project team assignments template

7 Free Resource Planning Templates For Project Teams

Are you looking for free resource planning templates? Get access to the below templates the Google Sheets/Excel templates that make resource planning and management relatively easy.

• Team Availability Tracker
• Resource Allocation Template
• Project Resource Planning Template
• Resource Capacity Planning Template
• Timesheet Template
• Staff Resource Planning Template
• Human Resource Capacity Planning Template

If like most small teams, you use spreadsheets to manage project resources, these ready-made templates are a huge time-saver. Instead of starting from scratch, you can get quickly off the blocks using templates.

Let’s dive in.

What is resource planning?

Resource planning is the process that ensures that the right resources are available to the project when needed. Within resource planning, project managers:

• Track resource availability.
• Plan and track project resource allocation.
• Assign resources to project tasks.
• Manage resource capacity and workloads.
• Track time spent by resources on tasks.

Without a resource plan in place, projects get delayed, or worse, fail. Besides, upfront resource planning also helps avoid conflicts with other teams .

However, resource planning is not a one-time activity. Project managers need to adjust resource plans to account for:

• Changes in project scope
• Changes in resource availability or capacity
• Delays in tasks and milestones

Resource planning templates help you record, update and visualize resource availability, allocation, and capacity data. 

Resource planning and management templates

So far, you’ve learned about resource planning templates and how they can help. You also know about the disadvantages of using these templates.

Next, let’s take a look at the templates you’ll need to manage your project team.

How to download and use these templates?

All the templates below are view-only templates.

Make a copy of a template by clicking File → Make a copy… from the Google Sheets menu.

To download the template for Excel, click File → Download → Microsoft Excel (.xlsx) .

Each template comes with three sheets (Instructions, Example, and Template) to help you get started.

1. Team Availability Tracker

Team members are unavailable because of public holidays or planned vacations. Finding available team members to work on a project is a critical step in resource allocation. 

The Team Availability Tracker Template helps you track your team’s off time and visualize your team’s availability to work on a project. That way, you can schedule work when they are available.

How to use the Team Availability Tracker template?

• Click here to make to copy or download the template as an Excel file.
• Enter the month (MONTH) for which you want to track your team’s availability. This automatically populates the calendar for the month below.
• Add your team members to the EMPLOYEE column.
• Enter text or emojis to mark a team member’s off time on a specific date.

2. Resource Allocation Template

Once you know the available resources, the next step is to allocate them to a project . Or simply assigning a team member to a project for a specific period. 

The Resource Allocation template helps you track these assignments.

It helps track when a specific resource is available to work on a project . Use this template along with the resource availability tracker to avoid scheduling on dates when the resource is AWOL.

Tracking work assignments is critical, especially with shared team members. For example, multiple project teams could share a designer in a small web design company. It becomes important to know when this designer is available to take on more work.

How to use the resource allocation template?

• Enter your team member names in the RESOURCE column.
• This resource allocation template shows you weekly assignments for your team members.
• Once a team member is allocated to a project, mark the corresponding week with an ‘ X ‘.
• Optionally, insert a note from the File → Insert menu to add the name of the project they’re allocated to.

3. Project Resource Planning Template

Once people are assigned to a project, the next step is to track their workload within a project. 

The Project Resource Planning Template helps you assign tasks within a project without creating scheduling conflicts or workload imbalances. It also gives you a clear overview of who within your project is doing what and when.

In addition, it also shows you the number of days available for a resource during a month.

You’ll need to account for task dependencies, delays, as well as people’s availability and skills when assigning tasks. 

How to use the project resource planning template?

• Enter the month ( MONTH) and the project name ( PROJECT NAME) . The calendar below automatically updates for the month.
• Enter an ‘ X ‘ for a day when a resource is not available.
• Enter the task name when you want to book a resource for a task.

4. Resource Capacity Planning Template

After you’ve assigned people to tasks, the next step is to track each team member’s workloads.

Whether a client comes with additional work or a new client comes onboard, you want to know who’s available to take on new work. At the same time, you don’t want to overwork your team members.

The Resource Capacity Planning Template helps you track the estimated working hours for all team members .

Also, you can visualize if any team member has some extra capacity. Or rebalance workloads if any team member is overwhelmed.

How to use the resource capacity planning template?

• Enter the MONTH for which you want to track your team’s capacity.
• Add all your team members under the RESOURCE column.
• The sheet automatically creates the calendar for the month and calculates the available working hours ( AVL. HRS. )
• Now add the estimated workloads on each day of the month corresponding to a team members.
• The sheet calculates the booked hours ( BKD. HRS. ) and utilization ( UTIL. ) for each member.

5. Timesheet Template

The timesheet template helps you track and measure the billable hours put in by your team in a project.

Whether you’re charging based on time and materials or a fixed price, staying in control of your project’s budget is essential. Without this, your agency cannot deliver profitable projects and grow.

How to use the Timesheet Template?

• Enter the month ( MONTH ) for which you want to track billable amounts.
• Enter the names of your team members ( RESOURCE ) and their hourly rates ( HRLY. RATE ) in the corresponding columns.
• Finally, enter the billable hours put in by each team member on a day of the month.
• The sheet automatically calculates the

6. Staff Resource Planning Template

At times you may want to look at the resource requirements over the next year.

A Staff Resource Planning Template helps you understand if you need to hire any resources based on project commitments for the year.

In addition, it can also help you plan your recruitment based on when you need a specific type of resource.

How to use the Staff Resource Planning Template?

• Enter all the roles that your agency needs in the RESOURCE TYPE column.
• Enter the number of days you expect to utilize a resource type during each month.
• The sheet automatically calculates the TOTAL days you’ll require a resource during the year.

7. Human Resource Capacity Planning Template

The Human Resource Capacity Planning Template helps you see average workload and utilization by employee, department, and job title.

Like the Staff Resource Planning Template, this template helps you manage your employee/freelancer recruitment and onboarding. As a result, you can match your agency’s capacity with the demand and the workload.

How to use the Human Resource Capacity Planning Template?

• Enter your agency’s EMPLOYEE s along with their DEPARTMENT , JOB TITLE , and monthly CAPACITY .
• Enter their workload in actual (or estimated) hours for each month.
• The sheet automatically calculates the average workload ( AVG. WRKLD ) and UTILIZATION for each employee.
• In addition, the spreadsheet also has two pivot tables that shows you average workload and utilization for each department and job title.

Pros and cons of using resource planning templates

Ready-to-use templates come with the following advantages:

• Instead of starting from scratch, you can get started quickly
• Low cost, as you probably already have access to Excel/Google Sheets
• Little onboarding, as almost everyone knows how to use spreadsheets

Templates also have their fair share of disadvantages which make them unusable in most real-world situations.

• Spreadsheets generally lack communication and collaboration features essential for team scheduling
• It’s hard to keep track of who’s made what changes to a spreadsheet’s data
• Not everyone needs to see everything in the spreadsheet, but you cannot prevent them from seeing it
• Keeping track of different versions and keeping different spreadsheets in sync is quite a task

Updating templates needs discipline & effort

If you haven’t realized it yet, updating all these templates is a lot of work . 

These templates work together. And, if you miss updating any of these, your resource planning will be error-prone.

Some of these templates may look similar. And it’s tempting to combine these templates into one. 

But, there’s a reason why these templates are separate. Each template serves a different audience and purpose. Combining templates will cause information overload, and inconsistencies and lead to chaos.

So, what are your options?

• Either, you can choose to keep all the templates up to date with the necessary discipline.
• Or, you can choose to follow only the relevant steps in the resource planning workflow. That way, you’ll have fewer templates to update.
• Or, you can use a project and resource planning tool like Toggl Plan.

Toggl Plan: A Better Alternative To Resource Planning Templates

Toggl Plan is a beautifully simple work timeline planning tool. It makes project and resource planning a breeze.

Let’s understand how:

Track Team Member Availability

With Toggl Plan, you can create unlimited, color-coded plans. You can create a plan specifically to track your team’s leave plans. 

Besides, Toggl Plan also adds country-specific public holidays to the timeline. 

With these two features, you can easily visualize and find the available team members to take up a project.

Some more notable features include:

Track time off

Knowing when your team is available is crucial for scheduling and delivering projects on time.

The Time off feature is a convenient way to communicate the team’s time away from work. It provides a clear overview of who’s available and who’s not — be they annual leave, public holidays, sick leave or something else. You can also see a conflict warning when work is scheduled for someone who is unavailable.

Allocate Team Members To Projects & Tasks

With Toggl Plan, you can easily add team members to a project plan or a team plan. 

You can assign one or more team members to a task. And, these team members can collaborate on a task using comments and file attachments.

As a result, all the project-related information is available in one place. And, your team doesn’t have to use multiple channels to communicate about the project.

Managing Team Capacity & Workloads

For each task in Toggl Plan, you can include the estimated effort. 

On the team timeline, you can visualize your team workloads. Visualizing workloads helps you understand if team members are overworked or have any capacity to take up more tasks.

Time Tracking & Timesheet Management

Toggl Plan integrates with Toggl Track for time tracking and timesheet management . 

With this integration, you can easily track the actual time on each task. Plus, you can generate timesheets and billing reports. 

In Conclusion

Resource planning templates help you organize, capture, and track resource allocation and usage. 

Spreadsheet templates are easily accessible to everyone. Plus, such templates are readily available for free on the internet.

However, spreadsheets don’t come with communication and collaboration features. Also, you’ll constantly struggle to maintain data integrity and prevent information overload.

Consider using a project and resource planning tool like Toggl Plan to avoid these drawbacks. Try out the team plan with a 14-day free trial. 

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

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Project Management

15 free project management templates for teams in 2024.

Haillie Parker

February 12, 2024

Looking for new project management templates?

Whether you’re tracking multiple projects or need more insight into the project plan ning process, details are essential. That’s why project management templates save managers and teams alike a ton of time when jumpstarting the latest concept or project plan.

Project management templates prevent teams from starting from scratch with every new project, streamline existing processes, and help members think more proactively about how they’re carrying out their daily tasks. 

Plus, they’re loaded with features to manage the heavy lifting for you. Whether it be through workflow automations, pre-built workflows, plug-and-play process documents , or tracking project deliverables, organizing tasks and documents will always create a more manageable system.

There are hundreds of templates out there to complement virtually any project management software —but not every free template will suit every project! In this article, we’ll cover everything project management templates can do for your team, the must-have features, and 15 customizable templates to enhance your project management process in ClickUp!

What is a Project Management Template?

Features to look for in free project management templates, 1. project management template by clickup, 2. high-level project management plan template by clickup, 3. project management timeline template by clickup, 4. project manager template by clickup, 5. project schedule template by clickup, 6. project charter template by clickup, 7. schedule blocking template by clickup, 8. project management status report template by clickup, 9. agile scrum project management template by clickup, 10. project management meeting tracker template by clickup, 11. creative & design template by clickup, 12. budget project management template by clickup, 13. project management playbook template by clickup, 14. construction project management template by clickup, 15. planning a project template by clickup, start project planning with free project management templates.

Project management templates are designed to help teams save time and work more efficiently with pre-built workflows, project views, and tasks to expedite the early stages of your project through to completion. 

Kind of like the most complicated Mad Lib you’ll ever find, project management templates make it easy to plug your information into tailored project management structures so your team can simply start .

The best templates are also customizable, align seamlessly with your current processes and tech stack, and help create a standardized approach to all of your projects going forward. 

These templates are also rather complex with ready-made frameworks for creating tasks, project schedules , and proper documentation. You’ll reap a laundry list of benefits to continue streamlining and scaling your project management best practices including:

• Increased efficiency through better organization
• Effective time management to stay on track
• Consistent documentation to align teams on current projects and make sense of past work
• Improved collaboration between members, managers, and stakeholders

But what does this pre-packaged project plan framework look like?

There may be a plethora of project management templates to choose from, but not all pack the same punch! There are several key features to keep an eye out for to ensure your template will lead your team to success.

These features are critical for creating a proper project plan, project prioritization , tracking, and task management—and they can come in many forms! 

When searching for your next project management template, invest in the template that provides the following features (and more!):

• Project scope and objectives to document the key goals, deliverables, and overall process
• Multiple project views including Gantt charts, Kanban boards, project timelines , interactive checklists , calendars, and more to manage projects from every angle
• Resource management and allocation to stay on top of your project budget and materials
• Task prioritization and management to organize your workflows and keep track of your project progress all the way to completion 
• Clear project controls and reporting to ensure the project team is on track to hit your project management KPIs and that stakeholders stay informed
• Team collaboration tools to help project members stay connected, improve team relationships, and boost the overall quality of work 
• Tons of integrations to bring all of your other work tools into your project template for more informed updates and easy access toward a successful project

These features lay the groundwork for a high-quality project management template, but there may be additional features that suit your team’s unique processes for better planning and project execution . Keep these features in mind as you browse through 15 of the best project management templates for the only productivity tool that can really do it all—ClickUp!

