16 Effective Stress-Management Activities and Worksheets

Stress management activities

The interview is in 10 minutes, yet I want to run away.

Sound familiar?

Fear and anxiety lead to stress responses – cognitive, physical, and behavioral.

Deeply embedded and automatic, they evolved to provide humans with warnings, guiding present and future behavior while attempting to maintain a relatively stable internal state known as homeostasis (Brosschot, Verkuil, & Thayer, 2016; Varvogli & Darviri, 2011).

However innate these responses may be, there are ways to manage the stress you perceive.

This article offers our favorite stress-management activities and worksheets to help you deal with whatever challenge lies in your path.

Before you continue, we thought you might like to download our three Stress & Burnout Prevention Exercises (PDF) for free . These science-based exercises will equip you and those you work with, with tools to manage stress better and find a healthier balance in your life.

This Article Contains:

A note on stress-management approaches, keeping a digital stress diary with quenza, our 3 favorite stress-management worksheets, 3 activities to help manage stress, stress management within therapy sessions.

  • Worksheets for Your CBT Sessions

3 Printable Tools for Children

Top 3 exercises for helping students, for group therapy sessions, a take-home message.

Stress, or rather the perception of stressors, can be managed, and there are ways to do so:

  • Preparation increases our sense of control and improves confidence.
  • Relaxation reduces anxiety and restores focus.
  • Maintaining physical health via a healthy lifestyle, balanced diet, and exercise underpins overall mental wellbeing.

Another way to manage stress is to reframe our perception of it.

Rather than see it as unwelcome and to be avoided, pressure can provide an essential opportunity for development and learning. Viewed as an opportunity to thrive, stress can be the motivation to perform at our very best and adopt a growth mindset (Lee, Park, & Hwang, 2016).

In what follows, we will point you toward a range of useful worksheets and tools you can use to help your clients better manage stress. Most are free, but some of these come from our own Positive Psychology Toolkit© , which is a comprehensive subscription-based resource containing more than 400 exercises, activities, interventions, questionnaires, and assessments you can use to support your clients.

If you’re looking for more ways to grow your coaching or therapy practice using engaging, science-backed tools, be sure to check it out.

Stress Diary Tool

Despite the dangers of experiencing prolonged stress, many of us are likely to be tuned out to our body’s signals that we are experiencing stress.

Likewise, we may not have stopped to consider the factors in our lives that are most responsible for causing us stress.

To help strengthen your clients’ awareness of the drivers and experience of stress, consider inviting them to complete a one-week stress diary.

The purpose of a stress diary is to help them look for patterns and insights into the most common causes of stress in their life and their reactions to stressful events. From here, you can help your clients find effective ways of dealing with stress in the future.

For a great, easy-to-administer tool, consider taking a look at the Stress Diary tool available via the blended care app Quenza .

The platform features a growing library of pre-programmed psychoeducational activities, within which is the Stress Diary Pathway. This pathway invites clients to reflect on the day’s stressful experiences for eight days and culminates in an in-depth reflection into the patterns of stressors, as well as the client’s reactions to these across the eight days.

worksheet in management

Download 3 Free Stress & Burnout Prevention Exercises (PDF)

These detailed, science-based exercises will equip you or your clients with tools to manage stress better and find a healthier balance in their life.

Download 3 Stress & Burnout Prevention Exercises Pack (PDF)

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A 2019 report found that in the UK alone, 12.8 million working days were lost due to stress, depression, and anxiety.

But help is at hand.

Multiple, evidence-based stress reduction techniques have been shown to lower stress levels, “ resulting in a reduction of disease symptoms, lowering of biological indicators of disease, prevention of disease and improvement of patient’s quality of life ” (Varvogli & Darviri, 2011).

Many of these techniques are described below and will help you to manage stress in your life.

1. Breath Awareness

Breathing exercises can be a powerful way to place your body in a relaxed state. Sitting in a comfortable position and drawing your attention to your breath can release tension and offer a method for ongoing relaxation and a tool to use for times of stress.

Breath Awareness was created to help individuals cultivate a mindful awareness of their breathing and the present moment rather than get caught up in their thoughts.

Once comfortable, clients are asked to release any unnecessary tension and tune in to their breath. They are invited to observe the movements and sensations in their body with each inhale and exhale, without trying to change anything.

The exercise can be useful during moments of distress to unhook someone from their thoughts or as a mindfulness exercise.

Try out the Breath Awareness worksheet and practice it daily.

2. Anchor Breathing

Similar to the last activity, anchor breathing involves inhaling and exhaling consciously while focusing on the physical experience. In this exercise, clients are also instructed to imagine a peaceful scene – being on a boat, feeling calm and safe.

Deep breathing techniques have been shown to lead to decreased oxygen consumption and heightened alertness. EEG recordings have also recorded increases in theta wave amplitude when participants engage in certain deep breathing exercises, which is associated with reduced symptoms of generalized anxiety disorder (Jerath, Edry, Barnes, & Jerath, 2006).

By showing patients how combine mindful breathing with calming, peaceful visualization, Anchor Breathing  provides an effective relaxation technique, reducing residual stress levels and providing support during acute episodes of stress (Varvogli & Darviri, 2011).

3. The Five Senses Worksheet

Mindfulness can be cultivated by paying attention to what we observe and feel while using our different senses one at a time. During mindfulness practice, distractions are observed, and attention is gently returned to the body part receiving focus.

This exercise works in a similar way to the Body Scan exercise, which helps clients cultivate a mindful awareness of different body parts. Evidence from functional magnetic resonance imagining found that body scan meditation heightens brain activity linked to increased awareness of the present moment, focus, and stress reduction (Sevinc et al., 2018).

To read more about the steps involved, you can view or download The Five Senses worksheet .

If you’re looking for more tools, our free Mindfulness Exercises Pack  includes the popular Leaves on a Stream tool and audio meditation, as well as two other mindfulness tools and audio files that you can download for free.

use nature to help manage stress

1. Nature effect

The powerful effect of being outdoors has been validated many times and should not be underestimated.

Visitors to a park in Zurich were found to have significantly lower levels of stress, a reduced number of headaches, and a 40% increase in feelings of wellbeing. These positive effects were further elevated in those taking part in sports (Hansmann, Hug, & Seeland, 2007).

While drugs and therapy are often used as treatments for soldiers returning home with post-traumatic stress disorder, the medications and treatment frequently have to be continued for many years without providing a lasting cure. In response, nature-based therapy has begun to receive increased scientific attention.

