Project Management Templates

Project Tracker

Looking for a method to ensure that your projects are completed and delivered to the clients on time? Do you want all your teams to communicate and collaborate seamlessly? Or do you want to improve project scheduling and enhance task management?

The answer to all your questions lies in project management and our project tracker template is the perfect tool to help you through it.

What is project management?

The process of planning, organizing, and managing multiple tasks to finish a project successfully and within the given deadline is called project management.

Every project needs a structure and plan. The length and complexity of this plan will depend on the nature of the particular project. Put in simple terms, the stages of such a plan include:

Understanding the client’s needs to set project goals and objectives.
Breaking down the project into individual tasks, assigning team members, allocating budget, and setting deadlines.
Working on the tasks according to the plan that has been formulated.
Tracking the work progress regularly and analyzing if it is per the original plan.
Finish and deliver the project and secure the client’s approval.
With project management, the entire process would be chaotic and challenging to handle.
With multiple projects from different clients, keeping track of the status of each one can be quite a hassle.

Stackby is here to your rescue! With our custom-made Project Tracker Template, you can rest assured that all your projects will be done on time and meet the client’s expectations.

Using Stackby’s Project Tracker Template, you will be able to:

Manage all your projects in one place.
Add notes to each project to get a more comprehensive understanding.
Check the category each project belongs to (Branding/ Digital/ Content/ etc.).
Record the clients who have assigned each project.
Assign a team leader to each project to enhance accountability.
Track the team members responsible for each project.
Attach the project files to the template to provide easy access to all teams.
Monitor the start date and the due date for the project to ensure that it is turned in within the deadline given.
Record the tasks due to each project.
Track the current status of each task (To Do/ Doing/ Done)
Monitor the total number of days spent working on each project.
Record the details of each client that has collaborated with your company.
Store contact details of your clients to avoid any communication gaps.
Check if each task has been completed or not, and monitor the due date of the same.
Monitor and update your project and task details in the project tracker as and when required.

Regardless of the size and nature of your business, with our Project Tracker Template, you can track your projects from start to finish with minimum effort and maximize your growth and revenue!

SMART Goals

Let’s consider a scenario where a reputed client assigned a project to your company. As soon as you received the list of client’s requirements, you broke down the entire project into multiple interconnected tasks and assigned them to your teams.

Does your responsibility end here? Of course not! If you want to ensure that the work is finished and delivered on time, you must keep track of all the work that is being done! That’s where our SMART Goals Template can be of help.

Tracking is a powerful tool and an essential aspect of your workflow process. Results of several surveys and research undertook have consistently shown that tracking improves the quality and productivity of your work!

Why is goal tracking important?

Provides direction and streamlines the workflow process.
It is a constant source of motivation and gives your team the extra push they need to deliver quality work on time.
Sets priorities for your organization.
Encourages employees to collaborate and work together to achieve success.
Helps you quantify success and redirect resources towards strategies working in your favour.
Enhances productivity and accountability of your employees.
Improves company morale and is a tool to overcome mental blocks.

Now that you know the importance of goal tracking, you may be wondering. How do I set goals for my company? The answer lies in SMART goals.

What are SMART Goals?

SMART is an acronym that is used as a guide to goal setting. It allows you to set goals that are properly understood, comprehensive, and easy-to-follow. According to this concept, the goals you set should fulfil the following criteria:

S – Specific: Be specific about what it is that you want to achieve. Your goal should be clear, precise, and well-defined. It should be easily understood by everyone related to the project.

M – Measurable: The goal you set needs to be measurable. Decide on the metrics you want to use to measure your goal.

A – Achievable: The goal should be attainable and achievable. Setting unachievable targets can prove to be counterproductive and demoralizing.

R – Realistic: You should set the goal according to the available resources, time, and knowledge.

T – Timely: An appropriate amount of time should be allocated to each goal.

Looking for a goal tracker template to help you set and track goals easily? Well, your search is over! Stackby has developed its very own SMART Goals Tracker Template for you!

With our smart goals template, you will be able to:

Set SMART goals and track them from a single interface.
Assign a value to each goal.
Record the metrics associated with each goal.
Monitor the due date for the goal.
Track the current status of the goal metrics.
Keep a weekly track of your progress with the smart goals template.
Update the data as and when required.

