Make sure the tasks are described in detail. Use Detailed Descriptions: Ambiguity is one of the biggest evils in consulting, contracting, and freelance work. Use Concise Project and Task Names: Choose project and task names that can be easily referred to in the subject line of emails and other communication. If you are the service provider, you may need to ask your client now and then to verify the priority of the projects. Set Priorities: If you are the client, make sure to set priorities and remember that not all tasks can be the most important. Send a quick email to notify others if you've made changes you want them to see. Keep the Status Up-to-Date: Review the Project Tracker regularly and keep the status column updated. When adding a new comment, add it to the top of the existing comments, and include the date along with your name like this: 'Jon Wittwer (): Needs a bit more re-work. Use email to discuss details, and use the project tool to summarize things agreed upon.Īdding Comments: Comments are the key to communication using this template. It's inevitable that you'll have long email chains as you communicate about the details of the project. The purpose of the tool is to keep things organized, see the progress of individual tasks all in one place, and to track time and costs. the Project Tool: Don't expect the project tracking tool to eliminate the need for email. Add cell comments in this column to include notes about the status.Įmail vs.

This is the column you flag to let them know they need to pay attention to something.

Use it to notify the client of line items that need to be reviewed. Notifications: The real key to this template is the very first column. To make this truly useful, everyone needs to be able to see it regularly. How to Use this Project Tracking TemplateĬollaboration: Keep the project tracker in a shared folder or Dropbox, or use the Google Docs version, so that both the client and service provider have real-time access to it. New Discussion-Style Comments in Google Spreadsheets Perfect for Collaboration - You can use this to post questions and comments about the project tracker as well.

Weight tracker excel sheet templates