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Top 10 Free Task List Templates in Excel & ClickUp to Unlock Efficiency

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

If you often struggle to stay on top of work tasks, personal responsibilities, and the never-ending to-do lists life keeps throwing at you, don’t worry—you’re not alone. While excelling at work while maintaining a fulfilling personal life is a major puzzle for many professionals, it can be pieced together if you equip yourself with the right tools.

The humble task list is a simple yet remarkably useful tool to boost productivity and regain control of your personal and professional commitments. It provides a clear roadmap of what and when needs to be accomplished, helping you manage time wisely and prioritize tasks effectively. 📑

To be practical, a task list needs a well-structured format, but making one from scratch can be yet another responsibility.

Fortunately, there’s a wealth of outstanding blueprints available for free. In this article, we’ll introduce you to 10 of the finest task list templates to revolutionize how you manage your daily responsibilities.

What Is a Task List Template?

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A task list template is a pre-designed framework for efficiently listing, prioritizing, organizing, and tracking tasks or activities. It comes in various forms, from simple to complex, and can be used for professional and personal purposes.

These templates typically include essential components such as task names, descriptions, due dates, and status indicators. Some may offer additional attributes like priority levels , task dependencies, and categories to further improve task management and prioritization.

Task list templates provide a systematic approach to managing your daily schedule , coordinating complex projects, or organizing team assignments. They help you track responsibilities and ensure crucial tasks are completed on time, promoting accountability and transparency.

What makes them even more valuable is their flexibility —they can be tailored to fit your specific requirements, whether you’re managing a client project or throwing a birthday party. ⏳

When it comes to task organization, there is no one-size-fits-all solution. However, you should ensure that your task list template has the following qualities:

• Clarity : Task names and descriptions should be concise and unambiguous, ensuring that users can quickly understand what needs to be done
• Organization : The template provides a logical structure for listing tasks, often in a sequential or prioritized manner
• Flexibility : Users should be able to customize it to suit their specific personal or professional requirements 
• Due date management : It allows for setting due dates or deadlines, helping users track time-sensitive responsibilities and prioritize work accordingly
• Status tracking : Good templates include status indicators or checkboxes that allow users to mark tasks as incomplete, in progress, or completed
• Reminders and notifications : To help users stay on top of upcoming tasks or overdue items

10 Must-Have Free Task List Templates in 2024

In this curated collection, we’ve handpicked the top 10 task and to-do list templates in Excel and ClickUp .

Each is expertly designed to address specific needs and elevate your task management experience. They’re also easy to use, customizable, and completely free. 🆓 

The ClickUp Daily Task List Template is your partner in organizing everyday tasks , from the most routine to critical. It empowers you to take charge of your day by setting goals, assigning deadlines, categorizing tasks, setting up reminders, and prioritizing work.

The best part? It’s highly customizable , allowing you to tailor it to your needs and preferences. 

With this template, you have the power to take your task organization to the next level through Custom Fields. You can organize tasks according to particular categories such as type, location, or any other relevant criteria, which makes it simpler to visualize and arrange your workload.

Easily track and maintain streaks with customizable attributes for effective daily task management. ✅

Use the template’s List view for a detailed display of your to-do items, switch to the Kanban view to easily manage task statuses, or pick the Table view if you prefer a spreadsheet-like format. You can also integrate this template with your existing task management tools , ensuring it harmonizes effortlessly with your daily workflow.

If you’re looking to master your work hours, expectations, and goals with precision, the ClickUp Calendar To Do List Template has your back. It’s not just a calendar; it’s a powerful organizational tool offering a holistic view of your weekly, bi-weekly, or monthly duties.

Use it as a clear roadmap to plan and prioritize all your tasks based on your role and responsibilities or as your go-to weekly task list template for multiple projects. 🗓️

What makes this template extra convenient and functional are its custom views. Imagine having an entire week ahead filled with meetings. The Meeting Request view gives you a quick overview of all your upcoming appointments, the associated tasks, and their deadlines. This ensures you’re always well-prepared and firmly in control of your commitments.

Now, picture working in a team where tasks are assigned based on roles. The By Role view helps you sort tasks according to who’s responsible for them. It makes task delegation a breeze and promotes accountability by ensuring everyone knows what they need to do and when.

Lastly, there’s the Schedules view . It’s like a visual map of your day or week, laying out tasks chronologically. This helps you plan your time effectively by allocating slots for tasks, meetings, and even short breaks. It’s all about staying on top of things and making the most of your precious time.

You can also track task progress with Custom Statuses like Open and Complete and categorize tasks using Custom Fields such as Category, Resources, Productivity Level, and Role.

With the ClickUp Work To Do Template , you can effortlessly prioritize tasks by importance, effort, or urgency, ensuring you stay focused on what matters most. Organize projects into lists, complete with their related tasks, subtasks, and associated due dates, so you’re always on top of deadlines. Plus, you can visually track your progress through intuitive Kanban boards or Gantt charts. 

This template offers three distinct views tailored to your needs:

• Weekly Calendar
• Monthly Calendar

In the Task List view, you’ll find a comprehensive list of activities organized by their completion timeframes, be it daily, weekly, or monthly. You can track additional details on the right side of the template, such as task status, due dates, and priority. Plus, the Task Type field allows you to specify the department responsible, adding a touch of accountability to your task management. 💼

The Calendar views are where the magic happens. Use the simple drag-and-drop editor to schedule or reschedule tasks , creating a visual roadmap for your work.

The ClickUp Task Management Template is your ultimate solution for staying organized and efficiently tackling tasks, no matter the project’s goals. This template takes the information you enter and automatically groups it by priority, department, or task status. With pre-built Custom Fields , you’ll have a quick snapshot of task ownership and expected completion dates, ensuring transparency and clarity. 🌞

Your team can use the template’s List view to meticulously organize task details, such as ownership and deadlines, akin to an advanced to-do list . Project tasks are sorted into three main Lists —Action Items, Ideas, and Backlog—allowing you to find the information you need effortlessly. 

Meanwhile, the Board view empowers you to plan and prioritize tasks by arranging sticky notes on a Kanban board. The Box view offers insights into work distribution, aiding intelligent task assignment, while the Calendar view simplifies scheduling with a user-friendly drag-and-drop interface.

Introducing the ClickUp Simple To-Dos Template , where effectiveness meets simplicity. This template offers a straightforward approach to task management without unnecessary complications or distractions. 🎯

Start with the List view as your master task list, where columns display essential details like assignees, due dates, priority tags, and comments. The status column provides a dropdown menu with customizable categories, such as Blocked, Complete, In Progress, and To Do.

Want an overview of all your tasks? Turn to the All Tasks view.

Need to prioritize? The Prioritized Tasks view has you covered.

Make your tasks more informative by including subtasks, checklists, and attachments. Experiment with various views like Board and Gantt, and refine your task display using filters to find the best fit for your workflow.

Tired of struggling to remember your daily tasks and appointments? The ClickUp Simple Task Management Template is designed to simplify not only work-related activities but also everyday responsibilities like cleaning, vacuuming, or going to the gym.

The to-do list template includes a basic list format for visualizing personal or professional tasks categorized as To Do or Complete. 

