Editable Excel project tracking template

Project tracking template with live sample data

Track multiple projects, milestones, actions, issues, blockers, status updates, owners, due dates, health, and decisions in a real XLSX workbook.

Open the connected Jodoo tracker to coordinate owners, live updates, reminders, role-based views, history, and dashboard drill-down. If one coordinator needs a file first, the populated Excel version is available below.

Inside the workbook

Use six focused tabs instead of one overloaded sheet

Every tab has a clear job and stays editable after download.

01

Dashboard

Review active, at-risk/blocked, overdue, stale, and decision-waiting work.

COUNTIFS-driven KPIs plus project-status and work-health charts.
02

Projects

Track sponsor, owner, phase, status, health, dates, completion, milestone, latest update, and next decision.

Days-since-update and current/review/stale health formulas.
03

Milestones & Actions

Track commitments, owners, priority, status, dates, blockers, and completion.

Days-late and overdue/due-soon/on-track/closed formulas.
04

Issues & Decisions

Separate issues, blockers, decisions, and changes with explicit ownership and outcomes.

Editable choice fields for record type, priority, and current state.
05

Status Updates

Write decision-ready updates for each reporting period.

Health and review-state choices, dates, and structured narrative fields.
06

Lists

Maintain the dropdown choices used across project, action, issue, decision, and update records.

Editable statuses, health values, phases, priorities, record types, and review states.
Milestone tracking built in

Track commitments separately from the project headline

The Milestones & Actions tab gives every dated commitment an owner, status, due date, blocker, and completion trail.

Milestone baseline

What was committed, by whom, and for which date?

Project ID, milestone or action name, owner, priority, start date, and due date

Current progress

Is the commitment on track, due soon, overdue, blocked, or complete?

Status, percent complete, days late, due health, blocker, and current note

Recovery and evidence

What changes the forecast and what proves closure?

Recovery action, revised expectation, completion date, and evidence reference
Four-step weekly use

Keep the workbook current without turning it into another reporting project

Use the source tabs first and the dashboard last.

  1. 01

    Update current projects

    Refresh health, phase, forecast finish, current milestone, latest update, and next decision.

  2. 02

    Work milestones and actions

    Confirm owners, due dates, blockers, completion evidence, and recovery for overdue items.

  3. 03

    Review issues and decisions

    Record the choice, owner, due date, impact, outcome, and closure rather than leaving it in meeting notes.

  4. 04

    Publish the status update

    Summarize changed facts, decisions required, next actions, and the approved health for the reporting period.

Workbook or connected app?

Stay in Excel while one file is enough

Move when collaboration, permissions, reminders, or reporting make the spreadsheet difficult to trust.

Use the workbook

One coordinator controls the file, the team is small, updates are periodic, and permissions/reminders/history are simple.

Use the Jodoo tracker

Many owners update work, different roles need views, reminders or approvals matter, attachments and history need controlled access, or dashboards must open live records.

Workbook questions

Project tracking template questions

01Does the download work in Excel?

Yes. The file is an XLSX workbook with typed dates and percentages, formulas, tables, dropdown validations, conditional formatting, charts, and sample records.

02Can it track multiple projects?

Yes. The Projects tab includes multiple active, at-risk, blocked, pending-decision, complete, and closed examples. Related tabs use Project ID to keep milestones, actions, issues, decisions, and updates distinct.

03Can we add our own fields and statuses?

Yes. Add columns where the work needs them and update the dropdown values or formulas carefully. Keep identifiers, owners, statuses, dates, and exception rules consistent across tabs.

04Can the workbook be imported into Jodoo?

Yes. Import stable project columns first, then map repeating actions, issues, decisions, and updates into related forms so each record can have its own owner, status, due date, evidence, and history.

05Which formulas and controls are included?

The workbook includes COUNTIFS-based dashboard measures, days-since-update and days-late formulas, current/review/stale and overdue/due-soon/on-track logic, dropdown validation, conditional highlighting, tables, and populated charts.

06What should we change before using the template?

Replace sample owners and projects, confirm the Lists values, choose the reporting date, review formula ranges after adding rows, and agree on who maintains each tab. Keep the sample copy until your team has tested the first reporting cycle.

Test with your own project

Use the file now—or test the same records as a live application

Download the populated workbook for an immediate start, then open Jodoo when the team needs role-based updates, reminders, permissions, history, and drill-down.

Use the project tracking app