In a 2016 study, veterans reported that merely being in the garden, often performing mindfulness activities, could improve the symptoms of their post-traumatic stress disorder (Poulsen, Stigsdotter, Djernis, & Sidenius, 2016).

The simple act of getting out into an open space can provide stress relief. We delve deeper into this in our post on Environmental Psychology .

2. Exercise

We are all aware of the physiological rewards of exercise, but the psychological benefits are equally impressive and backed up by research.

A seven-week exercise program was found to improve people’s moods ; reduce perceived stress; and increase optimism, self-belief , resilience, and a growth mindset (Cassidy, 2016).

Exercise regimes need not be extreme to be effective. Even modest levels of physical activity if performed regularly provide ongoing support for mental wellbeing, a growth mindset, and reduced levels of stress.

A great way to inspire you to start exercising may be found in our article on Mindful Running and Exercises .

3. Mindful movement

By replacing or combining some of our everyday car journeys with walking, we can become fully present in our day-to-day lives and improve mental health.

Indeed, a trial in 2017 found that combining walking with relaxation techniques is a great way to reduce levels of stress (Matzer, Nagele, Lerch, Vajda, & Fazekas, 2017).

Mindful walking combines the benefits of exercise, nature, and mindfulness.

Its goal is not to reach a destination, but to build an awareness of the moment, using the feet to anchor in the present. Pleasant and unpleasant bodily sensations such as muscle soreness are merely observed without opinion and let go.

3-Minute stress management: reduce stress with this short activity – Therapy in a Nutshell

Many people seek help when stress makes healthy living difficult. Therapy can help address immediate difficulties and work on the underlying causes (Strauss et al., 2018).

1. Anxiety Record

We often feel more vulnerable when we are asked to share what is making us anxious. The Anxiety Record worksheet helps individuals to understand what is causing their anxiety and learn appropriate coping skills.

Using this worksheet, clients can record their anxieties, triggers, and their effects. Afterward, they are guided through a breathing exercise and asked to revisit their answers to the questions.

A few prompts from this exercise are listed below:

  • When do you feel anxious?
  • What thoughts are you having before or during feeling anxious?
  • Do you think these thoughts are realistic?
  • What thoughts could you replace them with?

Click to download the Anxiety Record worksheet and give it a try.

2. Biofeedback training

Biofeedback builds on the concept of homeostasis introduced earlier. Using technology to measure and report brainwaves, skin temperature, breathing, and heart rate, the individual learns how to gain self-control over apparently involuntary bodily functions.

A recent meta-analysis of 24 studies confirmed that biofeedback training led to improvements in coping and offers a promising approach for treating stress and anxiety (Goessl, Curtiss, & Hofmann, 2017).

Individuals can ultimately learn to control their heart rate and blood pressure, reduce levels of stress, and even successfully treat high blood pressure and cardiac disease. Performed with a qualified therapist, these changes ultimately persist beyond the therapy (Varvogli & Darviri, 2011).

Worksheet Suggestions for Your CBT Sessions

imagine a demanding boss

Many of us experience spontaneous thoughts as images rather than individual words or an internal conversation (Beck & Beck, 2011).

A child pictures an angry parent, and an employee imagines a demanding boss. They can be powerful, representing moments of fear or anxiety, and can be used in Cognitive-Behavioral Therapy (CBT) sessions.

The following questions can form the basis of a conversation to explore a mental image and the individual’s relationship with it, cognitively restructuring its interpretation.

Imagery can feel as real to the mind as being in the situation, so playing through images in advance can restructure thoughts and emotions and reframe the stress.

2. Daily Exceptions Journal

A journal can be a fruitful way to track life’s ups and downs. Positive CBT encourages monitoring the client’s strengths and the positive outcomes of life rather than focusing on the negatives.

By capturing what went well in a Daily Exceptions Journal, it is possible to identify and record the skills and talents for reuse in other areas of your life.

Subsequently, walking through the journal during therapy reinforces successes, provides praise, and encourages discussion of the problems overcome.

Sensory awareness involves paying attention to a specific sensory aspect of the body. It can be a great way to teach mindfulness to children.

Such activities can also improve focus, increase self-awareness , help regulate emotions , and reduce anxiety.

1. The Raisin Meditation

The following exercise is a fun, palpable way for a child to develop mindfulness as a skill and notice the present.

Work through the Raisin Meditation worksheet following the steps with the child, paying attention to each sense in turn.

Children paying increased attention to their senses can learn to improve their focus and feel calmer.

2. Nature Play

Ongoing research has recognized the importance of playing and spending time outdoors on children’s mental wellbeing (Dankiw, Tsiros, Baldock, & Kumar, 2020).

Practicing underused senses such as sound can heighten a sense of awareness and promote mindfulness. This can be especially true in an unfamiliar environment, including walking through the countryside with family.

The questions can be tailored to the environment. Starting or pausing somewhere relatively quiet may assist the child’s focus more at the start.

Print the Nature Play worksheet here.

3. Anchor Breathing

Anchor breathing can be quickly learned and helps a child to focus their mind on one point.

Such mental training offers a valuable method for gaining perceived self-control and reducing stress.

The Anchor Breathing method also works with hands placed gently on the belly or in front of the nose.

meditation on the soles of the feet

The following three examples, along with the activities described above, can be learned quickly and implemented into a student’s daily routine to help manage both acute and chronic stress.

1. Urge Surfing

Coping with (often self-destructive) urges can be difficult, especially in times of stress. Such behavior can become a crutch, making us feel like we are taking control, when in reality, we are relinquishing it.

The Urge Surfing worksheet is available with a subscription to the Positive Psychology Toolkit© . Backed up by scientific research, mindful self-acceptance can teach individuals to observe their cravings rather than act upon them.

2. Meditation on the Soles of the Feet

Meditation on the Soles of the Feet  provides a safe space to work on managing strong emotions and regulating the urge to be aggressive , often a byproduct of stressful situations (Kruk, Halász, Meelis, & Haller, 2004).

The individual is not asked to stop angry thoughts – anger does serve a useful purpose at times – but rather to bring them under control through a shift of focus.

The client, standing or sitting with their feet on the ground, is asked to cast their mind back to a time that caused them to react very angrily. Then they are told to stick with those angry thoughts, letting them flow without hindrance. After that, they shift their attention to the soles of their feet.

Stretching and moving their toes, they feel the texture of their socks, the surface of the ground, or the insole in their shoes. They maintain focus, breathing naturally until feeling calm and in control.

Learning to manage anger more effectively reduces stress and anxiety, and increases feelings of control.

