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20 best task management software

team assignment tracker

Task management software is more than a digital base for your to-do lists. It’s a collaborative space where your teams can come together and understand their role in shared workloads.

This guide walks through the features you should look for in team task management software and 20 vendor examples to kickstart your research for the perfect tool.

What is team task management?

Task management is the systematic process of planning, organizing, assigning, tracking, and completing tasks to meet your business objectives. Each task is a single unit of work that individual team members are responsible for completing. Managing these overall tasks involves coordinating team members’ efforts, setting priorities, and monitoring task progress to ensure efficient collaboration, streamlined workflows, and successful project outcomes.

Task management

Why do teams need task management software?

The right task management software will move your team away from endless email chains and focus on the necessary tasks to keep your work and projects flowing. From here, it’s easy for teams to work together efficiently and identify potential issues such as bottlenecks or imbalanced workloads.

What features should task management software have?

When researching team task management software, you’ll notice that platforms have a wide range of features, and some will share common functionality. Before you invest, check your preferred tool is equipped with the following:

  • Multiple views : Visualize your tasks using common views like Calendar, Kanban, List, or countless alternatives. For example, monday work management offers 15+ options, including Gantt Charts, which visually display task milestones and dependencies between items for a clear overview of your work.
  • Intuitive interface : Ensure your team easily adapts to any new task management tool.
  • Range of integrations : Connect your task management software with multiple other tools in your tech stack to prevent tool-hopping.
  • Custom automations : Simplify repetitive workflows by setting up automations that run in the background. For example, an automation could email the entire team when someone completes their task.
  • Ability to set subtasks and dependencies : Break tasks down into smaller chunks called subtasks and specify the order they must occur by making some tasks dependent on the next. For example, editing a blog post would depend on someone writing the first draft.

Now you know the features and functionality you’re looking for in a quality task management software, here are twenty solutions to compare when researching the right platform for your team.

1. monday work management

Best for: Any size of team that wants to reach shared goals faster and at scale.

monday work management is a feature-rich work management platform built on top of the monday.com Work OS.

Work management

Companies use our platform to plan and organize any type of workflow or project, with task management being a key collaboration feature. monday work management offers the following features:

  • 15+ board views, including the Workload View delivering visibility into team member capacity. This visibility is essential for task assignment as project leads and managers have clarity about what each team member is available to work on.
  • Customizable dashboards using 10+ drag-and-drop widgets to display high-level project data. You can see to-do lists, team goals, and task reports at-a-glance and in real time.
  • Automations to eliminate repetitive tasks from your workflow, like updating team members with email or Slack notifications when each task is complete. This enables peers to review the work, or move on with their task at the next stage of the project.
  • Recurring tasks  are another automation you can set up. For example, schedule regular team meetings to keep on top of your projects, or set up recurring requests for weekly project reports.
  • Integrations with the tools you already know and love, so you can run powerful projects without switching tabs. For example, you might integrate monday work management with Google Drive to attach docs to your tasks or Slack to update a team channel following completion.
  • Time tracking to ensure your team spends its time efficiently. Use the data to accurately forecast how long your team might need to allocate to specific tasks, or to bill clients accordingly.

monday work management pricing

monday work management offers five different price plans:

  • Free: $0 for up to 2 users: 20+ column types, 200+ templates, iOS & Android apps, whiteboard collaboration, shareable forms, and more
  • Basic : $27/month/3 users with annual billing: Unlimited users, 5GB storage, unlimited boards/docs, custom fields, unlimited free viewers, and more
  • Standard : $36/month/3 users with annual billing: Unlimited users, 20GB storage, 6-month activity log, integrations, guest access, and more
  • Pro : $57/month/3 users with annual billing: Unlimited users, 100GB storage, 1-year activity log, time tracking, workload management, and more
  • Enterprise: Custom pricing, 5-year activity log, up to 50 boards, dedicated customer success manager, enhanced admin controls, and analytics

More details on monday.com pricing here

Best for: Teams seeking simple task and project management with clear communication capabilities.

Asana is a task management software offering a simple interface for tracking your team projects’ various sections, tasks, and subtasks.

A screenshot of task management in Asana.

Key features

  • Customizable views , such as the Timeline view to gain visibility into upcoming deadlines or the Workload view to understand team member capacity.
  • Task celebrations which occur when you check the task completion box.
  • Integrations with 200+ tools in your tech stack, allowing you to automate tasks between them. For example, you might create a new Google Drive folder for each new task you add in Asana.
  • Weekly focus mode , which allows you to capture your top priorities for the week ahead.

Asana pricing

  • Free : Up to 15 users
  • Premium : Starting at $10.99/user/mo
  • Business : Starting at $24.99/user/mo
  • Enterprise : Custom pricing, includes Business plan features, custom branding, data export, and 24/7 support

Related: Asana alternatives , Asana pricing , Asana work management

Best for : Cross-functional teams aiming to streamline workflows and communication.

Wrike is a project management software you can use to assign tasks to team members, upload files, set deadlines, and track progress. One of Wrike’s strengths is supporting cross-collaborative teams from a central platform.

Wrike board

  • Multiple dashboard views to gain insights into task statuses.
  • Real-time collaboration , including commenting and file sharing from a central location.
  • Customizable pre-built templates designed for marketing, IT & engineering teams, etc.

Wrike pricing

  • Free : Suitable for teams up to five people
  • Team : From $9.80 per user/mo for teams of 2-25 people
  • Business : From $24.80 per user/mo for teams up to 200 people
  • Enterprise : Custom pricing is available for companies who require features like user audit reports and custom access roles.
  • Pinnacle : Additional enterprise features include advanced reporting, budgeting, and billable hours tools.

Related: Wrike pricing

Best for : Agile software development teams focused on issue tracking and project planning.

Jira is an Atlassian product created for software developers who follow Agile project management principles.

Jira board

  • Interactive timelines , including mapping work items, task dependencies, and new releases.
  • Reports and insights tied to your tasks and overall projects to understand metrics like deployment frequency and cycle time.
  • Autonomy preferences allow you to decide whether your projects are company or team-managed.

Jira pricing

  • Free : For up to 10 users
  • Standard : From $7.75 per user/mo
  • Premium : From $15.25 per user/mo
  • Enterprise : Custom pricing for unlimited sites, central security controls, user subscriptions, 24/7 Enterprise support.

Related: Jira pricing, Jira work management

Best for: Visual thinkers and small teams managing tasks with a simple, card-based interface.

Trello uses a Kanban-style methodology for task management which will appeal to teams who like to visualize all the projects they have on the go and the specific tasks they need to complete.

Trello board

  • Boards, lists, and cards , where boards represent projects, lists are each project stage, and cards are for individual tasks. Users move cards between lists once they’ve completed them to indicate they’re ready for the next project stage
  • Multi-device compatibility , including availability on your browser and mobile devices, even when you’re offline
  • Collaboration , including commenting or tagging teammates on specific cards and adding relevant attachments

Trello pricing

  • Free : For up to 10 boards
  • Standard : Starting at $5/user/mo
  • Premium : Starting at $10/user/mo
  • Enterprise : Starting at $17.50/user/mo for larger organizations requiring advanced security and controls.

Related: Trello pricing , Trello vs. monday.com

6. Basecamp

Best for: Startups and small teams looking to centralize project communication and tasks.

Basecamp offers a way to set up a single page to house everything you need for each project.

  • Project scheduling tool which displays your deadlines, milestones, dated to-dos, and relevant events.
  • Campfire conversations which act as Basecamp’s in-built group chat tool.
  • Doors that are integrations to external tools like Slack, Airtable, Google Drive, Miro, etc.

Basecamp pricing

  • Basecamp : $15 per user/month
  • Basecamp Pro Unlimited : Starting from $299/month for unlimited users

Related: Basecamp alternatives

7. Evernote Teams

Best for: Creative teams requiring note-taking and information sharing in a digital workspace.

Evernote Teams is a collaborative workspace for note-taking, brainstorming, or hosting a company wiki. 

  • Real-time collaboration , including the ability to edit notes simultaneously. 
  • Task assignments , with functionality such as delegations and reminders. 
  • Searchable document repository to find the right note based on its title, keywords, content type, or dates. 

Evernote Teams pricing

  • Professional : From $17.99 per user/mo

Teams : From $20.83 per user/mo

8. Airtable

Best for: Data-driven teams wanting a flexible database and project management solution.

Airtable is a no-code database platform designed to help teams manage projects and store data.

  • Spreadsheet view with a drag-and-drop function to manipulate your data layout.
  • Multiple views, including Kanban, Gantt, List, and Calendar.
  • Rich media support , including the ability to attach videos, images, and audio files to your tasks.

Airtable pricing

  • Free : Designed for individuals or small teams
  • Plus : Starting at $10/seat/mo
  • Pro : Starting at $20/seat/mo
  • Enterprise : Custom pricing for larger teams requiring features like unlimited workspaces, extensions, and Salesforce & Jira on-prem sync integrations.

Related: Airtable pricing , Airtable vs. monday.com

9. Smartsheet

Best for : Teams involved in business operations requiring access to dynamic spreadsheet capabilities.

Smartsheet is a spreadsheet-like project management platform designed to help teams manage work, automate repetitive tasks, and collaborate on documents.

  • Multiple data views , including Grid, Chart, Gantt, and Calendar.
  • Pre-built templates for tasks like planning and budget goals which you can customize to fit your requirements.
  • Customizable forms to collect insights and data from internal or stakeholders.

Smartsheet pricing

There are four Smartsheet pricing options:

  • Free : Suitable for individuals
  • Pro : Starting at $7/user/mo
  • Business : Starting at $25/user/mo
  • Enterprise : Custom pricing is available for large teams, with access to Smartsheet Advance offerings.

Related: Smartsheet project management

10. HubSpot

Best for : Sales and marketing teams that need to track leads and manage customer relationships.

HubSpot isn’t a traditional task management software. However, it does offer the ability to add tasks within the CRM platform.

  • To-do list prioritization for scheduling tasks related to your customer base
  • Task dashboards which act as a base for your tasks, contact details, and meetings
  • Embedded reporting , including past task tracking of closed deals, calls made, and activities completed

HubSpot pricing

  • Free : $0 for marketing, sales, service, CMS, and operations tools
  • Starter : From $30 per month
  • Professional : From $1,600 per month
  • Enterprise : From $5,000 per month

11. Todoist

Best for: Small teams focused on a holistic approach to collaborative task management.

Todoist is a simple task management app that enables teams to manage tasks, projects, and collaboration in one place.

  • Task assignments including the ability to create projects, add tasks, set due dates, and assign responsibility.
  • Messaging functionality which allows team members to share files, discuss details and provide updates.
  • Task filtering so users can see each other’s activity streams or upcoming due dates.

Todoist pricing

  • Starter Plan: For up to 5 active projects.
  • Business Plan : From $6 per member/mo

12. MeisterTask

Best for : Creative teams seeking intuitive project planning and visual workflows.

MeisterTask is another Kanban-style task management tool that gives teams a clear overview of their to-do lists.

  • Agendas which are private boards visible only to individual team members
  • Task watchers to keep relevant people in the loop about specific tasks
  • Task relationships allow you to tag whether tasks are related or duplicates

MeisterTask pricing

  • Basic : For up to three projects
  • Pro : $8.25 per user/mo
  • Business : $20.75 per user/mo
  • Enterprise : Custom pricing is available for a dedicated account manager, personalized onboarding assistance, and SAML single sign-on.

Best for : Teams requiring knowledge-sharing and project management using a single platform.

Notion is an all-in-one workspace that uses custom blocks, including text, images, or tables, to store your notes, documents, and project tasks.

  • Task views allow you to filter by calendars, task lists, Gantt Charts, tables, and more
  • Template library with access to 5,000 customizable templates to suit your project tasks.
  • Integrations with tools like Loom or Slack so you can attach video messages or conversations to your tasks.

Notion pricing

  • Free : Small teams can try a limited block trial.
  • Plus : Starting from $8/user/mo
  • Business : Starting from $15/user/mo
  • Enterprise : Custom pricing with advanced security features, among other benefits.

14. MS Project

Best for : Large enterprises managing complex projects with advanced scheduling.

Microsoft Project is a platform that allows you to manage large-scale projects from a central location.

  • Coauthoring tools which allow multiple stakeholders to update task lists and project schedules simultaneously.
  • Interactive roadmaps you can build to increase visibility across your organization.
  • Timesheet submissions for capturing time spent on tasks.

MS Project pricing

MS Project is available as part of the following cloud-based packages:

  • Project Plan 1: $10 per user/mo
  • Project Plan 3 : $30 per user/mo
  • Project Plan 5: $55 per user/mo

15. Microsoft OneNote

Best for: Teams on a budget requiring collaborative note-taking and information organization.

Microsoft OneNote uses Notebooks as the highest level of organization within the platform, which includes sections and pages to store your notes and tasks.

  • Built-in OneNote templates for mapping out project lists
  • Task prioritization by adding High, Medium, or Low project tags
  • Handwriting compatibility using Surface or Surface Slim Pen 2 devices allows you to digitize your handwritten meeting notes and transform them into tasks

Microsoft OneNote pricing

OneNote is available with a Microsoft 365 subscription, which starts from $6 user/mo for a Business Basic package.

16. Adobe Workfront

Best for : Creative teams that need to manage projects, approvals, and digital assets.

Adobe Workfront is a cloud-based collaboration and project management solution that enables teams to track progress, tasks, resources, and budgets in one place.

  • Automated handoffs to simplify reviews and approval of work tasks.
  • Real-time dashboards that enable you to gain visibility of your work and address any bottlenecks.
  • Scenario planning tools to anticipate how incoming tasks will impact your team.

Adobe Workfront pricing

Adobe Workfront offers Select, Ultimate, Prime, and Custom pricing plans, but you must contact the vendor for an accurate quote.

Best for : Visual collaboration, brainstorming, and diagramming among remote teams.

Miro is a visual task management tool you can use as a digitized version of a whiteboard and sticky notes.

  • 2,000 Miro and community templates offering frameworks like mind maps and service blueprints.
  • Integrations with 130+ apps in your existing workflow, including Jira, Zoom, and Google Docs.
  • Flowchart maker to plot out the essential tasks in your project processes.

Miro pricing

  • Free : For unlimited team members.
  • Starter : From $8 per member/mo
  • Enterprise Plan : Custom pricing for SCIM license management, enhanced security with 2FA, domain control, etc.

Best for: Teams looking for integrated project management and communication.

Hive is a productivity software that enables teams to manage upcoming tasks and collaborate on wider projects.

  • Six project layouts , including database and summary views
  • Meeting note task assignment enabling you to take action following team discussions
  • External user task assignment if you need to work with guest users like freelancers, clients, or third-party business partners

Hive pricing

  • Teams : From $12 per user/mo
  • Enterprise : Custom pricing available for enhanced security and permissions, custom analytics, etc.

19. SmartTask

Best for : Businesses seeking an all-in-one platform for task management and CRM.

SmartTask is a work management platform with tools to organize recurring or one-off tasks.

  • Task estimates for individual tasks if you need to budget or allocate resources.
  • Video meetings which you can trigger directly from tasks.
  • Automatic tasks are generated by sending your email communications directly to SmartTask.

SmartTask pricing

  • Free : For unlimited users
  • Premium : From $7.98 per user/mo
  • Business : From $10.98 per user/mo
  • Enterprise : Custom pricing available, including white labeling, SSO, Enterprise API, etc.

Best for : Teams requiring dynamic spreadsheets and project management capabilities.

Any.do is a simple task management platform accessible from various desktop and mobile devices, including smartwatches.

  • Automated WhatsApp notifcations for deadline reminders.
  • Smart calendar view that displays all upcoming tasks in one place.
  • Task color-coding to categorize your work.

Any.do pricing

  • Personal : For individual users
  • Premium : From $3 per month
  • Teams : From $5 per user/mo

monday work management: the perfect team task management software

There are all kinds of task management apps, tools, and software at our fingertips to make us more productive than ever before. monday work management stands out from the rest by making team task management easier, while also being adaptable for all functions related to executing tasks, projects, and processes more efficiently. Here’s how it excels:

  • You can set up your task management views including Kanban, calendar, Gantt chart, and task list options.

Kanban

  • You can set rules for dynamic assignments, notifications upon task completion, and a lot more.

automations

  • You can integrate with 72+ favorite tools to make a seamless workflow.

integration

  • You can streamline communication with one place for comments, updates, and file sharing.
  • When you use monday work management as a project management software , you can get a ton of insights into the success and profitability of your project tasks with dedicated and customizable dashboards.
  • You can build custom workflows with no-code building blocks and choose from over 200 automation recipe options that make your team task planning so much more efficient.

Since monday work management  is built on a Work OS , it’s an all-in-one platform for everything your business needs, and can grow and scale along with it. You can use monday.com as a CRM for the sales team, create processes and workflows for marketing content, onboard new employees, and manage IT requests.

What is task management software used for?

Task management software is used to organize teams' workflows and projects by assigning tasks and tracking progress. It enables teams to collaborate more efficiently, reduce their reliance on email, and focus instead on progress tracking and delivery.

What are the benefits of team task management?

Teams who use task management software will enjoy the following benefits:

1. Increased clarity & visibility: Team task management is all about accountability. Each team member should know who is working on what, the requirements, and the time frame for the task. When mapped out for everyone involved, managing time, prioritizing tasks, and reassigning work becomes easier.

2. Reduced stress: Task management can prevent a lot of frustration because it relieves your team of questions like “Who is the owner of that task?” or “How can I prioritize my other work in accordance with this project?”

3. More data points for accurate project reporting: Task management isn’t just crucial for project planning and execution—it also comes in handy with post-project analysis. For example, if you’re managing cross-company content requests, you can track details like task completion date and department to get a big picture of demand over time.

4. Boosted productivity: 82% of people rely on a list or an email inbox as their means of task management. Surely there is a better way? Task management helps you accurately take stock of your tasks and assign priorities and deadlines. You can spend more time doing what matters most instead of searching for what to do next.

What is the simplest way of managing tasks?

Here are some classic steps for team task management, no matter what tool you decide to use:

1. Make a list of your team’s required tasks: Add additional details, such as which are recurring vs. one-off. Use a start and end date as your boundaries. 2. Add task deadlines and timeframes: This is critical information before you assign tasks to your team. Be sure to leave enough time for execution and feedback. 3. Assign task priorities: Different priority levels, such as low, medium, and high, provide a more granular view of what's important for your team. They can also help you refine due dates. 4. Note other relevant task information: You might include task dependencies, important files, or related client information. 5. Assign each task to a team member: Review each team member’s workload to ensure no one has too much on their plate. 6. Track your team’s progress: Check in with your team regularly to see if you need to make any adjustments.

monday work management can help you manage and automate many of these steps.

What are the 4 types of tasks?

