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What Our Clients SayIn the course of my career I have written hundreds of proposals and have done so with little effort once a basic template was crafted. However, current best practices in a very competitive services market require significant statements of work. Proposal Kit’s "Proposal Kit Professional" has proven to be of significant value whether responding to an RFP or offering an unsolicited proposal. Everything I need to produce a comprehensive and professional proposal is at my fingertips."
1. Get Proposal Kit Professional that includes this business document.
We include this Project Task Assignment and Progress Spreadsheet in an editable format that you can customize for your needs.
2. Download and install after ordering.
Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.
3. Customize the project template with your information.
You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Lena Ortiz at Blue Harbor Builders won a fast-tracked renovation where inspectors changed codes mid-project, the punch list grew daily, and subcontractors juggled overlapping due dates while the hospital demanded clear progress reports and a defensible project budget template.
Her team centered on a simple task tracker with ID, Task Name, Description, Priority, Status, Assigned, and Components, then layered a task list with a Gantt chart to reveal task sequencing and dependencies, plus a workload chart to keep crews balanced and a risk register to log risk likelihood, risk severity, mitigation, and resolution tracking.
Using Proposal Kit outside the tracker, Lena fed the bid package into RFP Analyzer to extract requirements and map them to tasks; she used document creation and assembly to produce a construction proposal, safety plan, and a progress report template; the AI Writer drafted a site logistics plan and stakeholder updates; line-item quoting generated a detailed cost breakdown aligned to the project budget template for owner approvals.
The crew hit milestones on time, inspectors cleared phases faster, and the owner received weekly status narratives with planned vs actual and budget variance; the clean package of proposal, plans, and reports built trust, and Blue Harbor closed with fewer change disputes and a stronger reference.
Raj Malhotra at NimbusLoop faced a multi-client release where backlog items, bug fixes, and integrations competed for scarce engineers, and enterprise customers wanted dates, risks, and costs summarized beyond the agile board.
The team used the sheet as an Excel task list tied to an agile cadence, adding a project Gantt chart for external timelines, a project milestone tracking template for executive reviews, and project dashboards to show assignee load, priority tallies, and status tallies, while a time tracking spreadsheet and timesheet template supported planned vs actual.
Separately from the tracker, Proposal Kit's AI Writer produced a release communication plan, change impact brief, and customer-ready status reports; document assembly bundled a scope overview with a risk management summary and SLA appendix; RFP Analyzer helped parse a large client's security questionnaire into a response matrix; line-item quoting generated a structured estimate and options table for premium features.
Clients saw clear project owners and due dates, understood risks and mitigations, and approved the options package; engineering held a schedule with workload spread evenly, fewer context switches, and fewer surprises during UAT; NimbusLoop converted two pilots to annual contracts.
Program director Maya Chen had to coordinate auditors across 40 sites, track equipment with an inventory template, and satisfy a grantor's strict reporting, while contractors needed a predictable work schedule and decisive task sequencing.
She organized everything in the assignment sheet, adding a project timeline, task graph, and task list with a Gantt chart to visualize dependencies and due dates, plus a multiple-project tracking template view for regions; timesheets rolled into a progress report, and project resource allocation charts kept travel and staffing efficient.
Proposal Kit supported the effort by creating a grant proposal update, a monitoring and evaluation plan, and monthly funder reports with document assembly; the AI Writer drafted community outreach summaries and a training syllabus; RFP Analyzer decoded a new state solicitation into a compliance checklist; line-item quoting generated transparent budgets and alternates in the project budget template.
Audits finished ahead of schedule, reporting passed reviews on the first submission, and partners praised the clarity of schedules, costs, and risks; GreenGrid secured an extension grant and standardized its documentation for the next funding cycle.
This concise Task Assignment and Progress sheet provides a core project tracking template you can use as an Excel task tracker or in Google Sheets. The columns-ID, Task Name, Description, Priority, Status, Assigned, and Components-form a practical task tracker template for assigning tasks, clarifying a task owner, and reporting task status. Tied to your work breakdown structure, the Components field links work to deliverables or systems, enabling a straightforward project task tracking template for daily operations, portfolio or program oversight, and progress report preparation.
In practice, teams use this task list template as a centralized to-do list template. Priorities guide sequencing, while the Assigned field supports resource allocation and accountability. Pair this sheet with a timeline template or a Gantt chart tracking template to visualize the project timeline, milestones, and task dependencies. Many organizations generate a progress report or status report template directly from this list, summarizing percent complete, task priority, and tasks at risk for project owners.
