We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.
DOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES
What Our Clients SayI have been using Proposal Pack along with a few templates for the last 2-3 years. The software is easy to use and creates a product that separates you from the rest of the pack."
1. Get Proposal Kit Professional that includes this business document.
We include this Quick Corporate Task Worksheet 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.

BrightWave Creative won Verdant Snacks' spring campaign, but scattered to-do lists and unclear task owners assigned to key deliverables were causing missed due dates, weak team visibility, and slow reviews across design, media, and analytics team members.
They set up a lightweight task tracker template in Google Sheets with a task status column, assigned to names, start and due dates, and a notes field for each deliverable; the list supported assigning team members, sub-tasks, and a visible percentage of task complete to boost productivity and track project progress during daily standups.
Producers used the sheet to assign tasks and assign requests from the client, grouped by task categories; automated workflows in the agency's task management app mirrored the sheet via simple integrations, while Proposal Kit's document assembly created a polished campaign plan and change-order packet, its AI Writer drafted a status report narrative, and line-item quoting clarified costed options for extra creative rounds.
Team collaboration improved, blockers surfaced early, and BrightWave hit all milestones; the Proposal Kit documents kept stakeholders aligned while the tracker kept work moving, resulting in an on-time launch and measurable lifts in engagement.
Apex Robotics faced complex supplier dependencies and third-party testing, and without a central list, the hardware team struggled with resource planning, assigning team members to critical path work, and confirming who was the assigned owner for each deliverable.
The PMO built an Excel task tracker template with a work breakdown structure, Gantt chart view, task priority, task owners assigned, hours budgeted versus actual, and a task status column; this gave leaders a clear read on finish variance and the percentage of tasks completed.
Engineering leads used the assigned to column and due dates to organize tasks and handoffs; procurement added dependencies and lead times, and dashboards summarized progress by vendor; Proposal Kit's RFP Analyzer helped interpret a retailer's technical RFP, the AI Writer produced a risk and test plan, document creation assembled the vendor SOWs, and line-item quoting detailed optional warranty packages for approval.
With better team visibility and goal management, Apex synchronized suppliers, passed compliance on the first attempt, and launched on schedule; the Proposal Kit deliverables supported decisions while the tracker let managers track project progress in real time.
HarborHope received a city grant to expand services, but volunteer onboarding stalled because coordinators lacked a unified team task list to assign tasks, set due dates, and confirm task owners assigned to background checks, training, and site orientation.
They created a simple Google Sheets task tracker template with recurring tasks, task owners assigned to each step, a task status column, and color cues for due tomorrow; the sheet centralized assignment requests from program leads and improved team collaboration across locations.
Coordinators used the sheet for resource planning and to track the percentage of tasks complete, while directors reviewed roll-up dashboards; Proposal Kit's document creation assembled the grant compliance manual, its AI Writer drafted monthly impact reports, and line-item quoting laid out budget amendments for additional training cohorts, with the RFP Analyzer used earlier to parse the grant's requirements.
HarborHope onboarded volunteers twice as fast, improved team visibility, and met all reporting deadlines; Proposal Kit kept the paperwork tight and persuasive, and the live tracker ensured frontline teams could track project progress and deliver services sooner.
This simple task template defines a clear starting point for organizing work on any project. It prompts you to list tasks for a specific initiative and to capture dependencies or third-party labor with time or cash allotted. Teams can expand the structure into a practical to-do list and team task list by adding common fields such as task name or task title, assigned to, assigned owner, start date, due date, task priority, and task status. A concise assignment column promotes team accountability and visibility, while a status column with percentage complete, percentage done, and priority status fields helps track progress and keep projects on track.
Use the template to assign responsibilities, assign task owners, and document deliverables, milestones, and sub-tasks. Add hours budgeted, actual hours, and cost hours to support time tracking and resource management. Include dependencies to anticipate finish variance and to visualize timelines in a Gantt chart or work breakdown structure.
Create a daily task list, a weekly task list, or an employee task list to support time blocking and a weekly schedule, with cues such as due tomorrow for quick actions. Track progress updates and maintain team accountability and transparency to keep work moving.
