Free Project Tracker Template for Agencies
Track agency deliverables, client approvals, owners, deadlines, and blockers in one free project tracker spreadsheet built for service teams.
Why agencies need a more client-ready project tracker
Agency delivery usually moves through kickoff, strategy, production, review, revision, approval, and launch with several people touching the same account. A generic task list rarely keeps those handoffs visible enough. This version is written for service teams that need a cleaner view of ownership, due dates, client dependencies, and the next action without opening a heavier project-management tool for every account.
What is included in this agency project tracker
The tracker includes grouped workstream sections, owner and priority fields, due dates, percent complete, team, and next-step columns plus a project-health block that keeps blocked work and upcoming milestones visible. That makes it practical for retainers, campaign delivery, website projects, recurring client work, and launch-based engagements where internal execution and client approvals both shape the timeline.
Who should use this template?
This template fits agencies, studios, consulting teams, recruiting firms, and other client-service operators that need a lightweight execution board. It is especially helpful when account managers, strategists, creatives, and specialists all need one shared operating view without forcing the team into a full agency-work-management platform.
How to use it well
Track each deliverable or approval step as its own row, then keep owner, status, due date, and next step current after every internal or client review. Use grouped workstreams to separate discovery, production, QA, and launch so the board stays scannable during weekly delivery meetings. Griddy can regroup rows by client, highlight which deadlines are waiting on feedback, or turn messy account notes into a cleaner execution plan.
Related guides
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Read guide →Skip the setup
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