Project Management Spreadsheet

Description

Project Management Spreadsheet with Kanban Board & Gantt Chart | Multi-Project Task Tracker, Project Budget & Overview Dashboard for Freelancers, Studios & Small Teams — Google Sheets and Excel

What’s Included (your download)

• Project-Management-Tools.xlsx — the blank workbook (9 sheets: Setup, Dashboard, Task Tracker, Kanban Board, Project Overview, Gantt Chart, Project Budget, Communication Log, Feedback Log)
• Project-Management-Tools-SAMPLE.xlsx — the same workbook filled in with a fictional 3-person studio running four projects at once, so you can watch the board, Gantt and rollups working before you type a thing
• Quick-Start-Guide.pdf — a 6-page illustrated setup guide: Sheets/Excel setup, sheet-by-sheet tour, a 15-minute first setup, capacities in plain language
• Free updates: if we improve this file, your updated copy is free in your account library

Product Details

Overview

One honest workbook that runs all your projects at once — the task tracker, Kanban board, Gantt chart, budgets and rollups a small team actually needs, in a single file with no subscription and no new software to learn. Name your projects once on the Setup sheet, run the work on the Task Tracker, and everything else — the board, the chart, the per-project overview, the dashboard — builds itself from that one list. Every task, budget line, conversation and piece of feedback carries a Project name, which is what makes a single workbook able to hold a whole studio’s worth of simultaneous projects without turning into soup.

What’s Included

• Setup — name up to 20 projects (client, lead, dates, status) and 15 team members once; every other sheet’s Project dropdown reads from here, plus the Gantt start-date setting
• Dashboard — projects and tasks by status, overall completion, overdue count, total budget vs actual spend, average feedback rating — all live
• Task Tracker — up to 150 tasks across all projects: owner, status, priority, dates, % complete
• Kanban Board — five status columns (To Do, In Progress, In Review, Blocked, Done) with live counts and self-moving cards, up to 20 tasks per column, each card labelled with its project
• Project Overview — one calculated row per project: tasks, done, % done, average progress, budget vs actual, remaining, and an honest health flag (At risk / Over budget / On track)
• Gantt Chart — a 16-week timeline of the first 40 tasks, all projects together; gold blocks for active weeks, teal for done, window start set by you
• Project Budget — up to 200 cost lines tagged by project, with automatic variance
• Communication Log — 300 per-project entries with action items
• Feedback Log — 200 entries with 1–5 ratings and actions taken; ratings average onto the Dashboard
• A filled SAMPLE copy and a 6-page Quick-Start Guide, included free

Key Benefits

• Every project, one glance — the Overview tells you which project is healthy, which is slipping, and which is quietly going over budget, without opening five files
• A board that maintains itself — change a status on the Task Tracker and the Kanban card moves; there is no second board to keep in sync, ever
• Dates you can see — the Gantt turns 40 rows of dates into a picture a client can understand in five seconds
• Budgets that can’t hide — planned vs actual per project, rolled up automatically from every cost line
• No per-seat, per-month anything — one payment, your file, works offline, your data stays on your machine

Who Is This For?

• Freelancers running two or more client projects at the same time
• Small studios and agencies (2–15 people) who need a shared, honest picture of the work
• Consultants and contractors juggling projects with different clients, budgets and deadlines
• Anyone who has outgrown a to-do list but does not want to rent a project-management platform forever

How It Works

1. Open the workbook in Google Sheets (free) or Excel; the guide walks the two-minute setup and saving your own copy.
2. On Setup, name your projects once. Every Project dropdown in the workbook now knows them.
3. Run the work on the Task Tracker — project, owner, status, dates, % complete. Add budget lines as money is planned and spent.
4. Watch the rest build itself: cards on the Kanban board, bars on the Gantt, rollups on the Overview, totals on the Dashboard. Log conversations and feedback as they happen, in seconds.

Why It’s Different

A well-known template seller offers a Gantt chart as one product, a Kanban board as a second, and a project bundle as a third — three purchases for one job. This is one honest workbook, sold once, with the parts connected instead of zipped together: the board reads the tracker, the Gantt reads the tracker, the Overview reads the tracker and the budget. It also stays lightweight where multi-tool bundles swell into slow 15-tab files, and every formula is an ordinary one — no macros, no array formulas — tested in older Excel (2010 onwards) and Google Sheets, with the capacities printed plainly below instead of discovered later.

Delivery & Compatibility

Instant download after payment confirmation — files also wait permanently in My Account → Downloads (5 downloads, 365 days; lost files re-issued free on request). You receive two .xlsx workbooks and one PDF guide. Works in Google Sheets (free — upload and “Save as Google Sheets”) and Microsoft Excel 2010 or newer, Windows and Mac. No macros, no add-ons, no subscription. Honest capacities: up to 20 projects and 15 team names on Setup; 150 tasks; 200 budget lines; 300 communication entries; 200 feedback entries. The Kanban board displays up to 20 tasks per status column (100 cards total) and the Gantt chart displays the first 40 tasks over a 16-week window — if you outgrow a display limit, the underlying task data is unaffected on the Task Tracker.

Disclaimer

This is a planning and tracking tool, not project-management software: it does not send notifications, assign tasks to teammates, or sync with calendars or other apps. Figures, flags and board positions are calculated from the data you enter — keep task statuses and dates current and the picture stays true. Project names must match between sheets for rollups to connect (the Setup-fed dropdowns make this automatic). Not business, financial or legal advice.

Pairs well with

Client Tracker (Mini-CRM) — the client side of the same business: leads and invoices there, delivery here. Together with the Small-Business & Seller Bookkeeping Bundle, your whole operation runs on three files that were designed to agree with each other.