The format works in multiple environments. Build a task tracker in Microsoft Excel using templates in Excel or an Excel template, or use a Google Sheets template in Google Sheets for real-time collaboration. You can create a companion record in Google Docs and export it to Adobe PDF for distribution.
Connect reminders through Google Calendar or Microsoft To Do to set deadlines and set reminders. If your team prefers a task management app, the fields align with common tools like Asana, Smartsheet, or TeamGantt, where you can automate workflows, use drag-and-drop boards, manage recurring tasks, define task categories, and view dashboards and roll-up reports for project progress and automated updates. Many apps include a planned tab to compare planned versus actuals. These practices support project intake, project kickoff, onboarding and employee onboarding, creative production, campaign management, and product launches.
Proposal Kit complements this approach with project plan templates, document assembly to organize your team's task list and dependencies, automated line-item quoting for deliverables and cost details, and an AI Writer to build supporting documents. Its extensive template library and ease of use help you organize tasks, track milestones, and standardize workflows across projects.
Expanding on the core list, this document can operate as a task tracker template that standardizes how team members record due dates, define the deliverables for each entry, and maintain a task status column with the percentage of the task completed. Managers can use it for assigning team members, assigning tasks, and assigning requests from stakeholders, so every item has task owners assigned and is assigned to the correct phase. Pairing the list with resource planning data clarifies staffing and budgets, while simple fields support goal management and team collaboration.
When mirrored in a task system, the same structure connects with automated workflows and integrations, sending alerts and updates that boost productivity and track project progress. Team visibility improves because responsibilities and handoffs are clear, reviews are faster, and exceptions surface early.
Proposal Kit helps formalize this approach by turning the outline into repeatable project documents you can assemble quickly. Its template library, document assembly, and AI Writer make it easy to add sections for due dates, task status columns, deliverables, and resource planning notes, while automated line-item quoting supports costed deliverables. Use it to package a concise plan that shows task owners assigned, schedules, and milestones without disrupting the tools your teams already use.
Consider using the simple list as a lightweight project intake and scoping tool before project kickoff. Capture the business reason, early deliverables, and rough effort so leaders can size work and set priorities. Add a RACI-style note in the assigned to column to clarify who approves versus who executes.
For vendor or third-party entries in the dependencies section, include lead times and funding windows so cash and time constraints are visible alongside due dates. That visibility reduces rework and keeps projects on track when procurement or contractor schedules shift.
Define a cadence to review the task status column and finish variance at standups and weekly reviews. Pair the list with a baseline tab that shows planned start date versus actual, hours budgeted versus actual hours, and the percentage of task complete. Roll these figures into simple real-time dashboards to track project progress across teams.
When assigning team members, group work by task categories and sub-tasks so each deliverable has task owners assigned and handoffs are explicit. Use assign requests to triage inbound work, then assign tasks with clear due dates and task priority to boost productivity and team visibility.
If your team relies on a task management app, mirror the structure in Microsoft Excel or a Google Sheets template for audit trails, then link to systems that support automated workflows and integrations. That lets you log decisions in Google Docs, export updates to Adobe PDF, and maintain one source of truth while enabling team collaboration. For distributed creative production, product launches, campaign management, or employee onboarding, this approach helps goal management, resource planning, and team accountability without a heavy process. The same outline works for a daily task list, a weekly task list, or an employee task list, and scales into a work breakdown structure when you need to visualize timelines or track milestones.
Proposal Kit can streamline this effort by assembling consistent documents from its extensive library, inserting your fields for task owners assigned to work, due dates, and budgets, and using automated line-item quoting for costed deliverables. Its AI Writer can generate supporting sections and checklists so you can organize tasks quickly, maintain team visibility, and keep work moving with minimal setup.
Company Name
Task List Current Date
The following is a list of tasks to be performed for:
Insert project/reason for this list here.
Dependencies or Third-party Labor/Tasks:
Description Time/Cash Allotted N/A.
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 Quick Corporate Task Worksheet, and use them as needed for your project.