15 Free Project Management Templates for Project Managers

Use the features above to consider your team’s needs and typical project requirements to determine the project management template that serves you best! With the 15 customizable and free project management templates listed below, you’re guaranteed to find the perfect template for any use case. 

Failing to plan equals planning to fail in project management, but the Project Management Template by ClickUp simplifies this hefty challenge with a designated and pre-built Space to manage your work in organized Folders broken up by project phase . If you’re brand new to project management, this template might feel a bit overwhelming, but we’re here to break down this comprehensive resource so you can:

• Visualize and track your project resources
• Assign, manage, and prioritize your tasks with multiple workflow views
• Sync with stakeholders and work with the team without breaking a sweat

And more! This free project management template is your all-in-one solution with a flexible List and Kanban-like Board view to plug in your task information for immediate progress tracking. Plus, there are six custom task statuses to convey whether any action items are in progress, open, or done. 

Productivity really comes into play with this template’s additional ClickApps ! Access seven key functionalities by viewing or opening tasks including:

• Time tracking
• Custom Fields
• Dependency warnings
• Multiple assignees

And more—no matter what pricing plan you use!

The High-Level Project Management Plan Template by ClickUp is designed to define and track your team’s long-term goals, KPIs, and final product from a bird’s-eye view. 

This beginner-friendly project management template keeps things a bit simpler than the first project management template but still packs a major punch with its List view. With three custom statuses and five pre-set Custom Fields for stages, approvals, and progress toward completion, managers can visualize a comprehensive pulse-check on the project status , even from a single glance.

The five flexible views are where this high level project management template really shines—including a ready-to-use Deliverables List view, multiple Kanban board s, a detailed project timeline, and of course, a Getting Started Guide to expedite your set-up process.

And for all of our visual-first project managers, the Project Timeline Whiteboard Template by ClickUp will be your new go-to! Whiteboard project management is all the rage—and for good reason! Using this highly visual and collaborative tool, you can quickly plot your project’s major activities by stage and by week to help the team stay on track.

Plus, ClickUp Whiteboards are the only digital whiteboard software with the ability to take any text, shape, or note, and convert it directly into an actionable task. That means you can act on your workflow from your whiteboard without ever having to re-update statuses or click away from your work. 

And since the work is already so neatly organized on your whiteboard, this project timeline template is the ideal resource to have on hand for stakeholder meetings and presentations so you avoid any project risks.

As valuable as the previous project management templates are, you need a solid understanding of project management best practices and fundamentals before you can use them to their fullest extent. The Project Manager Template by ClickUp is here to help you achieve that knowledge. 

This ClickUp Doc template provides the framework for a Statement of Purpose (SOP) essay for those in pursuit of higher education degrees like an MBA or MSc. These programs are critical for covering the basics and the nitty-gritty of project management, and this free template is the perfect stepping stone for highlighting the qualifications, unique skills, and experience you already possess to help you succeed in such programs.

Designing your team’s project schedule can be a daunting task—especially for more complex projects and cross-functional team s. The Project Management Schedule Template by ClickUp simplifies this task with a formatted List to break down everything from your project phase to potential bottlenecks. 

While this is a List template, that’s not the only project view you’ll find applied to your Workspace. You’ll also see a pre-built Table view to assess project risks or issues, a project schedule using Timeline and Gantt view, and a Kanban board to visualize individual task statuses.

Using that Kanban board with ClickUp’s Board view, you’ll also have immediate access to key information through Custom Fields so you know the exact project status just how you designed it. So as you look at the big picture of your tasks, you can also quickly grab details like contributors, the risk level, progress rate, and more.

A project charter is a short formal document that describes your entire project and is created as you build your project plan. It plays a major role in defining your project scope , deliverables, key players, budget, and the work to be done. 

This Project Charter Template by ClickUp makes this easy with a detailed outline applied directly to a ClickUp Doc. In the pre-formatted sections and tables, you’ll be prompted to fill in all of the information you need to get your project off the ground and set in motion. 

As a project manager, you need easy but functional strategies to keep track of your project status and timeline so you know what task each team member needs to work on and the allotted time left to stay on schedule. One of the best ways to achieve this is by time-blocking!

Use this Schedule Blocking Template by ClickUp to assist you in monitoring your past, current, and upcoming events. By applying this List template to your Workspace, you’ll instantly have access to four custom statuses, five Custom Fields, and a whopping seven project views including:

• List view for upcoming activities
• Form view for scheduling requests
• Monthly, Daily, and Weekly Calendar views for optimal time management

The Project Management Status Report Template by ClickUp will keep your stakeholders well-informed and your executive projects on track through its seven flexible work views, 11 Custom Fields, four custom statuses, and more. 

This beginner-friendly project status report template was created to help you better oversee multiple projects at a time, so you can quickly grab the key takeaways of any project from any view. And with so many Custom Fields to attach important information to every task, you can quickly filter, sort, and locate action items or things like resource allocation and project budgeting across everything with ease.

Sometimes it can feel like Agile teams are working around the clock to iterate, iterate, and iterate again. It requires a ton of strategic planning, a powerful project management tool, and the Agile Scrum Management Template by ClickUp to ensure everything goes off without a hitch every time! 

This monster of a template applies a designated Space for Agile Scrum teams to find solutions and standardize the delivery of their products—including backlogging, sprint planning, standups, reviews, and retrospectives so you nail all project phases.

This project planning template starts you off on a structured ClickUp Whiteboard to map your user flows and team workflows. From there, you can begin creating, delegating, and tracking tasks using 30 loaded task statuses! Not to mention, you’ll also have access to 13 ClickApps for sprint points, time tracking, priorities, work-in-progress limits, time estimates, dependencies, Custom Fields, and much more.

Meeting minutes are extremely helpful for remembering your next steps and key takeaways, but tracking your meetings in a flexible list ensures a smoother planning and preparation phase when managing any project requests. The Project Management Meeting Tracker Template by ClickUp is perfect for staying on top of important check-ins like quarterly reviews, weekly 1-1’s, project kick-off meetings, and more.

Creative and design project management is where things start to get a bit dicey!

Project details pivot and design or creative teams face multiple rounds of feedback to ensure stakeholders are pleased with the results. And since design requests can be interpreted a thousand different ways—the edits can get a bit extreme at times.

The Creative & Design Template by ClickUp is a must-have Folder for all creative teams.

This creative and design template starts with a collaborative ClickUp Whiteboard and guides you through the entire creative process with pre-built end-to-end workflows to document and execute requests of any kind.

In project management, determining the project budget is crucial for any project’s success.

Project budget templates can help a project manager analyze expenses, make strategic resource allocation decisions, and identify risks when managing multiple projects! That’s why it’s so important to have a resource like the Budgeted Project Management Template by ClickUp handy for every new concept. 

Think of this template as the best-kept secret for numbers project management. This user-friendly and intuitive tool is ideal for tracking project schedules and multiple activities so you stay within the pre-defined resources and requirements for any project.

We’ve seen plenty of List and Space project plan templates already, but the Project Management Playbook Template by ClickUp has a bit of a different approach to handling project plans! With a pre-made Folder for your Workspace, this beginner-friendly plan template will be your project manager’s new best friend for standardizing the preparation process for any type of project. 

It hinges on aligning your project goals with your company’s overall objectives and traditional operations, so all team members feel ready and qualified to tackle their tasks at hand. This is especially true for cross-functional team members who must accommodate a range of daily processes.

The simple project playbook template works like a playbook and will set consistent expectations and bring some much-needed predictability to everyone’s daily schedule.

Like any software team, construction project management professionals have a ton on their plates, all the time. The Construction Project Management Template by ClickUp was designed for all construction site managers to oversee complex builds, updates, dependencies, and schedules. 

But that’s not the only person who’d benefit from this template! This Space-level template brings an advanced set of features like 30 task statuses, 14 Custom Fields, 11 ClickApps, and five project views to help contract admins, draftsmen, and contractors streamline their planning and scheduling processes.

The Planning a Project Template by ClickUp uses your Workspace to its fullest potential by creating tasks in any List and then easily moving them to other Lists. 

Project planning templates help teams achieve their goals within the given scope, schedule, budget, and resources. It enables stakeholders to easily track project status through visually appealing and easy-to-understand project schedules so they best plan around changes while proactively managing risks. 

ClickUp’s free project plan template helps project managers keep their project on track from start to finish. Use this template to ensure everyone on your team has access to the same information, expectations, decisions, and assumptions.

Any one of these 15 templates will get your project where it needs to go—because they were all designed by ClickUp !

ClickUp is the only productivity platform powerful enough to centralize all of your work across apps into one, collaborative workspace. With dozens of free project management features, an ever-growing Template Library , and more than 1,000 integrations , ClickUp can create solutions for teams of any use case.

Get started with any of the templates to tackle your next project plan or to take control of your project timeline when you sign up for ClickUp today !

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Project Team Assignments

There are two different techniques you can use when you are making project team assignments. The easiest way to assign work to your project team members is to give them activities to complete, like items on a “To Do” list. That technique doesn’t take much thinking and the assignment is usually a little vague. The more effective technique is to make the team members accountable for producing a specific deliverable. Each deliverable must have a measurable outcome. This technique takes a lot of thinking because you must specify exactly what you want the team member to produce and how you will measure it. Deliverables are always better assignments than a list of To Do’s. That’s because the team member will understand exactly what you expect of them before they start work. People perform at a higher level when they are accountable for deliverables and that is the key to consistent project success. Let’s discuss how to define and assign deliverables. Leading Teams Main Page

There are several components when you assign a deliverable to a team member. You need an estimate of the amount of work the deliverable will take. You also need to identify the risks in producing the deliverable. A team member often needs to receive work products from others to be able to produce their deliverable. All that information should be stated in a work package. The work package is a one-page document that gives clear assignments to team members. It also lets team members participate in defining the approach to the task and estimating the amount of work it will take. But let’s get back to the key element, the performance expectation.

Project Team Assignments: Deliverables versus Activities

There is a clear distinction between project team assignments that are activities and those that are deliverables. Activities are “To Do’s” like “teach the payroll system training class.” Deliverables are end results like, “After the payroll class, 85% of the attendees can enter 30 pay changes per hour.” After receiving each of these assignments, a team member can teach a payroll class. But the content will be different with the deliverable assignment because the trainer is not just conducting a class. They have a measured result they are accountable for delivering. Project managers who design team member assignments as deliverables have significant advantages over those who use activities. Before listing these advantages, let’s make sure you’re clear about the differences between team assignments with activities and those with deliverables. Effective Feedback

Project Team Assignments Example #1: Assignment to a Teenager

The Activity: “ Clean up your room.”

The Deliverable: “Put all the empty Pepsi cans and candy wrappers in the garbage can.”

With the activity assignment, the parent have only told the teenager to perform an action. They have not defined the expected outcome. The teenager has to guess what the parent wants. There can be many interpretations of what the “Clean up your room” activity involves. So it is likely that the parent won’t get the end result they’re looking for. The key flaw in this (and any) activity assignment is that there is no clear performance expectation. There is no performance standard to measure the teenager’s actions against. There is only a vague idea of what a “clean room” looks like. As a result, the parent can’t gain the teenager’s commitment to the assignment. And they can’t reasonably deliver consequences for the teen’s good or bad performance. Team building

With the deliverable of “All the empty Pepsi cans and candy wrappers in the garbage can,” the teenager has the potential for better performance and commitment. The expectation is clear and it is possible to get the teen to commit to it. If there are still empty cans and candy wrappers on the floor after the teen says they’re done, they will have to agree that the standard wasn’t met. On the other hand, if they also put their textbooks and computer on the desk, the parent must agree that the teen exceeded the standard. In this example of a deliverable, any rewards and punishments have a better chance of being seen as fair because the standard was clear.

Project Team Assignments Example #2: Assignment to a Team Member

The Activity: “Develop recommendations to reduce turnover.”

The Deliverable: “Get management committee’s approval of policy changes that will cut turnover by 10%.”

With the activity assignment of “Develop recommendations to reduce turnover.”, the project manager must continuously check the team member’s work to guide them. That’s because the team member cannot have a clear idea of what the PM wants. (It’s also possible the PM doesn’t know what the assignment should achieve.) The team member doesn’t know whether to develop 200 recommendations to eliminate all turnover or just a few to bring it down a little. This leads to a game of “Did I get the right answer?” each time the team member thinks they are done. The team member does some work and brings their recommendations to the PM asking, “Is this what you wanted?” The answer to this question is usually “No.” Then the PM blames the team member, saying, “You didn’t understand the assignment.” So the team member goes back to the drawing board, frustrated and irritated.