This task management template provides a clear structure for adding your daily tasks , complete with labels for due dates, priorities, and task statuses. It’s your key to structuring your day and staying on top of tasks, no matter their size or significance.

You’ll find a range of views, including List , Board, and Doc , allowing you to approach your tasks in a way that best suits your workflow. Its powerful customization options set this template apart—add fields, prioritize tasks, and easily set up reminders.

The ClickUp Activity List Template can transform the chaos of your to-dos into a well-organized and efficient system. It’s a versatile template that covers everything from creating to-do lists and checklists to managing project timelines and sprints. With this template, you can organize all your activities in one place, making it easy to prioritize and plan them with precision. 🙌

Use the template’s Custom Fields to: 

• Specify project name
• Assign a project manager
• Track completion progress

What’s even more convenient is that this template structures activities as subtasks , allowing you to provide in-depth details for each one, including dependencies between activities. It’s a comprehensive solution for effective activity management and project planning, simplifying complex tasks and ensuring your projects run smoothly.

Excel enthusiasts, here’s a handy tool for your task management needs: the Excel Prioritized To Do List Template by Vertex42. This template simplifies the collection, evaluation, and tracking of your day-to-day tasks. It features a printable , hand-fillable design with a dedicated space for your top three priorities. 🖨️

In the first column, list your tasks or projects. Use the subsequent columns to set due dates, update statuses, specify priorities, and add notes. You have the flexibility to prioritize tasks using various methods, like symbols, numbers, or formatting.

The Excel Task List Template by TeamGantt is your ticket to task management success. This template simplifies scheduling, assignment, and tracking of tasks for various projects, making it a valuable addition to your task list template Excel collection. It offers adaptability, whether you’re handling critical work tasks or personal projects.

The template simplifies task management by allowing you to create a comprehensive to-do list . You can easily add tasks, assign owners, set due dates, and track task status. Its clear status options make progress monitoring a visual breeze, and you can prioritize tasks effortlessly by assigning due dates.

You can track your progress on work assignments, ensuring you never miss a deadline or manage your household projects more efficiently, keeping costs in check and tasks on schedule.

The Excel Daily Task Tracker Template is a versatile tool for efficiently managing multiple tasks. Its user-friendly, visually attractive design incorporates built-in filtering controls , allowing you to sort and filter projects based on their due dates, priority, and status. Whether you prefer a digital or hard copy, this template suits both options.

With complete customization options , you have the freedom to adjust text, images, and other elements to suit your unique requirements. You can tap into a world of creativity with access to a diverse range of photos, graphics, fonts, and dynamic features like animations, transitions, and videos. 🎨

This template offers a straightforward and efficient solution for task tracking, helping you prevent oversights and boosting your productivity.

Task List Templates: Overview

Here’s a brief overview of what you can expect from each template:

Checkmate Your Tasks with the Best Task and To Do List Templates

If tasks were your soldiers, task list templates would be the strategies and tactics you apply to take control of them and lead them to victory. So, don’t just try to manage tasks—command them with the right template! 💂

From simple to-do lists to detailed project tracking tools, these 10 templates combine simplicity, flexibility, and effectiveness to match your specific needs. If you need more ready-made frameworks to streamline all kinds of professional and personal activities, we encourage you to check out  ClickUp’s extensive library of templates and supercharge your productivity.

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How to Create a Task Tracker in Excel: Free Template

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.

4. Set task due dates

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

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.

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.

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.

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.

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.

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.

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.

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 .

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

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 .

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.

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.

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.

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.

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

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

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.

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.

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.

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

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.

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 .

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

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.

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.

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.

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

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.

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.

Try TeamGantt for Free

Work Assignments Template

Identify assignees for tasks, define task parameters, submit task parameters to manager for approval, approval: task parameters.

• Define Task Parameters Will be submitted

Initiate Draft Work Assignment Template

Identify required deliverables.

• 3 Prototype
• 4 Completed Task

Input Required Deliverables into Template

Identify timeline for task completion, input timeline into template, identify required resources.

• 2 Equipment
• 3 Access to Systems

Input Required Resources into Template

Review draft work assignment template, approval: draft work assignment template.

• Initiate Draft Work Assignment Template Will be submitted

Address Feedback from Approval Task

Finalize work assignment template, distribute finalized work assignment template to assignees, review assignees’ understanding and acceptance of assignments, approval: assignee understanding and acceptance.

• Review Assignees’ Understanding and Acceptance of Assignments Will be submitted

Initiate Work on Assignments

Monitor progress of assignments.

• 2 Behind Schedule
• 3 Completed

Take control of your workflows today.

More templates like this.

Free Daily Schedule Templates

By Kate Eby | May 12, 2016

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Use daily work schedule schedule templates to help get organized and manage your time. Use these templates to plan your day, make a to-do list, or make sure the kid’s homework is getting done. 

Included on this page, you’ll find a daily work schedule template , a blank daily planner template , a daily to-do list template , a daily task list template , and many more.

Daily Work Schedule Template

Download Daily Work Schedule Template

Excel | PDF |  Smartsheet

This daily work schedule template allows you to plan a single day by the hour, view a week at a glance, and add important notes. Keep your work day organized and plan ahead for important meetings, events and deadlines. Use the note section to keep track of priority tasks and important reminders. You can also share this template with employees or colleagues so they know your schedule and are able to work around it.

See how Smartsheet can help you be more effective

Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Watch a free demo

Daily Log Template

Download Daily Log Schedule Template

Keep track of important appointments, meetings, and events with this daily log template. The template is designed in a simple format that’s easy to read, and you can schedule tasks by the half-hour. This log template is useful for planning ahead or creating a record of the day’s events.

Daily Schedule Template

Download Daily Schedule Template

This simple, blank schedule template allows you to plan each day to the half-hour as well as plan ahead for the week. Set the starting time and then organize your daily schedule with whatever activities you choose to include. This daily schedule template is appropriate for work, school, family activities or personal goals.

Printable Daily Planner Template

Download Printable Planner Template

This printable template has sections for appointments, important events, notes, and prioritized tasks to help you stay organized throughout a busy day — but don’t forget to schedule free time to make sure you get a break. Create your own planner and customize it to match your needs.

Daily To-Do List Template

Download Daily To-Do List Template

This daily to-do list template lets you assign a priority to each task. It also allows you to track progress for ongoing projects and assign due dates. The template is simple to use, straightforward, and offers flexibility. This is a to-do list with enough functionality to actually keep you organized, while still being easy to use.

Blank Daily Planner Template

Download Blank Daily Planner Template

With sections for prioritized tasks, appointments, important events, and notes, this daily planner template can help you stay organized throughout a busy day. Plus, if you schedule free time for yourself, you will be sure to actually get a break during your day. This free, printable template allows you to create your own planner and customize it to match your needs.

Daily Task List Template

Download Daily Task List Template

Plan your daily and weekly tasks with this free Excel template. Create a list of pending tasks and mark off those that have been completed. A visual calendar facilitates planning at a glance, and you can easily print the template for reference.