To determine which tasks are a priority, some teams use the Eisenhower Matrix, which divides tasks into those that are:

1. Urgent and important, for example, if a deadline for a critical project is due today 2. Not urgent but important, for example, arranging a long-term planning and strategy development session 3. Urgent but not important, for example, attending a team social meeting in your calendar 4. Not urgent and not important, for example, browsing your social media feed.

team assignment tracker

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20 Best Task Management Software Tools to Elevate Your Workflows [2024 Edition]

Sarah Burner

ClickUp Contributor

March 30, 2024

Is your personal or team workload spiraling out of control? We’ve all been there! What’s worse is the anxiety-inducing feeling of dread that follows when you have a bunch of unattended tasks, gradually leading to a lack of motivation . In fact, recent research reveals that 41% of workers find heavy workloads to be the main cause of workplace stress. 😖

However, more often than not, it’s not the amount of work that makes you or your employees feel overwhelmed—it’s poor task management. For instance, setting unreasonable deadlines or delegating tasks without considering team availability may lead people to burnout faster than you can blink. 

Luckily, using the right task management software can help you prevent this chaos! We’re here to introduce you to the 20 best task management software that can assist you in assigning tasks and optimizing priorities effectively in 2024. Learn about their key features, limitations, and pricing before you pick your ideal task manager tool. 🌻

What Should You Look for in a Task Management Tool?

  • 1. ClickUp—best overall project & task management software

2. Asana—best for remote teams

3. jira—best for experienced professionals, 4. monday.com—best for marketing and pmo teams, 5. trello—best for small teams, 6. hive—best task management software for team collaboration, 7. meistertask—best for kanban task management, 8. ntask—best task management software for scheduling, 9. zenhub—best for software teams, 10. zoho projects—best for complex project management, 11. activecollab—best for personalized task management experience, 12. wrike—best for workflow management, 13. todoist—best for teams on a budget, 14. proofhub—best for task tracking, 15. smarttask—best for managing multiple projects, 16. hubspot (hubspot task management)—best for crm tasks, 17. paymo—best for client tasks and bookings, 18. timecamp—best for time tracking and billing tasks, 19. any.do—best for creating to-do lists, 20. smartsheet—best for spreadsheet-style task management.

Avatar of person using AI

Task management software helps identify, monitor, and manage tasks efficiently . It goes beyond a simple to-do list and offers features to let you collaborate on elaborate workflows for effective goal completion .

Naturally, the best task management software allows you to set deadlines, prioritize tasks , track progress, and adjust schedules with ease. Other useful functionalities include:

  • Flexibility: A good task management software has a user-friendly interface and runs smoothly on all major operating systems across devices, allowing you more control over your work
  • Time tracking: Choose a task management solution that lets you improve your time management through seamless time tracking
  • Task automation: The best task management software lets you automate recurring admin tasks, leaving everyone more time to focus on cognitively demanding, high-level assignments
  • Communication support: If you’re running a team, look for a tool that supports productive task-related discussions, file sharing, and instant announcements
  • Reporting and analytics: Quality task management software provides reporting features to record and analyze information (like clock-in/clock-out data, absence, and overtime hours) for productivity analysis, invoicing, and payroll management
  • Integration with other tools: Pick a task management system that integrates with other software you use, like messaging apps , project management software , and writing assistants

20 Best Task Management Software for Balanced Task Planning and Execution

There are tons of task management apps available on the market, but they’re not all cut from the same cloth—for instance, some are versatile tools, while others focus on specific functions like task dependencies.

We’ve chosen the 20 best task management software to help you find the perfect app for your business needs. These are expert-vetted options, cherry-picked after considering criteria like feature set and affordability.

Let’s dive in! 🧐

1. ClickUp —best overall project & task management software

Why end with a bang when we can start with one? 💥

Introducing ClickUp —the best task management solution for individuals, professionals, and teams. It’s not just us; even G2 considers it to be the best-rated task management and team task management software , ranking it #1 in 15+ competitive categories in 2024!

What makes ClickUp click is its AI-enabled, end-to-end support for managing tasks and priorities, monitoring progress, and staying productive.

Leverage ClickUp Tasks for task planning, scheduling, and tracking within a centralized hub. Easily categorize team tasks by type, set Custom Task Status from To Do to Done , and use Custom Fields to set deadlines, add assignees, and track details. For each task assignment, you can: 

  • Add links and comments to centralize contextual knowledge and discussions
  • Specify task dependencies, subtasks, and checklists
  • Use @mentions and action items to delegate tasks and share updates

ClickUp 3.0 Task view Checklist

ClickUp’s Calendar View comes with drag-and-drop capabilities for granular task planning. You can also ClickUp’s Recurring Tasks to schedule routine stuff, like meetings and sprint retrospectives, and visualize or adjust your day-to-day on the Calendar.

Stay on top of task lists with ClickUp Reminders that you can create from any task comments or notifications and manage seamlessly from any device.

Prefer a visual task manager? ClickUp’s got you! This adaptable task management software offers 15+ Views for managing tasks on Kanban boards, sorting tasks in the List view, or visualizing timelines with colorful Gantt charts. 🌈

And, if you’re dealing with an overwhelming workload, identify what to prioritize and deprioritize using ClickUp Task Priorities and its color-coded tags. You can also lighten the workload for your employees with ClickUp Automatons , which lets you automate time-consuming tasks like checking emails or organizing documents.

Embrace stress-free productivity with ClickUp Brain and pre-made templates

Beyond tracking and prioritizing tasks, ClickUp also lends a hand with Project Management . For instance, you can employ ClickUp Brain , the platform’s AI assistant, to automate project summaries, task planning, and task standups and updates.

ClickUp Brain is a neural network connecting your tasks, documents, and discussions on the platform—it helps you extract and summarize information and action items through simple prompts and questions.

Take your productivity to new heights with numerous customizable ClickUp templates to help you standardize task assignments immediately! The ClickUp Task Management Template is a great starting point. With this template, you can organize your tasks into Lists like Action Items , Ideas , and Backlog for easier navigation and open separate views to track assignments by department or priority label. 🚩

Organize your tasks and achieve quick results with ClickUp’s Task Management Template

ClickUp best features

  • 1,000+ templates to kickstart skillful task management
  • Supports time tracking and time blocking
  • ClickUp Dashboards for real-time task tracking and productivity metrics
  • ClickUp Goals to set measurable task KPIs
  • Task Checklist feature for easy to-do list creation
  • Multiple project views like List, Table, and Timeline
  • Custom task statuses to complement your workflow
  • A Bulk Action Toolbar to edit multiple tasks at once
  • Automates recurring, error-prone tasks
  • Built-in task prioritization levels  
  • Universal Search and Tags to access tasks quickly
  • Supports task generation directly from ClickUp Docs and Whiteboards
  • Integrates with 1,000+ apps like Slack, Gmail, Zoom, Outlook, and HubSpot
  • Dedicated mobile app for iOS and Android
  • Compatible with Mac, Windows, and Linux
  • Built-in chat and file-sharing options for task collaboration
  • Easy-to-use, no-code interface

ClickUp limitations

  • It takes time to explore all its task management features
  • A dedicated subtask reporting feature would be a great add-on

ClickUp pricing

  • Free Forever
  • Unlimited: $7/month per user
  • Business: $12/month per user
  • Enterprise: Contact for pricing
  • ClickUp AI: Add to any paid plan for $5 per member per month

*All listed prices refer to the yearly billing model

ClickUp ratings and reviews

  • G2: 4.7/5 (9,000+ reviews)
  • Capterra: 4.7/5 (4,000+ reviews)

Asana board view

Asana is an online task management software that lets you document all assignments in one location. Like ClickUp, Asana makes creating tasks a breeze. Add task descriptions in the form of bulleted lists, embed files to add context, set due dates, and add assignees in a few clicks. You can also create subtasks, identify blockers, and quickly streamline approvals on task changes.

This quality task management software features a My Tasks list , which helps you prioritize work by auto-promoting tasks based on due dates.

What makes Asana stand out among its alternatives is the Workflow Builder feature , which allows you to create workflows without coding, helping you automate routine tasks and expedite projects. You can even track the same task across departments to avoid work duplication.⚡

Asana is a collaborative task management tool —it lets you communicate with your team directly within the app, encouraging cross-functional collaboration . For added transparency, add relevant collaborators to your team’s tasks to keep them updated on progress.

Asana best features

  • Templates for task management
  • Remote-friendly collaboration tools
  • Zero-code workflow builder
  • Search and filtering options for simpler navigation
  • Integrates with apps like Slack and Dropbox
  • Mobile app for Android and iOS

Asana limitations

  • May be challenging to implement for large teams
  • Storage and collaboration features could use improvement

Asana pricing

  • Personal: Free forever
  • Starter: $10.99/month per user
  • Advanced: $24.99/month per user

Asana ratings and reviews

  • G2: 4.3/5 (9,000+ reviews)
  • Capterra: 4.5/5 (12,000+ reviews)

Jira work management

While not as beginner-friendly as most alternatives due to its complex features, Jira is a popular task management software option among seasoned professionals in industries like IT, finance, marketing, and HR. It was first launched by Atlassian as an issue-tracking tool for software developers but has branched out to become a useful tool for project managers and task managers alike.

Jira is a handy tool for agile project management , allowing teams to break a complex project into manageable sprints . Its multiple views, like boards and timelines, help track sprint tasks and identify roadblocks to ensure continuous improvement .

Jira also supports team collaboration by allowing members to brainstorm and exchange task information across departments through shared workflows.

Jira, like ClickUp , lets you update task statuses in real time, while its automaton feature helps you run manual actions in the background. Plus, project managers can automate work using its numerous task management templates . 😀

Jira best features

  • Workflow automation support
  • Multiple task views for agile teams
  • Templates for niches like human resources , marketing, and IT
  • Integrates with Atlassian Work Management and other popular apps
  • Task management apps for Android and iOS

Jira limitations

  • The system can be slow at times
  • The user interface and dashboard design could be improved

Jira pricing

  • Free: Up to 10 users
  • Standard: $8.15/month per user
  • Premium: $16/month per user
  • Enterprise: Contact sales for pricing

Jira ratings and reviews

  • G2: 4.3/5 (5,000+ reviews)
  • Capterra: 4.5/5 (13,000+ reviews)

Check out these Jira alternatives !

Monday.com project overview

Using Monday.com to manage tasks can make Mondays less dreadful! This simple task management software provides all key features, from multiple task views to task templates, that you’d find in most Monday alternatives .

Still, Monday.com stands out with its smooth interface . Its Work Management feature lets you create no-code workflows. Even project managers enjoy an intuitive layout that allows them to make informed decisions by accessing quick overviews of task progress on a dashboard. 📈

Monday.com allows you to organize workspaces into projects with individual tasks and subtasks, complete with color-coding options to help you track task priorities and statuses easily.

The software offers specific task management features for marketing and PMO teams . For example, marketing teams can benefit from key features like brand asset management , robust Gantt charts, and campaign tracking . Meanwhile, PMO teams rely on features for monitoring OKRs , identifying dependencies, and tracking time for future task planning.

Overall, it’s a well-rounded task management tool—quite similar to ClickUp and Plaky in terms of design and feature set.

Monday.com best features

  • Includes 200+ automation options
  • Color-coded task statuses and priority levels
  • User-friendly 
  • No-code workflows setup
  • Offers a mobile app for iOS and Android
  • Integrates with over 200 apps

Monday.com limitations

  • The initial setup tends to be overwhelming
  • Some users struggle with custom reminders and experience delays in notifications

Monday.com pricing

  • Free: Up to two users
  • Basic: $9/month per user
  • Standard: $12/month per user
  • Pro: $19/month per user

Monday.com ratings and reviews

  • G2: 4.7/5 (10,000+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

Trello

If you’re a fan of Kanban boards, you’ll have a blast using Trello. This task management software is all about moving tasks like sticky notes on a drag-and-drop Kanban board for easier status tracking.

Individuals can use it to create personalized task lists, while team members can rely on advanced checklists to add context to tasks by adding due dates and assignees. 

This software supports task prioritization through labels like high, medium, or low priority—filter the labels to access a specific batch of tasks . It also has a no-code automation tool called Butler, which lets you create rules, buttons, and commands to automate select recurring tasks.

Trello lets you view your tasks on calendars, timelines, and neatly organized tables, which is often more than enough to manage workloads in a smaller team. However, if you’re running a larger team that may prefer more flexibility and a wider variety of project views, Trello alternatives with enterprise features may be a better option.

Trello best features

  • Butler—a no-code automation tool
  • Kanban-based task tracking software
  • Includes checklists, calendars, and timelines
  • Color coding helps prioritize tasks
  • Android and iOS mobile apps

Trello limitations

  • Gets costly as users increase in number
  • May not support complex project management

Trello pricing

  • Standard: $5/month per user
  • Premium: $10/month per user
  • Enterprise: $17.5/month per user

Trello ratings and reviews

  • G2: 4.4/5 (13,000+ reviews)
  • Capterra: 4.6/5 (23,000+ reviews)

Hive project management

Hive is an all-encompassing project management software that provides any hybrid team with a task management platform to:

  • Assign, track, and execute tasks together, regardless of location
  • Monitor upcoming tasks across departments
  • Collaborate async or live with Hive Notes and Text and Voice Chat

This software lets you observe your tasks from multiple angles . For example, use the Portfolio view to get a detailed overview of tasks across projects or the Label view to categorize subtasks. Focus better by activating the My Actions view to display your task assignments in a concentrated way. 

Rely on key features like task status to easily track progress, templates to customize project layouts, and notifications to never miss a beat.

Plus, Hive offers Workflows App —a no-code task automation tool to help you cut down on manual labor and design personalized automated workflows. 

Like ClickUp, Hive supports project collaboration by letting teammates communicate across projects by leaving comments on action cards or tagging team members.

Hive best features

  • Collaborative task management tool
  • Supports individual, group, or project discussions
  • AI assistant ( HiveMind ) and templates to support standard tasks
  • My Actions view tracks all the tasks assigned to you 
  • Includes a no-code task automation tool
  • Integrates with Dropbox and Google Drive

Hive limitations

  • The mobile app has limited functionality
  • UX may get compromised with many collaborators

Hive pricing

  • Starter: $5/month per user
  • Teams: $12/month per user

Hive ratings and reviews

  • G2: 4.6/5 (500+ reviews)
  • Capterra: 4.5/5 (100+ reviews)

Check out these Hive alternatives !

MeisterTask Kanban board

Most alternatives to MeisterTask include Kanban boards as one of their key features. However, MeisterTask excels as Kanban-based task management software because of how user-friendly and intuitive it is. 😻

It provides customizable Kanban-style boards that let you organize and monitor task cards to mark if they’re In Progress , Done , or on the To Do list. These boards keep your work centralized and let you communicate effectively through task comments.

You can mention teammates in the comments, add them as project watchers, and assign them tasks directly from the board. Activate real-time notifications to keep everyone in the loop about the latest project updates.

Besides collaborative boards, the software offers personal pinboards called Agendas, where you can organize all the tasks assigned to you, as well as access additional details like due dates and important files faster.

MeisterTask best features

  • Easy-to-use Kanban boards for organizing tasks
  • Can serve as a personal task management software
  • Task-related collaboration through comments
  • Dashboards to track upcoming tasks, time-tracking data, and notifications
  • Lets you automate recurring tasks
  • iOS and Android mobile apps

MeisterTask limitations

  • The software could benefit from adding a workflow calendar to its features
  • Notifications may be delayed on mobile devices

MeisterTask pricing

  • Basic: Free
  • Pro: $6.50/month per user

MeisterTask ratings and reviews

  • G2: 4.6/5 (100+ reviews)
  • Capterra: 4.7/5 (1,000+ reviews)

nTask Task board

nTask serves as a central hub for tracking and scheduling tasks . Use it’s task scheduling software to assign project tasks or entire task lists to your teammates and set real-time notifications to ensure no action remains overlooked.

Its robust time-tracking capabilities can help you monitor time spent on tasks and estimate the amount of time you’ll need for future tasks and projects. 

nTask is a visual task management tool —it lets you plan and prioritize tasks, manage interconnected delivery timelines, and visualize projects with color-coded Gantt charts. Plan your projects easily by creating tasks and adding descriptions and assignees.

Schedule tasks by setting planned and actual due dates and creating task dependencies and milestones to ensure timely completion. Then, set priorities and track their progress using custom statuses.

nTask best features

  • Offers multiple project views (board, grid, list, and calendar)
  • Comprehensive task tracking
  • Visual task management and task scheduling through Gantt charts
  • Recurring tasks feature with daily, weekly, or monthly repeats
  • Integrates with 1,000+ tools like Apple Calendar, Zoom, and Microsoft Teams
  • Android and iOS support

nTask limitations

  • Attaching documents and photos may be challenging
  • User interface could be more intuitive

nTask pricing

  • Premium: $3/month per user
  • Business: $8/month per user

nTask ratings and reviews

  • G2: 4.4/5 (10+ reviews)
  • Capterra: 4.2/5 (100+ reviews)

ZenHub

ZenHub is a project management solution that primarily caters to software development teams. It provides a native GitHub integration via a browser extension for Google Chrome or Mozilla Firefox. This helps reduce context switching by keeping project tasks connected with GitHub code. 

Plus, ZenHub offers automatic task updates as users complete issues in GitHub, streamlining task completion by eliminating manual status check-ins from your team’s to-do list. There are also automated hand-offs to update all connected workspaces.

This online task management and software development tool brings tasks together on intuitive, drag-and-drop Kanban boards , allowing you to view all current tasks and their status.

Use these boards to prioritize tasks, track projects, and attach pull requests to corresponding issues. Group related issues into Epics or connect various private and public GitHub repos to a single board. 👨‍🏫

Additionally, ZenHub offers sprint planning features, making it a handy tool for agile teams . It lets you set automated sprint cycles, auto-generate new sprints with prioritized and unfinished tasks, and receive periodical reports on progress.

ZenHub best features

  • Various key features for agile teams
  • Native GitHub integration
  • Provides spring planning and tracking
  • Boards for easy task management 
  • Automate repetitive tasks and hand-offs
  • Acts as a visual task management tool with roadmaps and timelines
  • Integrates with Figma, Miro, and Loom

ZenHub limitations

  • Steep learning curve
  • The interface may be challenging to navigate

ZenHub pricing

  • Free: 14-day free trial
  • For Teams: $8.33/month per user (annual billing)
  • For Enterprises: Contact sales for pricing

ZenHub ratings and reviews

  • G2: 4.3/5 (30+ reviews)
  • Capterra: 4.4/5 (30+ reviews)

Zoho Projects task list

Zoho Projects is a project management software with features such as issue tracking, team monitoring , project timesheets, and resource utilization charts. It helps you manage projects in industries like marketing, construction, IT, and consulting.

