Free Project Tracker Template for Client Work
Coordinate client commitments, milestones, owners, approvals, blockers, due dates, and completion across engagements.
Do this with AI
Make this client-work tracker fit your delivery process.
Open the workbook and ask Griddy to adapt engagements, milestones, owners, approvals, blockers, or due dates.
What is in this workbook?
This workbook has three sheets: Dashboard, Tasks & Milestones, and Projects & Owners. Dashboard is the quick-review surface, Tasks & Milestones is the editable working log, and Projects & Owners holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Tasks & Milestones for project, task or milestone, owner, dependency, status, priority, start and due dates, completion, calculated schedule state, and blocker; keep project goals, leads, start and target dates, and calculated open-task counts in Projects & Owners. Schedule marks a completed row Done, a past-due incomplete row Overdue, a blocked row Blocked, and other rows On track. Dashboard counts tasks and overdue rows, shows the largest owner load, averages completion, and links its review to Tasks & Milestones.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated 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 and project labels only. Do not place credentials, confidential deliverables, payment details, or private contacts here. 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
Best Team Status Fields for Project Trackers
A project tracker works better when status fields are simple, unambiguous, and tied to real review decisions. Here's a practical status set most teams can use.
Read guideExcel & SheetsExcel vs Google Sheets for Project Tracking
Excel is stronger for heavier models and structured reporting. Google Sheets is stronger for lightweight collaboration. Here's how to choose the right tool for project tracking.
Read guideExcel & SheetsGantt Chart vs Project Tracker: What's the Difference?
A Gantt chart is built for timing and dependencies. A project tracker is built for ownership, status, and next action. Here's when to use each one and when you need both.
Read guideDo this with AI
Make this client-work tracker fit your delivery process.
Open the workbook and ask Griddy to adapt engagements, milestones, owners, approvals, blockers, or due dates.
