Project tracker template

A project tracker template that shows what's really happening.

One place for every task, owner and date. Copy this project tracker into your spreadsheet or doc, or turn it into a board with kanban, table and calendar views.

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Project tracker
PROJECT TRACKER
Project: [Project name]
Project lead: [Name]
Start: [DD/MM/YYYY]  Target finish: [DD/MM/YYYY]
Overall status: [On track / At risk / Off track]

MILESTONES
| Milestone                 | Due date   | Status      |
|---------------------------|------------|-------------|
| [e.g. Design signed off]  | [DD/MM]    | [Status]    |
| [e.g. Beta launch]        | [DD/MM]    | [Status]    |

TASKS
| Task                      | Owner    | Priority | Start    | Due      | Status      | Milestone          |
|---------------------------|----------|----------|----------|----------|-------------|--------------------|
| [Verb + outcome]          | [Name]   | High     | [DD/MM]  | [DD/MM]  | In progress | [Milestone]        |
| [Verb + outcome]          | [Name]   | Medium   | [DD/MM]  | [DD/MM]  | Not started | [Milestone]        |
| [Verb + outcome]          | [Name]   | Low      | [DD/MM]  | [DD/MM]  | Blocked     | [Milestone]        |

Status key: Not started / In progress / Blocked / Done
Priority key: High / Medium / Low

RISKS AND ISSUES
| Risk or issue             | Impact   | Owner    | Mitigation              |
|---------------------------|----------|----------|-------------------------|
| [Description]             | [H/M/L]  | [Name]   | [What we'll do]         |

WEEKLY STATUS SUMMARY
Done this week: [ ]
Planned next week: [ ]
Needs a decision: [ ]

How to use this project tracker

  1. Set the milestones first. Three to six big checkpoints for the project.
  2. Break milestones into tasks. Each task should take days, not months.
  3. Give every task one owner and a due date.
  4. Update status as you go. Not in a Friday afternoon panic.
  5. Write a three-line weekly summary. Done, next, needs a decision.

Keep the status honest

"On track" is only useful if it's true. A simple rule: if any milestone is more than a week late, the project is at risk. If the finish date has moved, it's off track until a new date is agreed.

From tracker to board

Spreadsheet trackers break down when several people edit them. On a BOO Workspace board, every task is a card with custom fields for priority and milestone. The same tasks show as kanban, table, calendar and planner, so the project lead sees dates and the team sees what's next. See how it works for project managers.

Skip the typing

Or let Lilly fill it in.

In BOO Workspace, a notetaker joins your Google Meet, Zoom or Teams call. Afterwards, Lilly AI drafts every action item with a proposed owner and due date. You accept the ones you want and they land on the right board.

See how Lilly works
  • Every action item gets a suggested owner and due date.
  • Nothing lands on a board until you accept it.
  • Recurring meetings carry open items into the next one.
  • Transcription always completes, even if AI credits run low.

Good to know.

What should a project tracker include?

Tasks with owners, due dates, status and priority, plus milestones, risks and a short weekly status summary. That's enough for most projects without becoming a burden to update.

Should I use a spreadsheet or a project management tool?

A spreadsheet is fine for a short project with a few people. Once several people update it, or you need calendar and board views, a tool saves time and avoids version clashes.

How often should a project tracker be updated?

Task owners should update their own tasks as they go. The project lead reviews the whole tracker weekly and writes the status summary.

Can I turn this template into a board?

Yes. In BOO Workspace, each row becomes a task on a board with custom fields for priority and milestone, and you can switch between kanban, table, calendar and planner views.

More templates.

Action items templateA free action items template and tracker to copy. Capture every meeting action item with an owner, due date and status, so nothing slips.Weekly team meeting agendaA free weekly team meeting agenda template. A 30-minute format covering wins, priorities, blockers and action items, so the meeting stays short.Employee onboarding checklistA free employee onboarding checklist template covering before day one, the first day, first week and first 90 days, with owners for HR, IT and the manager.

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