It also offers a comprehensive toolset for task management that assists you in breaking projects down into milestones, task lists, and subtasks for simpler tracking.

This task management platform is all about details—each task can have attributes like assignees, work hours, priorities, and reminders. Use timesheets and timers to record time spent on each task.

Like many Zoho alternatives , this tool simplifies task organization by providing Kanban-style boards with drag-and-drop task cards and flexible statuses. As for planning and tracking, use Gantt charts to identify your team’s tasks, set dependencies, and monitor deadlines to ensure everything is done on time. ⌛

The software lets you schedule tasks on a calendar, which provides an overview of team members’ capacity. That way, you enjoy balanced task planning and avoid the risk of team burnout. 

Zoho Projects best features

  • Quick-access Gantt charts
  • Supports versatile task management use cases
  • Highly customizable workflows
  • Easy task scheduling on calendars
  • Integrates with various Zoho, Google, and Microsoft apps 
  • Task management apps (iOS 9.0+ and Android 4.1+)

Zoho Projects limitations

  • Initial setup may be challenging
  • Software customization can be time-consuming 

Zoho Projects pricing

  • Free: Up to three users
  • Premium: $4/month per user
  • Enterprise: $9/month per user

Zoho Projects ratings and reviews

  • G2: 4.3/5 (300+ reviews)
  • Capterra: 4.4/5 (400+ reviews)

ActiveCollab My Work page

ActiveCollab is all about increasing productivity and meeting deadlines. The tool lets you add due dates, assignees, and detailed task descriptions. Break down complex actions into subtasks, ensuring all assigned tasks get done as planned. You can also:

  • Group tasks based on different criteria
  • Duplicate repetitive tasks

This online task management software offers three project views to choose from, which is less than what ActiveCollab alternatives typically offer. Still, it includes frequently used views—the Kanban board, Gantt chart, and List view. 📝

ActiveCollab helps you reduce manual labor by automating recurring tasks. And, if you need to ensure actions are completed in a fixed order, just create dependencies between multiple tasks.

ActiveCollab stresses the importance of a personal task manager —it provides a My Work page where you can find and organize your task assignments by project or due date. 

This page also serves as your personal timesheet, offering an overview of all your time records. You can revisit your activity in terms of the comments posted, tasks created or closed, or due dates modified.

ActiveCollab best features

  • Excellent personal task management software
  • Automation for repetitive tasks
  • Dependencies for order-specific actions
  • Android and iOS smartphone apps
  • Integrates with other task management tools like Asana and Trello

ActiveCollab limitations

  • The file-sharing feature of this task management software could be simpler to use
  • Adding more customization options could be beneficial 

ActiveCollab pricing

  • Plus: $9.5/month 3 users/month
  • Pro: $8/month per user/month
  • Pro+Get Paid: $11.75/month per user

ActiveCollab ratings and reviews

  • G2: 4.2/5 (90+ reviews)
  • Capterra: 4.5/5 (300+ reviews)

Wrike board

Wrike is well-known for its robust task and workflow management features. It allows you to prioritize work on personalized dashboards by pinning important tasks from your to-do list and automatically sorting them by priority and due date.

Like most of Wrike’s competitors , Wrike supports strong teamwork —it lets teams collaborate on real-time project plans, task assignments, and decision-making within the platform.

Wrike’s workflows adapt to your needs, so regardless of your project management methodology, you can visualize your tasks in views like Gantt Chart, Kanban, and Calendar.

Plus, the software includes built-in proofing tools for quick yet detailed task feedback, task automation to save time, and collaboration tools to increase work efficiency.

Additionally, Wrike allows project managers to build customizable reports on task and team performance. They can further optimize workflows by analyzing relevant key performance indicators (KPIs) on dashboards.

Wrike best features

  • Comprehensive project dashboards with personalized reports
  • Supports feedback-friendly team collaboration
  • Multiple project views
  • 400+ integrations
  • Task automation

Wrike limitations

  • Could use more custom display options
  • Some users experience task syncing issues

Wrike pricing

  • Team: $9.80/month per user
  • Business: $24.80/month per user
  • Enterprise and Pinnacle: Contact sales

Wrike ratings and reviews

  • G2: 4.2/5 (3,000+ reviews)
  • Capterra: 4.3/5 (2,000+ reviews)

Todoist tasks

While many Todoist alternatives on this list offer additional project management features, Todoist is purely focused on task management. It assists you in creating detailed daily to-do lists to ensure optimal day-to-day organization.

The tool is simple to use—just create tasks and subtasks, determine priorities, add due dates, and set reminders to ensure nothing goes overlooked. 👀

Although it’s primarily a task management app, Todoist can help you manage projects as it includes goal-setting features , labels to categorize tasks, and task descriptions to keep information centralized.

You can use its Upcoming calendar view to see which tasks are due urgently and use a drag-and-drop function to reschedule assignments. If you need to focus on tasks that are currently due, simply go to the Today view .

While Todoist’s simple navigation and low price make it a handy tool for personal task management, it’s also a good to-do list app for teams on a tight budget . Its project management features aren’t too comprehensive, but you can still assign tasks and leverage comments for better teamwork and transparency. 

Todoist best features

  • Efficient daily task management
  • Multiple task views (including Kanban boards and lists)
  • Basic team collaboration support
  • Easy navigation
  • Integrates with various productivity and time-tracking apps
  • Has a to-do list app for Android and iOS

Todoist limitations

  • Integrating the software with some apps may be challenging
  • It would be beneficial if the app displayed tasks when you’re offline

Todoist pricing

  • Beginner: Free
  • Pro: $4/month per user
  • Business: $6/month per user

Todoist ratings and reviews

  • G2: 4.4/5 (700+ reviews)
  • Capterra: 4.6/5 (2,000+ reviews)

ProofHub Kanban board

Besides being a task management tool, ProofHub is a task tracking software that lets you easily create task lists and individual tasks, assign them to team members, and closely follow due dates and priorities across task categories . Got complex tasks? Divide them into subtasks for simpler tracking.

Similar to ProofHub alternatives , the software is fully customizable —it lets you build personalized workflows and use custom fields to capture any task-related data you deem important. Custom fields enhance task tracking —because you can customize them to track virtually anything, be it deadlines or output.

Speaking of tracking, ProofHub has a feature for creating task dependencies to help you ensure tasks are completed in a predetermined order. If you want to offer more clarity to assignees, leave comments on tasks or use mentions to guide them.

Additionally, ProofHub offers various reporting options to help you gain insight into your project’s progress. You can enhance resource allocation by analyzing resource utilization reports or tracking project-specific progress with task completion reports.

ProofHub best features

  • Multi-faceted task tracking software
  • Customizable workflows
  • Supports task-related discussions through comments and mentions
  • Reports to gauge task progress
  • Various project views like Kanbans and tables
  • Mobile-friendly

ProofHub limitations

  • Notifications can get difficult to manage
  • Some users find its customization features complex

ProofHub pricing

  • Essential: $45/month 
  • Ultimate Control: $150/month (or $89/month for a limited time offer)

ProofHub ratings and reviews:

  • G2: 4.5/5 (80+ reviews)
  • Capterra: 4.6/5 (90+ reviews)

SmartTask Tasks

SmartTask includes all key features you’d typically find in a task management tool—it lets you create subtasks, set deadlines, add dependencies, and manage tasks in views like calendar, list, and board.

However, this software especially stands out with its tools for managing multiple projects simultaneously in a cross-functional setup. Its Project Portfolios feature allows you to create multiple boards to track separate goals, aligning your marketing, sales, and design teams. To play it safer, you can even share task lists across teams to prevent orphaned actions. 

SmartTask supports team collaboration by letting you comment on tasks and generate real-time notifications for updates. You can also invite clients, vendors, and external stakeholders to collaborate on any task or project by sending them an invitation.

Plus, it provides reports on both project tasks and sales that you can easily find through its advanced search bar. 🔎

SmartTask best features

  • Internal and external team communication
  • Set recurring tasks (daily, weekly, or monthly)
  • Task and sales reports
  • Supports managing tasks across projects
  • Time tracking for individual tasks
  • Task management tools for iOS and Android

SmartTask limitations

  • The UI and UX could use some improvement
  • Adding more integrations would be useful

SmartTask pricing

  • Premium: $7.99/month per user
  • Business: $10.99/month per user

SmartTask ratings and reviews

  • G2: 4.5/5 (60+ reviews)
  • Capterra: 4.6/5 (30+ reviews)

Hubspot Task Management

HubSpot Task Management is far from a traditional task manager—it’s a suite designed to help marketers streamline Customer Relationship Management (CRM) processes. Effective CRM depends on properly storing, tracking, and managing lead- and customer-based activities. HubSpot helps you streamline these scattered tasks to boost revenue.

The software reduces the need to switch between multiple tabs when talking to prospects by providing dashboards that centralize all your work. Use them to track your to-do list items, view prospect details, and stay on top of meetings. 

Need to create new tasks? Do that directly from your workflows, email inbox, or to-do list. If you need insights from past task performances, like deals made and activities completed, leverage HubSpot’s reporting tools.

This platform simplifies communication with email templates (for sending messages in bulk) and real-time team chat. 

While sales and marketing teams may enjoy HubSpot’s task management style, some of HubSpot’s alternatives could be a better choice for companies in IT or finance.

HubSpot best features

  • A wide array of CRM functionalities
  • Live team chats
  • Dashboards to centralize prospect-related work
  • Integrates with apps like WordPress, Gmail, and Zapier
  • iOS and Android mobile app for HubSpot CRM

HubSpot limitations

  • Limited option to prioritize tasks
  • Workflow automation is limited on the free plan

HubSpot pricing

For individuals and small teams:

  • Starter: $15/month
  • Professional: $800/month

HubSpot (CRM) ratings and reviews

  • G2: 4.4/5 (11,000+ reviews)
  • Capterra: 4.5/5 (4,000+ reviews)

Paymo

Paymo is a simple task management software designed for professionals who want to manage client work and resources within one platform . It lets you automatically set up ghost bookings based on the task details you’ve entered in the past and receive a visual overview of all bookings for the entire team on a single screen. 🖥️

Paymo also simplifies managing resources by allowing multiple managers to work on schedule to avoid overbooking or underbooking. You can:

  • Book time for time-sensitive tasks by the hour
  • Accommodate unscheduled tasks with a simple drag-and-drop function
  • Visualize your team’s availability on timelines
  • Send booking notifications only to relevant team members

The platform lets employees view their tasks in a single view, while task managers monitor both their personal tasks and team’s work in separate views. Like with most Paymo alternatives , you get project views like Gantt charts, Tables, and Calendars to visualize tasks.

It also encourages team collaboration, offering a detailed Task View to chat in real-time about the latest task updates. Finally, Paymo provides task priority levels like critical, high, normal, or low across teams.

Paymo best features

  • Timelines to assess employee availability
  • Allows booking time for client tasks by the hour
  • Real-time chat
  • Project views like Gantt chart and Kanban board
  • Integrates with apps like Slack, Google Calendar, and JotForm
  • Mobile app support for iOS and Android

Paymo limitations

  • The mobile app may be tricky to navigate
  • Takes time to train employees to use the platform

Paymo pricing

  • Starter: $5.9/month per user
  • Small Office: $10.9/month per user
  • Business: $16.9/month per user

Paymo ratings and reviews

  • Capterra: 4.8/5 (400+ reviews)

TimeCamp Planner Calendar

While most TimeCamp alternatives on this list include typical task and project management features, TimeCamp shifts its focus to time tracking instead.

With its robust time-tracking capabilities , you can track your team’s working hours, standardize times for specific jobs, plan task assignments, and monitor each team member’s productivity.

TimeCamp also provides features for measuring the profitability of your projects and tracking billable hours, streamlining invoicing and resource management. Basically, the tasks you had to do manually, like creating invoices and approving timesheets, can be automated with TimeCamp.

Although this software highlights time tracking, it’s still a task management tool. Its TimeCamp Planner product helps you organize tasks and monitor their progress on Kanban-style boards. 

If you’re dealing with repeatable tasks, automate them by specifying information like due dates, assignees, and progress statuses. Plus, you can switch from team task overview to your own using the My Tasks feature , which displays your assigned tasks on a list, calendar, or timeline view.

Note that TimeCamp’s time tracking and task management features are available on separate pricing plans .

TimeCamp best features

  • Comprehensive time-tracking tools
  • Kanban board for easy task tracking
  • Personal task lists
  • Can automate repeatable tasks
  • Includes apps for Android and iOS
  • TimeCamp (not the TimeCamp Planner) integrates with tools like ClickUp, Google Calendar, and Slack

TimeCamp limitations

  • The user interface and server load time could be better
  • The tool may be buggy at times

TimeCamp pricing (for TimeCamp Planner)

  • Pro: $2.99/month per user

TimeCamp ratings and reviews

  • G2: 4.7/5 (100+ reviews)
  • Capterra: 4.7/5 (500+ reviews)

Any.do tasks

Any.do specializes in providing easy-to-use to-do lists to help you achieve personal or professional goals efficiently. You can organize your to-dos in separate lists and projects, all color-coded to set clear priorities and determine task categories. Enhance your task lists with:

  • Subtasks and attachments for added task awareness
  • Deadlines and reminders

Sharing responsibilities is also simple—just share a task list with your teammates or family to collaborate on task completion . For example, you can assign different items on a grocery list to family members and track the list to ensure they complete the task successfully. If there’s an urgent matter you wish to discuss, use the chat function to communicate in real time.  

For companies looking for a task management tool with project management capabilities, Any.do is a solid choice as it also offers features like customizable workflows, pre-made templates, and powerful integrations with other work tools.

If you want more comprehensive workflow features, though, explore some more advanced Any.do alternatives .

Any.do best features

  • Provides simple to-do lists
  • Great as a daily task manager
  • Lets you share lists with teams, family, and friends
  • Reminders for timely task completion
  • Has apps for iOS and Android
  • Integrates with other task management tools like ClickUp and Asana

Any.do limitations

  • Some users desire more integrations (like with Microsoft Calendar)
  • Limited advanced features for this price range

Any.do pricing

  • Premium: $5/month per user
  • Family: $8/month per four users
  • Teams: $5/month per user

*All listed prices refer to approx values billed annually

Any.do ratings and reviews

  • G2: 4.2/5 (100+ reviews)
  • Capterra: 4.4/5 (100+ reviews)

Smartsheet spreadsheet

Smartsheet is a spreadsheet-like task management tool . It’s great for those who are comfortable tracking tasks in Excel but are open to switching to a tool with less complicated calculation work.

Like ClickUp, Smartsheet offers comprehensive project and task management tools for handling different workflows. For example, it lets you schedule tasks, create subtasks, allocate resources, and track assignments efficiently from one platform. ✅

Here, tasks are represented on spreadsheets for individual projects. Like most Smartsheet alternatives , you can add basic task information, like due dates and assignees, in clear fields or columns.

However, these aren’t traditional spreadsheets—they also provide the advanced features of a modern task management tool. For instance, you can use checkboxes, dropdown lists, and comments to interact with tasks on Smartsheet.

This is a great task management software for teams working on extensive projects as it includes templates for agile project management, OKR tracking, budgeting, and resource management.

It also supports task automation, real time collaboration , and advanced analytics. Plus, it integrates with services you may already use, like Google Workspace and Microsoft Teams.

Smartsheet best features

  • Spreadsheet-based project management tool
  • Advanced functionalities for monitoring complex projects
  • Supports real-time team communication
  • Templates for agile project management
  • Integrates with numerous communication, data visualization, and project delivery apps
  • Available as an iOS or Android mobile app

Smartsheet limitations

  • There may be a steep learning curve for users figuring out advanced features
  • It could benefit from adding more template options

Smartsheet pricing

  • Pro: $7/month per user
  • Business: $25/month per user

Smartsheet ratings and reviews

  • G2: 4.4/5 (14,000+ reviews)
  • Capterra: 4.5/5 (3,000+ reviews)

Leveraging the Best Task Management Software: Which Tool to Pick

Since all the products on our list are rated well by users, it’s natural to be overwhelmed by the choices. So, what do you really prioritize in a task management platform?

The answer is straightforward— great task management software provides features that help you plan, organize, track, and assign tasks, but you shouldn’t have to pay a fortune for these functions. Don’t settle for a tool that doesn’t include the bare minimum, i.e., reminders, automations, task views, and collaboration features.

Lastly, task management tools are supposed to make your life easier, not vice versa, so ensure your chosen tool is easy to implement and fun to work with! 🥳

If you can’t make a choice, try ClickUp ! It’s got all the features you’ll need to streamline task management with minimal effort. Whether you want to set goals, track and assign tasks, manage time, reduce manual labor, or communicate with your team, the possibilities are endless.

Sign up to ClickUp today and enjoy the best toolkit a free task management software has to offer! 💖 

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More than 1000x per day?

That's the average number of times a team member jumps between applications across 35 different apps.

How do you track which tasks everyone is working on with those many interfaces?

Heads-up: It's not only about the tasks or tools, but the processes you establish.

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If you're looking to truly track your tasks, then Range is the software you're looking for.

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Remember how we said that the average team member flips between apps a 1000 times a day? Range solves for that.

Range integrates with 75+ tools -- including project management software like Asana or ClickUp, Google Docs, Google Calendar, Microsoft Teams, Dropbox, Github, and more.

How to use Range for task management:

Start your day by adding your key tasks. Either directly input them into Range or grab them from your project management tool of choice, such as Asana, ClickUp, Notion, or JIRA. Connect Range to 75+ tools , and bring in work from multiple sources.

Have an important meeting? Add that calendar event to your check-in and provide the key details about what you're sharing to the stakeholders.

You can do all of that with a Range check-in .

Your whole team will know what tasks you're working on for that day, without all the specifics of your project management software.

Key task management features

  • Set check-ins to share your work no matter where your team is located
  • Integrate with more than 75 tools , including popular dedicated task managers (ClickUp, Asana, Trello), your documents (Google Docs, Notion) and lots more (Github, Gitlab, Dropbox, Figma)
  • Set goal for metrics, objectives, and KPIs
  • With hashtags, see all artifacts, updates, and day-to-day progress in one place
  • Share check-ins in Slack or MS Teams & answer culture questions
  • Free: Up to 12 users
  • Standard: $8 per user per month
  • Premium: Enhanced security features.

Start for free and invite your team!

Trello logo

How to use Trello for task management:

Trello uses a card system inspired by Kanban boards to help you manage workflows and assign tasks.

  • Create tasks for step-by-step processes, including the kanban basics like To Be Done, In Progress, or Done.
  • Create as many columns as you need for your workflow
  • Cards and projects are easily organized with tags, and you can also attach files and set deadlines.

