University of Kwazulu-Natal

20 Free Spreadsheet Templates To For Tracking In Excel Clickup

Bonisiwe Shabane
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20 free spreadsheet templates to for tracking in excel clickup

Spreadsheets are among the most versatile organizational tools you can find. From mailing lists to project management, it’s almost impossible to find a business task that wouldn’t be improved with those handy cells, rows, and columns. It’s tough to stare at an empty Google or Microsoft Excel spreadsheet and create any of those functions from scratch. But there’s good news—with spreadsheet templates, your framework is already created and ready to go. Whether you’re looking to improve time management or build a budget, we’ve got plenty of the best available spreadsheet templates out there to fit your specific needs. Get started with these 20 ready-to-use spreadsheet templates.

Sometimes, the best things in life are simple. That’s certainly true with the ClickUp Spreadsheet Template, which provides you with a basic but effective layout that helps to keep track of your B2B customers at all times. Simply enter basic information like customer type, industry, contact, website, and revenue into each row. Then, use the individual views (such as filtering by industry, customer by type, and more) to easily sort through them and keep an overview of your customer base. Explore 20 free spreadsheet templates across Excel, Google Sheets, and Stackby to simplify tasks like budgeting, project tracking, CRM, and more. Every team, solo worker or business has at one point relied on spreadsheets.

They are a go to tool for budgeting, project tracking, sales organization, or about one thousand other things. But building one from scratch can take time, a lot of time, especially when you're already juggling other priorities. And that's exactly why the team needs spreadsheet templates. TThey take the grunt work out of setup and give you a solid structure to start with. But not all templates are created equal or offer similar functionalities. Some are just basic rows and columns.

Others, like the ones from Stackby, pack extra punch by combining spreadsheet familiarity with relational database powers. So we are here to save you the hassle of searching and testing, by handpicking 20 free templates spanning Excel, Google Sheets, and Stackby. Whether you want a basic budget sheet or a project tracker with automation, we have something here for you. Explore our full collection of templates for more use cases on the Stackby templates page. There are hundreds of software tools for project management, but familiarity with spreadsheets and the flexibility that they provide makes using Excel a very popular solution. The project templates listed here are mostly related to project scheduling.

Our Gantt chart template is the most useful project management template that we offer. Anything more complicated would probably require Microsoft Project or other project management software. Measure and track Key Performance Metrics using this dashboard template from Someka.net. Some of the KPIs are Cost Performance Index, Scheduled Variance, and Resource Utilization. Use this template for advanced and more effective project management. Still using spreadsheets to manage your projects?

Revolutionize how you manage your projects with ProjectManager. Plan, track and report with automated tools. Successfully managing businesses, teams and projects means meeting deadlines and staying on budget, and Excel tracker templates and spreadsheets can help you do just that. While not as dynanmic as project management software, free templates for tracking tasks, time and costs are a great way to start reporting on progress. Managers have more control over their projects and operations with Excel tracking templates. Because of their quantitative nature, Microsoft Excel spreadsheet templates are a great tool to track data-rich metrics.

Whether it’s a KPI dashboard for an overview of progress or a timeline template to visually organize tasks in one place, Excel task trackers can help you deliver on time and on budget. Without such tools, you risk joining the 78% of projects that reportedly go over budget. Related: Project Management Excel Templates and Spreadsheets We’ve collected ProjectManager’s 25 best Excel spreadsheet templates for tracking that you can download and use for free. Want more than task trackers for Excel? Visit our project management templates page where we’ve created over 100 free templates for Excel and Word.

ClickUp ClickUp Templates: The Best Templates to Simplify Your Work Templates are some of the best time savers when it comes to keeping your workflow on track. If you’re looking for the best ClickUp templates (including the ones that help with ClickUp time tracking) that you can use on various tools and software, look no further! ClickUp templates are pre-made, pre-formatted, or preset sheets that are designed to help you quickly set up your projects and tasks. All you need to do is select a template that fits your workflow best, fill it with the information needed in your project and you’re good to go. From project planning to task organization, ClickUp has everything you need.

However, not all templates are created equal, and not all of them are suitable for your specific project. In this article, we’ll list down different ClickUp templates that you can use for your work and talk about how you can use these free templates to revolutionize the way you work. ClickUp templates are pre-designed structures for lists, boards, dashboards, documents, and more. Think of them as blueprints you can apply to quickly set up new projects or tasks. They help you avoid repetitive setup and ensure consistency across your team. Templates are used for:

Hey everyone! So, you’re looking to get a handle on your data, right? Maybe you’re juggling projects, tracking sales, planning content, or just trying to keep your personal life organized. Whatever it is, ClickUp spreadsheet templates are an absolute game-changer. Seriously, guys, if you haven’t explored these yet, you’re missing out on a serious productivity boost. We’re talking about taking those messy, scattered bits of information and turning them into something super organized, visual, and actionable, all within the powerful ClickUp platform.

Forget clunky old spreadsheets that are a pain to update and share; ClickUp brings everything into one dynamic workspace. Think about it: how much time do you spend manually updating rows and columns, trying to remember where that crucial piece of data is, or struggling to get a clear overview of your progress? It’s exhausting! But with ClickUp’s spreadsheet templates, you can ditch that headache. These templates are designed to streamline your workflow, giving you ready-made structures for all sorts of tasks. Whether you’re a freelancer, a small business owner, or part of a massive corporation, there’s a template that can adapt to your needs.

They’re not just fancy tables; they are interactive tools that integrate seamlessly with the rest of your ClickUp setup. You can assign tasks, set deadlines, track statuses, and even visualize your data in different ways, like Kanban boards or Gantt charts, all from a single spreadsheet interface. It’s all about making your data work for you, not the other way around. So, stick around as we dive deep into how these ClickUp spreadsheet templates can transform the way you manage information and boost your overall efficiency. Get ready to level up your organization game! Alright, let’s get real for a second.

Why should you even bother with ClickUp spreadsheet templates when you might already have a system in place, or maybe you think spreadsheets are just… well, spreadsheets? The truth is, ClickUp takes the humble spreadsheet and injects it with a serious dose of power and flexibility. We’re not just talking about basic data entry here, guys. We’re talking about a dynamic, integrated solution that fits right into your existing project management workflow. The biggest win? Centralization .

Instead of having your crucial data scattered across multiple apps, documents, or even sticky notes (we’ve all been there!), ClickUp brings it all under one roof. This means less time hunting for information and more time actually doing the work. Plus, the visibility you gain is insane. With built-in views like Lists, Boards, Calendars, and Gantt charts, you can look at your spreadsheet data in a way that makes the most sense for your brain and your project. Need to see all your tasks by due date? Boom, calendar view.

Want to track project phases visually? Gantt chart, easy peasy. This kind of flexibility is key to understanding your progress and making informed decisions, quickly. Another huge advantage is collaboration . Spreadsheets can be notoriously tricky to collaborate on. Version control nightmares?

Locking everyone out while one person makes edits? Yeah, no thanks. ClickUp’s collaborative features mean your whole team can work on the same spreadsheet template simultaneously, with real-time updates. Comments, assignments, and status changes are all visible to everyone, fostering transparency and keeping everyone on the same page. This dramatically reduces miscommunication and speeds up decision-making. Furthermore, the customization options are off the charts.

You can tailor these templates to fit literally any workflow. Need custom fields? No problem. Want to automate certain actions based on data changes? ClickUp’s automations can handle that. You can set up dependencies, link related tasks, and create custom statuses to match your unique processes.

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