These problems are solved with the deliverable assignment of “Get management committee’s approval of policy changes that will cut turnover by 10%.” The project team member knows what’s the PM expects them to deliver and doesn’t have to guess. The PM has a better opportunity to gain the team member’s commitment and positive or negative consequences will be clear and fair. Additionally, the team member can get a sense of satisfaction from meeting the expectation.

So why do PMs assign team members activities rather than deliverables? The answer is because it’s much easier and safer than assigning achievements . There are two reasons for this. First, by assigning activities, the PM doesn’t have to think through the situation and commit to exactly what he/she wants. They have some wiggle room to change their mind on what they want. Second, it is difficult for the PM to make a mistake when assigning activities. Only the person doing the work can be wrong. Weak PMs always use activity assignments because it’s safe for them and always leaves them wiggle room.

Now let’s look at some more good and bad assignment examples. The bad ones are more entertaining so we’ll start with them.

Project Team Assignments Example #3: Counting the Wrong Thing

Here are a few examples of counting the wrong thing on a customer service improvement project. The project scope is defined as “Provide World Class Customer Service that Delights the Customer.”

• A PM measures the engineers’ performance by the number of lines of code each one writes. The engineer with the highest total gets a lunch with the CEO.
• A PM measures the trainers’ performance by the ratings that class attendees give each trainer. The trainer with the highest rating receives a certificate of appreciation.
• A PM measures the performance of customer service reps by counting the number of interviews each person conducts with customer service managers. The team member with the most interviews gets publicly recognized at a status meeting.

What performance will the PM get from project team assignments like these? In the first example, the engineers will write a lot of lines of code. Some of it may benefit the customer service division but a lot will not. In the second example, the training class attendees will have a fun time and give the trainer a high rating. But they won’t learn much. In the third example, the team members will conduct a lot of interviews. But much of the information will be gathered in a hurried manner and may be useless.

The project managers in these examples counted the activities being performed and got the results they deserved. These activities produced high volumes of whatever the PM was counting, even if it contributed little value to the project. The PMs probably didn’t know what business value the project needed to deliver. So they created assignments that were activities they could identify without much thought.

Project Team Assignments Example #4: Counting Only Dates

Another form of counting the wrong thing occurs when the project due date or duration is the only measurable result. The due date usually comes from an executive. It doesn’t consider the amount of work required or the availability of the people to do it. Next the project manager picks the due date of each assignment to support the entire project’s due date. In this situation, the team members have no commitment to their assignments’ dates because they were forced upon them. They often recognize that the dates are impossible even before work starts.

At each status meeting the PM asks, “Are you on track to hit your due dates? You committed to them.” Most team members give the PM an optimistic thumbs up. Then one day a truthful person says, “No, that date is impossible. There is no way I can hit it.” The PM gets angry and from them on, everyone is afraid to tell the truth about their assignment. So they report they are on target to meet their dates. They don’t mention that they’re counting on miracles to do so. When the due date draws near, the team members slap together whatever they can and turn it in. It’s poor quality work, but at least it’s on time. The organization then spends months and thousands of dollars to fix the failed project.

Project sponsors drive much of this “due date behavior” when all they focus on is the due dates of the entire project and the team assignments. I don’t mean to imply that the dates are not important; they are. But delivering junk by the due date does not make the project a success. Unfortunately, most project sponsors are used to to having only dates for tracking the project’s progress. Too many project managers don’t report anything else that is measurable. Everything else they report is vague, subjective statements. So it’s not surprising that sponsors like dates because they are objectively measurable and unambiguous.

What project managers need to do is to count the right things. They need to count the end result (the business value) the project produces, the date, the cost and the risk. These techniques take a more time but they yield enormous benefits. Let’s see how you do that.

Project Team Assignments: Assignment Deliverable Hierarchy

To be a successful project manager, you must work with the sponsor to define measured deliverables for the project scope. Then you define the major deliverables that lead to it. This includes the acceptance criteria the sponsor will use to measure the project’s success. Let’s use the customer service project example again. This time the scope definition the sponsor sets is “Complete 95% of customer phone calls within 3 minutes

with less than 3% calling back about the same problem.” This is a clear measured outcome. Then you break it down into smaller achievements that support the scope.

As you break down the scope into its IT system deliverables, you come to the GUI (screen display) that an engineer has to develop for the customer service reps to use. That measured achievement could be “Customer service reps see 6 months of customer history within 4 seconds of entering the customer’s name or number.” Please note that this achievement is measured in the users’ business point of view. It is not measured in the IT system engineering department’s business point of view. This is much more supportive of the project’s scope than lines of code (like the PM used in the earlier example).

The trainer has a different achievement, too. Their assignment could be “80% of the class attendees can answer the top 20 customer questions in 120 seconds or less using the new GUI.” Again, what you are counting is more relevant to the project’s scope than whether the attendees enjoyed the class and the trainer.

The team members interviewing the customer service managers could have a measured business outcome like, “Managers reach consensus on the ten most important customer service problems.” This is much more supportive of the project’s scope than counting the number of interviews conducted.

That sounds pretty straightforward but it takes time, thought and planning to create this assignment deliverable hierarchy. You must think about what to count and measure. They must be relevant to achieving the project’s scope. Performance expectations must be clear to the team members before they start work. So you must define team members’ assignments in measureable terms. That encourages their commitment and makes estimating and tracking much more precise. It also lets you spot problems early, when you have a chance to fix them. It plays an important role in managing projects that deliver successful results. When you assign a project team member a deliverable, it is easier to clarify your expectations, gain their commitment and give them rewards that are based on performance. All the techniques in this article are part of our private, training courses and certifications delivered over the Internet or as in-person seminars for organizations.

Continue reading here: Project Scheduling

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How to Give Assignments to Team Members

Last updated on: March 21, 2024

The project has been divided into milestones, goals and objectives broken into tasks, and now it’s time to assign them. But as you open the project management platform, you’re faced with the unflattering process of wording the tasks, and choosing whom to assign them to.

Well, in this article, we offer advice on how to make that jumbled first moment a little clearer. There are actionable tips, learning the difference between allocating and delegating tasks, and suggested criteria on how to choose the best person for the job.

For a more precise overview, here’s a table of contents:

Table of Contents

How do you assign employees tasks?

We normally think that assigning tasks is a time-consuming process that focuses on clearing out task lists to keep the project going. However, task assignment should actually be a more employee-oriented process that requires additional dedication and effort, which yields incredible results. But what do we mean by that?

Properly assigned tasks push your employees, projects, and the overall company forward. Here’s how.

• They strengthen accountability and trust between managers and employees;
• They help teach new skills and perfect old ones;
• They allow employees to get familiar with other teams and avenues of work;
• It becomes easier to make project estimates;
• Makes for great bases for performance reviews, etc.

The list could go on, but we’ll stop there for now.

Of course, such long-term benefits don’t come without some proverbial blood and sweat in the planning stage. Let’s take a look at the general ideas on assigning employee tasks, and specific steps you can take.

Motivation comes from knowing the bigger picture

When we talk about the bigger picture in project management, we talk about each team member’s task affecting their peer’s down the line. Since all tasks are usually small pieces of the puzzle, it helps to remind employees how their work contributes. For example:

• A high-quality draft can make a great foundation for the final version, and it can be completed more quickly.
• A well-prepared presentation can shave time off unnecessary questions and additional email inquiries.

It comes as no surprise that people work better and are more productive, when they know that their work has an impact on the company level.

And so, when you assign tasks, try to emphasize how they fit in the bigger picture. Simply saying: “ You doing X will help with Y and Z ” and how it reflects on the project as a whole will let an employee know that the task they were assigned is important.

Get your employees excited to commit

Telling people about the bigger picture and showing them what’s possible can only get them so far. It’s enough to ignite the initial spark, but for them to fully commit to the task, you need to define what that task entails.

They should be able to picture how to go about the work, what skills to use, and how to reach the desired result. The clearer the instructions, the more motivated they will be to work.

Simply put, give directions on how the task should be done, and make sure they understand. You can’t read each other’s minds, so it’s important everyone is on the same page.

Ask for task transparency

One of the best practices a company can employ is transparency among coworkers.

This is achieved by having everyone input their tasks for the day in a timesheet. The purpose of timesheets is to get an accurate idea of what everyone is working on at any given time.

When people know who works on what tasks, it’s easier for them to know if a person is available or busy, how far along they are with a task, etc.

So, when you give assignments to employees, label them with deadlines. Alternatively, you can ask for employees’ assessments on how long the work would take them, and use those timeframes.

Source: Clockify team timesheet

Timesheets are a great way to keep an eye on tasks and the people doing them. You get to:

• see who struggles with what (helps assess people’s skill sets);
• who burns through their workload and is available for additional tasks;
• whether your time estimates need correction;
• identify any wasted time.

💡 If your employees are insecure about keeping public records of their tasks, here are a few resources that can help:

• How to create order in your daily work tasks
• How to be more efficient with your tasks

Keep a crystal clear timeframe

While we’re discussing timesheets and deadline transparency, it’s important to mention that the times you set for task completions need to be clear-cut.

As we’ve mentioned, the safest way to assign deadlines is to consult the employees. They are better at assessing how long it will take them due to the tasks’ difficulty, overall deadlines, the standards that need to be met, and the skill required to complete it.

When they get a say in how long they should be doing an assignment, people tend to feel more accountable for the whole process. They will do their best to finish in time, since they actively participated in setting the deadline.

Set very clear expectations

Assigning a task should always include your (the supervisor’s) expectations pointed out. For example:

• Does a logo pitch need as many drafts as possible, or just a few finished pieces?

If you ask a designer to make some drafts for a logo pitch, you must specify the kind of quality you’re looking for. Explain whether you are looking for some sketches and drafts for a brainstorming meeting, or if you want clean, presentable pieces to show.

Additionally:

• How many pieces should the designer do?
• Is there a specific color palette they need to follow?
• How important is the task? Is this the day they finally decide on a logo, or is it still in the brainstorming stage? (decides on the quality of the work itself)

Assigning the task using the above questions, you help the designer understand how much effort precisely they need to invest. They become more motivated with clear instructions, as they know what is expected of them. There’s no fear of having their work criticized for something that wasn’t communicated in the beginning. And on your end, it prevents breached deadlines or subpar results.

Avoid creating dependency by being less involved

It’s not unusual for employees to ask their supervisors for their opinion on a certain task, or their performance.

The problem arises when a supervisor makes themselves too involved with the process. When they feel like the project might fall apart if they don’t have their eyes on every moving part all of the time. And when you have, say, 20 people waiting for that person’s approval, advice, or consultation, the workflow runs into a gridlock.

And wait time is wasted time.

Plus, people lose motivation, patience, and grow frustrated, as they could be doing other things.

So, learn not to jump in every time people call for your aid. Assign reliable people who can address smaller issues, while you handle the big picture. Learn how to expend your own energy where it is needed more.

For example – making a pitch presentation for potential investors keeps getting put off because one person needs you to check a client email they want to send, another wants your signature on a form, and the third wants to ask something about employee feedback that’s coming up.

In order to not be stretched thin, and have your time wasted on menial tasks, here’s where you can start:

How to mitigate the risk of being over-involved when assigning

• Remember that you match tasks to people

Which means that, by matching the right people with the right tasks, your involvement will be minimal. Take time to carefully choose who gets to do what. What is the point of assigning tasks if they can’t be done without you?

• Have a 10-point scale to judge the importance of items

How important are certain aspects of your leadership role? Are you absolutely necessary in every meeting, or during every call? Which tasks need your approval, and which ones can be approved by someone under you?

Rank these items on a scale of 0 to 10, based on their importance to you and the project. Top priority tasks should get your undivided attention. And what can be delegated, should be.

• Analyze your schedule

Your energy and time are needed on a much broader scale. The best way to spot if you’re wasting time being too involved is to look at your schedule. Identify how much time you’ve spent on low-priority items, and assess which issues could’ve been solved without you.

• Take into account priorities and deadlines

Step in only when absolutely necessary. You are in charge of things getting done on time, by people most qualified for assigned tasks. Determine what your priorities are for each project, and concern yourself only with those issues, unless there is a risk of breaching a deadline.

• Formulate a list of dependable people

If you know your employees (or team members) well enough, then you should be able to single out those who are more dependable and ready to take on a little more responsibilities. Write out the reasons how they could help by getting involved on low-priority items instead of you. When the time comes, rally them and present them with the idea, keeping in mind that this solution helps push the project forward. When authority is delegated to several people, there’s fewer chances of a hold-up in the workflow.