Daily Employee Schedule Template

Download Employee Schedule Template

Excel  |  Smartsheet

Create a detailed schedule for your employees while tracking work hours and labor costs. This employee schedule template shows each day of the week, so you can see an employee’s daily shifts while also reviewing the weekly schedule. Include vacation time and holidays for a comprehensive schedule. Both employees and business owners can benefit from this template.

Daily Shift Schedule Template

Download Shift Schedule Template

If your business involves daily employee rotation between different workstations, this shift schedule template can help keep everyone organized. Enter the tasks or work area to be assigned and then match the associated code with an employee. Each day is broken down hourly to make it clear when work assignments change mid-day. The template also tracks the number of hours worked for each employee and allows you to plan shifts for an entire week.

Daily Sales Report Template

Download Daily Sales Report Template - Excel

This free template is suitable for retail, restaurants, and other businesses that need to keep track of daily sales. This sales report template allows you to track inventory, view the total daily sales, and look up individual items that were sold. With this data on hand you can identify trends and monitor daily sales goals. 

Project Schedule Template

Download Project Schedule Template

Excel | PDF

Keep track of each phase of a project, mark milestones, and get a visual overview to share with others. This project schedule template would work well for a presentation and is suitable for any project timeline, whether for business or school. Project managers can use it to keep their team on task and create progress reports. This is a simple schedule template with an eye-catching design.

Daily Agenda Template

Download Daily Agenda Schedule Template

Plan your daily meetings with this simple template, which includes room to list members in attendance, outline a meeting agenda, take meeting notes, and track ongoing action items. This agenda template is a simple yet powerful tool for meeting planning and facilitation as well as communicating with attendees.

Daily Inspection Report Template

Download Daily Inspection Report Template

This daily inspection report template is intended for construction contractors. The template offers a straightforward layout and includes numerous important details, including weather conditions, the number and type of workers on site, delays, safety concerns, material shortages, and more. If you need to inspect additional factors, you can edit the template to meet your needs. There is also space for daily progress notes and a signature to verify the inspection.

Daily Hourly Schedule Template

Download Daily Hourly Schedule Template

Excel | Word | PDF | Smartsheet

Print or fill out this daily schedule, which is broken down into hourly blocks. Use it to manage your day and mark when each task is complete. Create one for each day of the week, or just for those extra-busy days.

Daily Checklist Template

Download Daily Checklist Template

Stay on top of your daily and weekly tasks with this checklist template. This template provides easy organization, and allows you to mark off items from the list as you complete the. Planning your to-dos for the week can help ensure you don’t take on too many tasks in one day, and that you keep your agenda manageable.

Class Schedule Template

Download Class Schedule Template

Students can keep track of their class schedule and other school activities with this free template. Once you add time to study or work on projects, the class schedule also works as a time management tool. If you’re a new college student, you’ll feel less overwhelmed knowing exactly when and where your classes occur on each day of the week.

Homework Schedule Template

Download Homework Schedule Template

Organize your homework assignments and study time for each class with this homework schedule template. Enter the start date, add your class names, and assign blocks of time for each homework-related activity. You can manage your daily homework while planning for the week and keeping track of deadlines.

Daily School Schedule Template

Download Daily School Schedule Template

Track your day-to-day class schedule, whether you are going to class or learning at home. The template includes sections to list to-dos, what to bring to class, and homework assignments, so you can keep organized and prepared.

House Cleaning Schedule Template

Download House Cleaning Schedule Template

Use this template to create a schedule to manage your housecleaning. Once you’ve assigned cleaning tasks for each day, print out and hang the schedule for reference. Some tasks may happen daily while others only need to be done once a month. This template can help you stay on schedule with housecleaning without trying to do too much in a single day.

How to Make a Daily Schedule

Once you’ve chosen the template that best suits your needs, you can adjust the design by changing colors and fonts or adding a logo, alter the format by removing unwanted sections or adding new ones, and save a blank copy for future use. If you’re creating an employee schedule, sales report, or other detailed report, you’ll need any relevant data on hand to fill in the template. You can also choose a simple checklist or calendar template to print and fill out by hand. 

Improve Daily Scheduling with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Additional Resources

Team & people management

Free and customizable work schedule templates for business use

Maximize you and your team's productivity and time management with these 11 templates and calendars made to meet your human resources needs.

Oct 2, 2023 9 min read

Create An Excel Schedule Template in Minutes

Discover how you can quickly set up a schedule to manage time and track tasks with a template.

Jan 30, 2023

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Free Task List and Checklist Templates

Find free task list templates to plan, prioritize, and manage all types of task lists.

Dec 29, 2023 12 min read

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Employee Task List Templates: Download & Print for Free!

Track and manage your teams work with free employee task list templates.

When properly utilized, employee task lists can increase productivity, communication, accountability and more. 

Here, we’ve provided three useful employee task lists templates that can be downloaded and customized to your team’s needs. We’ve also included answers to common questions about task lists to help you achieve the benefits that come with using them effectively.  

Employee Task List Template

Daily employee task list template, project task list template.

This employee task list template includes space for project managers to assign tasks, add task descriptions, set completion dates, approve work, and more. 

Download a digital copy for easy sharing, or print and fill in. Available in Word, Google Docs, Google Sheets, Excel, and PDF.

Google Sheet

Daily task list templates are best used for employees who work on various projects or tasks throughout their workday. Here, employers can assign tasks and set their priority status, and employees can log task completion and the amount of time spent on each task.

Download and customize your daily task list template here. Choose from Word, Google Docs, Google Sheets, Excel, and PDF formats.

Easily manage all parts of your project with this project task list template. This task list includes space for filling in task descriptions and categories, start and end dates, completion status, and more.

Download your free template here. Available in Word, Google Docs, Google Sheets, Excel, and PDF.

Easily Schedule & Track Employee Tasks With Workyard

Ditch the paper. Save time, money & headaches with mobile task scheduling software by Workyard.

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Quick & Easy Mobile Task Management

Workyard’s employee task list software makes it easy to schedule the right employee, at the right times, with our simple calendar based organizer. Organize daily or weekly schedules by employee and/or job. Communicate exactly what needs to be done with notes, checklists, and attachments that your employee's can access from our mobile app.

Track Project Labor Costs 

Workyard’s construction job costing software makes it easy for your crew to tag their hours to projects and tasks, providing you with real-time data you need to increase the accuracy of client invoices and improve profitability on every project.

GPS Time Tracker That Ensures Accuracy

Eliminate excessive payroll expenses caused by inaccurate time cards. Workyard’s construction time sheet app provides employee arrival times, departure times, and precise addresses using the most accurate GPS technology in construction. To make auditing timesheets even easier, Workyard uses smart alerts to surface potential time card mistakes.

Top Questions About Employee Task Lists

What is an employee task list, and why is it important, how do i prioritize tasks on an employee task list, how can i share an employee task list with my team, what tools or software can i use to manage employee task lists, how do i make sure employees are completing their tasks on time.

Employee task lists are forms that are used to inform employees of which tasks they are responsible for completing over a certain period of time. In the construction industry, task lists are often created at the start of a project, or throughout various stages of larger-scale projects.