Copy the stack and start using our SMART goals template today! If you're tracking your OKRs (Objectives and Key Results), check out the OKR Tracking template.

Gap Analysis

Identify & track gaps in your marketing initiatives and projects with this easy to use gap analysis template.

OKR Tracking

OKR is an abbreviation for Objectives and Key Results. The Objectives here are the desired outcomes for your company. It is a description of what you want to achieve.

Now, the question arises. How will you achieve said objectives? The answer lies in the other half of the concept – Key Results. Key Results are the metrics that allow you to measure and track your progress towards reaching the objectives described earlier.

Objectives Answer the question – What do I want to accomplish? On the other hand, Key Results are an answer to – How will I get it done?

OKR is a widely-used technique that allows a company to define its objectives and communicate the same to the team members and employees in a quantifiable and precise manner. With a well-planned ORK strategy, you can achieve your goals faster and more effectively. Stackby’s OKR tracking template helps you implement these strategies easily.

OKRs should be simple, flexible, transparent, and concise. They should be in line with the overall goal of the company and should be limited in number. Setting too many objectives at the same time can prove to be counter-productive for the company. You know your OKRs are working when they encourage your employees to venture out of their comfort zone and aim higher.

What are the benefits of OKRs?

Lead to the effective utilization of the company resources.
Enhance employee engagement and increase employee productivity.
Allow your employees to be creative and innovative and give them the flexibility they need to work efficiently.
Provide guidance and direction to employees. OKR is the most effective method to convey the company goals and avoid any communication gap.
Allow you to monitor the performance of your company and employees and take requisite measures.
Allow you to break down a large goal into smaller achievable objectives.

Are you looking for an okr template to define your objectives and track your key results? Stackby is here to your rescue! Considering the effectiveness of the OKR technique, Stackby has developed an OKR Tracking Template.

This user-friendly OKR template with customizable columns is your go-to solution for any OKR related issues. Get rid of the multiple spreadsheets and track everything from one place with our okr template!

Using Stackby’s OKR tracking template, you can now:

Create your list of objectives for your company.
Assign a priority status to each objective (High/ Medium/ Low).
Monitor the completion percentage of the objectives and add notes to each if necessary.
Assign a lead team member to each objective to facilitate coordination among team members and the company.
Track the key results associated with each objective.
Record the percentage completion of each metric and the quarter for which it is being measured.
Add notes and comments for a better description.
Add and remove objectives and key results as and when required.
Monitor and update the data regularly.

Collaborate with your team and develop an OKR strategy for your company with Stackby’s OKR template!

Task Lists

Are you preparing a presentation for your college assignment? Making jewellery for your boutique? Working on a report for your supervisor? Regardless of the nature of your work, the key to successfully executing a project is task management. Our Task Lists Template is here to help you do that easily.

To make the entire process manageable, a project is broken down into simple tasks. Task management is the process of organizing, tracking, and monitoring project tasks from start to finish. It involves delegating work to team members and setting deadlines to ensure that it is completed on time.

If done correctly, task management can improve your team’s productivity and the quality of your project.

Instead of focusing on the entire project’s deadline, the trick is to set achievable deadlines for individual tasks. As a result, when you cross-off the completed entries from your task checklist, it will build momentum and encourage you to keep working on the project.

Are you looking for a task list template to monitor the progress of your project? Are you facing problems keeping track of your task status, task deadlines, and task work? Well, you have come to the right place as our Task Lists template is perfect for the job!

Stackby has the perfect task list template to solve all your problems. With our Simple Task Lists Template, you no longer have to spend sleepless nights worrying about your project.

With its customizable list of tasks and easy-to-use interface, you can monitor every detail without breaking a sweat. Using Stackby’s Task Tracker, you will be able to:

Break down your entire project into manageable tasks and store the list in one place.
Assign each task to a team member according to their area of expertise.
Track the number of tasks that have been assigned to each individual. This will help you analyze if a particular member has been given too much or too little responsibility.
Monitor the due date of each task. This is important to ensure that the project is completed within the deadline.
Track the current status of each task and assign a category to each task.
View the list of completed tasks. This will keep your team motivated.
In multiple projects, this template allows you to track the project each task belongs to.
Record a list of all the projects you are currently working on.
Track the current status of each project (Yet to Start/ WIP/ Done).
Assign a priority status to each project (High/ Medium/ Low).
Attach photographs related to the project to the template. You can also add remarks or comments to a project if required.
Track the deadline of each project using the template’s in-built calendar.
Record and update the project and task details as and when required.

