Here at WeTrack we have developed a project and task management template based on our clients' experience and using a template available from WeTrack's project management software as the basis. Properly tracking your projects, tasks and milestones is vital to the success of your work, so it needs to be done well. You can download this template - no form required - towards the bottom of the page.

You will also find some introductory pieces on task management, rating your task progress, and understanding how to use milestones to underpin your planning. Together this provides a short framework for how to manage your projects and tasks.

If you would like to think further about improving your project management, we have produced a series of blog posts, detailed here:

• An introduction to enterprise project management, aimed at larger organisations, exploring the best ways to manage multiple complex projects that sit across your organisation or event.
• The value of using project management software for events - to boost collaboration, reporting, tracking and more.
• A piece that considers what event planners can learn from best practices in project management: thinking like a project manager can really benefit an event manager.
• Use Gantt to track milestones in your event programme management - if you work visually, then using milestones and dependencies in a Gantt chart will give you best oversight of your project planning.
• Project management systems are not a magic formula - here we look at 6 reasons why project management systems might fail to have the desired impact for your team, and how to help them succeed.
• Our Managing Director Peter Ward picks out 5 tips for aligning 'business-as-usual' and COVID-19 projects: it's important to maintain a balance.

Thank you for reading. Click here to download your free project and task management template in Excel. No sign-up required!

WeTrack's Project Management module

We pride ourselves on giving your planning solid foundations, whether you need event planning software, enterprise project management software for your organisation, or project management for your venue management. We help you get started well, importing your existing plans into the system, training your team and being available for support whenever you need it. Plan and build schedules for all your teams and manage larger projects; see visual overviews that let you drill down to the important details, and get notified when things go wrong; monitor your tasks, catch any that are overdue, and collaborate with your team seamlessly; and use our bespoke reporting to improve communication and impress stakeholders.

If you use the attached template, we can quickly import your projects and tasks into your WeTrack system.