The Best Free Excel Templates for Project Management

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Come and discover the best free Excel templates for project management that will help your business be more efficient, profitable, and organised.

Excel is a powerful tool that can help businesses streamline their operations and increase their profitability. Having a well-designed Excel template can make all the difference in how effective and efficient your business is.

There are several different types of project management templates available for businesses to use. However, not all templates are created equal. Finding the right template for your business can be a challenge.

Project Management & Excel

Project Management requires a lot of multi-tasking, and it can often be difficult to keep up with the various tasks and objectives you have running at any one time. You’ll need first-rate organisation, as well as an easy-to-view platform for your progress and results.

Microsoft Excel is the ideal tool for assisting with project management, whether you’re working as part of a small business or large organisation. What’s more, it’s easier than ever to manage your tasks and record your progress, thanks to a range of free Excel templates, available to download directly from Microsoft.

How An Excel Template Can Help With Project Tasks

If you’re used to working in Excel, then you’ll know just how useful the software can be for managing projects. With its ability to store data, create formulas and calculate values, it’s no wonder that so many businesses rely on the software for their day-to-day operations.

When it comes to project management, Excel really comes into its own. By using dedicated templates, businesses can ensure that their project data is stored securely and that calculations are performed quickly and accurately. Not only does this save time, but it also reduces the risk of human error.

We’ve handpicked seven of the best free Excel templates for project management, so you can find the right one for your business needs.

7 Excel Templates For Project Management

To help you get started, this blog will talk you through the best templates available, and how they can assist at the various stages of your project.

Ideas Planning Template

Ideas Planning Template

The first stage of any project to set out the best ideas to help you define your tasks and achieve your objective. You may have been provided with a strategy from the start, or you may need to set aside some time to brainstorm your plan.

This useful template is the ideal starting point, allowing you to assign tasks and due dates to your goal, and track your initial progress. With added room for notes, and the option to colour-code your status levels, it’s a great document to get you started.

Download FREE Ideas Planning Template

Work Plan Timeline Template

Work Plan Timeline Excel Template

The next step in your project management journey will be to organise your workflow and plan your activity into a clear timeline that can be easily followed. This worksheet template is split into two sections – activities and outcomes – letting you clearly define your ideas from the planning section into a roadmap for success.

Simply input your tasks and outcomes into separate phases, and let the worksheet automatically update your roadmap with the data you enter. This template is both straightforward and easy to use, making it perfect for small businesses or those less familiar with Excel.

Download FREE Work Plan Timeline Template

Profect Tracker Template

Project Tracker Excel Template

As a project manager, keeping multiple projects moving forwards at once can feel a bit like spinning plates. Luckily, this dedicated template is a ready-made solution to assist you with the functionality to track each task, add a description of its individual objective, as well as record the colleague it’s assigned to, the time being spent, and the return-on-investment generated.

This workbook allows managers to monitor tasks by either category or employee, and there’s an in-built calculator based on conditional formatting and user input to assist with flagging over/under results.

Download FREE Project Tracker Template

Milestone Tracker Template

Project Timeline with Milestones Excel Template

The first stage of any project to set out the best ideas to help you define your tasks and achieve your objective. You may have been provided with a strategy from the start, or you may need to set aside some time to brainstorm your plan.

This useful template is the ideal starting point, allowing you to assign tasks and due dates to your goal, and track your initial progress. With added room for notes, and the option to colour-code your status levels, it’s a great document to get you started.

Download FREE Milestone Tracker Template

Gantt Charts Template

Simple Gantt Chart Excel Template

A Gantt chart is one of the most popular tools used by project managers to monitor and schedule tasks and is a staple in any project management toolkit.

This type of document can be used for anything from plotting your team’s annual leave, to mapping out a product development timeline. The template below offers a simple way to get started with your own Gantt chart, allowing you to input tasks and deadlines, as well as categorising each task by type.

You can also add team members to specific tasks, so everyone knows who is responsible for what.

Download FREE Gantt Chart Excel Template

Project To-Do List Template

Project to do list Excel Template

No project manager’s toolkit would be complete without a good old to-do list. This simple but effective template offers a quick and easy way to list out all the tasks you need to complete, as well as assigning each one to a team member

You can also add deadlines, and use the progress tracker to monitor your team’s overall progress. This is a great tool for small projects, or those just getting started with project management.

Download FREE Project To-Do List Template

Project Management Software

Although a project management template can be a helpful tool, for larger projects it’s often necessary to invest in project management software. This can provide you with advanced features such as Gantt charts, task lists, and timelines to help you keep track of your project.

With a subscription-based service, you can also invite others to collaborate on your project, making it a perfect solution for teams working remotely.

Choosing the right project management software can be a daunting task, and it will benefit your business if you carry out research to find the best solution.

Final Thoughts

If you’re looking for extra information, training, or consultancy regarding your spreadsheet systems, be sure to contact The Excel Experts.

With a team of Excel specialists ready to help, we offer both face-to-face assistance and remote work to help your business unlock the full potential of Microsoft Excel.

FAQs

Is excel good for project management?

Excel can be a great tool for project management, especially for small projects. However, for larger projects it’s often necessary to invest in project management software.

How do I make a project management template?

There are many ways to make a project management template. You can use Excel, Google Sheets, or another spreadsheet program. You can also find project management templates online.

How do I use a project management template?

Once you have created or downloaded a project management template, you can start using it by inputting your project information. Depending on the template, this may include tasks, deadlines, team members, and progress tracking.

What is a project overview template?

A project overview template is a document that provides an overview of a project, including its objectives, timeline, and milestones. This type of template can be used to track the progress of a project and ensure that it stays on track.

Excel template to track project hours?

Many different Excel templates can be used to track project hours. You can find these templates online or in Excel software. You can always contact us if you need a custom Excel project management template created.