Project Management Template

💡 Why you should use Project Management Template

Managing complex projects across multiple teams and departments can be a headache. This template is here to make your life easier! It offers a comprehensive solution for project management, including task management and collaboration. With this template, you can ensure that your team is well-informed about task details, helping them understand what to do, when to do it, and how to do it. It also allows for consolidation of tasks in one place and enables team members to collaborate more effectively.

👉 How the template works

This template consists of two databases: 'Task' and 'Project'. The 'Task' database includes fields such as task name, status, lead, start date, end date, planned workday, project link, project status, and an evaluation formula. The 'Project' database contains details about the project, including project name, project manager, project phase, start date, end date, categories, associated tasks, and the total number of tasks. The template also includes a dashboard with various charts to provide a visual overview of the project status and categorization.

🎯 How to use

1. Start by adding tasks to the 'Task' database, filling in the necessary details such as task name, status, lead, start date, end date, and planned workday. Link the tasks to the relevant projects.
2. Enter project information in the 'Project' database, including project name, project manager, project phase, start date, end date, and categories. Associate the relevant tasks with each project.
3. The dashboard provides visual insights into the project status and categorization, helping you monitor the progress of your projects.

👉 Who should use this template

This template is ideal for project managers, team leads, and anyone involved in project planning, tracking, and management. Whether you're working on a small-scale project or a large, complex one, this template can help you stay organized and on top of your tasks.

⭐ Key Features of This Template

1. Effective Task Management: Showcases the due date, different views, files, team comments, calendar, and assignees of tasks.
2. Enhanced Collaboration: Tasks can be consolidated in one place and assigned to different organizations, allowing team members to collaborate by working on the same document windows.
3. Visual Dashboards: Provides a clear overview of project status and categorization with various charts.

🔧 Frequently Asked Questions

1. How do I link a task to a project? In the 'Task' database, use the 'Project' field to link the task to the relevant project by selecting the project from the dropdown.
2. Can I customize the project phases and task statuses? Yes, the project phases and task statuses are customizable. You can modify the options in the respective single-select fields.
3. How do I view the dashboard? The dashboard is accessible within the template. It provides visual representations of the project data to help you monitor and analyze the progress.