This also falls into the realm of task delegation , which we’ll get into later.

How do you decide what tasks to assign to which employees?

1. assign based on priority.

Naturally, some tasks will be more important than others. When you break down a project into tasks , spend some time assessing their priority level.

High-priority tasks should be the first on your list to allocate. Whether it’s because they’re time-sensitive, or require more effort and dedication.

Low priority tasks can be allocated as fillers to the first available person.

2. Assign based on employee availability

Another factor to consider when assigning tasks is who is available at the moment.

As the project moves along, new tasks will be added. You will have to allocate new work, but odds are you won’t always be able to pick who you want. Especially if a deadline is approaching, the person with the smallest workload should be your first choice.

Overloading an already busy individual just because they’re more skilled or you have faith in them the most puts an unnecessary strain on them. It’s cause for frustration, poorer results, and decreased productivity.

And as we’ve mentioned, if you have a timesheet with an overview of all the tasks and employees working on them, it’ll be much easier to spot who is free and who isn’t.

3. Assign based on employee skill level

High-priority tasks should go to employees with more experience in a given field or skill. However, you should occasionally give such tasks to other employees as well, to help them grow and become just as dependable. Giving people challenging tasks that can boost their experience is essential to productivity and morale.

Not to mention you get to have multiple high-skilled employees.

Low-priority tasks can be assigned to anyone, despite their experience level. They’re a good opportunity to practice, pick up new skills, or get smaller tasks out of the way to make room for more important ones.

4. Assign based on preference

Last, but not the least, preference can also play a big part in how you assign tasks.

It’s a given that some employees will prefer certain tasks over others. So it could be good to assign tasks at a meeting with the team. As you discuss priorities, deadlines, and availability, ask them which tasks they would like to work on.

If someone shows interest in a specific type of work, they should (with some consideration), be allowed to take it. After all, people are more productive when they’re assigned to something they find new or exciting.

Note: Apply this rule with caution. Letting people do only the tasks they want can stunt their career growth. Getting out of our comfort zones and occasionally doing tasks that we don’t like is how we develop and learn. So, don’t forget to document assignments as you hand them out, to spot these potential issues early on.

Allocating vs delegating tasks

While semantically similar words, delegation and allocation in terms of tasks are two different things.

When you allocate tasks , you are assigning tasks without giving the employees much authority, challenge, or room to grow. It includes you keeping all of the responsibility – writing out the tasks, making deadlines, providing resources, tools, etc. These are usually recurring tasks that can become repetitive.

When you delegate tasks , you allow for some of that responsibility to fizzle out from your fingers. All you think about are the objectives, while letting the employees figure out the details and means to get there.

However, that doesn’t mean delegation is right and the allocation is wrong.

Task allocation has its own place. It is just as important, as a lot of tasks come down to repeated processes that are still vital to the project progress. Task delegation is just a good opportunity for employees to learn, challenge themselves, and assess their skills and performance.

When should you allocate tasks?

Management and BizDev consultant Artem Albul shared his concept on task assignment, which he dubbed an “algorithm”. He emphasized how these criteria are useful only and only when you wish that employees perform the tasks based on your guidelines and instructions (aka allocation).

Here is how Albul broke down the algorithm:

Source: Artem Albul, TWA Consulting

As we can see, task allocation, while the more “controlling” of the two, also gives in-depth instructions and asks for confirmation on task clarity. A lot of it comes down to everyone being on the same page, leaving little to no room for misinterpretation (but also creative freedom).

How should you allocate tasks?

With all that we’ve mentioned in the previous section, here’s how your task allotment could look like, step by step.

• Break down your project

Detail out the goals, objectives, and some individual tasks (not all, be careful not to start micromanaging). Place the most important deadlines.

• Prioritize tasks and sort them

It’s important to know what tasks need to be done faster/better, to properly allocate your resources and manpower from the start.

• Make a list of teams and team members

Assign team leaders (if you don’t have them), and alternatively, ask for their input on individual employees skills, for a more informed decision on who gets what.

• Schedule a meeting

Make a meeting with the team leads and go through the points above. Assign tasks according to each team’s availability, interest, and skill required to successfully push the project forward.

• As team leads – assign tasks further down the pipeline
• Track task completion and make necessary changes along the way

Whether it’s pushing deadlines, reassigning tasks, or shifting around resources. This is perfectly fine and expected, so long as it doesn’t happen on every task you’ve assigned. Then, it is an indicator of poor pre-planning.

• Offer feedback and write performances

Don’t forget to track the progress and make notes of important details that might help the next task allocation/delegation process. It’s also a useful piece of information for the employees on what they need to improve on.

Allocating tasks is somewhat more complicated than we want it to be. But, this kind of thorough research and preparation will make projects run more smoothly. Employees will also be more satisfied with their work, and there will be less hurdles as deadlines approach.

When should you delegate tasks?

Delegation is a great practice in trust for both the employer/supervisor and the employee. The employer learns how to give away some of their control over the process, while the employee learns how to take more accountability for their work.

This lets you focus on big-picture aspects of your job, since you deal less with assignments that are low-priority for you. You save time and energy, while helping others move up in their careers.

How do you effectively delegate tasks as a leader?

As we’ve mentioned, delegating includes more employee independence. There are some additional components which make this type of task assignment more appealing than allocation, with great opportunities for growth.

Focus on delegating objectives instead of actual tasks

When you delegate, you focus on the objective that needs to be done. You shouldn’t give employees a “color by numbers” instruction on how to complete a task.

Communicate clearly what the end result should be and what expectations you (or the higher-ups) have. Leave the means for reaching that end goal to the employees themselves. Because how you solve a task may be completely different to how they will. And that is perfectly fine, so long as the result is the one you are looking for.

Keep the objectives challenging

When the objectives you’re delegating are too easy, chances are the person will either procrastinate, or feel like you don’t trust them enough. And if they’re too difficult, they get frustrated, anxious, and begin to panic.

It’s a good idea to be aware of an employee’s skill level, so you can gauge how much challenge and responsibility they can take on. For them to be the most productive and achieve great results, they need to enter “the state of Flow”.

Source: Optimal Experience , M. Csikszentmihalyi

💡 We’ve discussed the state of Flow in more detail in an article on time organization.

Encourage discussion and feedback

Let employees voice their opinions on the topic.

They should ask anything about the task, the goals, or the overall impact their work will have on the later stages or others’ workflow. It means they are interested in the task, and getting involved.

And if they aren’t asking questions themselves, you can always nudge them into proactivity.

• Is there something you’d like me to clarify?
• Do you already have any ideas on how to go about the task?
• Is the time we agreed upon enough for you?
• Will you need other resources, tools, or support?
• Do you see any problems or risks?

Questions like these help them feel valued, their efforts acknowledged, and let them know you care about the task and how well they perform. Just be careful not to overdo it, or you’ll start to look like a micromanager.

Give employees free rein, but offer support

Speaking of micromanaging, delegation means you let people problem-solve their way out on their own. There should be no reason for a manager to step in and control or supervise any step of the process, unless absolutely necessary.

However, what you should do is let them know you’re available for any advice should they feel stuck. Just because employees get authority on a certain task, and are left to their own devices, doesn’t mean the project has to suffer until they pull themselves up.

From time to time, ask them if they need anything from you, and make sure they know you’re there for any kind of support, consultation, or mediation. ANother good practice is to also give them additional learning opportunities – such as training, conferences, courses, etc.

Delegate objectives that move people forward

Choose assignments that boost the skills and employ all of their experiences, instead of something that simply needs to be done. For example:

• Tasks that require they brush up on their team communication skills;
• Learning how to allocate smaller tasks;
• Supervising others’ work and doing quality control;
• Learning to work with a new tool;
• Holding a meeting (or more), etc.

Find out which skills your employees may want or need to develop, and then plan your delegations accordingly. You want them to complete the task while having learned something new at the same time.

How to choose who to delegate to

Paul Beesley, senior director and consultant at Beyond Theory proposed a nifty checklist for when you’re choosing an employee to delegate to. It’s meant to simplify and speed up the process.

To successfully complete the delegated task, your chosen employee needs:

S – the skill to perform and complete a task

T – the time to complete the task, and if needed, learn the required skill

A – the authority to handle everything concerning the task

R – the necessary level of responsibility

R – the recognition for successfully completing the task

This list is a set of important criteria that should be covered when you consider who to assign to a specific task. However, depending on your niche, type of service, company size and the project at hand, the criteria are likely to change. And it should accommodate your needs, not the other way around.

Common task delegation mistakes to avoid

With all being said, there are some common mistakes managers and employers make, sometimes without even realizing it.

• Being too vague concerning deadlines (using: as soon as possible, when you get to it, I need it by yesterday). It creates unnecessary pressure.
• Being unavailable for questions and concerns. While you shouldn’t micromanage, you should still be present for support if an employee feels stuck. Ignoring them or handing them over to someone else could cause distrust. However, if you are usually swamped with work, set consultation hours each day or week.
• Having unclear directions. Specifying the allotted time for task completion and expectations should be the bare minimum when delegating tasks.
• Not providing feedback. No feedback is worse than bad feedback. Employees need to be aware when they’re doing good work, as well. In one company I worked for, the mantra was: “If no one is complaining about your work, that means you’re doing good”. And while it sounds like sound logic, it actually caused a lot of frustration. We were left directionless, and simply “floating” from task to task, never knowing if any of them had a positive impact on our performance.
• Not listening to employees. Take into account how they feel about a task or the objective. Let them give you feedback and if there are potential problems from the get-go.
• Assigning other people to the same task. If you notice a person struggling, the first instinct should be to ask them how they’re faring, and if they need any help. Some managers tend to assign other employees to help them without consultation, which leaves a sore taste. The employee will feel even more incompetent and will be less likely to take on a similar task in the future.
• Assuming people will know what you mean. This is one of the biggest problems. When you’re formulating a task, be as clear as possible about the goals and expectations. Oftentimes managers think that these things are implied, but the truth is – no one is a mind reader. To avoid having information misconstrued or misunderstood, communicate clearly and directly.

There could be more mistakes, especially for every different field and industry. If at all possible, identify the most common ones, made either by you or your peers. Note down all the instances where certain tasks weren’t up to par, and see what you could have changed in your assignment process to fix it. Maybe there wasn’t enough time or resources, you were unclear, or the employee wasn’t ready for such responsibility. Use the same procedure in all future task delegations. It’s the only way to learn and make the process quicker.

To conclude

Task assignment should be a very careful, thought-out process. It’s not just about reaching milestones in time. It’s about helping employees learn new skills, feel more satisfied with their position in the company, strengthen the trust between you and them, and ultimately help you refocus on the big picture.

By following the advice we’ve gathered, you will be on the right track to make some effective, healthy long-term changes to your company.

✉️ Have you found these tips helpful? Is there something we could have covered in more detail? What are your experiences with assigning tasks?

Send your answers, suggestions, and comments to [email protected] and we may include them in this or future posts.

Marijana Stojanovic is a writer and researcher who specializes in the topics of productivity and time management.

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Project team roles and responsibilities (with examples)

21 Mar 2023 By Jo Johansson

In this article 📖

Your project outcome is only going to be as good as the team behind it. There are no two ways about it—your project’s success depends on the skills, expertise, and experience of the project team you assemble.

That starts with an understanding of project team roles and responsibilities. 

And that’s exactly what we’re here to do today.

What is a project team?

A project team is a group of individuals brought together to work on a specific project or initiative. The team will include roles needed for project planning, development, and implementation.

The team members collaborate to achieve a set of predetermined goals as stated in the project scope . This could be the launch of a product or service, or delivering a new design or feature for a client. 

Each member of the team has a unique set of skills and responsibilities that contribute to the success of the project —ultimately, completing the project on schedule and on budget.  

Establishing a project team helps you ensure important projects have a dedicated group made up of various skills and experiences so the work can be completed as efficiently as possible. 

Team roles can be assigned to full-time or part-time employees, contractors, subject matter experts, or other external stakeholders.

Roles and responsibilities definition 

Roles and responsibilities are related concepts. This article will cover the roles of a project team (what specific positions and functions make up a project team), as well as the responsibilities (the duties and tasks tied to each specific role).

5 key project team roles and responsibilities

Every project has different requirements, so team structure can vary. But the five major roles in a project team are project sponsor, project manager, business analyst, resource manager, and project team member.  

Let’s dive into the roles and responsibilities of each, and how they work together.

1. Project sponsor: The person driving the vision

The sponsor is the in-house champion of a project, overseeing operations from a high level. This person works directly with the project manager, clearing any obstacles that threaten to stall the project and signing off on all major components. 

