Download the latest Excel 2024 job tracking table template
Nowadays, with the huge amount of information received every day, everyone needs a task tracking board to manage time effectively. One of the most popular methods for creating a daily task tracking sheet is to use Excel software. Join 1C Vietnam to learn about 10 most detailed work progress tracking table templates in Excel!
1. What is a job tracking sheet?
The task tracking board is a management tool that helps administrators monitor the progress of projects and tasks over a specified period of time. This method will help administrators control the level of work completion according to plan, ensuring changes are made when needed. Task tracking sheets can be used for personal projects, team projects, or larger business projects. Currently, many businesses use Excel software to create tables to track work progress because it is free and easy to use.
2. Benefits of a job tracking sheet using Excel
Why is the Excel work progress tracking sheet so popular? Although Excel is a free tool, it brings countless outstanding benefits to businesses when tracking work:
- Support for monitoring work progress: An Excel management table will include complete information such as time, location, implementation method, person in charge,... This information will be presented in a clear manner. A complete and scientific way for managers to easily monitor progress and make changes when needed.
- Reasonable work assignment: Work progress tracking table in Excel will help administrators easily grasp the amount of work that needs to be divided, ensuring each member's specific implementation time. and most clearly.
- Evaluate work progress: Based on the information and data on the work tracking board, managers can understand the work situation of each employee, those who have completed or have not completed due to problems. In working process. Through this, it is possible to ensure work progress according to the proposed plan.
3. Download the latest Excel 2024 job tracking table template for free
How to create an Excel work progress tracking table is not too complicated, however to help your business save time, 1C Vietnam has compiled the 10 most popular work tracking table templates below. Refer now!
3.1 Simple job tracking sheet template
A simple work progress tracking sheet is often used for personal purposes or for small-scale projects. A management file will have all the necessary information to help administrators ensure the progress of tasks and work that needs to be performed. Below is a detailed Excel job tracking table template for businesses to download and use.
3.2 Sample working time management table
The working time tracking table template helps administrators have an overview of the deadline of the entire project as well as each specific task. The work progress tracking table template shows which tasks are taking up a lot of time and which tasks are preparing to be overdue so that appropriate adjustments can be made. Below is a working time management table template for businesses to download and use.
3.3 Template for tracking daily tasks via todo list
The To Do List to-do list template is a commonly used template thanks to its simple interface and ease of setup. This table template also helps administrators list the tasks that need to be done, the progress of implementation as well as arrange the priority of each task. A todolist table usually includes information columns: Job name, start/finish date, progress and Notes. Refer to the detailed sample below.
3.4 Project progress monitoring table template
If your business is an Agency unit with many projects that need to be implemented, the project progress tracking table will be very useful to the manager. An Excel sheet that tracks progress typically includes the job name, start/finish date, responsible person, schedule, cost, and completion level. Based on this information, managers will measure results as well as evaluate employee performance.
3.5 Project management board template using Kanban
Kanban is a management method based on a card model. This method shows project progress visually with 3 columns of information:
- To do: Work that needs to be done
- In progress: Work in progress
- Done: The job has been completed
When a job is completed, when assigning tasks to employees, the administrator will move the card from the "To do" column to the "In progress" column. When the job is completed, the card will be forwarded to the “Done” column.
3.6 Excel work progress tracking table template via KPI
Thanks to the KPI work tracking table, managers can easily measure performance and work results, thereby ensuring the project takes place on schedule, process and quality as required. Besides, using KPI management templates also helps businesses limit misses or errors in the proposed work.
3.7 Sample weekly work tracking sheet
When using the weekly employee work tracking sheet template, administrators need to be careful to clearly identify priority tasks to ensure the project is completed on time.
3.8 Work tracking table template according to Gantt chart
The Gantt chart is a familiar tool for project managers, helping to determine which tasks are being delayed in order to take timely corrective measures. The Gantt chart also shows timelines in a very intuitive and convenient way for tracking.
3.9 Template for monitoring work progress according to project checklist
Project checklist is a list of tasks that need to be done to complete a goal. Tracking work with a checklist will help businesses ensure they do not miss important tasks during project implementation.
3.10 Issue tracking dashboard template
The work problems tracking form will record information such as reasons, consequences, solutions, and handlers. This table template will help administrators find out the cause as well as propose thorough solutions to avoid making those mistakes again in the future.
