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Project Tracking Template
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Project Tracking Template

Doc Set-up Checklist

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All Projects
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db_Projects
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, add your list of projects.
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All Tasks
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db_Tasks
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, add your list of tasks and assign each task to their respective project using the dropdown list of projects pulled from
db_Projects
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.
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All Subtasks
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db_Subtasks
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, if applicable, add your list of sub-tasks and assign each sub-task to their respective task using the dropdown list of tasks pulled from the
db_Tasks
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.
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Dropdowns
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Status
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, adjust status values and update conditional formatting rules, as needed.
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Weekly Email Reminder
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Weekly Email Reminder
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, update based on the frequency and content of reminder emails to be sent to team members, as needed. Review the doc automation to send the email on an automated, regular basis.
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