A member of senior management typically fills this role. A project sponsor’s responsibilities include the following: 

• Creating the project vision
• Earning buy-in from executive leadership
• Making critical decisions
• Approving the project budget 

2. Project manager (or leader): The person managing day-to-day operations

Project managers or leaders are responsible for day-to-day operations and ensuring the project is completed on time, on budget, and achieves its objectives. 

On a small project, the manager might oversee each team member. On a larger-scale project, they are more likely to oversee team leaders, who each manage their own group. 

The project manager is responsible for the following:

• Creating the project plan and schedule
• Recruiting project staff
• Managing the budget
• Managing the project schedule
• Delegating project tasks to team members
• Managing all project deliverables
• Communicating with upper management and other stakeholders

3. Resource manager: In charge of resource allocation and utilization

The resource manager is critical when putting together your project team. Now, if your project isn’t big enough to require a resource manager, you’ll simply have to act as one. So what does that mean exactly?

• Identify the right people for a project
• Match project team roles and skills with project needs
• Allocate and schedule the right resource within the project timeline and budget
• Stay on top of resource availability and utilization
• Monitor and optimize the use of resources throughout the course of the project to make sure it can be completed successfully

4. Business analyst: Makes sure you have the data you need

The business analyst is responsible for gathering and analyzing data related to the project. They help identify the project’s requirements and determine the best approach to achieve the project’s objectives. They work with stakeholders to ensure that the project’s deliverables meet the organization’s needs.

The business analyst ensures the project team has the technology and tools to do their jobs effectively. They might also recommend new tools for streamlining workflows and improving quality, such as resource scheduling software . 

A business analyst:

• Helps define the project and its goals
• Gathers technical requirements from team members
• Documents and analyzes project requirements
• Helps project team solve equipment management problems
• Tests solutions to ensure their effectiveness

5. Project team member (or project delivery team): Individual contributors assigned to different project tasks

Project delivery team responsibilities vary between projects and roles (which may include anything from developers and engineers, to designers and copywriters). 

At a high level, all project team members are assigned the tasks required to complete the project, and are responsible for: 

• Contributing to the project goals and objectives
• Completing individual tasks within the expected time frame
• Collaborating with other team members 
• Communicating with the project manager about roadblocks

Other roles in a project team

Some larger projects require additional project management roles and responsibilities to support the core project team. These may include: 

• An executive sponsor is a senior owner of the project (with more authority than the project sponsor) and the ultimate decision-maker
• A project owner is usually the person who proposed the project. They assist the project manager in ensuring successful implementation
• A project lead is someone who carries out a lot of the tasks of the project manager but doesn’t have as much experience or official qualifications
• A team leader is responsible for training team members and monitoring progress toward project objectives
• A functional manager’s responsibility can vary, but the primary function is to ensure the project team has the resources it needs, and address problems that slow down the project
• A program manager coordinates all projects related to a specific program and provides guidance to the project manager
• A subject matter expert (SME) has advanced knowledge of a specific area, practice, or process. They provide guidance and strategy to the project team
• A project coordinator or project management office (PMO) offers administrative support to the project team and establishes standards to ensure the team’s processes align with broader organizational goals
• Project stakeholders are people (internal or external to the project) who have an interest in and influence over the project. Their responsibilities and interests vary between (and even within) projects
• A steering committee includes senior-level stakeholders (such as the project sponsor) and company managers, and provides strategic support to help define business needs and achieve project outcomes

Project team roles and responsibilities example

Roles in a team project can get confusing (fast). So to demonstrate how project team roles work together, let’s use the example of an in-house marketing team undertaking a website redesign. 

Project sponsor: This is the person who “owns” the project. In this case, the Chief Marketing Officer (CMO) might decide the website needed an overhaul as part of a big rebranding initiative. For this project, the responsibilities of the project sponsor could look something like the following:

• Ensures the redesign aligns with strategic business goals 
• Assigns with the project manager
• Provides resources and support for the redesign
• Serves as an escalation point when problems arise

Project manager: This person oversees the execution of the project and manages the team. In this case, let’s say it’s the creative director. The project manager:

• Communicates with the sponsor and project team
• Sets milestones and deadlines
• Ensures the redesign stays on schedule and on budget
• Monitors the progress of the project

Resource manager: As the name implies, this person ensures the team has everything it needs to complete the redesign. In this case, let’s say it’s the chief information officer. 

• Identifies the best project team roles based on the project scope
• Plans and allocates people and resources ( meeting rooms , equipment , etc.)
• Monitors utilization throughout the project and tracks billable hours

Project team members: These are the folks responsible for executing the redesign. They report to the project manager. The following roles need to be assigned:

• Front-end and back-end engineers
• QA engineer
• UX/UI designer
• Visual designer

Project team role and responsibilities matrix

Because roles and responsibilities can vary between projects, it can be helpful to create a RACI project team matrix at the very beginning of the project to clarify the expectations of each position.

RACI stands for responsible, accountable, consulted, and informed. It helps define the roles within a project management team and then identifies who needs to be looped in or assigned to each task.

It’s simple really, if everyone knows their roles within a project team , your project is much more likely to run smoothly.

The project team roles and responsibilities table below shows an example RACI matrix for project sponsors, project managers, resource managers, and project team members, but can be expanded to include more roles and tasks.

Now that we know more about what project team roles to include in a project along with their different responsibilities, find out how you actually go about building your project team here.

Project team roles FAQs

How do you decide what roles are needed on a project team.

To define the team roles needed for your project, outline the goals and key deliverables of the project. Think about the skills you need to ensure those deliverables are high quality, and then match and assign team members accordingly.

What are the benefits of defining project team roles?

The benefits of clearly defined roles include: 

• Increase individual accountability 
• Reduce confusion and overlap
• Give team members a feeling of ownership and clarity around expectations
• Enable project managers to delegate tasks and assess team members’ performance
• Establish a structure for effective problem-solving and collaboration

Can required project roles vary from project to project?

They absolutely can, depending on the nature of the project, the team structure, and the availability of specific skills and expertise. What matters is that the responsibilities for each role are clearly defined before work begins on the project. 

What are the best practices when putting together a project team?

You’ll want to:

• Create a project scope
• Develop and follow a clear project plan 
• Identify the project team roles needed for your project, and schedule your resources
• Establish some core project team values 
• Encourage a collaborative project team culture 

What are the roles in a project team?

To summarize, the roles on a project team can include:

• Project sponsor 
• Executive sponsor 
• Project owner
• Project manager
• Project lead
• Team leader
• Project team member or project delivery team 
• Resource manager 
• Business analyst 
• Functional manager
• Program manager 
• Subject matter expert (SME) 
• Project coordinator or project management office (PMO)

Clearly defined project team roles mean a greater chance of project success

With the right project team, you’ve instantly increased the chances of project success (because let’s not forget— 70% of projects fail ). So you’ll want to invest in getting the right people on board from the get-go.

While it’s tempting to grab whoever’s available to get started faster and track against timelines, the wiser thing to do is to wait, assess, and carefully put together your team. As we said earlier—your project will be better for it.

Find the right people—faster—with Resource Guru

Whether you’re working with a big or small project team, resource management software can help find and allocate the right resources, monitor utilization, and create more accurate resource forecasting .

Try Resource Guru for free for 30 days . (No credit card required. No strings attached.)

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Jo Johansson

👋 I'm Jo, Senior Content Marketing Manager at Resource Guru. I spend my days creating educational content that helps people be more productive at work, so they can enjoy their time off work. Got any ideas or requests? Drop me a line at [email protected].

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Project planning templates for project management

Use project planning templates to get your project going faster. Organize tasks and milestones while facilitating communication by using templates product development, marketing, business plans, goals, and employee onboarding.

What are project planning templates?

Templates provide frameworks that follow best practices for specific types of projects and help you plan and manage them from beginning to end.

Simple project planning

Track progress and take notes on a calendar with an easy-to-use project planning template.

Agile project planning

Plot milestones and tasks and use charts with this agile project planning template.

Product development and launch

Plan every stage of a new product launch with this project planning template.

Project goals and objectives

Break a large project down into smaller goals with this project goals and objectives template so you achieve every milestone on time.

Benefits of project planning templates

Discover how templates help you achieve the objectives of any project.

Ready to get started?

Ramp up fast

Skip building and formatting plans for entire projects from the ground up. Just download project planning templates.

See and share information

Get an in-depth view of project status and easily communicate it with your team.

Stay on task and on track

Manage tasks and milestones throughout your project timeline.

Keep track of resources

Know where you stand at all times with employees and outside contractors.

Adapt as needed

Assess and adjust on the fly with easy-to-edit templates.

Essential reading about project planning

Explore resources that will help you save time and achieve your goals for every project, from kickoff to final reporting.

The project manager’s guide to planning a perfect project

5 project management tools to save time and money

How to pick a cloud-based project planning solution

Explore microsoft project.

Discover a powerful yet simple project management tool to plan, manage, and deliver work effortlessly—from one-time projects to large initiatives.

Frequently asked questions

A project planning template is a document that follows a standard format based on the type of project and helps define the scope and objectives with a list of essential elements such as stakeholders, scope, timelines, estimated costs, and methods of communication with team members.

Project planning templates let you quickly start new projects, set organizational standards, and facilitate processes.

It’s relatively easy to find free project planning templates online that are available for download. There are project planning templates built into many apps such as Microsoft Project .

Project plan templates actually do much more than help you plan a project. They help you manage it, track information such as costs and timelines, and lets you see the big picture and communicate important information to people on your team.

There are many different types of project planning templates. Chances are the type of project or project management style you use will have planning templates. These range from Agile to Scrum and Kanban to Waterfall and everywhere in-between.

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Top 10 Task Assignment Templates with Samples and Examples

Simran Shekhawat

A leader’s task is to get his people from where they are to where they have not been.   - Former US secretary of Henry Kissinger

Kissinger’s vision of leadership has stood the test of time, and human endeavors. His thoughts on leadership reflect the importance of delegating or task assignment in a group setting, be it politics or business.

The importance of task allocation, management, and delegation of work to reach a pre-defined role cannot be overstated.

If you are large-scale business or a firm, it is tedious or troublesome to conduct meetings, design project outcomes, comprehend the project progress, and manage the nitty gritty of business. To ensure the owner or the management use their energies wisely, it is a better strategy to have a structured plan in place for task assignments across each level of your business establishment.

We, at SlideTeam, present to you our contemporary model of managing and delegating tasks that resolves this major pain point of businesses. It also helps you make efficient use of your time by following a schedule. Use our must-have business task templates to keep track of your business cycles.

Determine the schedule of your day with some of the daily task templates check out now!

The PPT Templates from SlideTeam comprehend your needs and give you both the outcome and the answer. Creating and adhering to a daily routine is essential for all aspects of life. Use these 100% editable and customizable templates with samples and examples to understand the significance of these. We promise to make your professional life easier, as they offer to organize, manage, and track down your project progress and streamline your business processes.

You must keep a record of updates on due dates and status. Check out some of weekly task templates. Click here !

Let’s dive into the task of work management with task assignment templates

Template 1 task assignment powerpoint ppt template bundles.

Delegating and accounting tasks is essential for proper functioning of an organization. To enable that, we have created one of our best task assignment PowerPoint Slides to help businesses distribute their work, use resources optimally, and enhance the working of their team members such that their contribution and expertise help the firm achieve their objectives. Bring in the power of this template to feature quality output, facilitate clear communication, strategic project planning, task budgeting monitoring, and evaluation of team and task performance against the milestones.

Download Now!

Template 2 Project Task Assignment Management Sheet with Related Issues 

Use this template as a primary project management document that summarizes work assignments and related problems. Use the slide to reflect changes in task status, issues resolved, and real-time project progress. Encourage team members to contribute to the issue log to foster a collaborative environment that facilitates open communication and efficient problem-solving. Through the integration of linked issues, this template seeks to facilitate the administration of project task assignments and promote a proactive approach to resolution of the issue and project success.

Template 3 Employee Onboarding Process Task Assignment Chart 

To ensure that every stage of the onboarding process is planned correctly and allocated, we welcome you with the PPT Template that lists employee onboarding process with task assignments. This slide is attractive as it visually represents tasks assigned and their status and a column for additional notes. With this, businesses can streamline their onboarding process by establishing project managing techniques of tracking and collaborations. Use the content in this template to help you finish your assignment on time or ahead of schedule. Download it to know more!

Template 4 Employee Weekly Task Assignment Schedule with Workload Status 

Creating a schedule demands foresight in that one needs to be prepared for unforeseen events. Make sure your work tasks and processes align with the necessary tasks to be completed. Use our professionally-designed employee task schedule template to facilitate task management. Determine the status of your work schedule, while listing it in workload categories to ensure timely project progress. Use this pre-made employee workload status template to help employees understand the gist of the work needed to be done to reach their goals and to help them provide suggestions on how to lighten their burden for the upcoming week.