Key features

  • Ability to create cards to outline and organize tasks
  • Checklists for managing and marking off tasks and subtasks
  • Column stretch structure lets users see where tasks are within the workflow
  • Free: Unlimited users
  • Standard: $5.00 per user per month
  • Premium: $12.50 per user per month
  • Enterprise: Starts at $17.50 per user per month

Integrate Range with Trello to share tasks.

Asana logo

How to use Asana for task management:

Asana is another popular task management tool that keeps your team management on track.

  • Create individual or team tasks
  • Create projects for ongoing work in multiple formats: including lists, boards, and calendar views
  • Add multiple projects to a portfolio
  • Then ask for status updates as the projects progress
  • Assign team members to certain tasks and view projects in multiple views. Attach files, create subtasks, organize everything with labels, and add comments to tasks.
  • Lets users add milestones, create deadlines, and define dependencies
  • Conversation section for designated project discussions
  • Easy access to attachments in the files section
  • Upgrade to portfolios for team workload management
  • Timeline and Gantt chart for easy task management
  • Task automation for streamlined work
  • Project boards and project lists to keep team members focused
  • Reliable and user-friendly task management and project tracking
  • Basic: Free
  • Premium: $10.99 per user per month
  • Business: $24.99 per user per month
  • Enterprise: Custom quote

Integrate Range with Asana to share tasks.

Clickup logo

How to use ClickUp for task management:

ClickUp is designed to help teams plan and track projects. As such, its features revolve around the ability to break big projects down into smaller elements. ITs feature set has grown larger and is now one of the most feature-rich planning tools.

  • Plan tasks in projects but use different views (Board, list, box) to understand who is working on what & the amount of work they have
  • Create a doc to share project details
  • Share and map out workflows with Whiteboards
  • Use the dashboard to understand how projects are progressing & who is working on what
  • Create Gantt charts/timelines to see if work is on time and on schedule

Integrate Range with ClickUp to share team updates.

  • Stylized company wikis available through Docs
  • One space to track goals , timelines, due dates, and deliverables
  • Free to use; upgrades are inexpensive and offer great extras
  • Extremely organized, giving teams potential access to reference information, deadlines, and more
  • A single, centralized solution — no skipping between multiple apps
  • Free Forever: Unlimited free plan members
  • Unlimited: $5.00 per user per month
  • Business: $12.00 per user per month
  • Business Plus: $19.00 per user per month

Jira logo

How to use JIRA for task management:

If you’re in software development, Jira might be the right project management software app for you.

  • Use its agile project management system designed with the needs of scrum/agile teams
  • Create boards and Kanban boards, and you can also use it to measure and track performance along the way.
  • Use storypoints to estimate work in issues & epics
  • Create bug reports to be solved and track the work
  • With the Roadmap feature, you can plan and prioritize work and assignt tasks to individual software developers
  • More complex project management, usually used by engineering and software teams
  • Scrum templates to manage your backlog
  • Lots of features for software developers, including bug tracking
  • Features to plan and manage sprints
  • Free: Up to 10 users, monthly subscription only
  • Standard: $7.50 per user per month
  • Premium: $14.50 per user per month
  • Enterprise: Custom quote (starts at 801 users, annual subscription only)

Integrate Range with Jira to share tasks.

Notion range planning tools

How to use Notion for task management:

When your team works remotely, being able to collaborate, upload documents, and manage tasks all in one place can help things run much more smoothly and efficiently.

  • Don't be intimidated by the emptiness of Notion
  • Start a block for a task
  • Nest pages and spreadsheets within other pages
  • Tag team members to participate in your next project
  • Share links like with other docs while creating databases to share across workspaces or outside your organization

Key features:

  • Ability to create documents and checklists
  • Easy note organization for all users
  • Task management tools
  • Simple and intuitive interface with a clean user experience
  • Available in both desktop and mobile apps

Integrate Range with Notion to share tasks.

7. Monday.com

Monday Range planning tools

How to use Monday for task management:

Teams like Monday.com for task management and tracking, because of its simplicity. Their table and spreadsheet views make the learning curve easy.

  • Each task has a clear owner in Monday
  • Add task details with links to your other docs or spreadsheets
  • The status and task priority is also clear to all users, making it simple to know if you'll meet your deadlines or not
  • The timeline view in the chart cell also shows how your projects are progressing
  • Create automations (or "recipes" as they call them) to quickly update Monday when new info is received

Integrate Monday with Range to share team updates.

  • Free for up to 2 users
  • Basic: $8 per user/month
  • Standard: $10 per user/month
  • Pro: $16 per user/month

any.do task management

More so than many other tools on this list, Any.do is designed for personal use (though a team workspace is coming soon). Keep that in mind as you decide your needs.

  • Add your tasks as a to-do list, or make a grocery/shopping list
  • You can flip through your day and see the tasks that you need to do
  • Everything is centralized, combining many features of Google Calendar and Maps into one
  • Good for setting work reminders, but doesn't easily integrate with other work tools
  • Calendar and tasks appear in one view
  • Events and locations pop up in Any.do much like an Apple Maps feature
  • Integrates info from other social media apps (like Facebook)
  • Free option
  • $2.99 per month/annually
  • $5.99 per month

todoist task management

Need a simple personal to-do list or something more to share tasks with your team? Todoist functions in both capacities . Their personal list is great for shopping or groceries, or you can outline more tasks for a complex project.

Its single view feature is could be a blessing to you -- or a curse to others.

  • Add tasks quickly to the Inbox and then move them later
  • Easily organize and rank your tasks
  • Get a clear overview of all work in their simple drop-down format
  • Works great on mobile and desktop
  • Use as a personal planner or as a work planner
  • Create shared projects for focused work

Add your Todoist tasks to your Range check-in   to fully plan your day (including your meetings).

  • $4 per user/month for power users
  • $6 per user/month for businesses

10. Basecamp

Basecamp is more of an all-in-one solution for work, especiallly around remote communication. You can create tasks, but then chat about how the work is progressing. Their blend of chat and message boards allows you to manage your tasks in a more formal way or casually discuss it.

11. Infinity

A newer task management software , Infinity mirrors ClickUp + Trello in many ways. It has flexibility with many views, including tables, lists, boards, and more. It seems more focused than ClickUp with lots of AP integrations, so if that's appealing to you in a team setting, then give Infinity a try.

Coda is an open-doc platform, much like Notion or Google Docs. Their database functionality is more robust, and their "packs" allow you to integrate a wider variety of tools.

They have several task tracking templates that may be helpful for your team.

This is a newer project management software that focuses on team organization, by having multiple views -- such as lists, kanban boards, and spreadsheets.

height app team organization

Its main innovation is adding a chat feature within each new task. This is like an open commenting thread that you can then turn into individual tasks or subtasks. It feels like if Figma and Notion developed a real task management tool.

  • Command-k for quick searches and actions
  • Tasks can appear in multiple places and lists so different teams can stay organized and up-to-date
  • Robust filtering (attributes) by due date, priority, and more

How do you choose task management software?

Task tracking software should help you coordinate your workflows, with features that help you check-in with teammates, assign tasks, schedule work, and more.

Before choosing a tool centered on check-ins, docs, or classic task management software, consider these questions for task tracking:

  • How do you let others know what you're working on?
  • How do you surface what you hope to accomplish vs what you actually accomplish?
  • What about meetings ? How do those fit in your workflows (for notes, action items, and tasks?)
  • How will teams work asynchronously--both with their communication and their files + tasks?
  • How is your planning tool a help and not a hindrance that interferes with productivity?
  • How will you build a custom workflow that has the integrations you need?
  • How will report and analyze project metrics and set goals ?

Range is one of the most powerful task tracking tools you can add to your tech stack and workflow. Invite your team and let us know what you think.

Try Range for Free

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From tiny tasks to major milestones, Scoro's customizable dashboards give you a detailed overview of your team's work, hours, tasks and projects – all in real time.

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Increase your team's productivity

Get insightful stats on your team’s working habits and instantly see where you could be more efficient.

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Set realistic deadlines with a simple work planning tool that lets you schedule everyone's time hour-by-hour.

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Make complex projects simple

Manage & track your team's work, and get a complete overview of the project progress.

How is Scoro different from other team dashboard software?

Scoro’s end-to-end capabilities allow you to plan, manage and track everything about your team, creative projects, and business in one single digital workspace. Moreover, automated reports that feed directly into customizable dashboards are incomparable to any other solution on the market and enable you to get a complete overview of your team's work in real time.

Bring structure to your team’s work

  • Use the Task matrix to plan and stay up to date on team-wide priorities and goals.
  • Define your team’s working hours, avoid under- and overbooking, and schedule your team’s work based on real-time availability.
  • Review current and future capacity, and get invaluable insights into any aspect of your team’s work with dynamically compiled reports.

One holistic toolset to simplify time management

  • Deliver assignments on time using the tools you like – including calendars, task lists, timesheets and built-in time tracker. All seamlessly interlinked.
  • Manage your team’s workload efficiently by using customizable task bundles, a drag-and-drop Planner and Kanban task board.
  • Monitor billable and non-billable hours with ease and see how your team is performing, in real time.
  • Review your team’s time usage, avoid errors in invoicing and reporting, and preserve accurate time recording by locking your team’s timesheet entries on a weekly basis.

An easy-to-use collaborative platform

  • Regardless of whether you’re a CEO, project manager or a specialist – you can get your work done in Scoro no matter where you are located. Empower your team to collaborate efficiently by creating a fully interlinked digital workspace.
  • Track projects and tasks with approaching deadlines. Set up automated rules and alerts to notify you ahead of time.
  • Get detailed insight into any aspect of your team’s availability and utilization with automatically compiled reports.

Dynamic dashboards to track real-time results

  • Everything comes together on customizable live dashboards. Whether you are in the office or on the move – the KPIs and key metrics you need to make smart data-driven decisions are always accessible. CRM, project management, resource allocation, budgeting and finance are all in Scoro’s holistic solution.

Connect your favorite apps and tools

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Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.

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We feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.

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We looked at many tools, so I can confidently say that there’s no other platform as thoughtfully and logically designed as Scoro.

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We looked at several tools, including Monday.com, Basecamp, and Asana, but none could offer the breadth of features that Scoro has.

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Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.

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Simplify task management and prioritize work

Asana is the leading software for project management, according to G2¹. See all your work in one place so you can prioritize what matters most .

Asana increases employee productivity and customer satisfaction, according to IDC²

faster execution of business processes

more business processes completed

improvement in employee satisfaction

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Supercharge daily work with built-in automation

From product development to employee onboarding, automation can help you save time and increase productivity.

Connect work to top business priorities

See how projects contribute to top-line objectives so your team always knows what to work on first. By tracking all of your work in one place, never lose sight of what’s most important for the business—and for your day-to-day.

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Understand campaign priorities at-a-glance

Keep your cross-team stakeholders up-to-date on important, blocked, and high-priority campaign work. Tag, sort, and filter campaign deliverables in a centralized place, so stakeholders always know what to focus on first.

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Expedite onboarding with clear prioritization

Automatically bring critical work to the forefront, even on day one. Quickly prioritize work, so new hires can spend less time organizing and more time executing.

Avoid distractions with app integrations

Asana integrates with 200+ of your favorite tools. Centralize your most important work in one tool to reduce app switching and get your most important work done.

Turn emails into actionable, trackable tasks in Asana without leaving Gmail. Automate key actions to move work forward, all within your inbox.

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Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected.

Turn emails into trackable, actionable work with Asana for Outlook.

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Seamlessly deliver Asana notifications to your Microsoft Groups.

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With Asana, people aren't as lost anymore. They don’t need to ask, ‘Is this happening on Tuesday?’ If plans change quickly, the team is aware and it’s clearly documented. You don't have to wait until a meeting, a chat. You see everything in one place.
Things don’t get lost, even with so many projects going on at once. Asana helps me see what’s coming up without checking everything manually. It’s a big win for us, especially with complex timelines like paid media campaigns.
Asana solves the problem of many tools—it’s like spreadsheets, chat, your calendar, and your inbox all rolled into one. The more you consolidate into one tool, the better your life will be.
Everything is as transparent as possible in Asana. It’s clear where we want to go, what we have to do, and which milestones are relevant.

Task management features and capabilities

My Tasks is a personalized view of every task that’s assigned to you, regardless of which project it’s in. Visualize all of your to-dos in one place to ensure nothing falls through the cracks.

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Track and manage tasks across multiple projects. When you make changes to a task in one project, instantly see those changes reflected across all projects in real time.

With native time tracking, quickly estimate expected and actual time spent on tasks. Get better real-time estimates on project progress which is essential for budgeting and forecasting.

Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number.

Automate manual work so your team spends less time on busywork and more time on the tasks that matter. Use Rules to automatically assign work, adjust due dates, notify stakeholders, and more.

The Asana app is available on Mac, iOS, and Android. Review any new inbox notifications, send messages, and access project tasks so you’re always up to date on project information.

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Custom templates make it easy to duplicate existing workflows or common processes—giving teams confidence that they don’t have to recreate work from scratch or worry about missing any steps.

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Project views make it easy for you to see your work, your way. Select between List, Board, Calendar, and Timeline, and toggle between the project views to find a view that works for you.

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Mark a task as waiting on another task with dependencies. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work.

Timeline View is a Gantt-style project view that displays all your tasks in a horizontal bar chart. With Timeline View, you can easily track how the pieces of your plan fit together.

View any project in Calendar view to see all upcoming and past work in a calendar format. Give stakeholders insight into task due dates, as well as the larger cadence of scheduled project work.

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What is task management?

Task management is more than a to-do list. It means tracking tasks from beginning to end, delegating subtasks to teammates, and setting deadlines to make sure projects get done on time. Task management software, like Asana, empowers teams to work more productively and efficiently.

What does task management software do?

Do you waste time organizing sticky notes, searching your email, or writing to-do lists ? Luckily, Asana can help. Prioritize tasks, manage time more effectively, hit deadlines—all in one task manager tool.

What are the most important features to consider in a task management tool?

Your task management tool should have everything you need to manage and execute your work. Make sure the task management software you choose aggregates your to-dos in one view—at the project and portfolio level. You’ll also want to look for a tool that gives you the flexibility to do your work your way by offering integrations with your favorite business apps. And last but certainly not least, make sure the task management software you select has a way to automate your workflows with rules, templates, and more.

What does it mean to multi-home tasks?

Multi-homing is the centerpiece of cross-functional collaboration in Asana. Your most important work happens with team members from other departments—who each have their own way of storing and organizing to-dos. With multi-homing, you can house the same task in multiple projects (rather than creating duplicates of the task, which can quickly get outdated). Then, if you change any task details in one project, those changes are instantly and automatically reflected across every other project in real time.

What are subtasks?

Subtasks help you break the work of a task into smaller parts in order to divide up the work among multiple people. For example, a “blog post” task has several parts. One person needs to write the blog, another needs to review it, and so on. In this case, each individual component would be its own subtask, assigned to the person responsible for completing it. All subtasks are housed within a parent task—the blog post task—making it easy for stakeholders to stay connected to the overarching context of their work.

What are task templates? How can they help me?

With task templates, you can templatize any task-level process. For example, if every contract review requires five steps, you can create an easily duplicatable contract review task template. If you want to templatize project-level processes, try creating a workflow to coordinate work seamlessly across teams.

Get started with the leading project management software, according to G2¹

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The 6 best team management apps (2023)

By Homebase Team

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Your people are the heart of your business — without them, you don’t have a team! That’s why it’s so important to manage them well. 

Whether you’re tracking their hours and time off, keeping them happy and organized, paying them correctly, or managing labor costs, you need to find a powerful and easy-to-use team management app to handle everything for you. Trying to juggle it manually is a recipe for chaos.

But comparing the apps available on the market, figuring out how they differ, and deciding whether they’re right for your business can be overwhelming and time-consuming. Especially when you’ve got, well, a business to run! That’s why we’ve made the comparison for you.

In this post, we cover: 

  • The key features to look for when considering team management apps
  • How they compare when it comes to their main features and tools
  • Our top pick out of the best six team management apps out there

We’ve also looked at the platforms’ key features, what they’re best for, and how they compare in terms of pricing, so you can make the best decision for your business.

Stop chasing down phone numbers with our built-in team communication tool. Message teammates, share updates, and swap shifts — all from the Homebase app.

Key features to look for in team management apps

  • A wide range of staff management tools that interconnect — The best team management apps offer a variety of features, including those for team communication , time tracking , payroll , scheduling , employee happiness , and HR and compliance .
  • A fully functional mobile app — Most team members are mobile nowadays, and you don’t want to rely on staff being in one place to let them know what’s happening. Check your platform of choice has a functional mobile app so you can manage everything on the go. 
  • Reminders and alerts — Keeping teams on track requires both regular and automated communications. Check your chosen app lets you set up reminders and alerts, both for employees and managers, so no one will ever miss a beat.
  • Free or affordable plans — Price is always an important factor when considering a software tool. Many team management apps (like Homebase) have free plans or offer core tools at a low price. Keep this in mind when doing your research.
  • Advanced messaging — Communication is central to a well-organized team. Check your chosen tool lets you chat with team members and send messages and notes to individuals, custom groups (such as everyone working that day), and your whole roster.
  • Performance tracking — The best team management tools have the ability to track employee performance, as well as typical hourly team metrics like on-time arrivals and no-shows.
  • A wide range of integrations — Team management apps are even more powerful when they integrate with your existing tools for extra functionality.

Comparison chart: Top 6 team management apps in 2023

Our top pick for team management apps in 2023 (+ the rest compared).

We may be a little biased, but we believe we’ve done everything to make Homebase the leading choice when it comes to team management. Not only do we have scheduling and communication features, but we also offer must-have tools like payroll and HR that work together seamlessly. We also offer many features completely free, so you’ll have everything you need to manage staff easily while sticking to your budget.

However, as a responsible business owner, you want to make sure you’ve done your due diligence and checked what other options are out there to be sure you’re making the best choice. 

Consider these options:

  • Homebase: Best all-in-one solution
  • Connecteam: Best for on-the-go teams
  • Monday.com: Best for project collaboration
  • Trello: Best for visual task management
  • Zoho: Best for larger teams
  • Clockify: Best for companies on a budget

A breakdown of the 6 best team management apps

1. best all-in-one solution: homebase.

A view of the Homebase messaging app feature.

Homebase is an all-in-one small business platform that puts team management at the heart of its wider suite of tools. Alongside staff scheduling and time tracking , it offers powerful onboarding features for seamless, digital hiring processes, plus advanced tools for team communication , HR and compliance , payroll processing, and employee happiness — all within the same, easy-to-use platform.