Stackby’s task list template will help you start to finish and ensure that you complete all your tasks. Tracking your project tasks has never been so easy! Use the stack today and see for yourself.

Design Project Planning

Early stages of production, designing the product become the key to the success of the project. The planning and organising of the project design determine the sales of the product or service. Thus, Stackby brings to you the Design Project Planning Template that simplifies the work ok of the firm without compromising the quality or design of the project.

How will Stackby’s Design Project Planning Template assist you?

This template is packed with updatable features that also allows you to record the status of the project.
It determines the categories of the project and the project owner.
This template also keeps track of the project's starting date and end date, along with any other necessary notes.
The attachment and link feature makes the navigation of the project documents easy.
Moreover, tasks can be easily monitored, and the team can be working on them along with them.

Who will find this template helpful?

Program managers, project owners, and freelancers will be finding the use of this template.

Project Resource Management

A project is a set of activities done to create a new product or service, and various activities are undertaken to achieve the desired goal. But to accomplish a project, efficient use of resources is a must.

But there can be many projects going on in an organization at once, and for every project, resources are required. It may become a bit hectic or tiring to remember which project requires what resources and who is in charge of that project.

A project resource management template is the solution to your problem. It will help you carry out all the projects with ease by tracking them along with the necessary information such as category, start date, end date, the person assigned and the status from a single location. You can easily pull out any information you need with just a click and be always informed.

Why is Project Resource Management Template important?

Project resource management means planning, scheduling and then allocating all those resources such as people, machinery or facilities, to use them in the best possible way. Project resource management helps you in the successful execution of the project or task.

Project resource management is important because:

It gives you a bird’s eye view about everything and everyone involved in the project.
It allows for optimal utilization of the resources so that the result is achieved with less cost and resources.
It makes the planning process transparent.
It keeps you updated about the resources, and you can be prepared for any problems before they arise.
Proper control over the project can be achieved only by proper project resource management.

As important project resource management is, keeping track of resources for every project that is going in the organization can be a bit tough. A project resource management template lets you organize all those resources according to their projects and the people involved with the projects, all at one place.

Who will this be useful for?

This free Project Resource Management Templates will be useful for project managers, team leaders, people working on a project within a team, individuals, business owners and also students.

How can Stackby’s Project Resource Management Template help you?

The project resource management template from Stackby will act as your project companion. It will keep you organized and on track with all the projects going on. It will help you stay updated because every little information about the project will be shared in the template.

It will help you gain increased clarity of the work and execute it properly.
Gives you a proper and precise idea about the usage of the resources and if anything is lacking.
Grants you complete control over the projects because you have every information regarding them.
You can organize the data the way you want and categorize them for more efficiency.

You can use the stack by creating an account on Stackby and copy or fill up the data according to your needs. This best project resource management software is free and simple to use.

You will also find these templates useful: Project Portfolio Management, Project Schedule, Project Tracker

Project Portfolio Management

Any successful project requires continuous effort, supervision and check-ins. Efforts range from making a plan to checking in at every point to make sure things are going as they should.

When a company has many projects or programs going on, it collects those projects for analysis. Collection & management of multiple projects is known as a project portfolio.

Project portfolio management is a continual management strategy which helps in evaluating all the potential projects followed by organizing them on priority.

However, the bigger the portfolio, the greater the number of details. More details entail more data. More data entails more spreadsheets.

What is the solution? Project portfolio management template

A project portfolio management template can help you organize and keep track of each project or program and be in control of your company’s project portfolio.

Why do you need a project portfolio management system? There are multiple reasons to maintain one for your company.

Project portfolio management has many benefits for an organization, like:

It helps in the organization’s right project selection, which brings in maximum value and takes the organization a step ahead to the desired goal.
It gives a clear and better view of the big picture. The possibility that the organization will be unfocused on a specific project due to any circumstances is reduced.
It enables the managers and other employees to be more goal-driven and keep working hard to succeed in the project they are associated with.
It encourages the managers to create a more collaborative environment so that the personnel assigned with the tasks takes the project as a collaborative effort and not a competition.
With the project portfolio, the resources are well organized and can be used in a way that the result is achieved with as little cost as possible.
The decision-making process gets more informed with all the data analysis, and the selection of the project becomes easier.