Task lists are important because they provide workers with a clear outline of what is expected of them. This can help them know how they should be utilizing their time at work to finish projects and tasks more efficiently. Task lists also help employers stay on top of managing time and resources. They can see who is occupied with tasks, and who is able to take on additional work as they complete items on their lists.

Effectively prioritizing employee tasks can make all the difference in improving efficiency and ensuring deadlines are met. When prioritizing tasks, managers should assess:

Total tasks that need to be completed: The first step in prioritizing tasks is creating a list of all tasks that must be completed for a project. This makes checking off work that has been completed easier, and lets managers see a full overview of the tasks that need to be assigned.

Which tasks are most important: There’s no question that certain tasks need to be completed before others. For example, a building construction project will need to prioritize site work tasks well before internal building tasks. Managers must also consider factors like safety and local laws when prioritizing certain tasks.

Tasks with upcoming deadlines: When multiple projects or tasks are being worked on simultaneously, managers must be aware of deadlines. If a deadline is approaching for one project, management may switch the priority of other projects to “low” so that they can allocate more time to completing the project.

With traditional task lists, managers will typically provide a printed or digital copy to their teams. Employees can then view the tasks that they have been assigned, and fill in the required fields. 

While manual task lists are easily accessible, they can be difficult to manage. For example with printed forms, employees must bring them to and from job sites, which often results in them being lost. Digital copies of manual task lists also have their downsides. As anyone with access can make edits, there exists the possibility of fields being accidentally deleted or tampered with. 

One great alternative to traditional methods is digital task lists . Not only are they more secure, they also provide a more accurate overview of project progress and employee tasks. Through platforms that offer digital task lists, project managers can assign tasks, set priority statuses, and more in just a few clicks. These lists are then shared with employees where they can share updates on the completion of their tasks instantaneously.

Today, there are many great tools and software available for managing employee task lists . Depending on the nature of your business however, you will get more use out of some tools than others.

For small businesses in industries like food and beverage service, hospitality, or retail, manual task lists are likely to satisfy employers needs. In creative, finance, and tech industries, there are also many popular solutions that help teams manage tasks digitally. 

For construction, home services, or property maintenance businesses, solutions that cater specifically to these industries are likely to be the best fit. Workforce management apps like Workyard , for example, let employers manage all components of employee task lists.

Making sure employees complete all of their tasks on time is an important duty for project managers. Failure to complete tasks before their deadlines can lead to project delays, lower productivity, and a damaged company reputation.

To ensure employees are completing tasks on time, employers should:

Clearly communicate expectations: Ensure employees are aware of their responsibility to complete tasks by a specific date and time.

Offer support: If an employee is consistently late on delivering work, they may require additional training or support from other team members. 

Utilize management tools: Task management tools such as digital task lists can help employees keep track of what tasks need to be worked on, and when they need to be completed by.

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More on this, construction daily report templates: download & print for free .

Accurately capture what happens on the job site every day with our professional and easy to use construction daily report templates.

Employee Attendance Sheets: Download & Print for Free!

Track attendance accurately with our free employee attendance sheets available in many formats and variations. Download, customize, and print for free.

Time Log Templates: Download & Print for Free!

Log time accurately with our free time log templates available in daily and weekly formats. Download, customize, and print pdf, doc, and excel sheet formats.

Workyard provides leading workforce management solutions to construction, service, and property maintenance companies of all sizes.

Tips for Allocating Work Assignments

It’s probably a no-brainer that improper delegation of tasks has obvious consequences, such as increased frustration, stress and workload. The quality of work and team morale may suffer while trust, productivity, efficiency and profitability dwindles. In such a situation, the organizational structure fails, clients’ trust dies, reports of unaccountability emerge, staff may underperform and project failure becomes imminent. This is why it’s vital to ensure that work assignments are delegated efficiently and to the appropriate team member.

Approximately 94% of companies lack exceptionally good management. The 6% of firms with excellent management culture and style tend to be dedicated to their workforce and team building rather than external stakeholders.

Achieving excellence in organizational operations is an enormous challenge for most organizations and begins with the manner and style of delegation of assignments.

Management has to choose the right team , build trust and accountability , develop its team through delegation, manage performances, have tough conversations and acknowledge and reward excellence to enhance employee engagement and lower turnover.

What exactly are work assignments?

Work assignments are remarkable tools for enhancing employee growth and must be managed deliberately; otherwise, they could limit efforts towards building a diverse workforce.

Evidence shows that experimental learning accounts for 70% of leadership development , particularly, effective delegation of work assignments.

Work assignments are tasks that are deliberately designed for organizational purposes. They are allocated to staff to achieve results. In the simplest terms, these assignments are activities or projects for a specific end. Work assignments should come with a task description, deadline and expected results.

Work assignments tips

Why delegate work assignments?

Employee empowerment.

Managers with great team building skills understand the importance of instilling trust in team members for enhanced morale and performance because they believe they are wired to drive organizational objectives.

Strengthens trust

Assigning work means trusting the employee’s ability to achieve a particular result through task performance. Frequent delegation builds the trust needed to create collaborative skills within organizations.

Helps lower workload

Successful delegation of work assignments lessens the burden of tasks that pile up. It saves the time needed to focus on other important organizational tasks and goals.

Planning for fair distribution of work assignments

Most industries, such as hospitality, telecommunications and healthcare need to ensure uninterrupted service delivery. At the same time, they must consider the health of their employees, who need regular breaks and leave to stay productive and rested.

With the rise of flexi-workers , ensuring everyone gets a fair share of leave could become a logistics nightmare for business owners. This also applies to contractual staff who may feel overburdened.

When planning and distributing work assignments, managers must take into account employees’ vacation days, sick leave, emergency absences and so on. Things to consider include, but are not limited to:

• Employees should have their preferences fulfilled to avoid bias.
• Organizations should try to accommodate employees’ requests for rest days as much as possible.
• The duty roster should be planned in such a way as to allow enough time for deadlines and urgent tasks.
• There is also an allowance for fair leave/day swapping among employees.

The manager planning the duty roster should keep track of requests and demands in real time. This enables the planner to synchronize replacement leave and overtime pay calculations at the end of the roster period.

Delegating work assignments to employees

Create an effective work plan.

An effective work plan is the key to the success of every project. Approximately 58% of organisations don’t understand the value of project management, which explains why most projects fail as soon as they begin.

The planning phase determines either the failure or success of such project. Organizations must have a solid work plan, including a weekly action plan for greater efficiency and productivity. You can create a good work plan by following the steps below.

• Set specific goals that include actual numbers and quantifiable terms and scope.
• Lay out the objectives and deliverables, including the project schedule. Consider rewarding your team based on achievement. The incentives will boost productivity.
• Brainstorm and detail the key resources that your team needs. Brainstorming and planning will help colleagues become creative, forecast unforeseen obstacles and promote teamwork. Converse with your them about the resources that can help them achieve set objectives and give them available resources.
• Identify task sequencing . The schedule of a project outlines activity sequencing, tracks performance and calculates the duration of tasks sequences.

Delegate assignments based on aptitude

By assigning work to employees based on their areas of strength and skills, you set them up to excel. This means you need to understand your employees’ strengths, preferences and weaknesses. You may also allow your staff to choose their preferred tasks. This is important for building trust.