Top features

  • Team organization, including secure document and employee data storage and certification alerts.
  • Automated welcome packets for new hires.
  • PTO and sick leave management, which makes it easy to oversee staff availability and working hours.
  • Labor law and HR law compliance management . 
  • HR experts on call to help you review policies and get answers to specific questions.
  • Employee performance analytics, like late arrivals and no-shows
  • Team communication for groups and individuals
  • Shoutouts, shift trading, and engagement tools to keep staff happy, independent, and appreciated.
  • Manager logbook for better leadership practices, sales targets, and fast problem-solving.
  • Time tracking and scheduling tools for easy shift coordination and at-a-glance hour management.
  • Payroll processing with integrated timesheets for accurate pay, bonuses, and PTO calculations.

Pros and cons

Homebase users “ like how easy it is” to schedule and shout out team members, enjoy that “communication between employees is really convenient,” and “ love that everything is in one place.” However, if you’re looking for a platform that only offers simple HR or task management, our platform may offer more tools than you need.

  • Basic. Free for one business location and up to 20 employees. Includes basic scheduling, time tracking, and employee management tools.
  • Essentials. $24.95 per month per location. Everything in Free , plus advanced scheduling and time tracking tools, as well as team communication.
  • Plus. $59.95 per month per location. Everything in Essentials , plus hiring, personal time off (PTO) controls, and departments and permissions.
  • All-in-one. $99.95 per month per location. Everything in Plus , as well as new hire onboarding, labor cost management, and HR and compliance.

Homebase payroll is available as a separate add-on for a $39/month base fee, plus $6/month per active employee. You can also save 20% on all paid plans when you opt for annual billing. 

2. Connecteam: Best for on-the-go teams

A graphic of Connecteam's qualification compliance screen.

Connecteam is a mobile app-based platform designed to make managing a “non-desk workforce” simple and streamlined. Its Operations hub lets you oversee everything from time tracking to task management and staff scheduling. In addition, its HR & Skills hub lets you onboard people easily, manage documents, and coordinate time off, as well as boost staff happiness, skills, and engagement. 

  • Employee document management, with easy onboarding and mobile-friendly uploading.
  • Digital document and data storage for secure and up-to-date record-keeping.
  • Simple onboarding for smoother hiring and engaged staff.
  • Task management for automated processes, job assignments, and digital checklists.
  • Team reminders and alerts for daily workflow management and at-a-glance status updates.
  • Team communication with task-specific chats, comments, and notifications.

Connecteam users like the “ intuitiveness ” and “ great functionality ” that “ make life easier .” 

However, Connecteam only has a smartphone app, so the platform won’t be the best choice if you want to manage your team with a laptop or desktop computer. Plus, you may need to sign up for both the Operations and HR hubs to access the full suite of team management tools. You might even need the Communications hub for advanced team messaging.

These are the paid plans for the Operations hub, which includes scheduling, time tracking, and task management features:

  • Small Business: Free for up to 10 users.
  • Basic: $29 per month for up to 30 users. Extra users are $0.50 per month.
  • Advanced: $49 per month for 30 users. Extra users are $1.50 per month. Everything in Basic , plus extra features like time tracking tasks.
  • Expert: $99 per month for 30 users. Extra users are $3 per month. Everything in Advanced , plus GPS features and automation. 

Connecteam also has other “hub” packages: Communications and HR & Skills . Signing up to the Operations hub offers what it calls “Limited Plan access” to other features in the other hubs, including chat, documents, and time off.

3. Monday.com: Best for project collaboration

A view of the Monday.com employee development screen.

Monday.com is designed to help teams work on projects and tasks as seamlessly as possible. Its features are workflow-based and help to ensure that everyone is focused on a common goal and working at the right capacity. It simplifies team communication and makes sharing processes easy. It also has HR features for team member development, hiring, and employee engagement.

  • Applicant tracker for easy hiring and onboarding.
  • Attendance tracker to manage hours, sick days, and PTO on a visual, color-coded calendar.
  • Employee well-being tool to retain staff and create yearly plans for team happiness.
  • Project management features to let you manage and collaborate on tasks and oversee progress from a single place.
  • Workload management tools to manage team capacity effectively.
  • Operations processes to ensure workflows are streamlined and supply chains are seamless.
  • Client projects to balance team capacity on collaborative projects.
  • Goals and OKRs to define company-wide goals and individual team objectives.

Users like how “ customizable ” the platform is and how it “ streamlines multiple processes .” 

However, Monday.com is less a management tool for individual team members and more a tool that’s designed to support staff with their workload. So, it may not be the best option if you need more of an HR, time tracking, or people management-centric platform.

  • Individual: Free for up to two team members. Up to three boards, 200+ templates, mobile app.
  • Basic: From $8 per team member per month. Everything in Individual, plus unlimited boards and documents.
  • Standard: From $10 per team member per month. Everything in Basic, plus more storage, 250 integrations per month, and 250 automations per month.
  • Pro: From $16 per team member per month. Everything in Standard, plus 25,000 automations and integrations per month, private boards, and time tracking.
  • Enterprise: Price on request. Everything in Pro, plus 250,000 automations and integrations per month, advanced reporting, 1000 GB storage, premium support, and tailored onboarding.

Monday.com also offers a free trial.  

4. Trello: Best for visual task management

A view of how Trello can be set up for onboarding.

Trello is a visual team and task planner that uses boards, lists, and task cards to keep track of projects and ensure everyone is (literally) on the same page. It works especially well for project management and troubleshooting, with automations for tasks like adding team members and displaying to-dos as boards, timelines, or in a calendar view.  It’s also designed to make hiring and onboarding easier and keep everyone organized for a happier and more engaged workforce. 

  • Boards to group all tasks and to-dos together in one place, visible at a glance.
  • Lists to show the stages of a task and ensure everyone can see the status easily.
  • Cards to display tasks and ideas, which are moved along lists within boards to keep track of everything visually.
  • Templates that make creating useful boards easier and mean you never have to start from scratch.
  • Automations to keep workflows moving, such as tagging the next owner or setting deadlines.

Users say they appreciate Trello’s “flexibility” and “simple interface,” plus how it helps “ team member collaboration .” 

However, Trello is more a project and task management tool than a team management system, so it doesn’t have a lot of features that HR or team coordination platforms may have, like payroll management, time tracking, or staff happiness tools.   

  • Free: Free for individuals or a smaller team. Includes unlimited cards, up to 10 boards, an unlimited activity log, a mobile app, and unlimited storage.
  • Standard: From $5 per user per month. For small teams. Everything in Free , plus unlimited boards, advanced checklists, and custom fields.  
  • Premium: From $10 per user per month. For larger teams that want to visualize larger projects. Everything in Standard , plus multiple views (like calendar or map), admin and security features, and simple data exports.
  • Enterprise: From $17.50 per user per month. Intended for teams of 50+ people. Everything in Premium , plus public board management and organization-wide permissions and boards.

5. Zoho: Best for larger teams

A view of Zoho's people management dashboard.

Zoho encompasses a powerful suite of products that are designed to help companies to manage HR, project management, collaboration, messaging, legal compliance, and security. Its HR tool, Zoho People, includes core tools like time attendance tracking, shift scheduling, automated timesheets, goal-setting, and employee performance tools.

  • Employee management with secure data storage and visibility.
  • Leave, attendance, and shift management tracking, for simple time and availability coordination.
  • Recruitment and onboarding tools for seamless hiring and engagement.
  • HR analytics to show workforce trends, track performance, log time, and track project status.

Users praise how Zoho “saves a lot of time and money” and how “ easy it is to use for people management.” 

However, its wide suite of tools means you may need to sign up for several platforms, such as Zoho People and Zoho Projects at the Professional level or higher, to get the full functionality of all its HR and project management tools, like time management and staff feedback.

Zoho People, the brand’s team management platform, has the following pricing scheme:

  • Essential HR: $1.25 per user per month. Includes onboarding, HR files, time off, and workflow management.
  • Professional: $2 per user per month. Includes everything in Essential HR , plus biometric integration, shift scheduling, time tracking, timesheets, and overtime management.
  • Premium: $3 per user per month. Includes everything in Professional , plus performance appraisals, feedback, and advanced HR analytics.
  • Enterprise: $4.50 per user per month. Includes everything in Premium , plus assessments, course management, and course feedback.
  • People Plus: $4.50 per user per month. Includes everything in Enterprise , plus Zoho Recruit, Payroll, Expense, Connect, Cliq (collaboration software), and Vault (password management).

6. Clockify: Best for companies on a budget

A view of Clockify's time tracking dashboard.

As its name suggests, Clockify is primarily a time tracker for hourly teams. It lets you record hours across projects and multiple staff members and create automatic timesheets to export for accurate payroll processing. Yet, Clockify also has a visual calendar view, a scheduling tool, and reporting and analytics.

  • A time tracker to record hours spent on different projects.
  • Timesheets to let managers and employees keep track of digital hours and work.
  • A calendar to visually block out and oversee time spent on work.
  • An auto-tracker to keep time across apps and websites automatically.
  • A kiosk for clocking in on shared devices at certain sites.
  • Reports and forecasting to make data-based decisions.
  • Scheduling for hours, assignments, tasks, and shifts.
  • Time off and approval, which connects with timesheets for accurate hour calculation.
  • Invoicing and expenses to keep track of budget and billable hours. 

Users like how Clockify offers reports for team members and how “ simple and easy ” it is to use. Also, it’s free for all users, features, and projects. 

However, Clockify is mainly designed for tracking time and hours and doesn’t have many other team management features that you may be looking for, including tools for staff happiness or engagement, HR and compliance, onboarding, or advanced team communication.

Free for unlimited users and projects.

Team management: The heart of your business

Any of these apps could work for your business, depending on the features you’re looking for and your budget. Whether you want to prioritize task management, HR and onboarding, or client collaboration, each tool offers a slightly different focus and price point. 

However, we truly believe that Homebase is the best all-in-one choice available now because it not only offers team management but also puts these tools at the heart of its wider suite of features. You can manage your team as well as your budget, tasks, scheduling, hours, and onboarding — all within the same dashboard, for a reasonable cost. 

So you can manage your team, projects, and costs — and get back to business.

**The information above is based on our research on team management apps. All user feedback referenced in the text has been sourced from independent software review platforms, such as G2 and Capterra, in March 2023.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

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Organize your team's tasks

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With Microsoft Planner, you can collaborate on a project with a team, see progress reports, and track individual assignments.

Open Planner

Select the App launcher , All apps , then Planner .

To pin Planner to the top level of the app launcher, select the three dots, then Pin to launcher .

Planner and Microsoft 365 groups

Planner works with Microsoft 365 groups. When you select New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to an existing group .

Select or favorite a plan

Select a plan in your Planner hub in Recent plans or All plans .

To make a plan a favorite, select the three dots ... next to the plan name, and then Add to favorites .

Add a plan in Teams

Add a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place.

Add buckets

Select Add new bucket and type a name.

Select + and give the task a name.

Select Set due date and select a date.

Select Assign and select a team member.

Select Add Task .

Set notifications

Select the Settings gear icon and then Notifications .

Select or clear the checkboxes to select your notification preferences, and select Save .

Filter tasks

Select Filter .

Enter a key word or select a Due date, Label , Bucket , or Assignment .

To clear a filter, select Clear .

Use Group by to sort your tasks

Select Group by and select an option: Bucket , Assigned to , Progress , Due date , or Labels .

Change due date, status, or details

Select Group by , Due date and drag the task to another bucket to change the due date.

To complete a task, select the checkmark on the task card.

Select a task to add more details: assign, progress, due date, description, checklist, attachments, comments.

View status, calendar, and all task assigned to you

Select Charts to visually see the status of tasks, progress of tasks in each bucket, and availability of team members.

Select Schedule to see where your tasks are on a calendar.

To add the schedule to Outlook, select the three dots ... next to Schedule and then select Add plan to Outlook calendar .

To see all tasks assigned to you across all plans, select My tasks in the left pane.

Or, in Microsoft To-Do, turn on Assigned to Me .

Create a plan in Microsoft Planner

Set and update task progress

View plan and get updates in Planner

See Planner tasks in Microsoft To-Do

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Explore the features that help your team succeed

Meet trello.

Trello makes it easy for your team to get work done. No matter the project, workflow, or type of team, Trello can help keep things organized. It’s simple – sign-up, create a board, and you’re off! Productivity awaits.

Take a page out of these pre-built Trello playbooks designed for all teams

Our product in action.

Use case: Task management

Track progress of tasks in one convenient place with a visual layout that adds ‘ta-da’ to your to-do’s.

Use case: Resource hub

Save hours when you give teams a well-designed hub to find information easily and quickly.

Use case: Project management

Keep projects organized, deadlines on track, and teammates aligned with Trello.

For individuals or small teams looking to keep work organized.

Compare plans & pricing

Whether you’re a team of 2 or 2,000, Trello’s flexible pricing model means you only pay for what you need.

Learn & connect

View your team’s projects from every angle.

Automate tasks and workflows with Butler automation.

Power up your teams by linking their favorite tools with Trello plugins.

Give your team a blueprint for success with easy-to-use templates from industry leaders and the Trello community.

Integrations

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Product management

Use Trello’s management boards and roadmap features to simplify complex projects and processes.

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Ship more code, faster, and give your developers the freedom to be more agile with Trello.

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Empower your design teams by using Trello to streamline creative requests and promote more fluid cross-team collaboration.

From hitting revenue goals to managing workflows, small businesses thrive with Trello.

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Keep your remote team connected and motivated, no matter where they’re located around the world.

Read though our use cases to make the most of Trello on your team.

For teams that need to manage more work and scale collaboration.

Best for teams up to 100 that need to track multiple projects and visualize work in a variety of ways.

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Trello brings all your tasks, teammates, and tools together

Keep everything in the same place—even if your team isn’t.

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A productivity powerhouse

Simple, flexible, and powerful. All it takes are boards, lists, and cards to get a clear view of who’s doing what and what needs to get done. Learn more in our guide for getting started .

Trello boards keep tasks organized and work moving forward. In a glance, see everything from “things to do” to “aww yeah, we did it!”

The different stages of a task. Start as simple as To Do, Doing or Done—or build a workflow custom fit to your team’s needs. There’s no wrong way to Trello.

Cards represent tasks and ideas and hold all the information to get the job done. As you make progress, move cards across lists to show their status.

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Workflows for any project, big or small

Project management.

Keep tasks in order, deadlines on track, and team members aligned with Trello.

Empower your team meetings to be more productive, empowering, and dare we say—fun.

Onboarding to a new company or project is a snap with Trello’s visual layout of to-do’s, resources, and progress tracking.

Task management

Use Trello to track, manage, complete, and bring tasks together like the pieces of a puzzle, and make your team’s projects a cohesive success every time.

Brainstorming

Unleash your team’s creativity and keep ideas visible, collaborative, and actionable.

Resource hub

Save time with a well-designed hub that helps teams find information easily and quickly.

No need to start from scratch. Jump-start your workflow with a proven playbook designed for different teams. Customize it to make it yours.

See work in a whole new way

View your team’s projects from every angle and bring a fresh perspective to the task at hand.

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Hit deadlines every time

From weekly sprints to annual planning, Timeline view keeps all tasks on track. Quickly get a glimpse of what’s coming down the pipeline and identify any gaps that might impede your team’s progress.

Learn more about Timeline view

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Stay on top of tasks

Start each day without any surprises. Whether scheduling an editorial calendar or staying on top of to-dos, Calendar view is like a crystal ball giving you a clear vision of what work lies ahead.

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Do more with Trello

Trello’s intuitive features give any team the ability to quickly set up and customize workflows for just about anything.

Connect the apps your team already uses into your Trello workflow or add a Power-Up to fine-tune your specific needs.

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The productivity tool teams love, paired with the features and security needed for scale.

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team assignment tracker

How to Create a Task Tracker in Excel: Free Template

team assignment tracker

Checking tasks off your to-do list feels pretty awesome, right? If only everything in life gave you that instant sense of accomplishment!

A task list earns its keep by helping you schedule, assign, and track all the work that needs to be done for a project. You can also use it to give stakeholders and team members at-a-glance updates on project progress.

With our free Excel task checklist template, you can keep up with all the to-dos you need to knock out—whether you’re focused on an important work assignment or just want to finish up a few projects around the house. We’ve done all the hard work so you can have all the fun marking things done.

Ready to get started? We’ll show you just how easy it is to take your task list from to-do to ta-da! Here’s what we'll cover:

How to create a task tracker in Excel

How to customize your task list template, how to create an online task tracker in teamgantt.

Let’s start with a simple tutorial on how to keep track of tasks at work using Excel.

1. Download our free Excel task tracker template

At TeamGantt, we know how important it is to ensure projects get done on time and on budget. That's why we created this Excel task list template to make tracking project progress a breeze.

Make this task tracker template your own by adding to-do list items and tasks, assigning task owners, and tracking task status, budgets, and costs.

Download your free Excel task tracker template

2. Add to-do list items and tasks

First, find the T ask Name column on your worksheet, and enter a descriptive name for each task you want to track for a particular day of the week.

3. Indicate the status of each task

This sample to-do list template features four different status options—with icons as easy visual cues—so you can see where each task is at a glance: Not Started , In Progress , Complete , and On Hold .

To assign a status to a task, click on the status dropdown menu in that task’s row, and choose the status that applies to the task you’re working on.

team assignment tracker

4. Set task due dates

Set clear expectations for your team by entering the deadline for each task in the Due Date column.

team assignment tracker

5. Assign task owners

Start by specifying which team or department will carry out the work using the Task Type column. Then pair each task with its rightful owner by entering the team member’s name into the Assigned to column.

team assignment tracker

6. Include task budgets and costs

Use the Hours Budgeted column to let team members know how much time has been budgeted for each task.  

‍Once a task is complete, log the time spent on it in the Actual Hours column.

team assignment tracker

Tracking daily and monthly tasks in Excel

We’ve designed this task tracker template to track your weekly to-do list. But you can create additional task lists for monitoring daily and monthly to-dos.

Click Insert > Sheet > Blank Sheet to add a new worksheet. Then give each row and column a header label, and use the formatting tools to design your own daily or monthly task tracker.

team assignment tracker

Once you’ve got the basics squared away, feel free to customize your Excel task list template to ensure it fits your project needs. You can add a title, switch up the colors, add or delete new rows and columns, or even dress your to-do list up with your company logo.

Adding titles

We’ve titled this checklist template “Weekly Task List.” As exciting as that moniker may be, we bet you’ll want to give your to-do checklist your own snazzy (and specific) name.

1. To add or edit the title of your project task list template, double-click your cursor into cell A-2.

2. Enter a new title for your task list. Feel free to include the project name and date range in your title so there’s no doubt what this task tracker covers.

team assignment tracker

3. Format the header text using the same formatting tools you’d use to format any other text in the worksheet.

Changing colors

Want to apply your own brand colors to your task list? Or make it easy to tell Tom’s tasks from Bill’s? No problem!