The full exercise is accessible with a subscription to the Positive Psychology Toolkit© .

3. Mindfulness

Working through the Leaves on a Stream and anchor breathing techniques, which are part of our free Mindfulness Exercises Pack , will help students focus awareness on the present moment and acknowledge and accept their feelings, thoughts, and emotions.

Research has identified the benefits of combining mindfulness and group therapy to help manage stress and increase resilience and positivity (Seyyed Moharrami, Pashib, Tatari, & Mohammadi; Babakhani, 2017).

Here is an example of a group exercise in mindfulness.

Walking Down the Street

The ability to observe, rather than react to, thoughts, emotions, and sensations is central to positive psychology.

The challenge is that the event and our thoughts about it are far from being the same.

The steps involved in the following exercise can be performed individually or in a group exercise, where everyone benefits from hearing one another’s thoughts.

Walking through the scene and discussing it in the group can help to develop positive behavioral change by separating thoughts and feelings from impulses and actions and, importantly, shape feelings while breaking a negative cycle of thinking.

worksheet in management

17 Exercises To Reduce Stress & Burnout

Help your clients prevent burnout, handle stressors, and achieve a healthy, sustainable work-life balance with these 17 Stress & Burnout Prevention Exercises [PDF].

Created by Experts. 100% Science-based.

Resources from PositivePsychology.com

Building resilience helps clients bounce back from stressful situations and use coping mechanisms to turn them into opportunities for growth.

The Realizing Resilience Masterclass© provides guidance, along with a set of practical tools, to build a more resilient mindset.

If you’re looking for more science-based ways to help others manage stress without spending hours on research and session prep, this collection contains 17 validated stress management tools for practitioners. Use them to help others identify signs of burnout and create more balance in their lives.

Stress does not have to rule us. Stress should not be allowed to prevent us from doing what we want or need to do.

Instead, stress should be an enabler and drive us forward to build what we want and take on challenges that will allow us to grow.

There should be no excuse to hide from stress or become overwhelmed by it.

By using tools for coping and taking control, we can see stress as something natural that can invigorate and motivate us to overcome both planned and unexpected challenges.

These activities we shared will definitely help you manage stress. However, there are many other stress-management techniques to try out too. Identify those that work for you and implement them into your life. You will reap the benefits, especially before the next job interview or presentation.

Thank you for reading!

We hope you enjoyed reading this article. Don’t forget to download our three Stress & Burnout Prevention Exercises (PDF) for free .

  • Arch, J. J., & Mitchell, J. L. (2015). An Acceptance and Commitment Therapy (ACT) group intervention for cancer survivors experiencing anxiety at re-entry. Psycho-Oncology, 25 (5), 610–615.
  • Beck, J., & Beck, A. (2011). Cognitive behavior therapy: Basics and beyond. Guilford Press.
  • Bergstrom, C. (2018). Ultimate mindfulness activity book: 150 mindfulness activities for kids and teens (and grown-ups too!). Blissful Kids.
  • Babakhani, K. (2017). The effectiveness of cognitive-behavioral therapy group on self-efficacy and quality of life of women with breast cancer. Multidisciplinary Cancer Investigation , 1 (1).
  • Brosschot, J. F., Verkuil, B., & Thayer, J. F. (2016). The default response to uncertainty and the importance of perceived safety in anxiety and stress: An evolution-theoretical perspective. Journal of Anxiety Disorders, 41 , 22–34.
  • Cassidy, T. (2016). Psychological benefits of adhering to a programme of aerobic exercise. Clinical and Experimental Psychology, 2 (2).
  • Dankiw, K. A., Tsiros, M. D., Baldock, K. L., & Kumar, S. (2020). The impacts of unstructured nature play on health in early childhood development: A systematic review. PLoS One, 15 (2).
  • De Vibe, M., Solhaug, I., Tyssen, R., Friborg, O., Rosenvinge, J. H., Sørlie, T., & Bjørndal, A. (2013). Mindfulness training for stress management: A randomized controlled study of medical and psychology students. BMC Medical Education, 13 (107).
  • Goessl, V. C., Curtiss, J. E., & Hofmann, S. G. (2017). The effect of heart rate variability biofeedback training on stress and anxiety: A meta-analysis. Psychological Medicine, 47 (15), 2578–2586.
  • Hansmann, R., Hug, S., & Seeland, K. (2007). Restoration and stress relief through physical activities in forests and parks. Urban Forestry & Urban Greening, 6 (4), 213–225.
  • Jerath, R., Edry, J. W., Barnes, V. A., & Jerath V. (2006). Physiology of long pranayamic breathing: Neural respiratory elements may provide a mechanism that explains how slow deep breathing shifts the autonomic nervous system. Medical Hypotheses ,  67 (3), 566–571.
  • Kruk, M. R., Halász, J., Meelis, W., & Haller, J. (2004). Fast positive feedback between the adrenocortical stress response and a brain mechanism involved in aggressive behavior. Behavioral Neuroscience, 118 (5), 1062–1070.
  • Lee, C. S., Park, S. U., & Hwang, Y. K. (2016). The structural relationship between mother’s parenting stress and child’s wellbeing: The mediating effects of mother’s growth mindset and hope. Indian Journal of Science and Technology, 9 (36).
  • Matzer, F., Nagele, E., Lerch, N., Vajda, C., & Fazekas, C. (2017). Combining walking and relaxation for stress reduction: A randomized cross-over trial in healthy adults. Stress and Health , 34 (2), 266–27.
  • Poulsen, D. V., Stigsdotter, U. K., Djernis, D., & Sidenius, U. (2016). ‘Everything just seems much more right in nature’: How veterans with post-traumatic stress disorder experience nature-based activities in a forest therapy garden. Health Psychology Open, 3 (1).
  • Sevinc, G., Hölzel, B. K., Hashmi, J., Greenberg, J., McCallister, A., Treadway, M., … Lazar, S. W. (2018). Common and dissociable neural activity after mindfulness-based stress reduction and relaxation response programs. Psychosomatic Medicine , 80 (5), 439–451.
  • Seyyed Moharrami, I., Pashib, M., Tatari, M., & Mohammadi, S. (2017). The efficiency of stress management group therapy in job‌ stress and self-efficacy of nurses. Journal of Torbat Heydariyeh University of Medical Sciences, 5 (1), 42–49
  • Strauss, C., Gu, J., Pitman, N., Chapman, C., Kuyken, W., & Whittington, A. (2018). Evaluation of mindfulness-based cognitive therapy for life and a cognitive behavioral therapy stress-management workshop to improve healthcare staff stress: Study protocol for two randomized controlled trials. Trials , 19 (209).
  • Varvogli, L. & Darviri, C. (2011). Stress management techniques: Evidence-based procedures that reduce stress and promote health. Health Science Journal , 5 , 74–89.