4. How to manage work with an effective Excel work tracking table
To use the Excel job tracking table effectively, administrators can follow the steps below:
1 - Sketch a work management template: Sketching before creating a table on Excel will help limit errors during the information entry process. A management file usually includes the business name, project name, name of work to be done, name of performer, handover date, date to be completed,...
2 - Create an Excel table for each specific job: For close and detailed management, administrators should create a summary table of the tasks that need to be performed. Then, create a detailed table for each job with specific tasks assigned to the person performing it.
3 - Make a list of people in charge: Saving the names of the people in charge and their information will help the manager easily contact you when necessary.
4 - Provide the title of the job content: The manager needs to enter the full name of the job that the group is performing and also enter the name of the person performing it below to hand over.
5 - Set a time to complete each task: Setting a deadline for each task will help the group not be scattered in resources. At the same time, dividing tasks into different completion milestones is also easier for managers to control.
6 - Regularly observe and evaluate work progress: Closely monitoring and regularly evaluating will help administrators understand which employees contribute a lot to the project or have any problems that need to be handled. From there, problems will be resolved promptly and work will be completed on schedule.
5. Notes when using Excel work progress tracking table
It is undeniable that Excel job tracking templates bring many benefits to administrators. However, Excel is free software and is not specifically designed for project management, so implementers need to note a few things below:
- Determine the goals of performance management: What is the purpose of tracking work progress? Want to evaluate performance by individual or project? Want to identify tasks that need priority or tasks that are having problems? Based on the goal of creating a tracking table, managers can choose the appropriate table template.
- Choose a suitable table template: There are many table templates to track work progress in Excel, but administrators need to choose a template that suits the type of project as well as usage needs. If there is no suitable template, businesses can create their own template according to their own process.
- Enter complete and accurate information: In order for the progress tracking process to be accurate, businesses need to enter all relevant information. Avoid missing information fields to record, causing confusion during actual operation.
- Use Excel formulas effectively: Formula functions in Excel are very useful in calculating indices. Therefore, researching and using appropriate functions can help managers save a lot of time.
- Update information regularly: Excel systems often do not have the ability to automatically update information, so managers need to regularly update work progress to ensure close monitoring according to plan.
- Customize the progress management board: Depending on actual usage needs, managers can customize the work tracking board accordingly.
6. Difficulty managing work using Excel work tracking sheet
How to create a work progress tracking table with Excel is not too difficult, however this is not software designed specifically for project tracking purposes, so when using it, users may encounter the following difficulties:
- Passivity and lack of collaboration: In fact, work progress often changes, so updating information in Excel files can cause delays. In case you need to regularly report progress during the day, Excel's manual operations cannot satisfy.
- Complicated table creation operations: Although it is familiar software to office workers, Excel has never been suitable software for those who are not proficient in this software. To use Excel effectively, users need to understand many tricks and skills as well as remember necessary functions. Therefore, most people choose to download ready-made templates to use.
7. Manage smart work with 1C:Document Management software
Normally, templates for creating Excel work progress tracking tables are only suitable for small projects with a small number of participants. For large projects that require handling many tasks at the same time, ensuring connection between teams and organizations, organizations need a more professional system. 1C Vietnam would like to introduce to your businesses a solution to automate electronic document management and work administration - 1C:Document Management.
1C:Document Management solution allows organizations to manage projects in a detailed and strict manner, and is an effective support tool to help eliminate redundant processes, save time, human resources and reduce operating costs. . The solution is fully integrated with tools so administrators can run projects effectively:
- Manage work items and deadlines.
- Manage documents and records related to the project scientifically and centrally.
- Manage documents and records on the same system so that relevant units can easily access them.
- Manage workers participating in the project on each specific task. Support providing data to evaluate performance and working ability.
- Financial management and synthesis of project accounting information.
- Features decentralization and smart work handover.
- Support making management reports.
The work progress tracking table helps managers easily grasp project progress as well as staff performance to make necessary adjustments. Creating tables with Excel brings many benefits but also makes it difficult for newcomers. Therefore, to manage projects more effectively, businesses can refer to the 1C:Document Management solution, designed by 1C Vietnam with specialized features, helping to operate work effectively and economically. . If you have any questions about this smart software, please contact us for answers.