Template 5 Task Assignment and Evaluation Matrix PPT PowerPoint Presentation Summary

Establish control over your project by making every team member or firm aware of the roles and responsibilities when performing activities. Ensure that everyone on a project team knows their function and how it fits into the larger picture; this task and assessment template aims to identify the roles and responsibilities of each member. This PowerPoint Template contains information you need. You can implement your daily tasks and present your data in a way that engages and informs.

Template 6 Weekly Task Assignment List with Status and Hours Budgeted 

This weekly job assignment PowerPoint Slide balances the action and budget hour and the relevant workload status. This comprehensive solution offers a one-stop shop for all your needs related to recording weekly activities. Use this slide to create easily navigable graphics that enhance staff productivity. Lay out your weekly and daily tasks along with those with features to explain project progress.

Template 7 – Task Assignment Tracker with Due Date and Budget Allocation 

This task assignment tracker facilitates the management and monitoring of project tasks by combining task assignment data, deadlines, and budget allocations in an organized manner. Construct an adequate representation of tasks assigned to employees and the time and budget required for completion. To maintain financial control, check the budget summary. Give every task its unique identification. Give a brief description of the assignment. Use this slide to depict how to set aside money for the project’s budget. Arrange the projected  cost and the actual cost incurred in a tabular format to learn the deviations and get better at budgeting. Change the task's state (Not Started, In Progress, or Completed). Tailor it to the listed requirements and match it to the intricacy of your undertaking.

Template 8 – Project Task Assignment Management Sheet with Related Issues

This template offers a thorough overview of project tasks, their assignments, and any associated problems hindering the project's advancement. Modify the template to fit requirements and the scope of your project. List out the task details with due date priority, last check-in, status, related issues, and additional notes if any. This template provides a comprehensive list of task assignments as well.

Template 9 – Task Assignment Schedule with Course Details

For instructional programs, training sessions, or any learning-related projects, arrange your course in a manageable way with this PPT Template. The assignment schedule provides a layout for project details that encompass listing out course details from the day of starting till the progress to date. Adapt the template based on the difficulty of the course. Update the schedule frequently to account for modifications to the dates, subjects, or assignments. Use this timetable to help you plan and monitor the course's progress.

Template 10 One-Pager Format of Project Task Assignment Sheet Infographic

Use this PPT Template to assess a software application's functionality. Consequently, determine if the generated program satisfies the requirements. This slide depicts project objectives, progress, and challenges. Provide space to include the project's name and basic details. Enlist to segregate tasks with phases, task details, and due dates. Illustrate phases in the project along with project closure. Use this PowerPoint Presentation to highlight the four-week project timetable and current accomplishments. This will enable you to run the programs to help identify software issues.

Create your task with us!

Design and create your business task with SlideTeam’s task assignment PPT Templates. These templates are created professionally to let your business organise and structure their assignments. Provide a comprehensive guide for individuals and team while helping them to track, prioritize, track project progress and manage activities and processes.

Do check out some of your best business task list templates. Click here to know more!

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• Team charter template: A roadmap for te ...

Team charter template: A roadmap for team success (with examples)

A team charter outlines what your team stands for and how they operate. By creating a document of shared goals, strategies, and processes, your team can start every project on a united front. Learn how to create a team charter so you can establish a shared vision and source of truth for your team.

Team charters are a communal reference that show your team that the whole is greater than the individual. In this article, learn how to create a team charter so you can establish a shared vision and source of truth for your team.

What is a team charter?

A team charter is a visual outline of what your team stands for and how they operate. By creating a document of shared goals, strategies, and processes, your team can start every project on a united front. Team charters are a collaborative process and can serve as a central source of information. A team charter:

Provides accountability for team members

Delivers a customized team process document

Establishes a shared vision for project success

Improves communication among team members

Ensures all team members understand team ideals

In addition to their internal benefits, team charters can show your team's purpose to the rest of your company. Not only will you explicitly state your purpose in a section of the document, but as others read the document in its entirety, they’ll understand how your team collectively operates. 

What is included in a team charter?

​​Before learning how to create a team charter, take a look at the basic elements of a team charter template. You can format your team charter template in a variety of ways, ranging from a mind map to a flowchart .

Mission and objectives: State the purpose of your team and what you collectively seek to accomplish. 

Roles and responsibilities: List team member roles and responsibilities so everyone can review expectations of them and others.

Budget and resources: Explain how your team will determine project budgets and allocate project resources . List any universal rules for managing project finances.

Work processes: Give a step-by-step overview of your team’s project workflows , and ensure everyone on the team understands this process.

Performance assessment: Explain how your team will measure project success in objective and subjective terms.

Communication norms: Identify how and where team members should communicate with each other and whether the communication should change based on your discussion.

Rules and conflict resolution: List basic ground rules for how team members will work together and offer strategies for resolving conflicts when they arise.

Signatures: Provide an area for team members to sign the document and establish accountability for the information presented and agreed upon.

How to create a team charter

As a manager, you’ll likely know what information you want to include in each section of the team charter, but team collaboration is also important as you write up your document. By involving your team members throughout the process, you can co-create a team charter you’re all proud to use. Try the steps below to guide you along the way.

1. State your team’s purpose

While your team may work on multiple projects , there’s likely a larger program that describes your work. Consider this question to begin your team charter: How does our team work within the company? This will help you state your team’s purpose. 

Tip: Place your team’s purpose in the section of your team charter devoted to mission and objectives. Finding a creative way to state your purpose can be a bonding opportunity for the team. Ask your team to brainstorm your team’s purpose, and write down all of their ideas. Then, try narrowing your team’s purpose down to one sentence—kind of like a formal mission statement for your team. Some teams also call this their “North Star.”

2. Outline the team structure

Starting with the highest-ranking job role on your team, break down your team structure and list out the responsibilities associated with each role. This section will help reinforce each team member’s role, while also serving as a reference to help team members understand what their coworkers work on. 

This section is also particularly helpful for cross-team collaboration. Depending on the size of your team and how new a team member is, everyone may not be familiar with what other people’s job duties are. When you share everyone’s roles and responsibilities in your team charter, you’re creating a central source of truth that team members can access if they have any questions. Then, as things change, you can easily update this section if roles switch or new team members join.

Tip: To break down your team structure in a collaborative way, consider turning this section of your team charter into a team-building activity. Gather your team members—virtually or in person—and challenge everyone to learn each other’s names, job roles, and associated responsibilities.

3. Discuss budgeting and resource strategies

Project budgets and resources can be difficult to secure, manage, and allocate. Having a section dedicated to cost management strategies can help team members during project planning and in change control situations. 

Some strategies you may use include:

Create a detailed budget proposal during project planning

Allocate resources as soon as you know what you have to work with

Reduce costs whenever and wherever possible

Anticipate project changes before they occur

If team members know how to predict costs and keep them down, they’ll have a better chance of keeping stakeholders happy.

Tip: The main goal of this section is to document general processes for handling project budgets and ensure everyone is on the same page. While you lead this discussion with your team, make sure to give team members the opportunity to provide input.

4. Explain the project workflow

​​A workflow is an end-to-end process that helps teams meet their goals by connecting the right people to the right data at the right time. Once it’s set up, a workflow helps you organize information in a way that is not only understandable, but also repeatable.

Every project workflow starts with a standard project planning phase, which includes the following seven steps:

Define goals and project objectives

Set success metrics

Clarify stakeholders and roles

Set your budget

Align on milestones and deliverables

Outline your timeline and schedule

Share your communication plan

While each project may vary slightly based on unique features, you should have a general process to create deliverables and achieve project success. 

Tip: Your team may have more than one workflow, depending on how many programs or workstreams you manage. For each major workflow, ensure team members understand the broad process—as well as who to approach for any specific questions. 

5. Define your version of success

Your team should have a general way to measure what project success looks like. It’s a good idea to use a mixture of objective and subjective ways to define success. This way, your team won’t fall into a routine of developing projects without considering all perspectives first. 

To develop your team’s specific definition(s) of success, consider the following questions:

Do you define project success by comparing the project outcome to the initial project objectives ? 

Do you use feedback from stakeholders or customers to measure success? 

Do you have a broader view of success based on your team’s purpose?

Tip: Make sure your goals—even your subjective ones—follow the SMART methodology . SMART stands for specific, measurable, achievable, realistic, and time-bound. 

5. Establish standard forms of communication

Team communication is crucial for project success, but there isn’t a one-size-fits-all approach to communicating with your team members. While face-to-face or virtual meetings may make sense for some types of team communication, keeping a paper trail can also be beneficial for project talk so that details are easy to remember and look back on when needed.

To establish your team’s standard forms of communication, ask questions like:

How should team members communicate when discussing projects? 

How should team members communicate about internal matters? 

Where should team members communicate with clients, or should they relay information to you so that you can handle client communication?

Tip: As you standardize your team communication, take some time to discuss the way your team currently communicates. Try to identify areas where you want to improve and use these areas as jumping off points for your team charter.

6. Set ground rules and conflict resolution steps

Your team will inevitably disagree. In fact, disagreement is a sign of strong collaboration—because it means your team members are comfortable sharing their real opinions and being their full selves. However, while disagreement in and of itself isn’t a bad thing, it is critical to establish a basic set of team values and ground rules to prevent disagreements from escalating. 

Team rules don’t need to be extensive, they just have to be things that your team values. Work with your team members to brainstorm your most important team values and create a series of ground rules. 

Examples of ground rules in a team charter include:

Treat everyone with respect.

Always assume positive intent.

Treat customers, coworkers, and managers equally.

Celebrate each other's accomplishments.

Constructive criticism only.

Practice active listening .

With a simple set of ground rules, you can prevent conflicts and miscommunication. If conflicts occur, having conflict resolution strategies in your team charter can help team members move forward.

Examples of conflict resolution strategies in a team charter include:

Don’t let problems fester.

Differentiate between intent and impact

Discuss conflicts openly.

Find solutions together.

Tip: Turn this section of the team charter into a collaborative activity by acting out challenging situations where these ground rules may unintentionally get broken. Practice using your conflict resolution strategies to find common ground. Like most soft skills, conflict resolution isn’t something you can learn in a day, but continuously practicing it as a team can help you all improve.

7. Review and sign off

Everyone on the team should be on the same page about what to include in the team charter. Share the document digitally with work management software like Asana to allow others to access the document and see when you’ve made changes.

Tip: To maintain team unity and ensure everyone remains on the same page, re-distribute the team charter each quarter and have team members review it. You can then hold a meeting and invite everyone to make suggestions or improvements so the document stays up to date.

Team charter template (and examples)

Here, you’ll see an example of a team charter for a marketing team. It allows team members to visualize each section without needing to scroll through walls of text. This format also makes it easy to find information and change it when needed. 

Your team charter will likely have more detail than this sample, but it can still be easily digestible and accessible. Try our free team charter template below to get started.

Clarify your goals with a team charter

It takes more than natural chemistry to create team synergy. Effective teams stand by their core values and collaborate when making decisions. A team charter can ensure everyone stays in touch with the team’s processes and purpose. 

When you integrate your team charter with work management software like Asana , your team can show just how much they can achieve together.

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When to use collaboration vs. coordination

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12 Free Project Planning Templates for Excel and Word

Without a plan, projects are in trouble. Project planning is one of the first and most important aspects of project management. Using project planning templates can help you schedule tasks, estimate budgets and allocate resources.

Project management software does more than a static Excel or Word template, but using these free 12 project planning templates for Excel and Word is a decent substitute. Download one or all to start your next project on the right foot.

Why Use Project Planning Templates?

Project planning templates are an important part of project management. They organize your tasks, help you write a project charter, come up with an accurate budget and so much more. Even if you’re using project management software, project planning templates can help you with everything from decision making, such as with our free RACI matrix template, to identifying project deliverables, with our free work breakdown structure template.

You can even use project planning templates to help you manage your project and track progress and risks. They provide a consistent project documentation process, which can then be archived and retrieved to inform future planning. Project planning templates help reduce work as they’re preformatted so you don’t always have to start from scratch.

But using project planning templates is, at best, only a starting point. To ensure your plans are well-managed during project execution, you’ll want to upgrade to project management software.

ProjectManager is award-winning project and portfolio management software that helps you plan projects and manage and track them in real time. We have multiple project views, from kanban boards to tasks lists, sheet and calendar views, but project managers typically plan their projects on our powerful Gantt charts.

