Free Project Tracker Template for Agencies
Coordinate agency deliverables across client-safe workstreams, owners, approval gates, dependencies, dates, completion, and review signals.
Do this with AI
Make this agency tracker fit your delivery review.
Open the workbook and ask Griddy to adapt workstreams, approval states, owners, dependencies, dates, priorities, or review signals.
What is in this workbook?
This workbook has three sheets: Agency Delivery Dashboard, Client Delivery Plan, and Setup. Agency Delivery Dashboard is the quick-review surface, Client Delivery Plan is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Client Delivery Plan for task, client-safe workstream, owner, status, priority, start date, due date, dependency, completion, remaining work, and review signal; use Setup for statuses, review cadence, and safety rules. Client Delivery Plan calculates remaining work in column J as MAX(1-completion,0) and produces a review signal in column K for blocked, overdue, or completed work. Agency Delivery Dashboard links the portfolio totals and priority review rows.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Agency Delivery Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use client-safe labels and high-level delivery context. Keep credentials, audience lists, contracts, and confidential client materials in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
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Read guideDo this with AI
Make this agency tracker fit your delivery review.
Open the workbook and ask Griddy to adapt workstreams, approval states, owners, dependencies, dates, priorities, or review signals.