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What our readers think.

linda speed

The resources was very helpful. thanks.

Tansy

Interesting article although I wasn‘t able to open the links as it sent me to a site saying I had to purchase a toolkit in order to access them! I don‘t know why I get sent emails with resources that I‘m unable to access. Shame!

Nicole Celestine, Ph.D.

Glad you found the article interesting, and I’m sorry our distinction between the free and paid resources here is not as clear as it could be — I’ll flag this with our editor. Yes, some of the resources listed are freely available while others are available to subscribers of the Positive Psychology Toolkit . However, the three resilience exercises mentioned at the beginning are free and should instantly arrive in your inbox and be available to use.

– Nicole | Community Manager

De Metzger

These will be most helpful with the Native American population I serve

Che Gon Hashim

Very practical exercises of relaxation. True we have to rule ourselves not left to unnecessary stress which consequently results in low well being and reduce quality of life. Thank you Jeremy

Jones Kwesi Tagbor

Very helpful and easy to understand and practice documents. Grateful.

Moses L. Moreku

The article was more helpful and am looking forward to read more of this kind.

Nicole Celestine

Hi Moses, So glad you found the resources helpful. Another great tool for dealing with stress is journaling, which you can read up about in our dedicated article here. – Nicole | Community Manager

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3 Stress Exercises Pack

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  • 29 time management templates and exampl ...

29 time management templates and examples to enhance efficiency

Team Asana contributor image

From daily to-dos to monthly editorial calendars, we’ve rounded up 29 time management templates and examples to get you started managing your time efficiently. Find out how each template can help you complete your to-do list.

Take a look at 29 time management template options and examples to find the one that fits your busy schedule. From daily agendas to monthly goals, these templates cover just about any situation. 

Ready to get started? Here are the 29 most helpful time management worksheets. 

Personal schedules and lists

Stay on top of your daily and weekly tasks with these time-management strategies.

1. Daily to-do list example

Best for: Daily goal-setting and prioritizing micro-tasks.

Daily to-dos are action items that you write down in a notebook or check via your to-do list software tool at the beginning of each day. Tracking your to-dos can help you ensure you’re getting all of your important work done for the day and that nothing is falling through the cracks. 

[Inline illustration] Daily checklist template (Example)

The act of writing down your daily deliverables helps you visualize the work you need to complete. Because everything is written down, you can easily understand each task’s priority and see which tasks you need to complete when.  At the end of the day, check your to-dos for tomorrow so you can start the day with your best foot forward. 

2. Checklist example

Best for: Ordering daily deliverables in sequential order. 

The way you organize your to-do list can impact how and when you complete tasks. By creating a checklist, you can ensure your deliverables are clearly defined and in sequential order by priority.

[Old Product UI] Organized GTD method in My Tasks project in Asana with priority, date, and project-level information (Lists)

A checklist time management template can be categorized from most important to least important, so you can ensure your highest-priority tasks are completed first. Plus, the act of checking off each to-do can bring relief knowing that one less task is on your to do list.

3. Daily planner example

Best for: Planning daily activities to prevent unfulfilled goals. 

A daily planner is great if you frequently get overwhelmed by your daily to-dos and like to have a plan of action for your day. A daily or weekly planner is different from a to-do list because it accounts for more than just deliverables. It includes all moving parts of your day, including meetings, breaks, deliverables, and anything else that consumes your workday.

A study done in 2011 found that creating a plan can help offload the mental burden of unfulfilled goals. By planning your day around meetings, tasks, and project deliverables, you can have a daily roadmap that helps you time block and accomplish your action items.

4. Weekly schedule example

Best for: Planning your workload a week in advance to hit deadlines.

Beyond daily to-dos, it can be helpful to plan your work for the week ahead. This involves making a schedule of tight deadlines like daily tasks, open-ended deadlines like larger projects, and everything in between. 

You’ll then want to prioritize these tasks based on deadlines and importance as it pertains to team objectives. This way you can align goals to the work needed to complete them.

5. Simple example

Best for: Staying on track with micro-tasks.

When it comes to time management, simple is often better. If you already have a strategy in place but need a little more structure to the chaos a simple time management worksheet might be the solution for you.

A simple template might include a brief overview of weekly task lists and deadlines to hit. A checklist format would suffice for this option, but for those who prefer to visualize their work you can use a whiteboard calendar to make it fun. The difference is that a simple template only includes the next few tasks on your agenda, which keeps the layout straightforward.

Time tracking tools

Before you can manage your time, you need to understand how you're spending it. With these strategies, you can reclaim each minute of your day.

6. Time log example

Best for: Tracking task duration and workload allocation.

Logging your time is one of the most difficult parts about managing a structured plan. Between working on important tasks and responding to teammates in real time, where does the time go? 

Keeping a time log template can help you track how long it takes to complete work and allows you to analyze your daily, weekly, and monthly time allocations. Time log templates are useful for tracking how much time you’ve spent on past work, but they also help with future planning as well. Once you have a sense of how long each task takes, you can plan for future projects based on the estimated time it takes for each task to be completed.

7. Activity log example

Best for: Teams who work on multiple projects at the same time.

In a perfect world, your time would be spent only on completing your assigned tasks. Unfortunately, that’s not always the world we live in and many teams suffer from busywork which impedes on their overall efficiency. In fact, the average knowledge worker spends 60% of their time on work about work—things like searching for documents, chasing approvals, or attending status meetings. 

[Inline illustration] Activity log template (Example)

An activity template helps you track all activities you do in a day so you can identify and reduce work about work. For example, while you may only have two tasks to complete that day, you may also have two meetings to attend, a fire to put out with a past project, or miscommunication that needs to be cleared up with a teammate. Logging these activities can give you a clearer picture of where your time is being spent and present opportunities to improve your current processes.

8. Time budget example

Best for: Analyzing time allocations and budget details.  

You may be familiar with the saying “Time is money,” but how exactly can you ensure your time is being utilized efficiently? While there isn’t a one-size-fits-all approach, tracking your time in correlation with your budget can help put your time allocation in perspective. 

You can do this by first tracking the time it takes you to complete each task within a project. Then assign a budget number to each entry by taking the project budget and dividing it by the time it took you to complete each task. While it may not be 100% accurate every time, you can get a rough idea of where your time is going and share it with stakeholders to increase visibility. 