Give your team prior notice

No need to stress everyone out and kill their morale with endless impromptu and urgent work assignments. As far as is feasible, try to give your employees a couple of days’ notice at least.

Foster project ownership

Encourage your team to ask questions for clarity. Determine your availability and take the time to give them clear instructions, feedback and assistance. Giving them a sense of ownership allows your team members to see the big picture.

Real delegation is when you encourage your team to own the project. This gives them the authority to take initiative for the execution process.

Most companies spend hours and weeks planning and generating roasters manually when they can use TimeTrack Duty Roster to save time. TimeTrack Duty Roster creates a perfect overview of both employers and employees and allow managers to personalize shifts according to preferences.

TimeTrack Duty Roster

Monitoring work assignments

Monitoring work assignments helps your team complete their duties successfully and meet the desired outcomes. There’s no need to micromanage, but you can certainly help keep employees focused while tracking processes.

Ensure an effective project plan

• Compile a clear project outline, including a schedule. Collaborate with your team to create the plan and include the project scope, tasks, deadlines and resources. Creating a timeline is vital; use a flow chart to make things clearer. A clear work plan helps you understand the key performance indicators you can monitor.

Set SMART goals

• One of the key ways to monitor assigned work is to create specific, measurable, attainable, relevant and time-bound goals. This SMART criteria helps you identify detailed and quantifiable goals with effective deadlines. You then have quantifiable items to monitor the performance of the assignments.

Steady check-ins

• Creating a schedule for progress check-ins is a key step in monitoring assignments. The regularity of the check-in depends on the project. For example, check-ins for long-term and short-term projects differ in intervals. Check-ins should be balanced to support effective monitoring of performance indicators.

Records and analysis of data

• For each of the scheduled check-ins, keep records and analyze data to understand the progress of projects. You can gather data through team meetings and input into spreadsheets or project management tools. The data will then be analyzed to determine the status of the assigned work.

Every organization wants to empower its workforce for enhanced morale, focus, accountability, efficiency and productivity. These achievements are only possible with effective delegation of work assignments and tasks.

I am a researcher, writer, and self-published author. Over the last 9 years, I have dedicated my time to delivering unique content to startups and non-governmental organizations and have covered several topics, including wellness, technology, and entrepreneurship. I am now passionate about how time efficiency affects productivity, business performance, and profitability.

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Easy-to-use daily work schedule template

What’s on your work to-do list today? For most of us, that list is long. We have multiple concurrent projects, deadlines, and meetings to attend.

Managing time effectively is no small task!

Creating — and following — a daily work schedule can help keep track of daily tasks and use time more efficiently.

This article will share how to create a daily work schedule and even provide a customizable template that makes it much more manageable.

Get the template

What is a daily work schedule template?

Ever missed an appointment or forgotten to take care of something important? We all have. Writing down a daily schedule helps lessen the chance of a bad outcome.

While scribbling your plan on a notepad is better than nothing, it’s not a very structured or organized way to handle daily tasks. A daily work schedule template provides an easy method for planning tasks and managing time effectively.

A schedule template can be as simple as a paper planner with space to write your to-do list for each day. But daily work schedule templates can also get a lot more sophisticated, with colorized labels for different tasks, due dates, notifications, etc.

Customized schedules and automated sections are par for the course… when using the right platform . We’re not talking about Excel here.

Why use a daily work schedule template?

The biggest reason to use a daily work schedule template is it helps keep track of and remember everything. Whether using this template to stay on top of essential work deadlines or avoid missing meetings, a daily work schedule keeps all to-dos in one place.

Specifically…

It helps with time management: A template can help schedule work most efficiently and productively. Some are even designed for particular time management systems , like the Pomodoro Technique or Bullet Journaling.

Shared templates let the whole team plan a daily schedule together: Daily schedule templates can also be used by teams to coordinate everybody’s work. They’re an excellent way to manage the day-to-day details of large projects.

What are some examples of daily work schedule templates?

A daily work schedule template is a flexible tool that can be used in various situations — from outlining ongoing tasks to planning a project for an entire department.

Here are several variations of a daily work schedule template:

1. To-do list templates

The most basic form of a daily work schedule is a to-do list .

This template can track daily and weekly work assignments, schedule appointments, or keep a family calendar.

( Image Source )

2. Time blocking template

One of the most popular time management methods is time blocking .

Time blocking is the opposite of multitasking. Instead of trying to focus on several tasks at once, large chunks of time are scheduled to work on a single item. 

Use a daily schedule template to block off specific times to work on each task.

Other time management methods can also use a schedule. For example, a template based on the Eisenhower Matrix involves sorting tasks by importance and urgency.

3. Project task tracking template

Project management is a complex process that requires high-level planning and detailed execution.

The daily task tracker template helps teams plan and schedule day-to-day tasks to keep projects on track. The whole team can share the template so everyone can see who’s doing what and how it fits into the big picture.

monday.com’s daily work schedule template

monday.com offers an interactive schedule template designed to help you manage everyday tasks more effectively. The daily work schedule template is fully customizable, meaning you can tweak it to match your needs. Bonus: Change the color scheme to match your corporate logo or personal style.

This template — like all monday.com templates — is easy to set up and edit. Accessing it from any device means you are never without a daily planner . In addition, the fact that it’s shareable makes it simple to assign takes to multiple team members and/or stakeholders.

And since it’s part of the monday.com Work OS , you can take advantage of real-time time tracking, conditional notifications, color-coded task priorities, Google Calendar integration, etc. You can even set up custom visual dashboards that show you the status of your workload in real-time.

Bonus: Already a monday.com user? Your daily work schedule will now be in the same place as the rest of your work. Double Bonus: Link your daily schedule to another board, like a project planning overview or a monthly calendar.

Related monday.com templates

If you’re interested in managing your schedule, the free daily work schedule template is a great place to start, but that’s just the tip of the template iceberg. At monday.com, we also have…

Weekly schedule template

Sometimes scheduling your day won’t suffice; a high-level overview of the entire week is required.

The weekly to-do list template helps keep track of weekly tasks. Set a priority status for each task, assign it to an owner, or discuss it with the team.

Team tasks template

The team tasks template is designed to help teams see all tasks in one place.

Use color-coded labels to label the status and priority of each task so team members can quickly scan the board and see what needs to be done.

Bullet journal template

Bullet journals are a popular personal organization system that usually involves a paper-and-pen dot grid journal. The bullet journaling template offers the time management principles of a bullet journal — with the flexibility of an online planning board.

FAQs about daily work schedule templates

How do i make a daily work schedule.

Creating a daily schedule using a customizable template is easy.

Start by thinking about what you want to track with each task — like time to completion, due dates, etc. If anything is missing from the template, add it! You can also remove any unnecessary columns or sections. A sample daily work schedule may include:

• List of tasks
• Status of each task
• Categories of tasks (work, school, home, etc.)
• The task owner
• Time allotted for the task
• Time spent on the task so far

Once you’ve tweaked the template to perfection, dive in and start using it!

Shared template? Ensure everyone has proper access — full access, view-only, etc., depending on their roles. Our easily customizable work schedule template is a great place to start.

