with an email status update

This is the most important step of all the tasks. If you do not publish this task list regularly your team will not be aware of the deadlines and will not track their own tasks.
If you are working on a project that spans several months then you might send it once a week. If you are working on something less than a month then you can send it at least twice a week.
If you are on a shorter deadline like a week then you should send it every day. I prefer sending an email update with the list of the tasks in the body of the email and key highlights with 2 - 3 bullet points.
I use the key highlights section if I want to get attention on some key points. Most of the time senior managers will not have the time to read through the entire email. Having a key highlight section will give the senior managers a quick overview of how things are going.
Simple Task Management Email Update

6 Task management excel templates samples


  1. If you are looking for a complex task management then consider using - Task Management and Tracker Dashboard.
  2. Excel to do list is a good tool for day to day task management for project managers.
  3. Managing tasks for multiple team members can be done easily with - Task Priority Matrix Excel
  4. The team calendar template to manage team tasks using a monthly calendar approach.
  5. Also, consider using our Project Tracking Excel Templates for Single and Multiple Project Tracking.
  6. Try the approach of extracting tasks from MS Project to create Excel Task Sheet. Another effective way of task tracking is to use a Task Tracker Excel with Gantt Chart.

Using templates for task management and tracking

Project managers and team leaders working on small to mid-size projects can use pre-built templates to manage their team's tasks manage their team's tasks more easily. Task management templates provide a starting point that can be used again and again, saving you from having to reinvent the wheel every time you need to create a plan, track task progress, or report status to clients and execs.

On this page, we have collected a series of free task tracker templates for Excel and PowerPoint to help professionals get started faster. Browse through all of them or use the links below to jump straight to the template category that suits your needs best.

  • A)Free task management templates for Excel
  • B)Free task management templates for PowerPoint

Free task management templates for Excel

With its handy grid format, formulas, and data filters, Excel is commonly used for making schedules, analyzing data, and tracking task status. Although not ideal for advanced project management, task management spreadsheets provide a good framework for planning and monitoring small projects. They're compatible with other applications outside the Microsoft Office suite, which makes them easy to share and synchronize across task manager apps .

Below you can find a few Excel task tracker templates, from simple list-type spreadsheets to more complex visual tracking frameworks.

Project Management Task List Template

With so many variables in a project, a simple task list such as the one below can help professionals organize their work, prioritize it, and see at a glance when each individual task is due. The free project management task list template allows users to assign a status to each task, sort assignments into multiple categories, and see exactly who's responsible for what. It also calculates the tasks' planned and actual durations automatically, enabling teams to easily make comparisons and see if work is progressing as scheduled.

Excel Task Tracker Template

This Excel task tracker template was designed for project or task managers who wish to apply Scrum principles when planning and monitoring their team's tasks. The free task tracker spreadsheet splits tasks into short sprints for easier management and allows users to define priorities, see task status at a glance, and track assignments as they are completed. It also includes a simple Gantt chart that auto-updates whenever the data in the task list changes.

Task Management Spreadsheet Template

Effective task management requires precise knowledge of all assignments and the time remaining for completing them. A task management spreadsheet like the one below can help teams track their tasks by the hour and organize their work more efficiently. The template automatically calculates the hours left for finishing each task, shows the percentage of work already completed, and highlights the tasks that are overdue. In addition, this task tracker spreadsheet also estimates the assignments' start and end dates and displays them on a Gantt chart, providing an overview of the whole project.

Free task management templates for PowerPoint

Excel task tracker spreadsheets are good for ensuring clarity and alignment within the team, but, when communicating to high-level audiences such as clients or upper management, professionals may find that they need something more graphical. In such cases, PowerPoint task management templates might prove more efficient, as they can show summarized data on a single visual slide, in a manner that's easy to digest. Below you can find a few such templates to get you started.

Free Task Planner Template

This free task planner was built for professionals who need create an executive-level view of their project tasks for client meetings or project proposals. Designed as a simple Plan-on-a-Page, it is a Gantt chart that uses color codes to group tasks by categories or departments, making it easy to see key data at a glance. Download the free task planner template file to use it in PowerPoint or click on 'Edit Online' below to open and update it directly in your browser.

Things 3 5 1 – Elegant Personal Task Management Template Free

PowerPoint Task Tracker Template

Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing. To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.

Agile Task Management Template

Clients and execs usually don't have the time to read lengthy documents or untangle complicated task management spreadsheets to see how a project is progressing. To efficiently communicate task status to high-level audiences, project managers and team leaders can use a more familiar PowerPoint slide such as the one below. This task tracker template keeps things simple by providing only essential tracking information such as the due dates of key tasks, percentage complete, or important events along the way. The free task tracker can be downloaded and edited in PowerPoint or updated easily online as plans change.





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