The project portfolio management template helps the managers control and keep track of all the projects and the related activities.

How can Stackby’s Project Portfolio Management Template help you?

Analysing and keeping track of all the projects and programs can take a toll on anyone. A project portfolio management template will help you keep updated and to stay on track always. Use this template to analyse and manage a group of current or proposed projects based on various key characteristics.

You can categorize the projects and their tasks along with the completion status and the teams involved. You will never be out of focus and will always be informed about the ongoing or already done activities and the latest updates.

You can use the Project Portfolio Management template by copying or entering the required data the way you want. It can also be accessed anywhere, anytime by your team and be updated in real-time.

Press Release Tracker

Manage all your brand's Press Releases in this easy to use Press Release Tracker. Use it for your own brand or your client's if you're a PR agency.

Use it to -

Track your Press Releases and Assets
Manage all your Publications and Media Lists
Track your PR KPIs and Goals

Technical SEO Audit

Keeping track of your site's technical SEO can be daunting. Not anymore with Stackby’s Technical SEO Audit template! Use this technical SEO audit template and start tracking your website's on-page SEO in minutes.

Sprint Planning

Every agile development team has only one dream - building a product in a series of successful sprints. Sprints enhance your teamwork, encourage every team member to learn from experience, and ensure a high-quality product in the end. So, if you are looking to plan successful sprints for your product development team, Stackby’s Sprint Planning Template is a wonderful solution.

How is Sprint Planning Template Beneficial?

Tracking Releases: You can keep a track on each sprint you went through, to develop your product. This ensures that you do not miss any important phase of product development like development, implementation, debugging, and so forth.
Tracking Tasks: Each sprint has a certain set of tasks to be accomplished. This template enables you to keep a track of all tasks related to a sprint, making it easier for you to plan your product release process.
Team Collaboration: Keep your team on the same page when it comes to product development. Every department, whether it is designing, development, coding, marketing or sales, should understand how the product developed through different sprints to ensure complete clarity and transparency.
Prioritization: Sprint planning helps teams identify which tasks are important and should be done first and which tasks can be done a bit later. It also helps in estimating how much time will be associated with each task.

Who can use the Sprint Planning Template?

Generally, the entire team works on sprint planning. However, it may specifically be beneficial for:

Product owners: who identify the backlogs and set up the sprint goals.
Product manager: who is managing the work of all the different departments for product development
Development team: people who are working to develop the product and estimate timeframes or explain any skills related issues
Scrum master: who is responsible for planning sprints and conducting meetings

How to use the Sprint Planning Template?

Step 1: Sprint Goals - Decide the goals of the sprint or which backlog items to include in the sprint.
Step 2: Check availability - Ensure that every team member who is required for a particular sprint is available for the sprint.
Step 3: Timeline - Decide how long a sprint should be so that tasks can be adjusted accordingly.
Step 4: Collaborate - Call all team members to check the next sprint planning and approve it.
Step 5: Risks - Are there any risks associated with executing the sprint? If yes, then what are they and how to tackle them.

Features of Stackby’s Sprint Planning Template

Our Sprint Planning Stack includes two tables: Sprints table to track all the sprints in one place and Tasks/ Issues table to keep a record of all the tasks or issues related to every sprint. With this template, you can do the following:

Track the start date and end date of a sprint
Track the status of every sprint (completed, scheduled, ongoing)
Track all the tasks or issues in a sprint
Keep a record of the target of every sprint (optimisation, debug, new features, clear backlog, etc)
Record the total number of tasks, tasks completed, tasks pending for every sprint
Store the tasks & activities in one place
Track the priority of each task (low, medium, high)
Track which team members are working on which task
Visualize the sprints using Kanban View, Calendar View and more.

More product-related templates:

Bug tracker

We understand the stress of having bugs in your software product. It can destroy your team’s most innovative ideas and affect your business reputation. This is why you need a bug tracker to organize bug reporting and keep your developers focused.

Stackby gives you an automated, customizable bug tracker template that acts as a defect tracking system. It stores, reports, and manages all the details of bugs found in the software system. It automates the process of monitoring and tracking bugs in the system and ensures that the software is working without any hindrance.