Take a few minutes each day to review your schedule and add new tasks if necessary. Budget enough time as it can take a while to build a habit.

Can I make a daily work schedule with Excel?

Of course! Both Google Sheets and Excel offer several calendars and to-do list templates.

However, Sheets and Excel templates lack most of the features and flexibility of a Work OS like monday.com. For example, you can’t assign tasks to team members or integrate a daily schedule with the rest of your digital workspace.

Is there a daily work schedule app?

There’s no shortage of scheduler apps and time management tools for smartphones.

Look for a daily work schedule template — like monday.com’s — that can be used from desktop and mobile. You don’t want to be locked into managing your whole schedule with an app that only lives on your phone.

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How To Assign Tasks To Team Members Effectively? Our Full Guideline

How can I effectively assign tasks to people?

Why is it that despite assigning tasks, some groups reach peak productivity and project success, while others grapple with conflicts and burnout?

And how can I address and solve issues related to task assignment?

In this article, we’ll provide answers to all of these questions.

Ready to elevate your task assignment skills and boost your project success? Let’s dive right in!

I. Assigning Tasks: Quick Overview

1. What is task assigning?

Task assigning is the process of allocating specific duties to team members to achieve a common goal.

2. Why is assigning tasks to team members important?

Effective task assigning is crucial for achieving team goals and maintaining productivity because it improves:

• Fair workload distribution.
• Resource efficiency.
• Seamless team collaboration
• Simplifying project progress tracking.

There’s more.

As everyone knows their role, responsibilities, and how their work contributes to the bigger picture, they feel less confused and more accountable for their assigned task.

II. How to assign tasks effectively in a project?

Below are the best strategies, practices, and tips for assigning tasks to others effectively.

Stage 1: Before assigning tasks

• Understand the project & your team members

Ensure you get a clear understanding of:

• Project’s objectives, scope, desired outcomes, and any deadlines.
• Team members’ skills, strengths, weaknesses, and preferences.

This step allows you to match the right tasks with the right team member, which helps allocate tasks efficiently, increase productivity, and maximize project success.

• Break down the project into individual tasks

Follow these steps:

• Identify major components of the project based on its goals.
• Break components into smaller tasks.

This makes it easier for managers to allocate responsibilities and track progress while helping team members better grasp the overall process.

• Prioritize tasks

Prioritize tasks based on 3 factors: 1) urgency, 2) importance, and 3) complexity. Here’s how:

• Identify time-sensitive tasks.
• Address tasks contribute to your long-term goals and should not be neglected.
• Categorize tasks based on difficulty levels, and time and resources required.
• Create a priority list of tasks based on the combination of all three criteria.

This valuable step helps managers make informed decisions on which tasks to tackle first and find the right people to work on each task.

Stage 2: While assigning employee tasks

• Match the right person to the right task

Assign tasks to the most qualified people.

Start by allocating high-priority tasks to the first available person with the matching expertise. Schedule low-priority tasks.

Straightforward tasks can be assigned to less experienced members, while complex tasks may be given to those with advanced skills.

• Be mindful of your team’s availability.
• Set realistic deadlines. Ensure to give members sufficient time to complete their assigned task.
• If someone shows interest in a particular task, consider assigning it to them.

If you know your employees well enough, then make a list of dependable people who are ready to take on a little more duties.

Give them low-priority yet important tasks with authority.

• Communication

To avoid disputes, constant clarification, or errors, it’s important to help your team members understand:

• Project’s goals, desired outcomes, and deadlines.
• Tasks’ requirements and priorities, plus how they contribute to the overall project’s success.
• Who is responsible for which task and what is expected of them.

Tips: Use clear and concise language when communicating. Encourage employees to ask questions and seek clarification on the project and their assigned tasks.

Stage 3: After assigning tasks

• Monitor Progress & Offer Help

Check-in with team members regularly to see how they are doing and if they need any help.

Encourage them to open up and transparently communicate their concerns and challenges.

On your side as a team leader or project manager, be available to offer assistance if they encounter challenges.

This helps resolve issues and improve the task assignment process.

• Provide Necessary Resources

Ensure that team members have the necessary resources, tools, and information for their task completion.

Stage 4: After the task/project is completed

• Reflect on Past Assignments

After each project or task, take time to reflect on what worked well, what didn’t, and where certain tasks weren’t up to par.

Address any issues and offer feedback on completed tasks. Use this feedback to refine your approach in future assignments.

Recognize and reward everyone’s efforts and contributions. This helps keep employees excited and motivated.

• Continuous Learning and Improvement

Invest in training and development opportunities for your team to enhance new skills and knowledge.

Extra tips for assigning tasks effectively:

• Use project management software to help you manage workload, make time estimates, performance reviews, etc.
• Be flexible. Things don’t always go according to plan, so be prepared to adjust your assignments as needed.
• Don’t be afraid to experiment. Try different approaches to see what works best for your team.

III. How to assign tasks in Upbase?

In this section, I’ll show you how a project management tool like Upbase helps simplify task assignments, improve morale, and increase outcomes.

Quick info:

• Upbase organizes and manages projects by lists.
• Members of a list can’t see and access other ones except those lists’ owners allow them to.
• Upbase offers unlimited free users and tasks.

Sign up for a free Upbase account here , follow this guide, and take your task assignment process to the next level.

1. Break down projects into smaller tasks

Create a new list:

• Hover over “Lists” on the left sidebar to open the dropdown menu.
• Select “List”
• Edit the list’s icon, color, name, and description. Then, add your employees.

Add new tasks to the list:

• Navigate to the Tasks module.
• Create and edit sections.
• Add tasks to sections by clicking “+” or “Add task”.

Add new tasks via emails : Open the dropdown menu next to the list name, select “add tasks via emails”, and follow the instructions.

Add task details:

You can add specific instructions, priorities, deadlines, and other attributes to individual tasks and subtasks.

Keyboard shortcuts : Hover over a task card and press:

• “S” to set high priority
• “D” to open the Due date picker
• “C” to open the Tag picker

Upbase Tip : Use task tags to categorize tasks by urgency, importance, and complexity. This makes it easier to match the right tasks to people for later.

2. Assign tasks

Check your employee availability:

Go to the Members page, and click on the team member you’d to assess their workload.

You’ll be driven to a separate page that shows that member’s assigned tasks, along with their due dates, priorities, etc. You can also filter tasks by one of these attributes.

Use this page to check each employee’s availability and identify who can complete additional tasks.

Assign tasks:

Open the desired task, click “Assignee”, and choose the right team member(s).

Keyboard shortcuts : Hover over the task and press “A” to open the Assignee picker. Press the space bar to assign yourself. This way makes assigning tasks easier and quicker!

If you want multiple people to work on a particular task, consider dividing it into subtasks, give time estimates for each, and then assign them to the right team member(s).

Communicate tasks:

Use the Messages and Chat modules to communicate with your team.

Messages is best suited to show the big picture, like project goals, desired outcomes, everyone’s duties, and how their work contributes to the whole.

Make use of the comment box to encourage everyone to ask questions and seek clarification about the project or their assigned tasks.

