One of the best resources for tracking the time of those on your staff, as well as others who might be engaged in a need to work with you on a day-to-day basis, is a task management spreadsheet. These tools are a great way to create an easy-to-use dashboard to keep track of your team members’ status on your tasks and deadlines. This page will show you how to create a task management spreadsheet.
In order to create your own task management spreadsheet, it’s recommended that you first start by understanding how to use Excel. This spreadsheet, once created, will allow you to assign your staff, clients, vendors, vendors’ representatives, subcontractors, suppliers, and vendors’ representatives to specific works or projects.
The focus of the spreadsheet will be on the end user users. They will have a specific list of tasks, which they can complete for any work from any project.
Create a Task Management Spreadsheet for Your Staff
Once all the tasks have been completed, the end user can add notes for the completion or take notes about what was accomplished and what was not accomplished. This will be useful for your team to know what needs to be done to get the job done.
Once the end user has finished all their tasks, they can then review the entire sheet. With all the information documented, your staff will be able to see exactly where they stand and what the status is. You will also be able to know exactly how much time it is taking them to complete their assigned task.
Employees can be assigned a particular category, or they can be allocated the full names of the categories in which they are placed. For example, “Project Management” would be the one’s assigned to the “Projects” category in the end user.
Some users can only have certain works/projectsassigned to them, while others will be given access to all of the task categories. To avoid anyone getting confused, you should try to assign everyone a category based on their skills.
With your spreadsheet created, you will want to put up a list of categories. Each worksheet should contain the tasks that are under that category.
Once all the tasks have been recorded, you should create a summary. This summary will list all the tasks that have been completed, the category of the task was assigned to, and a detailed description of the task.
It’s important to update the task management spreadsheet once in a while. You can do this by assigning each category to someone in your business or assign a specific person to each category.
After each assignment has been completed, you should go through the list and check to see if any tasks were left incomplete or that have been forgotten. This is an easy way to make sure that your company does not overwork your staff. LOOK ALSO : supply inventory spreadsheet