You can enhance visibility with an Excel dashboard or a dashboard template. Use conditional formatting, icon sets, data validation, strike-through, and progress indicators or a progress bar to signal open and closed items. For governance, maintain a risk tracking spreadsheet or risk register alongside the list, plus an issue tracking template and a change tracking spreadsheet or change log.
Software teams can reference a bug tracker template. These Excel spreadsheet templates create a simple project kpi tracking template or kpi dashboard without complex tools, whether in Excel templates or Google Docs integrations.
For planning and control, link the sheet to a workload analysis template and resource allocation tracking template to check resource use and scheduling, making sure no one is overallocated or underused, and the workload is spread evenly. Timesheets or a project time tracking template support planned vs actual reporting. Financial oversight can sit next to the task list with a project budget tracking template, an operating budget template, a project cost tracking template, a budget spreadsheet for cost tracking, resource costs, budget variance, over-budget alerts, and a cost bar chart. Use cases include a facilities punch list template, training tasks, marketing campaign action plan spreadsheet, or a software release managed with agile project tracking template practices, kanban boards, agile kanban project tracking template columns (backlog to done, work in progress), sprint cycles, and story point tracking.
Proposal Kit can help you package this sheet with related documents through document assembly, produce automated line-item quoting in budgets, and use its AI Writer to write supporting materials such as progress report templates or risk registers. Its extensive template library and ease of use help teams build complete documentation around simple trackers without adding unnecessary complexity.
Building on the simple columns in the sheet, teams can scale this Excel task list into a multiple-project tracking template. Managers assign tasks, set an assignee, and record project owners and due dates to keep accountability clear. Pairing the list with a project Gantt chart or a task list with a Gantt chart adds timeline clarity, milestones, and task sequencing.
Many groups visualize the same data as a task graph, workload chart, or project dashboards to balance project resource allocation and keep the workload evenly distributed across a work schedule. When used with Excel tracker templates or task templates, the list becomes a repeatable framework for consistent planning. Teams that prefer Kanban with drag-and-drop columns can still log due dates, priority tallies, and status tallies here, then roll up a project milestone tracking template or work schedule template for executive views.
Reporting and controls also improve. A time tracking spreadsheet or timesheet template links planned work to a progress report template and planned vs actual updates. Finance can align the list with a project budget template for cost visibility, while an inventory template can track components tied to each task.
Strong risk management lives next to the list through fields or companion sheets that record risk severity, risk likelihood, mitigation, and resolution tracking, making it easier to flag any due dates at risk. Whether used for a single initiative or a portfolio, this approach supports steady execution without heavy software.
Proposal Kit helps teams turn this structure into client-ready deliverables. Use its document assembly to package the tracker with status reports and budgets, automated line-item quoting to detail costs, and the AI Writer to write supporting sections and narratives. Its template library and ease of use streamline producing consistent materials around your project tracking workflow.
Beyond the core columns, the sheet supports stronger governance and forecasting. The ID creates a stable reference for change history and resolution tracking, while Priority and Status drive task status reviews and escalation. The Components field links work to assets, making it easy to align tasks with an inventory template for parts, materials, or configuration items.
Managers can assign tasks to an assignee and set a due date, then roll up project owners and due dates into summaries. This enables portfolio visibility when the list is expanded into a multiple-project tracking template. Teams can visualize workload with a workload chart or task graph, and keep the workload evenly spread across a work schedule. Paired with a project Gantt chart or task list with a Gantt chart, you gain clear task sequencing across the project timeline and milestones.
Controls improve when the tracker sits beside a time tracking spreadsheet or timesheet template to connect planned effort to a progress report template. Finance can reference a project budget template, while operations can use Excel tracker templates to standardize intake and handoffs. Risk management becomes practical by recording risk severity, risk likelihood, and mitigation steps, then tying follow-ups to due dates and status tallies or priority tallies in an Excel task list. Agile or hybrid teams can keep delivery flowing by mirroring drag-and-drop columns in boards and reflecting the same data in project dashboards built from a simple Excel spreadsheet.
Proposal Kit helps teams formalize this lightweight system into client-ready packages. Use document assembly to bundle the tracker with progress and status narratives, automated line-item quoting to align budgets, and the AI Writer to produce supporting sections and task templates. Its template library and ease of use reduce effort while improving consistency across planning, budgeting, and reporting.
4.7 stars, based on 849 reviews
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.
Published by Proposal Kit, Inc.We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Project Task Assignment and Progress Spreadsheet, and use them as needed for your project.