Unlike templates, our Gantt charts organize your tasks, add resources and costs and link all four types of task dependencies to avoid costly delays. Gantts can filter for the critical path to identify essential tasks and set a baseline to track your planned progress against actual progress in real time. That’s how you deliver on time and within budget. Get started with ProjectManager today for free.

12 Best Project Planning Templates

If you’re not ready to use project management software, these 12 project planning templates for Excel and Word can help you get your project planned properly. They cover all the bases, from creating a timeline to chart your tasks to having a risk register to prepare your team for issues that inevitably arise in every project.

1. Project Plan Template

A project plan is a big endeavor. Our free project plan template for Word helps you organize the various project management documentation needed to prepare your project for success. You get to address the planning basics, such as defining your project scope, identifying milestones and breaking the project down into manageable phases and tasks.

Then you can create a project schedule, including task dependencies, project assumptions and constraints. There’s also a section that addresses the project budget, risk and change management, which is essential to stay on track. Included is a risk log and the process you’ll use for change management to avoid delays.

2. Project Charter Template

A project charter is an important project planning document. It provides high-level information on the project to ensure stakeholders are aware of the project deliverables, milestones and the roles and responsibilities of the project team. It also explains the reason for the project, including how the project plan and project team will be structured to meet the project goals.

Using our free project charter template for Word will define the project vision and scope for everyone involved. It’s presented to the project sponsor in a neat, organized and easy-to-digest fashion. From the executive summary to the appendix, everything is collected to show how to achieve the project’s goals. The project charter template defines the project and shows the plan that will outline the milestones, tasks, dependencies and resource management plan .

3. Project Budget Template

All projects cost money. Being able to accurately estimate those costs and make a realistic project budget can make the difference between a healthy profit margin and losing money on the project. That’s why using our free project budget template for Excel is such a vital part of any project planning template offering. It can help you monitor project expenses and avoid cost overruns.

The free project planning template lets you list all your tasks and subtasks, including who’s assigned to each. Then you can estimate the labor, materials and other costs , such as travel, equipment, food and more. There’s also a column to track the actual costs for each of these categories to monitor the budgeted versus actual costs. A final balance column shows if you’re in the red.

4. Work Breakdown Structure Template

A work breakdown structure is a hierarchical chart that incrementally breaks down the project into deliverables and the tasks that are needed to complete those deliverables. Our free work breakdown structure template for Excel is a customizable project planning template made up of two sheets, one that has a task list and the other a tree diagram to help you identify not only deliverables and tasks but dependencies, resources and more.

5. Project Timeline Template

Another powerful project planning template is a timeline. It’s a visual representation of your schedule laid out from start to finish. On the project timeline , you can plot your project tasks, due dates, milestones and more. Use our free project timeline template for Excel to start your project scheduling process.

When you open our free project planning template for making timelines, you’ll see that it’s divided in half. On the left is a spreadsheet where you can list all the project tasks in one column, their start date in another and the end date in yet another. The last column notes the duration of the task in days. As you’re doing this, a timeline on the right will automatically populate to show you the entire project in one place.

6. Project Scope Template

The project scope outlines your project, so this project planning template is extensive. It’s a detailed document that shows the project’s activities, resources, timelines and deliverables. It lists your key stakeholders, the processes you’ll be using in the project, assumptions and constraints, all so you can understand what’s in and out of scope for the project.

Our free project scope template for Word is very thorough, though you can add to it as suits your project needs. We have space for project managers to explain the need for the project, what’s in and out of scope, its business objectives, deliverables and cost estimates and much more.

7. RACI Matrix Template

RACI is an acronym for responsible, accountable, consulted and informed. A RACI matrix , often referred to as a diagram or chart, is a tool that ensures that all project stakeholders are on the same page and working together, making it an important project planning template.

Our free RACI matrix template for Excel helps you identify and define everyone involved with the project. The template lists all the project stakeholders across the top row and tasks down the left side of the template. Then just add R, A, C or I to define who is responsible for what.

8. Resource Plan Template

Resources are part of any planning process and, therefore creating a resource plan is an essential part of the project planning phase. You need to identify and plan everything needed to execute your project, and the most important resource is your team. Our free resource plan template for Excel helps you align resources with your project schedule and budget.

Our free resource plan template helps you organize tasks by team members and the department in which they work. You can also estimate the planned effort for each task, the team member’s rate of pay and the total cost for the duration of that work. There’s also a calendar to schedule the team’s work.

9. Risk Register Template

Risks, whether good or bad, are unexpected events in a project. Regardless, you need to plan for them. A risk register allows you to list all your project risks, their potential impact, priority level and more. You can use it throughout the project life cycle to track any risks that might occur.

The template allows you to add an ID number to each risk to track it. Then you can describe the risk and note the potential impact on the project. Following that, you’ll add the response if that risk becomes an issue in the project. You can also note the risk level to prioritize it and who on the team is responsible for dealing with that issue if it arises in the project.

10. Project Calendar Template

Calendars are one of many ways to plan a project. As a project planning template, calendars can provide a monthly overview of the assignments and deadlines of the project. Use our free project calendar template for Excel to plan your project on a calendar grid.

When you open our free project calendar template, you’ll find 12 sheets, one for each month of the year. The calendar has color coding to indicate the task and which phase it belongs to. We’ve created some examples, which you can use or change to suit your project, as the template is customizable.

11. Action Plan Template

An action plan is a plan. It charts the steps necessary to achieve whatever goals you have in mind. It’s a project planning template that can help you define your project timeline and resources.

Using our free action plan template for Excel gives you space to list your tasks ad note the phase in which they’ll take place and who’s assigned to that task. There’s a column to mark its status to help you track the task, as well as a place to add start and end dates, resources and their associated costs.

12. Project Milestone Template

You can collect project planning templates without touching on milestones , which are part of the project planning phase. They’re used to indicate important dates on a project timeline, often showing the end of one phase and the beginning of the next, which helps with tracking progress.

You can open our free project milestone template in our software and import your project plan from Excel or create your own in the free template. The milestones are represented on the Gantt chart timeline as diamond icons. Our software gives you access to the Gantt chart and multiple project views, but more on that in the next section.

ProjectManager Helps With Project Planning

If you’ve used the milestone template in ProjectManager, then you can see the advantages of project management software over static project planning templates. Templates must be manually updated and aren’t great for collaboration.

ProjectManager is award-winning project management software that helps you plan, manage and track your projects in real time. Everything you can do with the above project planning templates you can do better in our software. We’ve already shown how our powerful Gantt chart helps you organize tasks, resources and cost when building a project plan, schedule and budget. Here’s what else our tool can do.

Manage Resource and Labor Costs

Resources are part of any project planning process. Our software makes it easy to assign team members to tasks by allowing you to set up their availability in advance. You can note each team member’s vacation time, PTO and even global holidays for those with remote teams.

Once everyone has been assigned, toggle to the color-coded workload chart, which makes it easy to see team allocation at a glance. If some are overallocated, you can re-allocate those resources to balance the team’s workload and keep them working at capacity and productivity without eroding morale. During project execution, our secure timesheets streamline payroll and help you track labor costs to stay on budget.

Track Project Progress, Time and Costs

There’s more than one way to track project costs once the project has moved into its execution, monitoring and controlling phases. For a high-level view, project managers can use real-time dashboards , which automatically collect data and display it on easy-to-read graphs and charts. You can see how the project is progressing against your plan, compare costs against your budget and much more. If you’re managing multiple projects, use our portfolio dashboards.

For more details, use our reporting features. Customizable status and portfolio reports capture your project in time, but there are also reports on variance, timesheets, workload and more, all of which can be filtered to show only the data you want to see. Then share them with stakeholders to keep them updated.

Related Project Planning Content

Project planning is a big subject and we have many more articles that discuss all aspects of it from making a project plan to explaining what an implementation plan is. Check out a sample of our project planning content below.

• Project Planning: How to Make a Project Plan
• The Ultimate Guide to Resource Planning
• How to Execute a Plan Successfully
• What Is a Work Plan? How to Make a Work Plan In 7 Steps
• What Is an Implementation Plan?

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out in the field or anywhere in between. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to plan and deliver successful projects. Get started with ProjectManager today for free.

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Project Management Templates

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Starting a new project, whether as a certified project manager or not, can be overwhelming. That’s why it may be helpful to leverage a pre-built template to quickly get your project up and running. Finding the right project management template means assessing the type, size, and complexity of your project and looking for one that will help bring the most transparency, efficiency, collaboration, and speed to your projects.

But with all the template options out there, how do you know which one will work best for you? Below you’ll find a list of project management templates in Smartsheet, a cloud-based work execution platform that project managers around the world use to successfully deliver projects. To be even more helpful, we’ve also included a comprehensive list of articles that have templates in other platforms for the various aspects of your project planning and execution.

Project Planning & Execution Templates

Project with Hard Deadline & Gantt : Deliver projects on time with a workback schedule from your final deadline. Define start and end dates for each task, set automatic alerts for upcoming deadlines, and see delivery dates update in real time as changes are made to the schedule.

Project Task List : Plan and manage your project task lists in this real-time template. Increase visibility and accountability by sharing it with internal and external stakeholders. Track status and identify at-risk tasks to take immediate action.

Team Project Task Board : View and track tasks across your team with this online Kanban card board template. Visualize project tasks by assignee, status, or feature type, share with key stakeholders, and quickly identify resource gaps so you can  delegate tasks and balance workloads.

Project with Resource Management : Use this template to plan and manage your projects with a real-time view into task assignments across your resources. Quickly determine over- or under-allocations and make adjustments before your project timeline is impacted.

Want more project planning templates? Visit the Smartsheet Solution Center to get the complete list.

Project Budgeting Templates

Project with Gantt & Budget Variance : Plan, track, and visualize project tasks in context with budget amounts and variance. Monitor budget variance in real time to adjust spend and ensure projects stay on track. Share with key stakeholders to keep them informed of the project’s budget status.

Project Budget : Use this template to track budgeted and actual project expenses in one real-time location. Save time with automated approvals for new items or budget changes, and centralize supporting documents to keep all the details in context and maintain visibility.

Gantt Chart Templates

Project with Gantt Timeline : Create your project plan and then track the impact of changes on a visual timeline. Organize tasks and projects in manageable action items, quickly identify and address at-risk tasks, and see your timeline automatically update as changes are made.

Project with Gantt & Dependencies : Plan, track, and manage every aspect of your project with a visual, interactive timeline. Attach supporting documents to keep details in context and identify the impact of task delays to rapidly recover from setbacks. Monitor your project in real time and share project status among key stakeholders.

Agile Project Management Templates

Agile Project with Gantt : With our pre-built Agile Project with Gantt template, you can plan, track, and visualize all aspects of your Agile project with an interactive timeline. Share your project plan with internal and external stakeholders, and quickly identify the impact of task delays to keep your project on track.

Sprint Planning Board : Plan, manage, and visualize sprint tasks on an online, real-time Kanban card board. Organize your card board by task ownership or status, and share it with your team and key stakeholders to increase visibility and accountability.

Construction Templates

Construction Schedule with Gantt : With this real-time construction schedule template, you can plan, track, and visualize construction projects on an interactive timeline. Share with clients and subcontractors to increase transparency, and make updates right from the construction site using the Smartsheet mobile app. See your schedules automatically adjust as changes are made.

Construction Budget : Plan and manage construction tasks in context with budget amounts and variance. Monitor budgets and set alerts for when items are at risk in order to adjust spend and ensure projects stay on budget. Attach invoices and estimates within your budget to create a single source of truth.

Construction Estimator : Use this template to create a detailed cost estimate for any type of construction project. Centralize supporting documents, proposals, and correspondence in one real-time location. Share estimates with clients and subcontractors to collaborate, review, and approve them.

Subcontractor Documentation : Keep track of subcontractor documentation throughout the life of your projects in one real-time location. Set due dates and check off documents once they are received to provide a clear view of outstanding items. Share the tracker with subcontractors and set automated update requests to streamline the submittal process.

Marketing Templates

Website Project with Gantt & Dependencies : Use this real-time template to plan and track tasks throughout each phase of your web project. Visualize tasks, due dates, and milestones on an interactive Gantt chart timeline, and see your timeline automatically adjust as changes are made. Keep wireframes and client email in one centralized location, accessible to all.

Event Plan & Budget : Ensure events are delivered on time and within budget with this real-time, collaborative event planner template. Organize tasks, assign owners, forecast budgets, and attach documentation to keep details in context. Share with your team so they can access key information right from the event floor via their mobile device.

Event Task List with Gantt & Budget : With this event task list template, you can schedule tasks, assign owners, and visualize timelines to ensure no detail is missed. Identify the impact of delays and rapidly recover from setbacks. Centralize event details in one location and share the plan out with your team to keep everyone in sync.