1. Click to highlight the cell, row, or column you want to change.

2. Go to Format > Cells , and select the Fill tab.

3. Click on the Background Color dropdown, and choose the new color you want to apply to the cell, row or column you’ve highlighted.

team assignment tracker

Adding rows/columns

We’ve outlined a few basic to-do list categories to get you started. But there may be other details you need to track along the way. For example, you might want to add a priority column. Or maybe your Monday has a lot more to-dos than the other days of the week.

1. To insert a new row, click Insert > Rows . A new row will be added above the one you currently have selected, using the same formulas and formatting of the row above.

team assignment tracker

2. To insert a new column, go to Insert > Columns . A new column will be added to the left of the one you currently have selected, using the same formulas and formatting of the column to the left.

team assignment tracker

Removing rows/columns

We may have included details you simply don’t need to track. That’s okay! Deleting extra info won’t hurt our feelings a bit.

1. To delete an existing row, click on the row you want to remove. Go to Edit > Delete , and choose Entire Row .

team assignment tracker

2. To delete an existing column, click on the column you want to remove. Go to Edit > Delete , and choose Entire Column .

team assignment tracker

Adding a company logo

Want to give your project task list template some more flair? Add your company logo to the worksheet.

1. Right-click on the TeamGantt logo/header image in row 1, and select Change Picture .

team assignment tracker

2. Choose the image file you want to add to the worksheet, and click the Insert button.

Printing the to-do list template

By the time you finish customizing your to-do list template, it’ll be so pretty you just might want to print it out and pin it to the wall—and we don’t blame you.

1. First, let’s set the print area. Simply click and drag your cursor to highlight all the cells you want to print out. Then go to File > Print Area > Set Print Area.

team assignment tracker

2. If you want to adjust the scale of the checklist to fit on a single page, click on the Page Layout tab. Then go to Margins > Custom Margins and select the Page tab.

team assignment tracker

3. Once you’ve set the print area and adjusted the scale of your checklist, you’re ready to send your task list to the printer. Click File > Print.

team assignment tracker

Additional resources

  • Project management template library : Use these simple templates in any industry to plan and manage projects, identify and mitigate risk, and communicate effectively at every project step.
  • ‍ Gantt chart Excel template : Save time organizing your project plan with our premade Excel gantt chart template! Simply plug in your tasks and dates, and you'll have a presentation-quality Excel gantt chart.

Want to take the tedium out of task lists? Give TeamGantt’s online gantt chart software a try , and create a customized task tracker in minutes.

With TeamGantt, it’s easy to collaborate on work and streamline workflows. Here are just a few of the handy features you—and your team—will have at your fingertips:

  • Drag-and-drop simplicity
  • Reusable project plan templates
  • Project dependencies
  • File storage
  • Time tracking
  • Resource management
  • Planned vs. actual timelines

And because TeamGantt is all online, everyone on the team can update tasks in real-time. No more juggling a million different spreadsheets or scrambling to capture last-minute updates before a big meeting!

Sign up for your free account and get started. (No strings attached, we promise!) Once you’re in, here’s a sneak peek at just how easy it is to create and manage task lists in TeamGantt.

Setting up your task list project

Before you can set up tasks, you’ll need to answer a few quick onboarding questions and then create a new project.

team assignment tracker

1. Start by entering a descriptive name for your project on the project setup page. We called our example project “Weekly Task List.”

team assignment tracker

2. Then, choose a new Start Date , if you want your list to begin on a day other than today.

team assignment tracker

3. Next, decide whether you want to start from scratch with a blank project or choose a template from our handy library of pre-built options . To make things super easy for you, we created a Weekly Task List template .

Simply click on the Preview templates icon, expand the Admin & Personal category, and select Weekly Task List to preview the template. If you’d like to use it, select Use Template in the bottom right corner of the window.

team assignment tracker

4. If not, feel free to choose a different template option or click anywhere outside of the preview window to return to the Create a new project page.

5. Next, select which days of the week you want to assign and track work for this project. The default is Monday through Friday, but you can choose any configuration of days that make sense for your work schedule.

team assignment tracker

6. Finally, select Create new project to save your changes and get to work.

Adding and editing task lists

Now that you have a project, it’s time to set up your task list! We chose the Weekly Task List template for our example, which gives us a labeled task group for each day of the week.

team assignment tracker

1. Simply click on each task group field, if you want to rename it.

team assignment tracker

2. If you need to add more task groups, click +Group of Tasks , and enter the name of your new task group in the blank field that appears below.

team assignment tracker

3. To add a new task, click +Task and enter a name in the blank that appears below. Then, use the drag-and-drop features to adjust the timelines for each task .

team assignment tracker

4. To delete a task, hover over it and select the trashcan icon that appears to the right of the task name.

team assignment tracker

Assigning team members

To invite other users to your project, select the People tab in the top navigation bar of your project. Then, select Invite People to add new users by name and email address.

team assignment tracker

Once a user has been added to your project, designate them to a task by clicking assign in the Assigned column and selecting the checkbox next to their name.

team assignment tracker

Here’s an in-depth tutorial on how to invite users and assign them to tasks .

Creating dependencies

Dependencies enable you to control the order of tasks in your project. If one task has to wait for another to get done before it can begin, the dependency will account for that. For example, a designer may not be able to design a landing page until the content’s been written.

1. To add a dependency, click on the gray dot to the right of the first task in the gantt chart.

team assignment tracker

2. Then drag the dependency line to connect it to the dependent task below.

team assignment tracker

Changing task colors

To change the color of a task, hover over the task, and choose a new color by clicking on the colored square that appears to the right of the task.

team assignment tracker

Ready to discover just how easy and fast task tracking can be?

This is just a preview of all the fun you can have with task lists on TeamGantt—but there’s so much more to see!

Sign up for your free TeamGantt account today to learn all about the project management possibilities you could have at your fingertips.

team assignment tracker

team assignment tracker

Task management in Microsoft 365

Easily manage tasks across Microsoft 365

Access and update your tasks as you work, no matter which app you’re using.

See your tasks where you work

Stay focused and productive wherever you go. See your tasks across your lists as you move between apps and devices.

Manage tasks and work with Microsoft 365

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Stay on top of all your tasks

View all your tasks from Microsoft To Do and Microsoft Planner with Tasks in Microsoft Teams. Plus, create tasks from Teams messages and publish tasks from corporate to frontline workers.

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Convert emails to tasks

Flag emails or drag them into the Microsoft To Do pane to create and manage tasks directly in Outlook for the web.

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Focus on what matters

Keep track of individual tasks in Microsoft To Do using intelligent features to collect, prioritize, and accomplish what’s most important.

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Get more work done as a team

Manage team tasks with Planner. Build Kanban boards, add content-rich tasks, get visual status, and collaborate within Planner or Tasks in Microsoft Teams.

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Collaborate on shared Microsoft 365 documents

Use @mentions within comments in Word, Excel, and PowerPoint to create and assign tasks. 1  Receive an email notification when you’re assigned a task, see a preview of the document, and reply directly from Outlook.

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Get the most out of task management in Microsoft 365

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Manage all your tasks in Microsoft Teams

Bring together your individual tasks from Microsoft To Do and team tasks from Planner and manage them all in one place with Tasks in Microsoft Teams.

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Align tasks from corporate to the frontline

Plan centrally, manage regionally, and execute locally—all with one task management tool that provides real-time visibility across all your frontline locations.

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Choose the right tool for managing work

Determine the best tool for managing your work—Microsoft To Do, Planner, Tasks in Microsoft Teams, Microsoft Lists, or Microsoft Project—with our when-to-use guides.

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Create tasks from flagged emails

Flag emails in Outlook for the web to add them as tasks in Microsoft To Do and manage them alongside your other tasks using features such as due dates, reminders, and My Day.

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See tasks from Planner in Microsoft To Do

Automatically sync your Planner assignments to the dedicated "Assigned to you" list in To Do to manage all your individual tasks in one app.

Read more about task management

Organize your day from start to finish with task management, digital productivity tools to maximize your executive function skills, how task management software can help your teams transition to a hybrid workplace, using task management software to reduce wasted time.

Get best-in-class productivity and task management apps with intelligent cloud services that transform the way you work with Microsoft 365.

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  • Task tracker

Task Tracker: Streamline Your Workflow and Boost Productivity

Dave Parrish

Browse topics

Project management principles are fundamental guidelines that provide a framework for managing projects effectively. They serve as a set of best practices and strategies. Essential project management principles include clear objectives and goals, defined roles and responsibilities , effective communication, and continuous improvement . These principles help ensure successful project management. 

To deliver on these principles, many teams employ task tracker tools to monitor and manage the progress of individual tasks within a project. Task trackers play a critical role in project management by providing a structured approach, minimizing risks, and enhancing project collaboration . This helps teams to plan, execute, and deliver projects that meet or exceed stakeholder expectations.

This guide will discuss the role of a task tracker tool in project management, including its key features and benefits, and how to make task tracking more effective.

What is a task tracker?

A task tracker is a tool that helps individuals and teams organize, prioritize, and track the progress of tasks and projects. It plays a significant role in workflow optimization by providing a centralized platform for task management. 

This platform fosters collaboration, ensures deadline adherence, and facilitates continuous improvement . It does so by leveraging the information teams captured within the task tracker to refine processes and enhance efficiency.

Task trackers also improve productivity by providing structure, organization, and visibility into tasks and projects. A task tracker can help reduce duplication of effort, optimize resource allocation, proactively resolve issues, and automate repetitive tasks. Users can set priorities and deadlines with the tool, allowing teams focus on high-impact tasks to achieve goals more effectively.

Additionally, teams can use features to track daily tasks and all related activities – task creation, task prioritization, task assignments, status updates, due dates, and deadlines – to ensure team members are well-informed and aligned with project goals.

Benefits of using a task tracker

A task tracker is a centralized platform to help your team collaborate and complete projects more efficiently. This section explores the benefits of using a task tracker and how it’s essential for creating a robust project plan .

Improved time management

A task tracker can significantly improve time management in several ways. It provides individuals and teams with tools to plan, prioritize, and track their activities efficiently.

Task trackers provide tools for prioritization so your team focuses on high-priority items first. They also help with deadline management, including tracking time and progress and resource allocation. Improving all these areas leads to increased productivity, more efficient workflows , and adherence to project timelines .

Enhanced organization

A task tracker enhances organization by providing a centralized task repository. It offers teams a unified location for managing, tracking, and organizing tasks. You can categorize and tag tasks based on team member, priority, project, or type criteria. This sorts all project data for quick retrieval of information.

More accountability

A task tracker fosters a sense of responsibility among team members. It also encourages teams to complete tasks efficiently. 

A task tracker includes features that ensure team members take ownership of their tasks and contribute to project completion. These features include task assignment, task prioritization, progress monitoring, dependencies, and automated reminders

Features of an effective task tracker

Effective task trackers typically share similar features, streamlining task management, enhancing project collaboration , and improving overall productivity. Here are useful features for task and project management.

User-friendly

Look for a task tracker with a straightforward and intuitive interface. This increases the ease of adoption, reduces errors, and increases productivity. On top of that, team members are more likely to engage with the tool when it is easy to use.

Collaboration tools

Your task tracker should help facilitate communication and collaboration among team members. These tools provide a platform for dialogue, document sharing, feedback, and coordination. This improves teamwork and overall project success. 

Integrates with other tools

Your task tracker should allow seamless integration with existing tools and platforms. This enhances the overall capability of the task tracker. It leverages the strengths of different tools within a unified ecosystem, resulting in a more streamlined workflow.

Customization options

Look for a task tracker that provides flexibility for users to tailor the task tracker to their needs. Customization empowers teams to adapt the tool to their unique requirements. This ensures a flexible and effective solution throughout the project lifecycle.

Reporting and analytics

Your task tracker should include features for tracking and analyzing task-related data. These are essential to help make data-driven decisions, monitor project health, and improve processes. This increases transparency, efficiency, and the project's overall success.

How to make task tracking more effective

Making task tracking more effective involves implementing certain strategies and best practices. These strategies should help you manage tasks more efficiently, meet deadlines, and streamline collaboration.

Best practices include:

  • Assessing workflow needs: Look at the project scope to identify specific requirements and challenges in your workflow.
  • Selecting the right tool: Choose a task tracking tool that aligns with your team's needs.
  • Train team members: Ensure all team members are proficient in using the selected tool.

Task tracking templates from Jira  can help make task tracking more effective. For example, the board view helps teams plan, visualize, and manage work. It does so by keeping track of tasks as visual cards, which allows teams to drag and drop tasks between columns as they move through the workflow.

The task tracking template also enables teams to break down large projects into more manageable components. People sometimes call these components issues. Working with issues helps to capture relevant task information and status updates. This helps teams stay up to date on progress at the task and project levels.

Successfully track tasks with Jira Software

Your old ways of using pen and paper, to-do lists, and spreadsheets won't cut it anymore. You need agility when plans change. Enter task tracking software.

You can streamline task management with a task tracking template from Jira . This template provides your team members with key project management tools that make organizing, tracking, and monitoring work easy.

Better manage your workload and resources and prioritize high-impact tasks to boost productivity. Jira simplifies task management, offering visibility into all tasks for individuals and teams to add accountability and encourage faster delivery of better work. Capture all task activities in Jira issues. Then update them with pertinent data. This lets you have all the information you need when you're ready to move work forward. Get Jira Free

Task tracker: Frequently asked questions

How do you track tasks.

Jira Software supports effective task tracking through its versatile features that align with various project management methodologies. With our efficient task tracking template, teams can organize, prioritize, and monitor their tasks effectively with board, list, and calendar views. Stakeholders can use forms to collect information and work requests. Companies can automate repetitive tasks, reducing manual effort and ensuring consistency.

What are some common challenges in task tracking?

Integration, data privacy, and security are common challenges that can impact the effectiveness and adoption of task tracking tools. Task tracking tools may need to integrate with other software and tools that a team uses. You can overcome this by choosing tools that support integration. Alternatively, you could work with IT teams to customize integrations based on specific organizational needs. 

Storing task-related data may also raise concerns about data privacy and security. You can overcome this challenge by using best practices for security, selecting tools that comply with industry standards and regulations, regularly updating software to address vulnerabilities, and implementing appropriate encryption measures.

How do you choose the right task tracker for your team?

Choosing the right task tracker for your team involves considering various factors to ensure it aligns with your needs and workflows. Consider your approach to project management , your budget, and whether the tool can integrate with your existing tools and software. 

For teams of any size, Jira Software offers a comprehensive and effective task tracking tool with a range of features that you can customize to the needs of each team or project. Plus, with Jira’s powerful automation engine, teams can reduce manual tasks, scale operations, and save time – all leading to a more efficient delivery of a successful project.

Project Status Report: Tips and Templates for Success

Streamline communication and track progress with a project status report. Get real-time updates on projects, tasks, activities, and more.

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Agile process flows help bring structure to scale your software development process. Learn more about workflow management to support your agile program.

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Stay on Top of Tasks with an Effective Assignment Tracker

July 29, 2023 - 7 min read

Wrike Team

With multiple responsibilities and deadlines to juggle, it can become overwhelming to keep track of everything. That's where an effective assignment tracker comes in handy. Let's delve into the importance of an assignment tracker and explore different types to help you find the one that suits your needs. 

Understanding the Importance of an Assignment Tracker

An assignment tracker acts as your personal assistant, helping you manage your workload efficiently and effectively. It serves as a central hub for all your tasks, deadlines, and resources, keeping you on track and accountable. 

Why You Need an Assignment Tracker

One of the primary reasons you need an assignment tracker is to avoid the chaos that comes with disorganization. By having all your assignments and deadlines in one place, you can plan your time effectively and boost productivity.

Imagine this scenario: you have multiple assignments due in the same week, and you're struggling to remember which one is the most urgent. Without an assignment tracker, you might find yourself frantically trying to complete all the work at once, leading to stress and subpar work quality. However, with an assignment tracker, you can easily prioritize your tasks based on their deadlines, allowing you to allocate your time wisely and avoid last-minute rushes.

Another example is having a research paper due at the end of the semester. Using your assignment tracker will help you create milestones for each stage of the project , like selecting a topic, conducting research, outlining, writing drafts, and revising. In addition, breaking down the project into smaller tasks will maintain a sense of organization and let you monitor your progress during the entire process.

Exploring Different Types of Assignment Trackers

Assignment trackers come in various formats, each catering to different preferences and work styles. Let's explore the most common types and their benefits.

Digital Assignment Trackers

A digital assignment tracker is a software or app that allows you to create and manage your assignments electronically. These trackers offer features like reminders, notifications, and the ability to sync across devices, making them highly convenient and accessible. Additionally, digital trackers often provide customizable layouts and advanced filtering options, allowing you to tailor the tracker to your specific needs. What's more, these trackers often provide visual representations of your progress, such as progress bars or completion percentages. These visual cues can serve as motivation and help you gauge how much work you have left to complete.

Paper-Based Assignment Trackers

For those who prefer a tangible approach, a paper-based assignment tracker might be the ideal choice. With a notebook or planner, you can physically write down your tasks, deadlines, and progress. The act of manually writing can help improve memory retention and provide a sense of satisfaction upon completion. You can also customize the layout and design to your liking, via different colors, stickers, or symbols.

However, the lack of automation and reminders makes it crucial to stay disciplined and regularly update this type of tracker. Without digital notifications, it's important to develop a routine of checking and updating your paper-based tracker to ensure you stay on track with your assignments.

Hybrid Assignment Trackers

A hybrid assignment tracker combines the best of both digital and paper-based worlds. This hybrid approach allows you to enjoy the benefits of both formats, keeping your assignments organized on paper while taking advantage of the convenience and flexibility provided by digital tools. For instance, you can use the physical planner to jot down your tasks, deadlines, and progress, enjoying the tactile experience of writing. At the same time, you can utilize a digital calendar or task management app to set reminders, receive notifications, and sync your assignments across devices.

How to Set Up Your Assignment Tracker

Now that you understand the importance of an assignment tracker and have explored different types, it's time to set up your own. Let's dive into the key steps to help you get started.

Choosing the Right Platform for Your Tracker

Depending on your preferences, choose between a digital or paper-based platform. If you're someone who enjoys writing things down and flipping through pages, a paper-based tracker might be the perfect fit for you. On the other hand, if you prefer the convenience of accessing your assignments from anywhere and having the ability to set reminders, a digital platform might be more suitable.

Consider factors such as accessibility, convenience, and personal work style to make an informed decision. Remember, the effectiveness of your tracker relies on your commitment to updating and utilizing it consistently.

Organizing Your Tasks Effectively

Now that you have your platform ready, it's important to establish a clear structure for organizing your tasks. This step is crucial so that you can easily find and prioritize your assignments.

Think of creating categories or sections based on subjects, due dates, or priorities. For example, you could have sections for different subjects like Math, English, and Science. Within each section, you can further break down your assignments based on their due dates or priority levels. This way, you'll have a clear overview of what needs to be done and when.

