Templates
A small team can run one client job from a list. This excel task tracker holds the task, the owner, the due date, and a status. It counts Done, In progress, and Not started. It does not bill the client and it does not pay anyone.
Northside Cafe’s spring menu is ten tasks. Four are done, two are moving, four have not started. Those counts are formulas. Type Complete instead of Done and the count skips the row.
When the work has to sit on days of the week, use the rota. Keep this list for the job itself. If the three counts do not add up to the number of tasks, a status is spelled wrong. Change the status while the owner is still in the room. A list updated on Friday and ignored until the next Friday will lie. The counts are only as honest as the last person who typed a status.
Workbooks for a small shop, a freelancer, or a contractor. Sample amounts are in dollars.