9. Pomodoro technique example

Best for: Individuals that struggle with procrastination and are easily distracted.

If creating a daily or weekly to-do list makes you feel overwhelmed, you may want to try using the Pomodoro technique . This technique involves pairing focused work sessions with frequent short breaks, with the objective of boosting your productivity and reducing mental fatigue.

A common working time ratio is 25 minutes of working to 5 minutes of break. You can begin using this technique by scheduling your daily tasks around these 25-minute working blocks to have peace of mind that your to-do list will be complete at the end of the day.

Task prioritization techniques

When it comes to productivity, prioritization is key. Here are some tools to help you decide which tasks are urgent, and which ones can wait.

10. Priority example

Best for: Categorizing tasks based on importance for efficiency needs.

When you have a long to-do list ahead of you and back-to-back meetings, it can sometimes seem impossible to manage your time effectively while completing your tasks. That’s where priority planning comes in. 

A priority template can help you rank each task on your list by importance, ensuring your most important tasks are completed first. This can help organize your to-do list on even the busiest days. Try ranking each project on a scale of one to three, or color coding based on highest priority. 

11. Procrastination example

Best for: Teams that struggle with procrastination and efficiency issues.

We’ve all been there before—you have a long list of to-dos but find yourself putting them off until the last minute. Procrastination is something many of us struggle with, but there is a way to combat the negative effects. 

Creating a procrastination template can help you prioritize the top tasks needed to get done one day at a time. This will keep you from becoming overwhelmed by the longer weekly to-dos. You may also want to try a time management strategy like the Pomodoro technique where you work for short intervals of time and take frequent breaks to alleviate stress. The key is to try different methods and find the right one for you. Start by prioritizing the most important tasks, and move on to taking short breaks if you’re still struggling.

12. Someday example

Best for: Planning future projects that are lower in priority but still important.

We’re all guilty of keeping our focus on short-term tasks at least some of the time—after all, there are deadlines to be met. But it can be helpful to spend time considering long-term tasks you’d like to tackle some day. 

You can use a someday time management template to make a list of future projects you’d like to take on—either as a team or as an individual. That way, the next time you have a little extra free time you can work on your someday tasks. You can start by listing out project descriptions and then assigning teams that would be involved to get the ball rolling.

13. Free time example

Best for: Proactively prioritizing long-term projects. 

If you’re ever in a situation where your workload is light and you want to work on proactive action items, try using a free time template by listing out tasks on your someday list. You can start by breaking your someday tasks into their own work breakdown structure , where you’ll begin planning out smaller deliverables. 

These tasks can be larger business wants like an improved process or team wants like organizing a team bonding activity . Save these free time tasks for the end of the week when your priority tasks are finished and use it to catch up on projects you’ve been wanting to tackle. 

Team planning templates

Managing a team requires organization. With these templates, you can keep your team members aligned and make the most of everyone's time.

14. Team goals template

Best for: Aligning smaller tasks to larger project goals.

One of the biggest challenges when it comes to time management is connecting tasks to larger project goals. This is especially true for teams that typically work in silos and don’t have a connected platform for time management tracking. 

A way to combat this is by using team goal templates so all stakeholders understand the necessary project objectives and how their work connects to the larger picture. 

15. SMART goals example

Best for: Proactive goal-setting and task roadmapping.

If setting goals and tracking progress helps your productivity, then using a SMART goals template might be for you. SMART is an acronym that stands for S pecific, M easurable, A chievable, R ealistic, and T ime-bound. SMART goals help you hit ambitious goals with clear communication and alignment.

Communicating your goals ensures that you have transparency when it comes to aligning tasks and objectives. Plus, you can start each day with a clear roadmap and trackable metrics.

16. Action items example

Best for: Organizing daily or weekly action items by priority.

Another way to organize your workload is to highlight the most important action items of your day and accomplish those tasks first. This is called an action items template.

Scheduling your day around action items will ensure your priority tasks are accomplished by the end of the day. This will also allow you to work on important tasks for the rest of the week. 

17. Team brainstorm template

Best for: Creative teams that need help ideating effectively. 

Team brainstorming is a creative way to ideate new business opportunities. That said, without the right time management skills, your brainstorming meeting could end up being unproductive . That’s where a team brainstorm template comes in.

With a plan in place, everyone can add their ideas collaboratively in one shared document. Then, you can get together to talk through the top ideas and key action items. You can also try out different brainstorming techniques to find the meeting activity that best fits your team dynamic. 

18. Workflow example

Best for: Refining internal processes and procedures.

A workflow is an end-to-end process that connects the right people to the right data at the right time. Workflows are incredibly valuable, but they take time and effort to build.

[Inline illustration] Workflow template (Example)

Even with the right workflow management software , it may take some time to gain effective time management skills since it can be a challenging endeavor. But with the right template, you can plan, customize, and track the success of your workflows with ease. 

19. Employee onboarding template

Best for: Organizing new hire documents and training materials.

The hiring process is a crucial element in establishing group norms , setting company culture , and optimizing internal efficiency. But it can be a time-consuming task with new team members being onboarded continuously. Without the proper procedure, your new team members could be left without the resources needed to do their jobs effectively. 

An employee onboarding template standardizes your processes, aligns stakeholders, and creates an inclusive community from day one. By supporting your HR team and hiring managers, you can ensure your team has everything they need for the new hire’s first day of work . Then, pair the employee onboarding template with a 30-60-90 day plan and an actionable new hire checklist to streamline the process.

20. Meeting agenda template

Best for: Teams who struggle running efficient meetings.

Most of us have experienced a meeting in our professional careers that didn’t have an agenda. Without a proper meeting agenda, team members could be stuck wondering about the objective, and ultimately, it could end up as wasted time. 

With a meeting agenda template , you can keep your meetings focused and on track with clear objectives, action items, and post-meeting tasks. 

21. Sprint planning template

Best for: Development and product teams that work on tight deadlines.

Sprint planning is a project management methodology for product and engineering teams that breaks work down into smaller chunks. This helps prioritize work and plan for team capacity needs.

In order to effectively plan your sprints, you should use a sprint planning template which can help you better manage Agile projects by creating structure, assigning task owners, and planning sprint meetings.

Project planning templates

Projects contain lots of moving pieces. These templates and examples can help you stay on top of who's doing what, when.

22. Gantt chart example

Best for: Tracking project progress and task milestones. 