Setting Priorities within Your Assignment Tracker

Prioritization is key to managing your workload efficiently. With multiple assignments and deadlines looming, it's important to know which tasks require immediate attention. Assign deadlines and priority levels to each task in your tracker. By doing so, you'll be able to focus on the most critical assignments first and keep up with the deadlines.

Using Your Assignment Tracker to Boost Productivity

Now that your assignment tracker is set up, it's time to make the most of it. Here are some tips to help you leverage your tracker for maximum productivity.

Regularly Updating Your Assignment Tracker

An assignment tracker is only as effective as the information you input and maintain. Set aside dedicated time each day or week to update your tracker, verifying that it reflects the most accurate and up-to-date information. This habit of regular updates helps you stay on top of your tasks and allows you to make informed decisions about your workflow. What's more, regular updates enable you to identify patterns and trends in your workload. By analyzing the data in your tracker, you can gain insights into your productivity habits, areas where you may be struggling, and opportunities for improvement. 

Reviewing and Adjusting Your Tracker

Periodically reviewing your assignment tracker is essential so that it remains relevant and aligned with your goals. While regular updates keep your tracker accurate, reviewing its content and structure allows you to assess its effectiveness in supporting your productivity.

During the review process, take the time to evaluate your progress on each task. Are there any assignments that have been lingering for too long? Are there any tasks that can be delegated or eliminated to streamline your workload? By asking yourself these questions, you can identify any bottlenecks or inefficiencies in your workflow and make the necessary adjustments to improve your productivity.

The Connection Between Your Tracker and Time Management

An assignment tracker is closely tied to effective time management . Use your tracker as a tool to allocate and manage your time efficiently. Set realistic deadlines, create time blocks for specific tasks, and track your progress against these timeframes.

When you integrate your assignment tracker with your time management strategies, you create a seamless workflow that maximizes your productivity. You also are able to easily flag down any time management issues, such as underestimating the time required for certain tasks or getting frequently distracted or interrupted during your designated work periods. By recognizing these patterns, you can implement strategies to overcome these obstacles and improve your overall time management skills.

Overall, an effective assignment tracker is a vital tool for staying organized and on top of your tasks. Whether you prefer a digital, paper-based, or hybrid format, the key is to choose the one that aligns with your work style and commit to regular updates. By utilizing your assignment tracker effectively, you can enhance your productivity, reduce stress, and achieve greater success in managing your workload. Get started today and experience the benefits firsthand!

Stay on top of tasks using an effective assignment tracker in Wrike. Start a free trial today for efficient task management that leads to productive operations and successful projects.

Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Wrike Team

Occasionally we write blog posts where multiple people contribute. Since our idea of having a gladiator arena where contributors would fight to the death to win total authorship wasn’t approved by HR, this was the compromise.

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How To Make a Schedule in Excel

How To Make a Schedule in Excel

Creating a schedule in Excel can be a useful way to stay organized and manage your time effectively. Whether you need to plan your work tasks, track project deadlines, or organize personal commitments, Excel provides a versatile platform for scheduling. In this article, we will guide you through the process of making a schedule in Excel, from understanding the basics to advanced techniques and troubleshooting common issues.  Understanding the Basics of Excel Excel is a spreadsheet program developed by Microsoft, widely used for creating and manipulating data in a tabular format. It offers various functions, formulas, and formatting options that make it an ideal tool for scheduling. Key Features of Excel for Scheduling Excel offers several key features that make it suitable for creating schedules. These include: Cells and Ranges: Input data, formulas, and formatting within individual cells or select multiple cells to work with as a range. This allows you to organize your schedule in a logical and structured manner. Formulas and Functions: Excel provides a wide range of mathematical, logical, and text functions that can be used to perform calculations and automate tasks in your schedule. For example, you can use the SUM function to calculate the total hours worked in a week or the IF function to determine whether a task is completed or not. Conditional Formatting: Apply formatting rules based on specified conditions, making it easier to visually analyze your data and highlight important information. For instance, you can use conditional formatting to highlight overdue tasks or to color-code different categories of tasks. Data Validation: Set specific criteria for data input using data validation, so that only valid data is entered into your schedule, reducing the chances of errors and inconsistencies. Charts and Graphs: Excel offers a wide variety of chart types that allow you to visually represent your schedule data. You can create bar charts, line graphs, pie charts, and more to present your schedule information in a clear and understandable manner. Preparing to Create Your Schedule Before diving into Excel, it is essential to prepare and outline your schedule requirements. This will help you structure your schedule effectively and confirm that it meets your specific needs. Defining Your Schedule Requirements Identify the purpose of your schedule and what information it needs to include. Consider factors such as the timeframe, tasks, resources, and any dependencies or constraints that may affect your schedule. Once you have a clear understanding of your schedule requirements, you can start creating a plan. Outline the key elements that need to be included in your schedule and determine the level of detail required for each element. If you prefer, utilize visual representations like Gantt charts. These provide a graphical view of your schedule, allowing you to see the timeline of tasks and how they relate to each other. Also, involve relevant stakeholders in the process. If your schedule involves multiple team members or departments, gather their input so that their needs are taken into account. Gathering Necessary Data Once you have defined your schedule requirements, gather all the necessary data. This may include task lists, deadlines, start and end dates, resource availability, and any other relevant information that will populate your schedule. Collect all the task lists and break them down into smaller, actionable items. Assign deadlines to each task so that they are completed on time. Consider the dependencies between tasks and identify any critical paths that may impact the overall schedule. Then, gather information on resource availability. This includes identifying the team members or resources that will be involved in each task and determining their availability during the scheduled period. Remember to take into account any external factors that may affect your schedule. Are there any holidays or events that could impact the availability of resources or the timeline of tasks? Make a note of these factors and adjust your schedule accordingly. Lastly, think of potentially using tools or software to help you gather and organize your data. Excel, for example, can be a powerful tool for creating and managing schedules. It allows you to input data, perform calculations, and create visual representations of your schedule. Step-by-Step Guide to Creating a Schedule in Excel Now that you have your requirements and data ready, let's dive into the step-by-step process of creating a schedule in Excel. Opening a New Excel Worksheet Open a new Excel worksheet to begin creating your schedule. You can choose a blank workbook or explore pre-designed templates available in Excel. When opening a blank workbook, you are presented with a grid-like interface consisting of columns labeled with letters (A, B, C, etc.) and rows labeled with numbers (1, 2, 3, etc.). This grid allows you to organize and manipulate data in a structured manner. Excel also provides a wide range of pre-designed templates that cater to various scheduling needs. These templates come with pre-built formulas, formatting, and layout, which can save you time and effort in creating your schedule from scratch. Setting Up Your Schedule Framework Before inputting your data, it is crucial to set up the framework of your schedule. This includes defining the necessary columns and rows, formatting headers, and setting up any additional sections or elements where your data will be organized. Consider the structure of your schedule and the information you need to track. Determine the columns you require, such as task names, start and end dates, durations, assigned resources, and any other relevant information. In addition to columns, you may also want to create sections or categories to group related tasks. For example, if you are creating a project schedule, you might have sections for different phases or deliverables. Formatting headers is essential for clarity and organization. You can use bold text, different font sizes, and colors to make your headers stand out. Additionally, you can merge cells to create a more visually appealing layout. Inputting Your Data With your schedule framework in place, begin inputting your data according to your defined requirements. Enter task names, start and end dates, durations, assigned resources, and any other relevant information in the appropriate cells or ranges. When entering dates, you can either type them directly into the cells or use Excel's date functions to calculate dates based on other values. Excel provides various date formats, allowing you to display dates in a way that suits your preference. For durations, you can enter them in the desired time units, such as hours, days, or weeks. Excel also allows you to perform calculations on durations, making it easy to track the total duration of a project or calculate the remaining time for a task. Assigning resources to tasks can be done by entering the names of individuals or teams responsible for each task. You can also use formulas to calculate resource allocations based on workload or availability. Formatting Your Schedule for Clarity To enhance readability and clarity, apply formatting techniques to your schedule. Utilize font styles, cell borders, colors, and conditional formatting to highlight important information, distinguish different sections, and make your schedule visually appealing. Font styles can be utilized to emphasize critical tasks or highlight milestones. You can make them bold, italic, or even change the font color to draw attention. Cell borders can help create clear boundaries between different sections or categories in your schedule. You can add borders to specific cells or ranges, or apply them to entire rows or columns. Colors can be used to differentiate different types of tasks or to indicate progress. For example, you can use green for completed tasks, yellow for ongoing tasks, and red for overdue tasks. Conditional formatting is a powerful feature in Excel that allows you to automatically apply formatting based on specific conditions. For instance, you can highlight tasks that are behind schedule or nearing their deadlines. Advanced Excel Scheduling Techniques Once you have mastered the basics, you can explore advanced techniques to make your Excel schedule even more efficient and powerful. Using Excel Formulas for Efficient Scheduling Excel offers a wide range of formulas and functions that can automate calculations, determine task dependencies, and generate dynamic schedules. Learning to use formulas effectively can significantly enhance your scheduling capabilities. Implementing Conditional Formatting Conditional formatting allows you to automatically apply formatting rules based on specific conditions. By using conditional formatting, you can highlight tasks with approaching deadlines, identify critical path activities, or flag any schedule deviations. Troubleshooting Common Issues in Excel Scheduling Even with the best preparation and knowledge, you may encounter some common issues when creating schedules in Excel. Let's explore some troubleshooting tips to help you address these issues. Resolving Formula Errors If you encounter formula errors in your schedule, such as #REF!, #VALUE!, or #DIV/0!, it is essential to understand the source of the error and correct it. Double-check your formulas, ensure the correct referencing of cells, and resolve any circular references. Addressing Formatting Issues Sometimes, your schedule formatting may not behave as expected, causing misaligned data, overlapping cells, or inconsistent styles. To address formatting issues, carefully review your formatting rules, adjust cell dimensions, and reapply formatting techniques if necessary. With these tips and techniques, you now have the knowledge to create schedules in Excel with confidence. Whether you are managing personal tasks or complex projects, Excel provides the flexibility and power to help you stay organized and meet deadlines effectively. Learn to create schedules in Excel effectively using Wrike's robust scheduling features. Sign up for your free trial and optimize your task management for improved productivity. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Craft Your Path Forward: Tips for Creating a Success Plan Template

Craft Your Path Forward: Tips for Creating a Success Plan Template

Creating a success plan template is an essential step towards achieving your goals, both personally and professionally. In this article, we will explore the importance of a success plan, the key elements it should include, and provide you with a step-by-step guide to creating your own success plan template. We will also share some valuable tips for staying motivated and committed to your plan. Understanding the Importance of a Success Plan A success plan acts as a guiding light, providing you with clarity and direction. It helps you identify your priorities, set achievable goals, and make informed decisions. Without a plan, you may find yourself wandering aimlessly without a clear purpose. A success plan keeps you focused and enables you to track your progress effectively. You will be able to break your goals into smaller, more manageable tasks and execute your plan to achieve your objectives. Why Every Individual Needs a Success Plan Whether you are a student, a professional, or an entrepreneur, having a success plan is essential for taking control of your future and maximizing your potential. For an entrepreneur starting a new business, a success plan would involve conducting market research, identifying target customers, developing a marketing strategy, and creating a financial plan. This plan would outline the steps needed to establish and grow the business, including securing funding, hiring employees, and building a customer base.  Even for individuals who are not pursuing specific goals, a success plan can provide a sense of purpose and fulfillment. It can involve personal development activities such as reading, learning new skills, or pursuing hobbies and interests. By setting aside dedicated time for personal growth, individuals can enhance their knowledge, broaden their horizons, and enrich their lives. Key Elements of a Successful Plan Template Now that we understand the importance of a success plan, let's discuss the key elements that should be included in your plan template. Setting Clear and Achievable Goals The first step in creating a success plan is setting clear and achievable goals. Your goals should be specific, measurable, attainable, relevant, and time-bound (SMART). By defining your goals in this manner, you set yourself up for success and ensure that your efforts are focused and directed towards achieving them. For example, if your goal is to increase sales for your business, a clear and achievable goal could be to increase sales by 10% within the next six months. Identifying Potential Challenges and Solutions While setting your goals, it is important to identify potential challenges that you may encounter on your path to success. By brainstorming and anticipating these challenges, you can come up with effective solutions in advance. For instance, if one of your goals is to improve your fitness level, you may anticipate challenges such as lack of time, motivation, or access to a gym. Now, you can develop solutions such as scheduling specific workout times, finding a workout buddy for motivation, or exploring alternative workout options like home workouts or outdoor activities. Incorporating Regular Reviews and Adjustments A successful success plan template requires regular reviews and adjustments. By regularly evaluating your progress, you can determine if any changes or modifications are required. For example, if your goal is to write a book, you can set regular review periods to assess your progress. During these reviews, you can evaluate your writing output, identify any challenges you may be facing, and make necessary adjustments to your writing schedule or approach. Step-by-Step Guide to Creating Your Success Plan Template Now that we have covered the key elements, let's walk through a step-by-step guide to help you create your success plan template. Defining Your Personal or Professional Goals Start by defining your personal or professional goals. What is it that you want to achieve? Is it a promotion at work, starting your own business, or improving your health and well-being? Whatever it may be, take the time to reflect on your aspirations and write them down. When defining your goals, it's important to be specific. Instead of saying, "I want to be successful," specify what success means to you. Is it earning a certain income, having a fulfilling career, or making a positive impact in your community? Additionally, ensure that your goals align with your values. Ask yourself if they are in line with who you are and what you believe in. When your goals are aligned with your values, you are more likely to stay motivated and committed to achieving them. Mapping Out Your Path to Success With your goals in place, it's time to map out the path to your success. Begin by identifying the milestones you need to reach along the way. These milestones act as checkpoints, helping you gauge your progress and stay on track. Once you have identified your milestones, determine the actions required to achieve each one. Break down your plan into actionable steps, verifying that each step contributes to your overall goal. Consider the resources, skills, and support you may need to accomplish each step successfully. It's also important to prioritize your steps based on their importance and urgency. Some tasks may require immediate attention, while others can be tackled later. By prioritizing your steps, you can focus your time and energy on what matters most. Implementing Your Success Plan As you work on your success plan, it's essential to monitor your progress regularly. This allows you to assess how well your plan is working and make adjustments if needed. Stay flexible and open to change, as your journey towards success may require course corrections along the way. During this implementation phase, it's important to stay committed to your plan. There may be times when you face challenges or setbacks, but remember that perseverance is key. Stay motivated by reminding yourself of the reasons why you set these goals in the first place. Tips for Staying Motivated and Committed to Your Success Plan Creating a success plan is just the beginning; staying motivated and committed to your plan is equally important. Here are some tips to help you stay on track: Celebrating Small Wins Along the Way Recognizing and celebrating your achievements, no matter how small, is an essential part of staying motivated and committed to your success plan. It's like fuel for your journey, replenishing your energy and enthusiasm. These celebrations can take many forms, from treating yourself to something you enjoy, sharing your accomplishments with friends and family, or simply taking a moment to reflect on how far you've come. Dealing with Setbacks and Learning from Them On the road to success, setbacks are inevitable. They may come in the form of unexpected challenges, failures, or moments of doubt. However, it's important to view these setbacks not as failures but as valuable learning opportunities. Take a step back and analyze the situation. Understand the root causes, evaluate what went wrong, and learn from the experience.  Overall, crafting a success plan template is a crucial step towards achieving your goals. A success plan provides clarity, direction, and accountability, helping you stay focused and motivated along your journey. By incorporating key elements such as setting clear goals, identifying challenges, and incorporating regular reviews, you can create a solid plan template. Remember to stay committed, celebrate small wins, learn from setbacks, and draw inspiration from real-life success stories. Get ready to craft your path forward and unlock your full potential! Carve out your path to success using Wrike's practical guide on creating a success plan template. Begin a free trial and motivate your team with clear, achievable goals to boost business performance. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

