Task Manager template

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Overview

Use Template

This Task Manager template is an easy-to-use, flexible and centralised solution to manage and keep track of your daily, weekly and monthly tasks, with the ability to configure key information such as due dates, priority levels, status and estimated vs actual time spent. Simply edit and adapt to suit your needs.

Use a Calendar Screen to view your organised tasks by due date, or a Board Screen to view your tasks by status, such as ‘Pending’, ‘In Progress’ and ‘Completed’. Even configure Workflows for real-time notifications, such as tasks to be completed in the next week.

Understanding task management

Task management. Sounds pretty self explanatory right? Well it kinda is. However, just because it sounds simple doesn’t mean that it’s simple in practice.

On one level task management is just that. It’s organising all your “to dos” and “check lists” into one comprehensive body of data. It’s reviewing each task and attaching some priority to this item (e.g. urgent, very urgent, super duper urgent, etc.) so that you can set a deadline.

Why this is important is pretty straightforward as well. It’s all about efficiency and organisation. Manage tasks so that you can plan your day and your time without relying on others too much. Organising your tasks effectively reduces interdependence which, then, enables you to achieve more in less time.

However, you can become an expert task manager by ensuring that tasks are clear and accessible. Think less “jotted down on a scrap of paper” and more “documented in a safe and secure location”. Give yourself the best chance of hitting those deadlines by recording tasks in a centralised database that can be updated as and when you need.

Gridfox is here to facilitate task management of the highest level.

Why Gridfox Task Manager?

We pride ourselves on making Gridfox intuitive and accessible for everyone. Our Task Manager template is a perfect example of this ethos. Once you’ve downloaded you’ll be able to access a range of preset features that will allow you to get up-and-running with your task manager duties.

What makes Gridfox’s task manager template so useful is that it can be adapted as you need. Unlike off-the-shelf software, it doesn’t burden you with unnecessary features that can’t be adjusted. While we think you’ll benefit from the inbuilt features in this task manager template, nothing is set in stone.

As you become more comfortable with your task manager template, you’ll be able to add (or remove) features. Added views for ultimate visibility of the progression of tasks? Check.More filters to ensure granular focus on data? No problem. Whatever functionality you need, Gridfox has you covered.

Here’s a breakdown of some of our key task manager template features.

The Breakdown

  • Task tables (with filters): A place where information about the task can be input. What does the task entail? Who is the task assigned to? When does it need to be done by? These are few questions that can be answered with help of the Fields in your Table, which guarantee clarity and visibility over essential task information. Filters provide further visibility over the status of a task, with a filter for those which are pending and those that are in progress. Your perfect spreadsheet alternative is captured in just one feature!
  • Dashboard: The place to get the overview of all your tasks. Dashboards give you a breakdown of all project data in accessible visuals. Check out chart views for a presentation of all tasks by status and area. The mini grid view is an ideal supplement to these charts, which allows you to evaluate task activity quickly.
  • Board: All tasks, organised in one visual, colour-coordinated Kanban board. What more could you want? Here you’ll be able to see exactly how tasks are progressing and navigate to individual cards with a click. Better still, you can update the status of a task simply by dragging and dropping in the appropriate column.

Download our task manager template here.

Who’s going to love it?

At risk of sounding bold… Everyone! Tasks, love them or hate them, are a universal part of work - regardless of what industry you’re in.

Whether you’re a marketing executive or a managing director, paralegal or a project lead, tasks will be a part of your day-to-day responsibilities. They’re the bricks that build your project into a tough structure, durable against challenges and setbacks.

It’s the ideal template for project teams (big and small) who want visibility over who tasks are assigned to, which are yet to be completed and which are underway, and what the overall progress of these tasks are.

Think of our templates as the perfect leg-up for getting started with your projects.

Ready to level up your task management? Download our task manager template for free here.

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