Want more marketing templates? Visit the Smartsheet Solution Center to get the complete list.

Project Management Templates in Other Platforms

Project Management

• Top Project Management Excel Templates : Update your project management strategy with these customizable, easy-to-use project management template for Excel.

14 Free Program Management Templates : Gain high-level visibility into the important aspects of program management, such as key performance indicators (KPIs) and project status, with these detailed templates.

Project Planning

Free Functional Specification Templates: The Roadmap to a Smoother Development Experience : Streamline project-related communication with the functional specification document, which captures all key components of a project into one comprehensive report.

Project Charter Templates and Guidelines : Outline new projects and increase transparency for stakeholders with a comprehensive project charter. Detail key components of the project, such as scope, objectives, and overall goals, to get the green light on your new project.

17 Free Project Proposal Templates : Write a detailed project proposal listing resources, rationale, and budget to gain traction and support within the business using these free, easy-to-use templates.

Free Blank Timeline Templates : Whether planning a large project or detailing small targets to reach along the way, use a blank timeline template to establish deadlines and maintain a structured agenda.

Free Google Timeline Templates : Save time and boost efficiency with free Google timeline templates that are easy to use and edit.

Free Technology Roadmap Templates : Outline the strategic plan of your project and all of its key components using this technology roadmap template.

Free Product Roadmap Templates : Set product development goals and strategic checklists that detail business objectives and prioritize initiatives with these product roadmap templates.

Free Stakeholder Analysis Templates : Gain insight on potential stakeholders to ensure buy-in, engagement, and influence with these collaborative stakeholder analysis templates.

Project Execution

Mind the Gap: Free Gap Analysis Templates : These gap analysis templates determine where a company is not performing optimally, detail the reasons, and establish a plan for improvement.

Creating Operations Dashboards: Metrics, Tips, Examples, and Step-by-Step Checklist : Discover a variety of Excel dashboard templates that will help report and control operations in the most transparent manner.

Free Technical Specification Template : Create an essential guide that defines a product or system and ensures continued understanding among stakeholders with a technical specification template.

Free Risk Management Plan Templates : Identify, analyze, and assess all risks involved in your projects with a risk management template, ensuring the most seamless project execution.

How to Create an Effective Project Status Report : Capture all critical business activity and key developments in the process with a comprehensive project status report, giving a snapshot of all the key elements for maximum transparency.

Free Root-Cause Analysis Templates : Uncover the cause of an issue in a project with a root cause analysis, allowing insight into why the problem occurred, how it will be addressed, and steps to take to prevent it in the future.

Project Budgeting

The Ultimate Guide to Cost Management with Templates : Make the best use of your company’s resources by establishing a cost management plan driven by hard data and measured performances.

Free Cost Benefit Analysis Templates : Before determining a plan for your project, weigh the pros and cons of the process using this cost benefit analysis that gives you a comprehensive look at the financial risks and rewards of the project at hand.

Lean Methodology

• Free Lean Six Sigma Templates : Lean Six Sigma is a methodology that works to streamline business processes in an effort to increase efficiency, boost business value, and reduce wasted time and resources. Use these free templates to create Lean Six Sigma project management guides applicable to your own business needs.

Gantt Chart

Where Do You Find the Best Gantt Chart Software : Discover the best Gantt chart software specific to your business needs with this comprehensive list of Gantt chart templates.

Google Sheets Gantt Chart Templates: The Complete Collection : Gantt charts offer complete visibility into project schedules, progress, and completion. Use this customizable collection of Gantt chart templates to share critical information and collaborate with team members and stakeholders.

Kanban Card

• Free Kanban Card Templates : The Kanban method uses cards to indicate tasks and phases in a project, allowing teams to visualize their project from end to end. Create custom Kanban cards to ensure clear communication and increased efficiency throughout your project.
• Free Agile Project Management Excel Templates : Agile project management is a flexible, interactive approach to ordering processes and coordinating responsibilities across teams. Leverage these free Agile Project Management templates for Excel to create powerful collaboration features linked to the Agile methodology.

Construction

Excel Construction Management Templates : Construction projects must be organized, structured, and detailed in their tracking due to the many stakeholders, details, and documentation involved. Automate these important processes to stay organized and ensure success throughout your construction projects.

Complete Construction Timeline Template Collection : Closely tracked and managed deadlines and task lists are key to delivering construction projects on time and on budget. Leverage these construction timeline templates to schedule and assess all tasks associated with commercial and residential projects.

Free Request for Information Templates : Collect key information from vendors and suppliers to create a short-list of potential suppliers for a project with a request for information template.

Free Punch List Templates : Streamline your inspection process and reduce errors with a punch list that details outstanding work items or repair needs at the end of a project.

Complete Collection of Free Change Order Forms and Templates : Adjust original project plans, yet maintain transparency and project timelines and scope with streamlined change order forms and templates.

Find the Right Construction Daily Report Template or Software : Discover the most efficient way to document on-site work completed daily at a construction site, like working hours, tasks completed, and milestones achieved, with a construction daily report template.

Marketing Timeline Tips and Templates : Create a comprehensive marketing timeline to help achieve marketing goals and track your progress in easy-to-read marketing timeline templates.

Free Marketing Plan and Marketing Strategy Templates : Develop an powerful plan of action to help manage and achieve all your marketing goals with these customizable marketing plan and marketing strategy templates.

Free Marketing Budget Templates : Prepare a thorough cost overview of marketing activities, from advertising to public relations, to reduce risk and maintain a budget with these transparent, easy-to-use marketing budget templates.

Free Marketing Calendar Templates : Plan marketing timelines, set milestones, track resources, and maintain deadlines with these marketing calendar templates that offer an adequate overview of all marketing projects, from start to finish.

Discover a collaborative, real-time way to manage projects in Smartsheet.

Project Management, Project Planning, Templates and Advice

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Project Team Performance Assessment Template | FREE Download

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• Contents of the Team Member Status Report Template
• DOWNLOAD Team Member Status Report Template
• Other Project templates to download

What's in the Template?

• Project details and document control: Provide essential information such as your logo, company name, project name, reference, version number, and dates. Document information and history, including approvals, are also captured for easy tracking and reference.
• Technical Performance: This section evaluates the team's proficiency in essential project management procedures. Assess their ability to deliver and manage scope, quality, schedule, and costs. Utilize corresponding plans and audits for reference during the assessment.
• Teamwork: Explore how well your team collaborates and works together. Evaluate effective communication, teamwork, conflict handling, and decision-making processes. The Team Charter serves as a valuable resource for completing this section.
• Team Morale: Gauge team members' overall satisfaction and positivity regarding the team and the project. Identify any potential changes or improvements needed to boost morale, such as revisiting the Project Charter or optimizing working conditions.
• Areas for Development and Action: Highlight specific areas requiring improvement and define clear actions, assigning ownership and setting due dates to ensure accountability and progress.

The contents of the Team Member Status Report Template

Field description and tips to complete, project details and document control.

• Your logo and company name
• Project Name and Reference
• Version Number
• Document Information: document ID, owner, issue date, last saved date, filename
• Document History: version, version issue date, changes
• Document approvals: role, name, signature, date

Technical Performance

Scope management.

Quality Management

Schedule management, cost management, communications, working together, conflict handling, decision making, team morale, areas for development and action.

How to use the template

Word download - project performance assessment template (.doc), word download - project performance assessment template (.docx), opendocument download - project performance assessment template (.odt), pdf download - project performance assessment template (pdf), related project templates to download.

• Project Brief Template - This is a FREE Template in Word and PDF. The Project Brief is a key document in the Project Lifecycle. It provides a description of what the project will do and it forms the basis of the project start-up phase.
• Project Charter Template - This is a FREE template in Word and PDF. The Project Charter formally authorises the project and gives the project manager the authority they need to start project activities and gather the resources needed.
• Project Initiation Document Template - Free download in Word and PDF, with tips and example text.
• Project Management Templates - View our collection of FREE templates for Project Managers
• Team Member Status Report Template - Ideal for project managers and teams looking to create a clear, organized, and effective proposal for any type of project.
• Project Startup Report Template - this is a briefer version of the Project Brief or Project Charter and communicates 'at a glance' the project description, objectives, key dates and risks.

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• Project Task Assignment Form

A project task assignment form is used to delegate work and track the progress of the project. With this online task assignment form template, you can add funding information, status reports, and more — giving you an ideal way to keep track of a project’s budget. Whether you’re working as part of a team or on your own, use this template to make sure your project is on track, on time, and ready to be delivered on budget. Simply customize this project task assignment form to fit the way you want to communicate with your project team — then embed the form on your website, share it with a link, or print it out to hand to your colleagues.

Jotform is easy to use with its no coding features including drag-and-drop, update fields, organize the layouts, change the titles, alter the theme, color, and font, switch between card and form, edit and archive submissions, and add as required fields as needed. Customize more with Jotform tools and widgets. Either embed it to your website, share it as a stand-alone or QR code.

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Manage your classroom’s attendance records online. Easy-to-customize online form. Fill out on any device. Track in Jotform Tables. Connect with 100+ apps.

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Collect issue reports from company members with a free online Issue Tracking Form. Great for IT departments. Sync with 100+ apps. View responses on any device.

Equipment Checkout Form

Keep track of who’s borrowing company equipment with this free online form. Easy to customize and share. Sync with 100+ popular apps. No coding required.

Track Borrowed Items Form

Easily keep track of items that students/employee check out from the classroom/office with a clean borrowed items form. To keep an accurate inventory of who borrowed what and when you need a borrowed items form template that collects all relevant information. When looking to create your own form, get started with our borrowing form sample as a guide and then customize it to fit your needs. With fully customizable borrowed item form templates, you can apps and widgets that fit the item being lent out and encourage engagement.

Product Registration

A Product Registration Form is a form template designed to facilitate the registration of purchased products by consumers with the manufacturer or seller.

Commercial Invoice Form

If you're exporting or importing products overseas, you need a commercial invoice. You can use this International Commercial Invoice Form Template that is designed to track the products and avoid shipment delays. This Free Commercial Invoice Form Template contains forme fields about the exporter and importer information, invoice details, the country of origin and destination, the items or products that will be shipped, payment fees and a digital signature widget for the exporter. The products are arranged in a table format. The column headers are the item ID, description, weight, quantity, and the price.

Party Planning Checklist

A party planning checklist is a list of tasks to be completed before a party.

Inventory Form

What is an inventory form? An inventory is commonly thought of as the finished goods a company accumulates before selling them to end users. Inventory forms in general is a way for you to showcase these items in an online form. This inventory form template will allow you to display your products, let users pick the items they need, collect the amount/quantity they need for each item, along with the location from where these items are available.

About Tracking Forms

Looking for a customizable tracking form template for your business or organization? Jotform's tracking form templates are a great way to start collecting all the detailed information your organization needs. Whether you're tracking an issue, updating a time sheet or following a production schedule, we have a tracking form for you. Select a tracking form example from our collection or start a new form, then start customizing to fit your needs. Through the Jotform builder, our tracking forms have access to an array of themes, widgets, and apps. Get started with one of our free online tracking form templates today!

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Work Assignments Template

Identify assignees for tasks, define task parameters, submit task parameters to manager for approval, approval: task parameters.

• Define Task Parameters Will be submitted

Initiate Draft Work Assignment Template

Identify required deliverables.

• 3 Prototype
• 4 Completed Task

Input Required Deliverables into Template

Identify timeline for task completion, input timeline into template, identify required resources.

• 2 Equipment
• 3 Access to Systems

Input Required Resources into Template

Review draft work assignment template, approval: draft work assignment template.

• Initiate Draft Work Assignment Template Will be submitted

Address Feedback from Approval Task

Finalize work assignment template, distribute finalized work assignment template to assignees, review assignees’ understanding and acceptance of assignments, approval: assignee understanding and acceptance.

• Review Assignees’ Understanding and Acceptance of Assignments Will be submitted

Initiate Work on Assignments

Monitor progress of assignments.

• 2 Behind Schedule
• 3 Completed

Take control of your workflows today.

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Project Templates

4+ project assignment templates.

A project assignment sheet can be instrumental in keep a watch on the progress of a particular project, thereby controlling the effective use of both time and money, two of the most important aspects of any business. The document contains information on the tasks or responsibilities assigned to each of the team members and also the goals and objectives that have been set for them. You can also see Project Implementation Templates .

Project Task Assignment Template

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Uses and Purposes

> why do i need assignment templates, > how to create the assignment template, > conclusion, more in project templates, blank weekly project status report template, project report template, project report format template, simple project report template, project report for loan template, project cost report template, monthly project report template, project completion report template, construction project report template, project closeout report template.

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File Formats

Word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates.