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Project & Task tracker
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      How to use this template
    • Projects & Milestones
    • Task Tracker
      • All tasks
      • My tasks
      • Tasks by person
      • Tasks by projects
      • Unassigned tasks
Project & Task tracker
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How to use this template
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How to use this template


Welcome! This template helps you manage projects, milestones, and tasks in one place. Follow this guide to get started.

Quick Start (Recommended Order)

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Start with Projects → then Milestones → then Tasks
This order matters because Tasks link to Milestones, and Milestones link to Projects.
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Step 1: Add Your Projects

Go to Q3 Projects & Milestones → Projects table
Projects are your high-level initiatives. For each project, add:
Name – A clear, descriptive title
Description – What this project aims to achieve
Status – Not Started, In Progress, On Hold, Completed, or Cancelled
Team – Assign team members
One pager – Link to a detailed project brief (optional)
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Step 2: Define Milestones

Go to Q3 Projects & Milestones → Milestones table
Milestones are key deliverables or checkpoints within a project. For each milestone, add:
Milestone – Name of the deliverable
Description – What it includes
Delivery date – Target completion date
Milestone type – General Announcement, Beta, or Internal Milestone
Status – Not Started, In Progress, or Delivered
Project – Link to the parent project
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Step 3: Create Tasks

Go to Task Tracker → All tasks
Tasks are the individual work items. For each task, add:
Name – What needs to be done
Priority – P0 (critical) through P3 (low)
DRI – The directly responsible individual
Status – Not started, In progress, Done, etc.
Milestone – Link to the relevant milestone (Project auto-fills)
Start date / Completed on – Track timing
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Helpful Views

The Task Tracker section has several pre-built views to help you manage work:
My tasks – See only tasks assigned to you, with quick stats
Tasks by person – Group tasks by team member
Tasks by projects – See tasks organized under each project
Tasks without projects/milestones – Find orphaned tasks that need linking
Unassigned tasks – Find tasks that need an owner
All tasks – The master list of every task
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Tips for Success

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Link everything! Always connect Tasks to Milestones and Milestones to Projects. This powers the filtered views and makes tracking progress much easier.
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Keep the PRDs section for detailed planning documents. The existing PRD template shows success metrics and suggested tasks – great for feature specs!
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Ready to start? Head to Q3 Projects & Milestones and add your first project!
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.