5 Steps involved in Bug Tracking

Detection: Firstly, bugs are detected by the users or the testing team.
Reporting: The bugs are detected and reported so that developers can identify them.
Fixing: The developers fix the bugs using different approaches and update the team about bug fixing.
Retesting: The development team tests the software system to check whether the bugs are fixed.
Recording: All the data is recorded and a bug report is created to avoid similar bugs in the future.

Why Use a Bug Tracking System?

Create high-quality products: A bug tracking system ensures that your software system is working correctly. It helps you stay on track in your project execution and ensures successful quality assurance.

Lowers the cost of the product: Continuous bug fixing can lead to delays in your project. As a result, it increases the overall budget of the project. Using a bug tracking system makes it easier for you to identify and resolve bugs quickly.

Enhances customer satisfaction: Another benefit of the bug tracking tool is that your products start working better. As a result, customers feel satisfied while using your product. They get quick solutions based on the issues they face while working.

Important Elements of Bug Tracking

ID/name: You must include the name of the feature where the bug was reported so that it is easier to identify.
Description: Explain the problem in a little detail so that the product developers can understand the issue.
Environment: Is the bug appearing in a web browser, mobile app, or particular screen size? You must specify the technical environment to the developers.
URL: Sharing the URL of the page where the bug is appearing is important as it helps the developers spot the problem where the bug was found.
Screenshot/Video: It is better to share a screenshot or a screen recording of the issue so that developers can understand what triggers the bug in the system. It might be an incorrect input.
Expected Results: Do you know what should the system indicate actually instead of the error? If yes, then it is better to share those expected results with the development team to help them understand the issue.

Stackby’s bug tracker template helps you additionally keep a track of the status of bug tracking (resolved, unresolved, pending), the priority of bug tracking (high, medium, low), name of the reported, due date of bug fixing, the person who is working on bug testing and fixing, etc. This makes it much easier for development teams to track and report bugs.

How Stackby’s Bug Tracker Template is Helpful for You?

Stackby’s bug tracker tool template includes two tables for storing the details of the bugs identified in the product and the members’ details who have reported any bugs. With this template, you can do the following:

Track every bug or issue that arises in the software/ application/ product.
Report the browsers or web environments where bugs arise like internet explorer, chrome, safari, firefox, etc.
Record the details of the team member to whom the bug testing and resolution are assigned.
Track the status of the bug tracking like opened, closed, and resolved and the type of task such as important, urgent, very important.
Record the bug URL for fixing, retesting, and recording bugs.
Include a description of every bug to make the work for developers easier.
Include the details of the member who reported the bug such as name, ID, bugs reported, bugs updated on, etc.

Other project management templates on Stackby:

User Feedback Tracker Template

Product Launch Template

Product Roadmap Template

Project Tracker Template

Project Schedule

A Project schedule template is used to create and maintain a list of all the projects – completed and ongoing – of a company and record an overview of each of them. The project schedule template assists with tracking various projects and getting an idea about their progress. A Project Schedule Template also helps identify task relationships.

The project schedule template is a general outline of any ongoing or completed projects that lists all the tasks and activities related to the project. The project completion progress report also helps identify if and which resources need to be directed towards various projects.

Why do you need a Project Schedule Template?

Project Schedule is helpful to the company; it assists the managers by providing an overview of the various projects that are ongoing in the company. This template would enable keeping track of the progress of all ongoing projects.

Effectively assign tasks to various team members to complete projects on time without any overlapping of work. By creating task lists for yourself and your team, you can complete projects and attain the best result out of them.

This template can also be used to communicate tasks and responsibilities to team members and monitor performance in real-time, along with project schedule tracking.

Who is this template for?

Project Schedule template can be used by the senior management of a company who has to oversee several projects led by various team members. This template would assist them by giving an easy and simpler option to manage the projects and check their progress.

How will Stackby’s Project Schedule Template help you?

