2021: ✅  Done — year in review

Team Task List Template

What is an employee task list template?

While there are some additional complexities to it, the basic way that a business works is that you pay your employees to do things that need to be accomplished. (If for some reason you pay your employees not to do things, please send a job application). Most businesses find that their effectiveness relies heavily on employee productivity. If everyone is taking care of their workload, business moves forward. If nobody knows what they're supposed to be doing, productivity drops, things remain undone, and the office puppy is sad.

An employee task list template is a spreadsheet that allows a manager to assign various tasks to their employees to create a complete list of everyone's responsibilities. Putting each employee's obligations into a central document with due dates, provides a clear record of what is expected of every team member. This allows managers to track the progress on every important task, identify team members that may be falling behind, and rebalance the workload if needed. It also allows each employee to see what their duties and responsibilities are, providing them with all the information they need to manage their time effectively.

In short, an employee task list template is a tool to raise productivity for your team, by ensuring that everyone's responsibilities are clearly defined.

Did you know?

80% of workers feel stressed and/or annoyed by inefficient company communication. If your instinct upon learning this statistic is to hold a few more meetings where you can mention it, you may be part of the problem. Nobody benefits when your employees can't get work done because they are distracted by workplace interruptions. Except for your competitors.

While companies have varying views on mask mandates, employers overwhelmingly support task mandates. 100% of employers interviewed said they would be disappointed if their employees ignored their assigned tasks.


2 out of 3 employers have seen increased productivity among their remote workers. Turns out, when you tell employees what they need to do and then get out of their way and let them do it, great things can happen. If only someone would invent some sort of employee task list template, to make that delegation easy and efficient. Oh well. Until then, there are always singing telegrams.

By
Spreadsheet.com
Spreadsheet.com
2
Worksheets
Team Task List
Overview

This project task list is a simple way for teams to track and manage project tasks. Columns in the main worksheet help you keep track of task information such as due dates, difficulty, and priority. Resist the temptation to mark everything as high priority. If everything is high priority, nothing is high priority.

This template uses automations to track when due dates are coming up. When a due date has arrived, an automatic email can be sent using automations. When a due date passes and a task has not been marked "Complete," "On Hold," or "Awaiting Review," the task will automatically be marked as "Overdue."

By adding your team members as users within the workbook, you can even use automations to send automatic emails for upcoming due dates or new task assignments. Once you master the use of automations, there will be nothing you can't do. You'll show them. You'll show them all.

How does it work?

Simply enter each Task that needs doing on its own row in the project task list, optionally tagging a high or low Priority. Attach any associated Files right in the spreadsheet in the appropriate column.

Select an Owner and Project for each task, to track who will be doing it, and why. Enter the Start Date and Due Date, as well as a Workload estimate on a scale of 1-5, to make it easier to balance the overall workload among your team members.

Use Status tags to indicate whether a task is Not Started, In Progress, On Hold, Awaiting Review, or Completed. (Unstarted and In Progress tasks will automatically be marked as Overdue once the due date is reached.)  Progress indications can be added in their own column, as can any relevant notes.

Look at the top of the spreadsheet for a pie chart breaking down Tasks by Status, and a bar graph showing the number of Tasks by Owner. For further insight into how your tasks break down by Status or by Owner, use the left-hand Views options. You can either re-organize the spreadsheet into Groups by Owner/Project/Status, or get Kanban Views stacked by same.

Why do I need an employee task list template?

Because it's one of the easiest ways to improve productivity for your business.

Of course, you want your team to be productive. And there are various things you can do to boost productivity, but they're difficult and not always cheap. One important step is to hire the best talent possible, so you have people who will be good at the job and able to consistently drive results. But that takes investment and a lot of time screening for qualified candidates, so it can't just be solved with a spreadsheet. (Although, if you do have many candidates to sort through, you can make the process easier with this Applicant Tracking Spreadsheet.)

Another good way to incite productivity is to boost your team's motivation. You can do this by keeping morale high at the office, being flexible about the manner in which your team works as long as the work gets done, and offering positive feedback and incentives (read: money) for jobs well done. Again, this requires some time and investment, but can pay off with productivity gains.

However, there is another easier way to increase productivity, and that's using a project task list to keep everyone on track. It doesn’t even require a significant amount of time or investment. Just enter all tasks that need to be completed into this employee task list template, assign them to your team members, and add the due dates.

Now your organization is more productive because your team has a clear list of expectations, and can manage their time more efficiently. You have a clearer overview of how all tasks are progressing, and can adjust and rebalance the workload among your team as needed. And it doesn't require hiring a whole new staff or spending a fortune on bonus incentives. All you need is this free team task list template and a little time to fill it out.

Who benefits from an employee task list template?

Offices where important tasks might otherwise remain incomplete

Managers who need to delegate work among their employees

Employees who want a list of exactly what they are responsible for

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