Free Project Tracker Template

A project tracker is for work with a name, a client, a stage, and a date you cannot miss. This template is a single sheet for agencies, designers, and consultants who still run the pipeline in Excel because bigger project tools asked for a week of setup.

Download Excel Download CSVOpen This as a Dashboard

Excel and CSV included. For Google Sheets, download CSV and use File > Import, or click Open Google Sheets and upload the file.

Example

Sample rows so you can see how the tracker is meant to be used.

Free Project Tracker Template sample data
Project	Client	Status	Due Date	Next Action	Assigned To	Waiting On	Notes
Homepage refresh	Acme Co	In progress	2026-08-22	Send revised wireframes	John	Brand fonts	Retainer. Desktop and mobile.
Brand photo library	Smith LLC	Waiting	2026-08-24	Confirm shot list	Amy	Access to the warehouse Saturday	Day rate plus two selects.
Identity system	Jones Co	Review	2026-08-28	Walk through lockups on a call	John		Two revision rounds in the SOW.
Patient intake landing page	Harbor Clinic	Waiting	2026-08-29	Request form copy again	Sam	Copy from their NP	Must match HIPAA language they already use.
Onboarding microsite	Bright Labs	Discovery	2026-09-02	Send kickoff agenda	Amy		Kickoff next week. Need SSO notes.

Your spreadsheet stores the data. ClientPlot helps you work from it.

Import this tracker into ClientPlot and see clients, follow-ups, deadlines, tasks, and upcoming work in one dashboard.

Dashboard preview

This is the workspace shape, not a chart wall.

Active clients

Open jobs

Tasks due

Waiting

Upcoming dates

Team members

Upcoming schedule

2026-08-22 · Send revised wireframes · Acme Co
2026-08-24 · Confirm shot list · Smith LLC
2026-08-28 · Walk through lockups on a call · Jones Co
2026-08-29 · Request form copy again · Harbor Clinic
2026-09-02 · Send kickoff agenda · Bright Labs

Turn This Spreadsheet Into a Dashboard Import my own file

What is in the template

Project name, client, stage/status, owner, due date, next action, and notes. Sample rows cover retainers, launches, and work waiting on the client.

Project

The named body of work.

Client

Who the project is for.

Status

Discovery, in progress, waiting, review, launched.

Due Date

Client-facing deadline.

Next Action

The next concrete step.

Assigned To

Project owner.

Waiting On

Client content, feedback, or a dependency.

Notes

Scope notes, URLs, constraints.

Who it is for

Small agencies and independents tracking a handful of named projects, not a PMO with custom workflows.

How to use it

1. Name the project the way the client would
Website v2 beats Project 14. You will search this later from memory.
2. Stage is not a substitute for a next action
In review still needs Review homepage copy with Priya by Thursday.
3. Due date is the client-facing date
Internal wish dates belong in notes. The due column is what you promised.

When a spreadsheet starts becoming difficult

Projects hide in folders named by year
You cannot see which projects are waiting on the client
Owners are implied, not written
Launch week is a surprise because the sheet is not sorted

Projects under the client

ClientPlot groups each project on the client page, so the relationship and the work stay together.

Tasks for the moving parts

Break a project into dated tasks instead of stuffing milestones into one cell.

A calendar of due dates

See launches and reviews by week without a Gantt you will not maintain.

Frequently asked questions

Is this a Gantt chart?

No. It is a working list of projects with dates and owners. If you need dependencies and critical path, this is the wrong template.

How does this map into ClientPlot?

Client becomes the client record. Project becomes a project under that client. Next action and due date become a task so the work shows up on today.

Can my client see this?

The spreadsheet is yours. In ClientPlot you can share a read-only project status page if you want them to follow along.