A task list earns its keep by helping you schedule, assign and track all the work that needs to be done for a project. You can also use it to give stakeholders and team members at-a-glance updates on project progress. Ready to get started? Let's take a look at what we'll cover on this page:. At TeamGantt, we know how important it is to ensure projects get done on time and on budget.
That's why we created this Excel project task list template to make tracking progress a breeze. Make this task tracker template your own by adding to-do list items and tasks, assigning task owners, and tracking task status, budgets and costs.
First, find the Task Name column on your worksheet, and enter a descriptive name for each task you want to track for a particular day of the week. This sample to-do list template features four different status options—with icons as easy visual cues—so you can see where each task is at a glance: Not Started, In Progress, Complete and On Hold.
Set clear expectations for your team by entering the deadline for each task in the Due Date column. Start by specifying which team or department will carry out the work using the Task Type column. Use the Hours Budgeted column to let team members know how much time has been budgeted for each task.
But you can create additional task lists for monitoring daily and monthly to-dos. 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. For client and executive communications, managers and team leaders can use a free task tracker to manage their plans and schedules as PowerPoint visuals.
The Office Timeline PowerPoint add-in integrates with Excel to import existing task data and convert it into easy-to-understand timeline and Gantt chart slides. Login Products Office Timeline Add-in. Download Free Edition. Office Timeline Online.
Make Timelines Online. See premium version Free Online timeline maker See tutorials. Need Swimlanes for your project? Get Swimlanes. Free templates Build timelines in PowerPoint or online. Related Article : Employee Attendance Tracker. The inputs mainly included in this basically are capitals costs and material costs. You can obtain employee productivity by dividing the average output per period by the total inputs consumed during that period.
And the outputs are like number of customers and number of sales. The concept of Employee Productivity basically covers the number of employees and the number of resources used by them in a definite amount of time.
It also addresses the production and revenue received in a specific time. Employee Performance Evaluation Template is a user-friendly and ready-to-use template available in Excel and Google Sheet. Workload you can manage through these documents easily. As you can see, there are some great pre-built templates available to start with and customize for your needs. Welcome to the wonderful world of sales software that automates much of that process.
The software tools in our list below will help you automatically track sales activities and sales data in robust dashboards and view reports that help you visualize all of the most important info in half the time.
Graphically-based visual depictions of sales data are read faster and more fully comprehended than line item data. You can more easily pinpoint trends and make proactive corrections where needed more quickly. Most of the sales tech available today is also cloud-based. Cutting down on the chances of items being mistakenly left out like when data is being put together manually in a sales Excel template. From CRMs Customer Relationship Management to analytics tools, these are just a few examples below of the array of sales software tools and sales activity tracker apps available today.
All of these will help you move past Excel spreadsheets and make tracking and measuring sales activity and data much easier and more efficient:. If you need automated sales activity tracking and optimized communication for your inside sales team, the sales engagement platform Outreach is a good option.
With Outreach, your sales reps can use the multi-channel communications platform to have more effective conversations with built-in conversational intelligence, all communications activities can be tracked and planned, and sales managers can utilize valuable live call coaching. Outreach prioritizes and automates each customer touchpoint throughout your sales process. Thus giving your reps more opportunity to focus on what matters most: effectively engaging customers.
For sales managers, Outreach enables you to use built-in analytics and machine learning to pinpoint what activities and communications connect with prospects and customers the best. A good CRM software will be your all-in-one sales toolbox for your outside sales team. With this mobile-first platform, purpose-built for field sales reps and their managers, you can throw out all of those Excel spreadsheets. This platform provides you with the robust sales data organization, tracking, automation, visualization, and mapping capabilities you need directly on your mobile device or desktop.
Also, with built-in Quick Actions, your reps can automate much of the sales activity tracking and automatically log a call, email, or visit. This enables you and your team to easily stay on top of administrative work and ensure accuracy. The powerful Map My Customers platform can easily stand on its own as an all-in-one CRM, or it can provide an easy way to add valuable tracking, mapping, routing, and territory management capabilities to popular CRMs.
Another option when it comes to a sales CRM with built-in activity tracking is Hubspot. This powerful sales CRM can bring together sales activity tracking and marketing activity tracking in an easy-to-use platform. Within the mobile-friendly Hubspot platform, you and your team can easily log and track all sales activity automatically, store prospect and customer data, and sales leaders can more effectively manage the sales pipeline.
Every interaction with a lead, both sales and marketing, is conveniently stored in one place with a clear timeline of activity. This includes emails, calls, meetings, notes, and more. Alongside enabling you to keep your finger on the pulse of the sales process , Hubspot can help your team deepen customer relationships, capitalize on new opportunities, and close more deals. As you can see, using an Excel sales spreadsheet can serve an important purpose and help you keep your finger on the pulse of your sales team.
To be able to track sales activity and progress towards goals, make critical improvements in processes, and continue to increase revenue you have to track sales data in an organized way. Though spreadsheets can be effective, they are time-consuming. More importantly, you will level up your ability as a sales manager to make confident, data-driven decisions and capitalize quickly on opportunities to help your company grow.
Map My Customers is the new way to manage your field data and sales team. Try it free for 14 days. Sales Tools. By JT Rimbey 6 months ago 15 min read. Top Sales Activity Tracking Spreadsheets It may be hard to decipher what data is most important to be looking at and laying out in a sales spreadsheet. Below are some of the most common and most useful options for a sales activity tracking spreadsheet: Sales Activity Tracking Best for pinpointing what activities are working best in your sales processes and where improvement can be made in cadences etc Specific sales activities are one of the most important things that you and your sales reps should be regularly tracking.
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