Gantt charts are horizontal bar charts used to illustrate a timeline of a project, program, or task. They provide a better way to track task progress, dependencies, and milestones . 

A Gantt chart template can significantly decrease the amount of time spent on daily task planning. By visualizing all of your work on a timeline, you get a clear sense of what’s coming up and how long each task will take. Think of a Gantt chart as an interactive approach to time management. 

23. Event planning template

Best for: Visualizing event deadlines and managing communication.

Event planning can be a stressful endeavor. You likely have dozens of deadlines and details to track at any given moment leading up to the event. This can wreak havoc on your usual time management strategy.

Using an event planning template can help you budget, visualize, communicate, and manage vendor requests all in one place. This can help you reach goals and turn emails into actionable tasks.

24. Design plan template

Best for: Connecting design deliverables to larger project milestones.

Designers may have a variety of tools to help them design, but what about a tool that helps plan the actual work? From initial concept to cross-team communication and ultimate approval, there are many moving parts.

With a design plan template , you can keep tasks organized and on time all while receiving approvals in one organized place. This helps you hit deadlines and keep creative milestones on track.

25. Editorial calendar template

Best for: Teams that have a robust content schedule and struggle with miscommunication.

Whether you’re creating blogs or press releases , if you work on a creative team, you have an editorial calendar to plan for upcoming content. This could be a literal calendar view or an organized list separated by weeks or months.

[Product UI] Editorial calendar project in Asana (Calendar View)

Visualizing your upcoming work in an editorial calendar is a great way to get a bird’s-eye view of what’s going live when. Not only does it give you a chance to plan ahead, but it also allows you to schedule your editorial needs around important company events or seasonal changes. 

26. Social media template

Best for: Organizing your social content around events and trends.

Social media can be complex to plan. From managing multiple profiles to staying up-to-date with new trends, having a strategic plan is key. A social media content calendar is a combination of your editorial plan and your upcoming social posts—all in an easy to visualize way that your cross-functional stakeholders can quickly access.

Using a social media template can make it easy to manage your publication schedule, schedule posts, and communicate with team members in a shared space. This prevents miscommunication and allows your team to stay on the same page.

27. Product launch template

Best for: Product teams that need help juggling multiple launches.

Successful product launches take careful planning and diligence. From creating goals to messaging and implementation, a lot can go wrong. Luckily, a product launch template can keep you organized and help expand your product portfolio. 

[Product UI] Product marketing launch project in Asana (timeline view)

Whether you’re juggling a new product development process or need clearer directions, a product launch template can help you visualize your timeline, share goals, and keep communication all in one place. 

Business planning templates

When it comes to business planning, organization is key. Check out these templates to plan ahead and maximize efficiency.

28. Business strategy template

Best for: Connecting individuals to business goals and preventing silos.

A business plan is a roadmap that tells the story of who and what your business is. It’s often shared with executives, team members, and even investors. That’s why it’s so important to have a professional-looking document that helps communicate your strategy in as little time as possible.

There are many different elements you can choose to include in your business strategy template , such as processes, expenses, and overarching programs—all of which can be time-consuming to refine without the proper template. To jump-start the process, look for a strong business strategy template to help your team ideate and present your business strategy with your best foot forward. 

29. Sales pipeline template

Best for: Organizing sales opportunities and sharing them across teams.

Managing your sales pipeline is a tricky task that involves maintaining and tracking potential sales team opportunities. While this sounds simple enough, there are many moving parts that go into tracking your sales pipeline including opportunities, lead status, priority, stage, and estimated value, and more. 

With a sales pipeline template , your sales team can easily track account data and action items while prioritizing opportunities and sharing your pipeline with other team members. Plus, you can zero in on new leads, top accounts, and at-risk opportunities to build your pipeline.

[Product UI] Sales pipeline template in Asana, spreadsheet-style view (Lists)

Manage your time with templates

Managing your time can be a complex task, but with the right time management template you can better organize your daily, weekly, and monthly goals. 

If you’re looking to implement better time management for your entire team, consider trying task management software to track tasks in one shared place.

Develop Good Habits

11 Free Time Management Worksheet for Students & Adults

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Do you find yourself constantly rushing to get important tasks done at the last minute? Have you ever missed important deadlines? Do you have a reputation for being constantly late for meetings, classes, or other important events?

At work, you probably find it a challenge to keep on top of all the tasks you need to finish. Your productivity may have taken a nosedive, and you’re not the only one who has noticed.

If you’re a student, you might be having difficulties meeting the demands of academics and extracurricular commitments. Perhaps you are even dissatisfied with your academic performance.

At home, you are probably faced with a seemingly endless parade of chores, and no longer have quality time for your family and yourself.

If any of the above scenarios resonate with you, it could be that you need some help managing your time.

Table of Contents

How Can I Effectively Manage My Time?

Effective time management requires two things: planning and organizing.

Time management involves a three-step process:

Step 1: Assessing how you currently use your time.

Step 2: Creating a schedule.

Step 3: Following the schedule.

It is important that you establish your daily schedule around your activities and commitments.

Make sure that you identify which activities are flexible and which are fixed. For instance, work hours are usually set to eight hours each day, so that’s a fixed schedule. Meanwhile, sleep and recreational activities are usually flexible.

As much as possible, be specific in your schedule-making. For example, if you just write “do chores” for Saturday morning, that could mean anything from a few minutes spent washing the dishes to half a day’s work of organizing the hallway closet. Estimate the time you need for the activity and block that time out in your timetable.

In addition, you can use some time-management tools and techniques to become more organized.

The Pomodoro Technique helps increase your productivity. Meanwhile, the Pareto Principle teaches you how to get maximum results in the least amount of time. Finally, the Eisenhower Matrix helps you identify which activities are urgent and important so you can act on them appropriately.

Applying all these strategies can help you manage your time more effectively.

To get you started on the habit of managing your time well, we have listed 11 time management worksheet examples. These worksheets are all downloadable and printable, free of charge.

Let’s check them out.

11 Time Management Worksheet Examples

1. daily time management log.

daily time log | time management worksheet word document | time management worksheet excel

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Are you hard-pressed to finish several daily tasks and not sure where to start? Our time management log can help keep you from becoming overwhelmed by everything you need to accomplish. This template features a section for specifying your top three goals for the day. Then, a large section of the template is dedicated to supporting activities and to-dos that help achieve the top three goals. A column in the template lets you tag an activity’s level of importance (0 = Not Important to 3 = Urgent!).