Chat supports both 1:1 chats and group chats. It’s perfect for quick discussions about issues, task deadlines, etc.

3. Track progress

Upbase offers an array of tools for project managers to track the workload of other employees.

To track a project’s progress:

From the Tasks module :

Here, you can view tasks in a List or Board format.

The List format provides an overview of tasks, deadlines, priorities, and employees working on them, while the Board visualizes the project’s progress.

Besides, you can group tasks by due date, priority, assignee, or section. View tasks filtered by one or multiple tags. Or create a custom filter.

From the Calendar module:

It shows all the scheduled tasks within a project by week or month. It also allows you to create a new task or reschedule overdue tasks.

To track the progress of all projects in a workspace :

Filters : In addition to filtering tasks within a project, you can create custom filters across multiple or all projects in a workspace.

Schedule : It functions similarly to the Calendar module. The two main differences are:

1) Schedule is to track the progress of tasks from all projects while Calendar is to track the progress of tasks within a project.

2) Schedule offers an additional view, named Daily Planner.

Other tools for progress tracking:

My Tasks : A private place where you can get an overview of all the tasks you create or tasks assigned to you.

4. Encourage collaboration and provide support

Use Upbase’s Docs, Files, and Links to provide employees with resources, information, and tools they need to complete tasks.

These modules are available in each list, making it easy to manage project data separately. Plus, they all provide collaboration features like watchers and comment boxes.

• Docs : You can create native documents, share a doc’s public link, embed Google Docs, and organize documents by folders.
• Files : It allows you to upload/download files, manage file versions, embed Google Drive folders, and show files by Grid or Board view.

• Links : You can save URLs as cards, and then add descriptions, watchers, and comments.

5. Providing feedback

On the Tasks module, you can create a section, named “Review”.

When a task is completed, the assignee will drag and drop it here. Then, you, as a project manager will leave feedback on it via the comment box.

So, why wait? Sign up for a free Upbase account now and experience it yourself.

IV. Common mistakes to avoid

For successful task assignment, remember to avoid these common mistakes:

1. Fear of Assigning Tasks

Some people, particularly new or inexperienced managers, may hesitate to allocate tasks to others due to concerns about:

• The quality of the work
• Fear of losing control
• Lack of trust in team members

This fear can hinder productivity and personal growth within a team or organization.

2. Lack of Clarity

This means that the instructions and details regarding a task are not transparent.

Team members may not have a clear understanding of what they are supposed to do, what the goals are, or what the expected outcomes should be.

This lack of clarity can lead to confusion and misunderstandings.

3. Poor Communication

Poor communication can contribute to misunderstandings and problems in task assignments, too.

However, it addresses different aspects of the overall process.

Poor communication means that there might be a lack of information sharing or ineffective communication methods. This could include:

• Not providing updates
• Failing to ask questions when something is unclear
• Not actively listening to others.

Even with clear instructions, if there’s poor communication, the information may not be conveyed effectively.

2. Overloading

Assigning too many tasks to a single person or team can overwhelm them and negatively impact the quality of their work. It’s crucial to distribute tasks evenly and consider each individual’s capacity.

3. Ignoring Skills and Strengths

Neglecting to match tasks with team members’ skills and strengths can result in subpar performance. Assign tasks based on individuals’ expertise and abilities to optimize results.

5. Micromanagement

Hovering over team members and scrutinizing every detail of their work can stifle creativity and motivation.

Trust your team to complete their tasks and provide support when needed.

6. Inflexibility

Being rigid in task assignments can prevent adaptation to changing circumstances or new information. It’s essential to remain open to adjustments and feedback.

8. Unrealistic Deadlines

Setting unattainable deadlines can put unnecessary pressure on your team and lead to a rushed and subpar outcome. Ensure that timelines are realistic and allow for unexpected delays.

10. Lack of Feedback

Forgetting to provide constructive feedback or failing to seek input from team members can hinder growth and improvement. Regularly discuss progress and provide guidance when necessary.

In summary:

Successful task assignment relies on clear communication, matching tasks to skills, flexibility, and a supportive, accountable, and feedback-driven environment.

Avoiding these common mistakes will help ensure that tasks are completed efficiently and effectively.

1. What’s the difference between assigning and delegating tasks?

Task delegation means you give someone the authority to make decisions and complete tasks independently without constant supervision.

Task allocation, on the other hand, means you assign specific duties to someone, often with clear instructions, while retaining overall control.

A delegated task gives the team member more freedom to make decisions and determine how to produce the desired results. An assigned task is more limited because it’s based on instructions and under supervision.

In short, delegating tasks typically involves a higher degree of trust and empowerment than allocating tasks.

2. What’s the difference between tasks and subtasks?

Tasks are generally larger, more significant activities that need to be completed, while subtasks are smaller, specific components or steps that contribute to the completion of a task.

Subtasks are often part of a broader task and help break it down into manageable pieces.

3. Who is the person assigned to a task?

The person assigned to a task is called an “assignee”. They’re responsible for completing that specific job or duty.

4. Who should you delegate a task to?

Delegate a task to the person best suited for it based on their skills, expertise, and availability.

Choose someone who can complete the task effectively and efficiently, taking into account their experience and workload.

5. What is the best way to assign tasks to team members?

The best way to assign tasks to others is by considering each member’s strengths, skills, and workload capacity, and aligning tasks with their expertise and availability.

6. Why is it important to assign tasks to your team members?

Assigning tasks to team members is crucial because it ensures clarity, accountability, and efficiency in achieving goals.

It helps prevent duplication of efforts, enables better time management, and allows team members to focus on their strengths, ultimately leading to successful project completion.

7. How do you politely assign a task?

To politely assign a task, you can follow these steps:

• Start with a friendly greeting.
• Clearly state the task and its importance.
• Ask if the person is available and willing to take on the task.
• Offer any necessary information or resources.
• Express appreciation for their help.

8. How do short-term goals differ from long-term goals?

Short-term goals are specific, achievable objectives that you aim to accomplish soon, typically within days, weeks, or months.

Long-term goals are broader, more substantial objectives that you work towards over an extended period, often spanning years.

Short-term goals are like stepping stones to reach long-term goals.

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What is Work Assignment? – Advanced Work Assignment (AWA)

Work assignment, a fundamental concept of professional realms, refers to allocating specific tasks or duties to individuals or teams within a certain timeframe.

These assignments, which can range from simple tasks to complex projects, serve as the backbone of productivity, facilitating the efficient functioning of an organization.

By clearly defining roles, responsibilities, and deadlines, work assignments ensure that each member is aware of their contribution towards the broader objectives.

This post will explain the work assignment, its scheduling, and its benefits. It will also discuss automated and advanced work assignments.

What is a Work Assignment?

A work assignment or job assignment refers to a task or set of tasks allocated to work centers , an individual, or a team within a specific timeframe. Depending on the context, it can be part of a larger project or an isolated task. 

It helps distribute the workload evenly among team members, ensuring everyone knows their responsibilities and keeping track of progress toward goals.

Automated Work Assignment

Automated assignment of work helps to reduce the stress on employees. It saves the project manager time because the auto-assignment manager does not need to remind his team about the work. The system only gives notifications to the team.