Leveraging a Time Management Matrix for Enhanced Productivity

Leveraging a Time Management Matrix for Enhanced Productivity

In today's fast-paced world, where time seems to slip through our fingers like sand, finding ways to enhance productivity has become crucial. One powerful tool that can help us conquer the daily chaos and make the most of our time is the Time Management Matrix. Understanding the concept and implementing it in our daily lives can revolutionize the way we work and live. Understanding the Concept of a Time Management Matrix A Time Management Matrix functions as a tool that helps us categorize tasks based on their urgency and importance, allowing us to prioritize effectively. The idea behind this matrix is that not all tasks are created equal, and by focusing on the right tasks, we can achieve better results in less time.  This matrix is divided into four quadrants, which will be further discussed later in this article. Quadrant 1: Urgent and Important  Quadrant 2: Not Urgent but Important  Quadrant 3: Urgent but Not Important  Quadrant 4: Not Urgent and Not Important  The Origins of the Time Management Matrix The concept of the Time Management Matrix was popularized by Stephen Covey, author of the bestselling book "The 7 Habits of Highly Effective People." Covey developed this matrix as a way to help individuals prioritize their tasks and make decisions that align with their goals and values. He recognized that many people struggle with time management and often find themselves caught up in the urgency of day-to-day tasks. He believed that by using a systematic approach to categorize tasks, individuals could break free from the cycle of busyness and focus on what truly matters. Since its introduction, the Time Management Matrix has become a widely recognized and utilized tool for people and organizations seeking to improve their productivity and achieve their goals. It provides a framework for making conscious choices about how we spend our time and helps us develop a sense of control over our tasks and responsibilities. The Four Quadrants of the Time Management Matrix The Time Management Matrix consists of four quadrants, each representing a different category of tasks. Let's explore each quadrant to gain a deeper understanding of how they can impact our productivity: Quadrant I: Urgent and Important Tasks Quadrant I represents tasks that are both urgent and important. These are tasks that require immediate attention and directly contribute to our goals and priorities. Examples include meeting deadlines, resolving emergencies, and addressing critical issues. Spending too much time in this quadrant, however, can lead to burnout and a constant state of crisis management. When we find ourselves constantly firefighting in Quadrant I, it's essential to take a step back and assess why these tasks are becoming urgent. Are there underlying issues that need to be addressed to prevent them from becoming emergencies in the future? Identify the root causes and implementing proactive measures to reduce the time spent in Quadrant I and create a more balanced approach to our work.  Quadrant II: Important but Not Urgent Tasks Quadrant II consists of tasks that are important but not urgent. These tasks often get overshadowed by urgent matters, but focusing on them is crucial for long-term success. Examples include planning, goal-setting, skill development, and investing in relationships. Spending more time in this quadrant can lead to proactive and strategic decision-making. While Quadrant II tasks may not have immediate deadlines or consequences, they contribute significantly to our personal and professional growth. Allocate dedicated time to these tasks to prevent them from becoming urgent and reduce the time spent in Quadrant I. Additionally, these tasks require discipline and self-motivation. Without clear priorities and boundaries, it's easy to get caught up in the urgency of Quadrant I and neglect the important but not urgent tasks. Try to set aside specific blocks of time for Quadrant II activities and treat them as non-negotiable commitments. Quadrant III: Urgent but Not Important Tasks Quadrant III encompasses tasks that are urgent but not important. These tasks often demand our attention and create a false sense of urgency. They are distractions that don't align with our goals and values. Examples include unnecessary meetings, unimportant emails, and interruptions that prevent us from focusing on meaningful work. Minimizing time spent in this quadrant is key to maintaining focus and productivity. What's more, delegating or outsourcing Quadrant III tasks can free up valuable time and energy. Identifying tasks that can be handled by others, automating certain processes, or setting up efficient systems can help us minimize the time spent in Quadrant III and create space for Quadrant II activities. Quadrant IV: Neither Urgent nor Important Tasks Quadrant IV represents tasks that are neither urgent nor important. These tasks are time-wasters and provide no real value. These tempting and instantly gratifying activities include mindless social media scrolling, excessive TV watching, and aimless browsing. Avoiding or minimizing time spent in this quadrant is crucial for maximizing productivity and achieving our goals. It's important to note that occasional breaks and leisure activities are essential for maintaining a healthy work-life balance. However, distinguishing between necessary downtime and mindless time-wasting is important. Make time for relaxation and leisure activities so that you can recharge and rejuvenate without falling into the trap of Quadrant IV. The Benefits of Using a Time Management Matrix Implementing a Time Management Matrix offers numerous benefits that can significantly enhance our productivity and overall satisfaction. Let's explore some of the key advantages: Increased productivity: Focus on high-priority tasks and avoid wasting time on trivial matters. This will give you a sense of accomplishment, as you get more done in less time. Better tasks prioritization: Methodically assess each task's importance and allocate time accordingly. Improved work-life balance: Carving out time for your important but not urgent tasks (Quadrant II) will allow you to work on your personal growth, self-care, and relationships with loved ones. Nurturing your well-being puts you in better shape, physically and mentally, to perform better at work. Implementing the Time Management Matrix in Your Daily Life Now that we understand the concept and benefits of the Time Management Matrix, let's explore how to implement it effectively in our daily lives: Identifying Your Tasks The first step is to identify all the tasks on your plate. Take a moment to brainstorm and create a comprehensive list of everything you need to accomplish. This will serve as the foundation for categorizing your tasks using the Time Management Matrix. Allocating Your Tasks to the Appropriate Quadrants Once you have your list of tasks, it's time to assign each task to the appropriate quadrant. Consider the level of urgency and importance for each task and place it in the corresponding quadrant. This will provide you with a visual representation of how your time is currently being allocated. Managing Your Time According to the Matrix Now that you have categorized your tasks, it's essential to manage your time in alignment with the matrix. Prioritize tasks in Quadrant I, but also dedicate ample time to Quadrant II tasks, as these are often neglected but critical for long-term success. Minimize time spent in Quadrants III and IV to avoid distractions and time-wasting activities. Ultimately, leveraging the Time Management Matrix can have a profound impact on our productivity and overall well-being. By understanding the concept, embracing its benefits, and implementing it in our daily lives, we can find a sense of control amidst the chaos and achieve our goals with greater efficiency. Enhance your productivity with Wrike's intuitive time management matrix. Start a free trial today and systematically prioritize tasks to effectively manage your time and resources. Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.

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15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

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Still using spreadsheets to manage your projects? Revolutionize your project management with ProjectManager. Plan projects, manage resources and track progress with powerful features the whole team can use.

Excel spreadsheet templates are a great tool to track the costs, time and performance of your team. We’ve collected ProjectManager’s 15 best Excel spreadsheet templates for tracking that you can download and use for free.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

Project Dashboard Template for tracking

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.

ProjectManager's real-time project management dashboard

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracker Template

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

free task tracking template

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Project budget spreadsheet for tracking

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

Timeline template for tracking

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

Online project timeline for tracking projects

5. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

Action plan spreadsheet for task and project tracking

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

6. Status Report Template

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

Status report template for tracking in Excel

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

7. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

Risk tracking spreadsheet for Excel

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

8. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

Change log template for tracking changes

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

9. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.

Timesheet template for time tracking

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

10. Multiple Project Tracking Template

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

ProjectManager's multiple project tracking template for Excel

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

11. Issue Tracking Template

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.

ProjectManager's free issue tracking template for Excel

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

12. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

Free to-do list template in ProjectManager

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

13. Inventory Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.

Inventory tracking template for Excel by ProjectManager

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

14. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

ProjectManager's progress report template for Excel

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

15. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

ProjectManager's free monthly work schedule template for Excel

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

ProjectManager's timesheet view

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

A screenshot of a gantt chart in ProjectManager

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

ProjectManager's status report filter window

ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.

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Top 6 employee task tracker apps for your team

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Top 6 employee task tracker apps for your team

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Throughout the day, your employees complete dozens of tasks, from working on major projects to making small improvements that streamline processes. As a manager, you might feel like it’s nearly impossible to keep up with what each person is doing or what you’d like them to work on. 

This is where an employee task tracker comes in. With a tracking app, you can assign tasks and evenly distribute work by checking to see what each person has on their plate. This prevents backlogs and helps your team stay on task. 

There are plenty of employee task tracker tools on the market to choose from. Here are a few top options to consider for your team. 

Jotform offers dozens of templates that you can use for your business, from email collection forms to questionnaires, but you can also use its employee task list template to create tasks, assign them to employees, and track their completion status. And you can add due dates and notes throughout the project so you can identify any delays or issues. 

Consider this tool if you want to create data-collection forms for any event or process in addition to tracking employee tasks and projects.

Manage and track employee tasks and projects with Jotform Tables task tracker templates .

ClickUp is a project management and task-tracking tool for teams of various sizes. You can create visual workflows to help your staff break down complex projects and give them a clear view of their timelines. You can also add task dependencies — meaning one employee can’t start a task until they have certain information or until another person completes their part. 

A tool like ClickUp is especially useful for managers because it allows you to set priorities. That way, your team members won’t overlook the most important tasks as they work through a backlog or field new tasks. This allows your staff to focus on the projects with the biggest impact to drive the best results.

ClickUp offers multiple plans, from a free tier up to $19 per user, per month for the Business Plus plan.

ClickUp

3. PlanStreet

PlanStreet is an employee task tracker and case management software tool for nonprofits and public sector organizations, particularly those in social work, healthcare, and community services. It’s useful for teams that use both agile project management and traditional waterfall methods, and is built to be flexible. 

With this tool, employees can filter tasks within projects, sort to find the most important ones, create categories for various tasks, and generally organize them for greater clarity. This prevents confusion between staff members who have a lot of little tasks that are easy to forget or mix up. 

PlanStreet is priced at $60 per user, per month, for 20 user slots.

PlanStreet

If you’re looking for a clear board view where you can easily toggle between employee tasks and project lists, then Flowlu may be a good option. You can convert project task lists into tiles to track your workflow. 

As team members complete tasks, they cross them out — which makes it easy to see what’s finished. For example, you could cross out a client wireframe approval for a website design so your developers know to move on to the next stage of development. 

If you run a small business , then you and another team member can use Flowlu for free. There are four paid options, beginning with the Team plan at $29 per month for eight users and ending with the Enterprise plan at $199 per month for an unlimited number of users. Check out the various options and see which might work best for you.

Flowlu

5. QuickBooks-Time

QuickBooks Time is another tool to help you assign tasks for a project and track it to completion. This app is useful if you invoice clients based on the number of hours worked or if you need to invoice them once your company hits specific milestones (like a halfway point). 

QuickBooks Time offers two pricing plans: Premium and Elite. The Premium plan starts at $20 plus $8 per user, per month, while the Elite option is $40 plus $10 per user, per month. The Elite option allows you to track project estimates versus actual spending and offers geofencing for your team members.  

QuickBooks Time

Trello is one of the most widely recognized employee task tracker tools. It offers a clean format for multiple projects that you can track over time. This app is ideal if you want to track the progress of a certain project and get a quick snapshot of what stage it’s in. 

The free version of Trello gives you up to 10 boards per team with unlimited cards and unlimited storage. The Standard, Premium, and Enterprise levels offer more features (like advanced checklists and priority support). The Premium option is for teams up to 100 and costs $10 per user, per month. The Enterprise plan is for larger organizations, and is priced at $17.50 per user, per month. ($17.50 is the estimated cost for 50 users so the prices change according to users.)

Trello

Test different task trackers

Not only do you need to find an employee task tracker that allows you to manage your team effectively, but you also need a tool that your employees can use and feel comfortable interacting with. Try a few of the tools listed above to see whether you and your team like them. You may need to experiment with a few before finding the app that best streamlines your projects and makes process development easier. 

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7 Free Resource Planning Templates For Project Teams

Post Author - Jitesh Patil

Are you looking for free resource planning templates? Get access to the below templates the Google Sheets/Excel templates that make resource planning and management relatively easy.

  • Team Availability Tracker
  • Resource Allocation Template
  • Project Resource Planning Template
  • Resource Capacity Planning Template
  • Timesheet Template
  • Staff Resource Planning Template
  • Human Resource Capacity Planning Template

If like most small teams, you use spreadsheets to manage project resources, these ready-made templates are a huge time-saver. Instead of starting from scratch, you can get quickly off the blocks using templates.

Let’s dive in.

What is resource planning?

Resource planning is the process that ensures that the right resources are available to the project when needed. Within resource planning, project managers:

  • Track resource availability.
  • Plan and track project resource allocation.
  • Assign resources to project tasks.
  • Manage resource capacity and workloads.
  • Track time spent by resources on tasks.

Without a resource plan in place, projects get delayed, or worse, fail. Besides, upfront resource planning also helps avoid conflicts with other teams .

However, resource planning is not a one-time activity. Project managers need to adjust resource plans to account for:

  • Changes in project scope
  • Changes in resource availability or capacity
  • Delays in tasks and milestones

Resource planning templates help you record, update and visualize resource availability, allocation, and capacity data. 

Resource planning and management templates

So far, you’ve learned about resource planning templates and how they can help. You also know about the disadvantages of using these templates.

Next, let’s take a look at the templates you’ll need to manage your project team.

How to download and use these templates?

How to make a copy of the template

All the templates below are view-only templates.

Make a copy of a template by clicking File → Make a copy… from the Google Sheets menu.

To download the template for Excel, click File → Download → Microsoft Excel (.xlsx) .

Each template comes with three sheets (Instructions, Example, and Template) to help you get started.

1. Team Availability Tracker

Team members are unavailable because of public holidays or planned vacations. Finding available team members to work on a project is a critical step in resource allocation. 

The Team Availability Tracker Template helps you track your team’s off time and visualize your team’s availability to work on a project. That way, you can schedule work when they are available.

Team Availability Tracker

How to use the Team Availability Tracker template?

  • Click here to make to copy or download the template as an Excel file.
  • Enter the month (MONTH) for which you want to track your team’s availability. This automatically populates the calendar for the month below.
  • Add your team members to the EMPLOYEE column.
  • Enter text or emojis to mark a team member’s off time on a specific date.

2. Resource Allocation Template

Once you know the available resources, the next step is to allocate them to a project . Or simply assigning a team member to a project for a specific period. 

The Resource Allocation template helps you track these assignments.

It helps track when a specific resource is available to work on a project . Use this template along with the resource availability tracker to avoid scheduling on dates when the resource is AWOL.

Resource Allocation Template

Tracking work assignments is critical, especially with shared team members. For example, multiple project teams could share a designer in a small web design company. It becomes important to know when this designer is available to take on more work.

How to use the resource allocation template?

  • Enter your team member names in the RESOURCE column.
  • This resource allocation template shows you weekly assignments for your team members.
  • Once a team member is allocated to a project, mark the corresponding week with an ‘ X ‘.
  • Optionally, insert a note from the File → Insert menu to add the name of the project they’re allocated to.

3. Project Resource Planning Template

Once people are assigned to a project, the next step is to track their workload within a project. 

The Project Resource Planning Template helps you assign tasks within a project without creating scheduling conflicts or workload imbalances. It also gives you a clear overview of who within your project is doing what and when.

In addition, it also shows you the number of days available for a resource during a month.

Project resource plan template

You’ll need to account for task dependencies, delays, as well as people’s availability and skills when assigning tasks. 

How to use the project resource planning template?

  • Enter the month ( MONTH) and the project name ( PROJECT NAME) . The calendar below automatically updates for the month.
  • Enter an ‘ X ‘ for a day when a resource is not available.
  • Enter the task name when you want to book a resource for a task.

4. Resource Capacity Planning Template

After you’ve assigned people to tasks, the next step is to track each team member’s workloads.

Whether a client comes with additional work or a new client comes onboard, you want to know who’s available to take on new work. At the same time, you don’t want to overwork your team members.

The Resource Capacity Planning Template helps you track the estimated working hours for all team members .

Resource capacity planning template

Also, you can visualize if any team member has some extra capacity. Or rebalance workloads if any team member is overwhelmed.

How to use the resource capacity planning template?

  • Enter the MONTH for which you want to track your team’s capacity.
  • Add all your team members under the RESOURCE column.
  • The sheet automatically creates the calendar for the month and calculates the available working hours ( AVL. HRS. )
  • Now add the estimated workloads on each day of the month corresponding to a team members.
  • The sheet calculates the booked hours ( BKD. HRS. ) and utilization ( UTIL. ) for each member.

5. Timesheet Template

The timesheet template helps you track and measure the billable hours put in by your team in a project.

Timesheet template

Whether you’re charging based on time and materials or a fixed price, staying in control of your project’s budget is essential. Without this, your agency cannot deliver profitable projects and grow.

How to use the Timesheet Template?

  • Enter the month ( MONTH ) for which you want to track billable amounts.
  • Enter the names of your team members ( RESOURCE ) and their hourly rates ( HRLY. RATE ) in the corresponding columns.
  • Finally, enter the billable hours put in by each team member on a day of the month.
  • The sheet automatically calculates the

6. Staff Resource Planning Template

At times you may want to look at the resource requirements over the next year.

A Staff Resource Planning Template helps you understand if you need to hire any resources based on project commitments for the year.

Staff Resource Planning Template

In addition, it can also help you plan your recruitment based on when you need a specific type of resource.

How to use the Staff Resource Planning Template?

  • Enter all the roles that your agency needs in the RESOURCE TYPE column.
  • Enter the number of days you expect to utilize a resource type during each month.
  • The sheet automatically calculates the TOTAL days you’ll require a resource during the year.

7. Human Resource Capacity Planning Template

The Human Resource Capacity Planning Template helps you see average workload and utilization by employee, department, and job title.

Human Resource Capacity Planning Template

Like the Staff Resource Planning Template, this template helps you manage your employee/freelancer recruitment and onboarding. As a result, you can match your agency’s capacity with the demand and the workload.

How to use the Human Resource Capacity Planning Template?

  • Enter your agency’s EMPLOYEE s along with their DEPARTMENT , JOB TITLE , and monthly CAPACITY .
  • Enter their workload in actual (or estimated) hours for each month.
  • The sheet automatically calculates the average workload ( AVG. WRKLD ) and UTILIZATION for each employee.
  • In addition, the spreadsheet also has two pivot tables that shows you average workload and utilization for each department and job title.

Pros and cons of using resource planning templates

Ready-to-use templates come with the following advantages:

  • Instead of starting from scratch, you can get started quickly
  • Low cost, as you probably already have access to Excel/Google Sheets
  • Little onboarding, as almost everyone knows how to use spreadsheets

Templates also have their fair share of disadvantages which make them unusable in most real-world situations.

  • Spreadsheets generally lack communication and collaboration features essential for team scheduling
  • It’s hard to keep track of who’s made what changes to a spreadsheet’s data
  • Not everyone needs to see everything in the spreadsheet, but you cannot prevent them from seeing it
  • Keeping track of different versions and keeping different spreadsheets in sync is quite a task

Updating templates needs discipline & effort

If you haven’t realized it yet, updating all these templates is a lot of work . 

These templates work together. And, if you miss updating any of these, your resource planning will be error-prone.

Some of these templates may look similar. And it’s tempting to combine these templates into one. 

But, there’s a reason why these templates are separate. Each template serves a different audience and purpose. Combining templates will cause information overload, and inconsistencies and lead to chaos.

So, what are your options?

  • Either, you can choose to keep all the templates up to date with the necessary discipline.
  • Or, you can choose to follow only the relevant steps in the resource planning workflow. That way, you’ll have fewer templates to update.
  • Or, you can use a project and resource planning tool like Toggl Plan.

Toggl Plan: A Better Alternative To Resource Planning Templates

Toggl Plan is a beautifully simple work timeline planning tool. It makes project and resource planning a breeze.

Let’s understand how:

Track Team Member Availability

Toggl Plan Team Availability Tracker

With Toggl Plan, you can create unlimited, color-coded plans. You can create a plan specifically to track your team’s leave plans. 

Besides, Toggl Plan also adds country-specific public holidays to the timeline. 

With these two features, you can easily visualize and find the available team members to take up a project.

Some more notable features include:

Track time off

Toggl Plan helps you plan and manage your team's time off

Knowing when your team is available is crucial for scheduling and delivering projects on time.

The Time off feature is a convenient way to communicate the team’s time away from work. It provides a clear overview of who’s available and who’s not — be they annual leave, public holidays, sick leave or something else. You can also see a conflict warning when work is scheduled for someone who is unavailable.

Allocate Team Members To Projects & Tasks

Toggl Plan Resource Allocation

With Toggl Plan, you can easily add team members to a project plan or a team plan. 

You can assign one or more team members to a task. And, these team members can collaborate on a task using comments and file attachments.

As a result, all the project-related information is available in one place. And, your team doesn’t have to use multiple channels to communicate about the project.

Managing Team Capacity & Workloads

Toggl Plan Capacity & Workload Management

For each task in Toggl Plan, you can include the estimated effort. 

On the team timeline, you can visualize your team workloads. Visualizing workloads helps you understand if team members are overworked or have any capacity to take up more tasks.

Time Tracking & Timesheet Management

Toggl Plan integrates with Toggl Track for time tracking and timesheet management . 

With this integration, you can easily track the actual time on each task. Plus, you can generate timesheets and billing reports. 

In Conclusion

Resource planning templates help you organize, capture, and track resource allocation and usage. 

Spreadsheet templates are easily accessible to everyone. Plus, such templates are readily available for free on the internet.

However, spreadsheets don’t come with communication and collaboration features. Also, you’ll constantly struggle to maintain data integrity and prevent information overload.

Consider using a project and resource planning tool like Toggl Plan to avoid these drawbacks. Try out the team plan with a 14-day free trial. 

Jitesh Patil

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

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