You can use Stackby’s Project Schedule Template to:

Share information, use in communicating tasks, and keep any project information available to the person managing the projects
The status column can be used to check the projects' status, whether they are completed, ongoing, or canceled.
This would give the person viewing the template a clear picture about the status and an idea about all the company's running projects and accordingly take actions and allocate resources and personnel.
The start date and end date column in our template would let you know when each project started. This helps to keep track of how long a project is running and the date of completion.
The associated task column helps you see which tasks are associated with that particular project. You have the total associated task column and total completed tasks column, which show you the total number of pending tasks and the total number of completed tasks.
You also get to see the manager heading the particular project, so you have a clear idea of who to contact if you want to discuss a particular project.
You also have a column that shows you the percentage of completion of a project. This allows you to track the progress of the projects.

There is also a separate window where you can specifically see the tasks assigned to the projects. Here you can see the tasks assigned to each project, any attachments related to the projects, and the date the tasks are assigned and their deadlines.

You Will Also FInd these Templates Useful: Project Tracker, Project Resource Management, Project Portfolio Management

Project Proposal

A company is bound to encounter a few obstacles while conducting a new project now and then. These problems have to be solved for the project to be brought into action. The Stackby Project Proposal Template helps you target and solve these problems so that the company does not incur any loss due to these obstacles.

What is a project proposal, and why is it necessary?

A project proposal is usually a rough draft of the initial project plan. Through this, the company can identify the various problems they may encounter while executing the project and apply measures to terminate them beforehand. After which, the preparation of the project plan can be finalized.

How will Stackby’s Project Proposal plan assist you?

The template helps you prepare the layout of the project, including the budget, type of project, management, and team for the project, date of commencement and the deadline, and the progress status of the project.
The advantages of the project can be recorded, and any requirements for the plan can be updated as and when required.
The problems and the manner of solving them through various channels can be thoroughly listed. Any other tips regarding this can also be noted without any hassle.
The project document control and its status can also be tracked with the help of the project proposal template. This means that any new changes like fresh drafts, new sponsors, etc., can be updated as and when required.
The dates of any updates are recorded to avoid any confusion. This helps to undo any changes if it is required.

Who will find this template useful?

Companies functioning under sponsorships or any other businesses managing multiple projects will be finding this template extremely useful.

PR Agency Activity Tracker

Public Relations or PR is one of the most effective ways for businesses to build a strong online reputation. It involves creating strategies for how a business can create their goodwill and develop a cordial, trustworthy relationship with their target audience.

A good PR strategy can actually change the future of your business and help you overcome any obstacle. A business may have its own PR management team or may hire an agency to manage its public relations.

Benefits of a PR Agency

Public relations agencies can improve the credibility of a business. PR helps in sending a positive message about the organization to the audience and ensures that your customers respond positively. With the right PR message, you can build trust with your target audience.

A PR agency can increase brand awareness by helping your target audience understand your product and services. PR agencies or teams find channels and influencers who can spread the message of the company to the right audience. The more people will come to know about your brand, the more likely they will connect with it.

PR agencies can be a huge help in disaster management. For instance, when your business receives some bad reviews from a few customers. In such a case, you need to clarify your image instantly and showcase to people that you have handled the issues gracefully. This can be done with the help of social media, press releases, and posting content on promotional sites.

PR agencies can showcase how you are a huge member of the community and the efforts you are making towards the betterment of the community. For instance, if your business is involved in Corporate Social Responsibility (CSR) activities, PR can use that to enhance your brand image.

Last, but not least, PR agencies can help you find new customers and increase your sales. Your business stories and press releases form a doorway for new customers. PR teams ensure that your message is crafted the right way and resonates with your target audience.

Who can use Stackby’s PR Agency Activity Tracker Template?

This template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.

How will Stackby’s PR Agency Activity Tracker Template help you?

With Stackby’s PR Agency Activity Tracker Template PR agencies can track the different PR tasks being implemented. They can keep a check on which team member is responsible for which task.

With this PR Agency Activity Tracker template, you will be able to do the following:

Track all your PR tasks in one place
Monitor the type of PR tasks for every client
Set priorities on different PR tasks (High/ Medium/ Low)
Track the leads associated with each task
Monitor the deadlines with every PR task
Add notes related to every PR task
Record the people responsible for different PR tasks
Track the status of the PR task, whether a task is completed
Store the invoice for every PR task

Stackby’s PR Agency Activity Tracker Template gives you the complete picture of all your PR tasks in one place. You can also add more columns and data to the template and personalize it the way you want. Sort your workflow easily with Stackby.

Template

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