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1 | Plan and Deliver Client Projects with TaskFord | |||||||||||||||||||||||||
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3 | How to use this Template | |||||||||||||||||||||||||
4 | This template has one tab per part of the client delivery process. Start with the Delivery Plan to lay out deliverables and tasks, then use the trackers to manage day-to-day work. The Dashboard pulls a live summary from every other tab, so keep the data on each tab up to date. | |||||||||||||||||||||||||
5 | * This is a view-only template and cannot be adjusted yet. To be able to modify it for your needs, click File → Make a copy in the top-right corner. The copied file will be saved to your Google Drive, and you can edit it as you like. | |||||||||||||||||||||||||
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7 | Tabs in this Template | |||||||||||||||||||||||||
8 | Tab | Best for | What you can track | |||||||||||||||||||||||
9 | Delivery Plan | Planning a client project | Tasks, deliverables, milestones, owners, dates, and a visual Gantt timeline | |||||||||||||||||||||||
10 | Project Tracker | Managing multiple projects | Projects, clients, PMs, status, health, completion % | |||||||||||||||||||||||
11 | Deliverables Tracker | Tracking client deliverables | Deliverables, owners, deadlines, priority, status, approvals | |||||||||||||||||||||||
12 | Resource Planning | Planning team capacity | Team members, allocation, available hours, utilization | |||||||||||||||||||||||
13 | Budget Tracker | Monitoring project budget | Budget, hours, costs, actuals, variance | |||||||||||||||||||||||
14 | RAID Log | Managing delivery risks | Risks, assumptions, issues, dependencies, and mitigating actions | |||||||||||||||||||||||
15 | Delivery Calendar | Managing dates and events | Deadlines, milestones, meetings, reviews, handoffs by day | |||||||||||||||||||||||
16 | Dashboard | Reviewing overall delivery | Project status, overdue work, approvals, resource and budget summary | |||||||||||||||||||||||
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