Automated work assignment is when a computer system assigns work to employees based on predefined criteria in an automatic workflow. This can include skills required for the task, availability of employees, and other factors.

The use of automated work assignments can help to improve efficiency and accuracy within an organization.

Managers can efficiently assign work to minimize downtime and maximize productivity by considering employees’ individual skills and availability.

Automated systems can also help to ensure that tasks are appropriately distributed among employees, thus avoiding potential conflicts.

The advantage of the automatic assignment is it helps to deliver the project faster by avoiding confusion and rework because the task is assigned when all the requirements are entirely available.

Advanced Work Assignment

Advanced Work Assignment (AWA) is a methodology organizations use to create and assign work tasks to employees based on their skills, abilities, and interests.

This approach can help improve employee productivity and satisfaction while reducing organizational costs. 

It can effectively engage employees in their work and maximize their potential when appropriately implemented.

One of the critical benefits of it is that it allows organizations to optimize their resources and assign work that is most suited to each employee’s skills, abilities, and interests.

This helps improve productivity by ensuring employees are matched with tasks they can complete while fostering engagement and satisfaction.

Additionally, it can help reduce organizational costs by ensuring that employees are assigned work within their abilities and do not require excessive training or support.

Despite these benefits, some potential challenges are associated with using AWA.

For example, employees may sometimes resist or feel uncomfortable with being assigned work outside their comfort zone or feel they are not allowed to develop new skills.

Additionally, accurately assessing each employee’s skills and interests can be challenging, leading to some employees being assigned work that is not well-suited.

Therefore, it is essential to carefully consider whether or not AWA is right for your organization before implementing it.

When appropriately used, Advanced Work Assignments can effectively improve employee productivity and satisfaction while reducing organizational costs.

Scheduling of Work Assignment

When you are using a computerized system to schedule work, it is essential to know that some factors affect employees’ performance before uploading the names of employees in the system.

This includes understanding how these applications operate and considering what kind of factor affects them most when deciding which option will be best suited for your business needs!

You can utilize manual assignment or auto-assignment for scheduling once you get it.

The following are some tips for scheduling the assignment.

1. Examine the type of work

It is crucial to find out the type of work. For example, some work has to be done in one department. However, some work must be divided between the different departments, and those departments must develop internal work procedures.

2. Analyze the skills of the employees

Each employee has their talent. So before scheduling the work, making one flowchart of the work process is better.

After analyzing employees’ skills, assign the work in the flowchart to the specified employees. Also, keep one backup person if the designated employee cannot perform the job.

3. Calculate the required time

Go through the flowchart and calculate the time required for each stage of the work or project to streamline the work process and complete the job efficiently.

4. Avoid the duplication of work

When you assign laborers to different fundamental processes, there will be a chance of duplicating work because all the laborers do jobs not mentioned in the flow chart.

Hence, carefully check the workflow across the organization and ensure there is no work duplication.

5. Provide a clear idea to the customer

Provide a clear idea to the customer about communication. That means informing him clearly to whom he should communicate to get information about the project and assigning a specified person.

Considering customers’ expectations is critical to set company standards. It helps to learn the market standards also. It will be achievable when you do a proper work assignment.

Important Information that Works Assignment Contains

Work assignment contains mainly these four essential pieces of information. They are

• Which task is to be done : Clearly explain to the employees which task to be taken based on priority.
• The reason for doing that task : When you assign new work to the employees before completing current work, you need to explain its reason.
• What standards should completed tasks meet: Let employees know about the evaluation of the completed job.
• All-motive directions: This means telling the employees to inform their managers about the completed task and the problems they face while doing the tasks.

Benefits of work assignment

• It is easy to track who is responsible for which work.
• It contains some information like which task to be done as per the priority, what must be the standards of the completed task, etc. It helps the assigned person to do the job efficiently.
• By assigning work to a particular team or a person, they know which work to do as per the priority and do that work efficiently to increase customer satisfaction.

What are the components of Advanced Work Assignment (AWA)?

The components of Advanced Work Assignment (AWA) are: -Work Instructional Package (WIP) -Task Guide -Performers Instructions -Standard Operating Procedure (SOP) -Work Area Layout diagram.

What is Standard Operating Procedure (SOP)?

Standard Operating Procedure (SOP) , often shortened to “the SOP,” is a standardized plan adopted by an organization for the orderly and efficient carrying out of various activities such as work, production, or services.

The SOP is a company-wide standard that includes everything from greeting coworkers in the morning to what to do if there’s a fire.

While it may appear overly restrictive at times, its goal is to minimize variation and mistakes. Every business activity has at least one best practice that can lead to success and efficiency if adhered to deliberately and consistently.

What is a Work Instructional Package (WIP)?

A Work Instructional Package (WIP) is a document that provides step-by-step instructions for performing a specific job or task. It may also include diagrams, photographs, and illustrations to help clarify the steps involved.

WIPs are generally used in manufacturing and production settings but can also be helpful in other types of workplaces.

For example, if you work in an office and need to learn how to use a new software program, your company might provide a WIP outlining the steps to install and configure the software.

The proliferation of technology has led to an increased demand for automation. Companies have found a balance between humans and machines using automated work assignment software, or AWA. Automatic job assignments can be used in many industries, from IT support to sales call centers.

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Twins' Jhoan Duran getting closer to rehab assignment

The Minnesota closer is 'feeling good' and threw 21 pitches against live hitters Friday.

• Author: Nolan O'Hara

In this story:

Twins closer Jhoan Duran was scheduled to throw 20 pitches against live batters ahead of Friday night’s game against the Detroit Tigers as he continues to work his way from an oblique injury that forced him to start the season on the 15-day injured list. 

Duran instead threw 21 pitches. 

“He was supposed to throw 20, and he wanted an extra one, so tells you he’s feeling good,” Twins manager Rocco Baldelli said. 

Baldelli said Duran looked comfortable throwing the ball, his stuff looked normal and he was delivering the ball around the zone the way they had hoped he would. Baldelli expects Duran to get a couple of rehab outings soon as he inches closer to returning. 

“We should see him back soon, and I think that does a lot of good things for our team and our bullpen and pushes guys into some other roles, and our bullpen gets even thicker at that point,” Baldelli said. 

Duran, 26, had a 2.45 earned-run average last season, striking out 86 batters while allowing 46 hits and 25 runs across 62 1/3 innings. Last July, Duran threw the fastest pitch in the majors in five years when he delivered a 104.8 mph heater. 

Kepler ‘close’

Twins right fielder Max Kepler began his rehab assignment on Thursday with Triple-A St. Paul, going 1 for 3 from the plate in the Saints’ 6-5 loss at the Indianapolis Indians. Baldelli said Kepler is “getting pretty close” to returning to the Twins.

Kepler is in the lineup for the Saints again Friday and will play right field. 

“I don’t know what day he’s coming back. I think Sunday/Monday is a possibility,” Baldelli said. “But he’s going to play again, he’s going to get some time in the outfield.” 

• Baldelli said Carlos Correa’s rehab has gone “pretty positively” but that Correa hasn’t gotten to rotational movements yet. But that could be close, Baldelli said. 

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