Most importantly, through colored dots, this log allows you to track how productive you are by identifying your energy level while doing an activity. You can indicate whether you’re very energized (green), moderately energized (yellow), or low on energy (blue) while doing any of the activities you’ve logged for the day into the template.

2. Weekly Time Management Log

time log sheet | 24 hour time management sheet | time management worksheet for high school students

Looking for an appropriate time management log for all your weekly activities? We designed this template just for that purpose. Near the header is space for writing your top three goals of the week. An eight-column table offers enough space to record your schedule for the week and plot out how to manage your time well.

You can use colored highlighters to highlight specific activities and indicate your energy level while doing this activity. As a suggestion, green can mean highly energized and very productive; orange can represent moderately energized and moderately productive; and blue can mean low energy or did nothing.

3. Time Manager

via Humboldt State University

College life can be hectic, especially when it comes to your schedule.

It takes some strategic planning to stay on top of everything. That’s why it’s essential to find the right time-management tool.

A time manager like this one ensures that students don’t miss classes and important events. It also helps keep track of priority tasks.

This worksheet also has space where you can write down to-do items that you need to accomplish for the week.

The worksheet features a time block with one-hour intervals for the weekdays. There isn’t any time blocking for the weekend schedule, which is meant to encourage students to take time off from academic work and focus more on self-care .

4. Time Tracking Worksheet

This worksheet helps you track your activities. It features a column for the estimated duration of your task, and another column for recording the actual time you spent on the activity.

Furthermore, it has space for recording the frequency of the activity, which is useful for tracking your weekly schedule.

Finally, there is a column for identifying whether the task is important or not. This way, you can pinpoint which of your activities are significant or merely time sinks.

5. Where Does My Time Go?

Need support for your new time-management habit? This worksheet applies several strategies and principles for effectively managing your time.

The worksheet has 30-minute intervals to keep track of the precise time you spend on every activity. It also has an Eisenhower Matrix to help you identify if a task is your highest priority or if it can be done later in the day. ( Check out this post for an in-depth discussion and helpful tips on how to effectively use the Eisenhower Matrix .)

With this template, you also have the opportunity to reflect on how your schedule for the day went. The template has space where you can list “activities that deserve more time,” as well as those that deserve less. Lastly, a space is also provided where you can write initial plans for the following day.

6. Weekly Time Management Tracker

This time tracker has been designed to work with your schedule. Once printed out, it gives you a clear view of your daily schedule so you can identify which activities are consuming most of your time.

To maximize this tracker’s potential to help manage your time better, you can use categories to track how you spend your day . Examples of categories include:

  • Self-care activities (massage, meditation, etc.)
  • Work-related activities (including meetings, special assignments, etc.)
  • Health and fitness activities (time at the gym, meal preparation, etc.)

7. Daily Time Blocking Worksheet

Schedules can be hectic, so we need a system to help us stay on top of things. This time-blocking worksheet helps keep the stress at bay when you need to get a lot of things done.

Although effective time management is a serious matter, we can still infuse it with fun elements. One way to do this is by using colorful pens when filling in your timetable. Moreover, stickers and printables can add visual interest and give you an amusing way of categorizing and tracking your schedules.

8. Bullet Journal Time Tracker Printable

This time tracker serves you well as a daily or weekly time log.

The heart at the beginning of each line represents the category of the activity you list down. This tracker’s creator suggests color coding the hearts to represent each category of activity.

Space for the color code “key” is also provided at the top right part of the tracker page to help you navigate this worksheet.

There is also a space where you can write down notes, reminders, and other information you want to keep a record of about your day.

9. 31-Day Time Tracker

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This time tracker lets you track how you spend your 24 hours every day for 31 days. You can use a color-coded system to identify the activities that you do throughout the day.

Mildliners and Stabilo highlighters work well for this type of time tracker.

10. Your Time Buttoned Up

This worksheet has a time-blocking feature with 30-minute intervals. The template lets you track your schedule for the whole week, from 7 am to 2 am.

However, the standout feature here is color-coded dots that correspond to how productive your activity is. Green is very productive; orange is moderately productive; and red is wasted time (perhaps it’s time to admit that Facebook addiction and kick the habit).

11. Daily Time Log

Logging all of your activities trains your mind to consider time a valuable commodity. It encourages you to engage in activities that are of value to you.

The advantage of having a tracker like this is that, over a certain period, you will be able to see a pattern of how you use your time.

Is it for something that enriches you? Or do you spend a huge chunk of the day on time-sink activities like excessive social media use ?

With this information, you can adjust your priorities and manage your time more effectively.

Final Thoughts

There you have it—time management worksheet examples to inspire you as you work your way toward improved productivity and better health and well-being.

When you use a time-management tool such as the worksheets featured today, avoid dwelling on the things you fail to achieve. You always have the option of rescheduling them. Instead, focus on celebrating the tasks you do accomplish.

For more ideas, read our post on effective time management activities and exercises . If you're using the Pomodoro Technique, check out our favorite time blocking templates here . And if you need more guidance, check out these SMART goals examples for time management .

Remember to reward yourself when you’ve achieved your goals. We’ve got some awesome suggestions on how you can reward yourself in this post .

Furthermore, remember to take a break after accomplishing important activities. Allow yourself to decompress.

Always take your health and well-being into consideration when implementing time-management strategies for productivity. Make sure that you do not sacrifice sleep in an effort to get things done.

Here’s to a more organized and productive year!

Finally, if you want to level up your productivity and time management skills, then watch this free video about the 9 productivity habits you can build at work .

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25 Must-Have Project Management Excel Templates and Spreadsheets

ProjectManager

Still using spreadsheets to manage your projects? Revolutionize your projects with ProjectManager. Plan, track and report with automated tools.

Before you can plan your project, you need the right tools to collect the necessary data to formulate a strategy—and project management Excel templates are a great place to start.

Best Project Management Templates for Excel

Visit our project management templates page and you’ll find Excel and Word templates for creating all the project documents you need to manage your project. But, if you just need free Excel project management templates and spreadsheets, then look no further.

Here are 25 essential project management Excel templates you can download and use right now. Transform your bland Excel spreadsheets into expertly-designed project management templates , and take your project management Excel processes to the next level.

1. Gantt Chart Template

A Gantt chart is a visual tool that helps you see at a glance the scheduling of tasks and their dependencies over the project timeline. That makes it an ideal project planner template.

ProjectManager's Gantt Chart template

While it’s true that a Gantt chart template can be overly complex in Excel spreadsheets, especially when you need of more advanced scheduling features like task dependencies and resource allocation, they remain a vital part of any project manager’s toolkit. That’s why we recommend using online Gantt chart software to help plan tasks and projects collaboratively with your team.

