Guide
How to track projects and tasks in Excel
A simple method for small teams and freelancers running several projects. Works in Excel and Google Sheets, no macros needed.
Step by step
- List each task with project, owner, priority, status, start and due date.
- Use dropdowns for status and priority.
- Highlight overdue tasks automatically.
- Count open tasks by owner to balance the workload.
- Review the overdue list in your weekly meeting.
Columns to include
Project, Task, Owner, Priority, Status, Start, Due, Hours.
Numbers worth watching
Open tasks, Overdue, Done, High priority open, Hours planned. Put them at the top of a dashboard tab so you see them every time you open the file.
Skip the setup
The Ordwell Project & Task Tracker has all of this built: dropdown lists you control from one tab, formulas in green columns and a dashboard that updates as you type.
Free: Simple Order Log
A real Ordwell spreadsheet with dropdowns, totals and a mini dashboard. Pay what you want, $0 is fine.
More guides
- How to track orders in Excel
- How to manage inventory in Excel
- How to build a simple CRM in Excel
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- How to track a sales pipeline in Excel
- How to track business expenses in Excel
- How to track purchase orders in Excel
- How to track invoices and payments in Excel
- How to track employee hours in Excel