Project Planning Template

💡 Why you should use Project Planning Template

Even the simplest project has many elements to track. This comprehensive template allows you to easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle. It simplifies project planning, task management, and project management, making your work more efficient and organized.

👉 How the template works

The template consists of two databases: "Tasks" and "Categories". The "Tasks" database includes fields such as "Name", "Status", "Owner", "Start date", "End date", "Notes", "Attachments", and "Categories". It also has different views for "All tasks", "Tasks in progress", and "Completed tasks", with specific filters to show the relevant tasks. The "Categories" database includes fields like "Name", "Lead", "Supporting team", "Team bandwidth", and "Task", allowing you to categorize and manage tasks more effectively.

🎯 How to use

1. Open the template and navigate to the "Tasks" database.
2. Add new tasks by filling in the details such as the task name, status, owner, start and end dates, notes, and attachments.
3. Use the "Status" field to track the progress of the tasks, with options like "Planned", "Up next", "On track", "Complete", "Behind", "At risk", and "Blocked".
4. View the different task views to see all tasks, tasks in progress, and completed tasks.
5. Navigate to the "Categories" database to categorize the tasks and manage the related information.

👉 Who should use this template

This template is ideal for project managers, team leaders, and individuals involved in project planning and task management. Whether you're working on a small project or a large-scale initiative, this template can help you stay organized and on track.

⭐ Key Features of This Template

• Comprehensive task management: Easily track and manage all aspects of your project tasks.
• Status tracking: Clearly monitor the progress of tasks with customizable status options.
• Categorization: Effectively organize tasks into categories for better management.
• User-friendly interface: Simple and intuitive design for easy navigation and use.

🔧 Frequently Asked Questions

1. How do I add a new task? To add a new task, go to the "Tasks" database and fill in the required details in the fields.

2. Can I change the status of a task? Yes, you can update the status of a task in the "Status" field. The available status options are "Planned", "Up next", "On track", "Complete", "Behind", "At risk", and "Blocked".

3. How do I view tasks based on their status? The template provides different views for "All tasks", "Tasks in progress", and "Completed tasks". These views are filtered based on the task status to show you the relevant tasks.