Project management involves many moving parts—tasks, deadlines, responsibilities, and more. Keeping everything organized can be challenging, but a well-structured checklist can help. The Project Management Outline Checklist in Excel simplifies this process by providing a clear and organized way to track project tasks, assign responsibilities, and monitor progress.
This ready-to-use Excel template is perfect for project managers who want to stay on top of their project timelines and ensure that all tasks are completed on time. In this article, we’ll break down the key features of the template, its benefits, and best practices to help you get the most out of it.
Key Features of the Project Management Outline Checklist Template
Our Project Management Outline Checklist Template is designed to simplify project management processes, making it easier to keep track of progress and ensure deadlines are met. Below are the key features of this ready-to-use template:
1. Project Management Outline Checklist Sheet Tab
This is the main sheet where all project management tasks are tracked and updated.
Top Section:
The top section of this sheet includes three key cards that provide an overview of the project’s status:
- Total Count: The total number of tasks in the checklist.
- Checked Count: The number of tasks marked as complete (✔).
- Crossed Count: The number of tasks marked as incomplete or not applicable (✘).
- Progress Bar: A visual progress bar showing the percentage of tasks completed, helping to quickly assess the project’s overall status.
Checklist Table:
The checklist table is where the core data is captured. The table includes the following columns:
- Serial No.: A unique identifier for each task.
- Checklist Item: The specific task or activity that needs to be completed.
- Description: A detailed description of the task or item.
- Responsible Person: The team member or department responsible for completing the task.
- Deadline: The date by which the task needs to be completed.
- Remarks: Additional notes or comments regarding the task.
- Status: The status of the task, represented by a checkmark (✔) for completed tasks or a cross (✘) for incomplete tasks.
2. List Sheet Tab
The second sheet in the template is designed to capture a unique list of Responsible Persons. This list is used to create a drop-down menu in the main checklist sheet, ensuring that tasks are assigned to the correct individuals or teams.