Online Gantt chart tools integrate into project management & planning software, so they update in real time. This allows for easy drag-and-drop changes and can be color-coded to customize as you need. ProjectManager is a project management software that does this and more. Try it for yourself today!

ProjectManager's free Gantt chart template

But to quickly make a Gantt chart from your task lists, download this free Gantt chart Excel template, also known as a project timeline template, for an easy way to create a project schedule. Simply add tasks and deadlines to this Excel spreadsheet and visualize how long your project will take.

2. Project Management Dashboard Template

The project dashboard is what keeps you in the driver’s seat as you travel through the lifecycle of the project. It allows you to monitor the project, tracking the task status, budget and more in one place.

Project Management Dashboard Template featuring tasks, workload, task lengths and costs

From this free project management dashboard for Excel, you create graphs and charts that give you a visual and easily digestible look at your task and workload management, as well as cost. It’s a sure way to stay on top of a project generally and know where you have to drill down into specifics.

You can add more power to your PM dashboards when you use online project management software . That way, when team members are updating task statuses, the dashboards populate with real-time data.

3. Project Status Report Template

The need for a project status report is obvious. If you don’t have good intel on what’s happening in the project, then you’re managing blindly. You have no idea if you’re on track or if resources are being blocked.

Project Status Report Template for Excel

With this free Excel project status report template, you have a tool to greatly improve your project communications, both with stakeholders when you’re delivering a presentation, but also with team members.

It’s up to you to decide on the frequency of the reports. But with a project status report template, a lot of the busy work that can pull you away from a project is already done, giving you greater access to the information you need.

4. Action Plan Template

A project is initiated to complete the realization of a goal. But achieving that objective requires a strategy and the steps to implement that strategy successfully. In short, projects require an action plan .

Free download Action Plan Template

Projects are pragmatic and the action plan is a framework to collect your thoughts about executing the project plan in an effective and efficient way. With our free action plan template, you can fill in the blanks to ensure that you’ve covered all bases and make your project start on the right foot. It’s a great companion template to an overall project plan and project charter.

From prioritizing tasks to assigning and noting the status, timeline and resources, we have you covered. And, again, the action plan can be uploaded seamlessly into ProjectManager , so you can then use all our great features to visualize workflow with kanban boards and monitor progress with our real-time dashboard.

5. Project Tracker & Task List Template

Tracking the project is crucial to ensure that it remains on schedule. That means also keeping tabs on the work at a task level.

Task Tracking Template

This project tracker & task list template can help as a task to-do list, and it includes columns for the planned and actual duration of the project to determine what’s working and what needs more attention.

Once you integrate your project and task tracking template into a project management software system, you can then produce Gantt charts to get a clear visual on the project timeline, as well as get that data delivered to your dashboard to note project progress in real time. And, of course, you can import your Excel and Microsoft Project files seamlessly into ProjectManager. Our software can transform your static Excel files into stunning, dynamic project management tools.

Project dashboard in ProjectManager

6. Project Budget Template

A project can have a great plan, but without the financial backing to pay for it, nothing can happen. That’s why a project budget, as tedious as it might be, is one of the most important phases of getting a project on track to successful completion.

image of project budget template

With this free Excel project budget template, you can literally see when you’re in the red because it’s color-coded. And this document, more than just one that’s crucial to the start of a project, is also a way to track that budget across the lifecycle of the project.

This template has room to cover all your costs, from easy ones to collect — such as labor and materials — to ones that change or carry over from project to project. Budgets are estimates, but with this free template, those numbers will be more accurate.

7. Kanban Board Template

Kanban boards come from the Toyota factory floor, developed by Taiichi Ohno, an industrial engineer and businessman, as a planning system to manage and control work and inventory. Since being introduced as physical boards with columns representing phases in production and tasks that are displayed as cards that move across the board, they’ve evolved into digital tools.

Kanban board template for Excel

When you download our free kanban board template for Excel, you’ll get five columns and multiple cards, all of which are fully customizable so you can make adjustments to reflect the production cycle of your project. We’ve set up the kanban board to have five columns: backlog, to-do, doing, in review and done.

Cards are color-coded to show the priority level, from high (red) to medium (green) and low (blue). On each card is the name and description of the task, who it’s assigned to and what the due date is. Again, you can add as much or as little information to the card as you like. Of course, you can also use a project management template in ProjectManager and get access to dashboards, reports, resource management features and much more.

8. To-Do List Template

A to-do list gets things done. Whether it’s the grocery list you stick on the door of your refrigerator or a task list for a project, being able to collect and prioritize work ensures that you don’t forget anything important and tackle the most important tasks first. Plus, it’s a lot of fun crossing off tasks once you’ve done them.

To-do list template for Excel

This free project management Excel template can list as many tasks as you have, each with a start date, due date and even a column that shows the percentage complete of each task. There’s also a column to note the process, for example, to indicate if the task is done. Finally, a column is set aside for notes to capture anything you need to add.

The to-do list template is a simple tool that can be used to make more complex tasks manageable. It helps motivate you to do the work because it’s no longer overwhelming, but doable. It’s a rudimentary plan, and everyone knows planning is everything.

9. Project Risk Template

Risk is a part of managing a project. The job involves being able to anticipate what risks are likely to occur and then formulating a response to get the project back on track. That’s where this free Excel risk-tracking template comes in.

risk tracking template

First, it allows you to list all the possible risks you believe may happen over the course of the project. Next, you can define how it’ll impact the project. You determine the level of the risk and assign it to an owner so that someone is responsible to keep an eye on it.

Now you have a plan in place to resolve that risk quickly, and a document that can be shared so the risk is never given a chance to blindside a project.

10. Project Timesheet Spreadsheet

Team members need to have a way to track their work through the tasks they are assigned, and a simple timesheet can provide an easy way to keep them on schedule as well as give them the needed information to know where they are in their tasks.

free timesheet template for Excel

The free Excel timesheet can calculate cost per hour and includes vacation and overtime columns, to accurately note the time spent on and off the project. But project timesheets are useful for a number of different purposes, so this is a handy tool.

When you manage timesheets with online project management software , then the rubber hits the road. You’ll be able to filter columns and customize reports, easily sharing them in an email, PDF or Excel and CSV file. Plus your team can submit timesheets based on actual tasks in the system, and you’ll get alerted by email when they do.

11. Work Breakdown Structure Template

A project is made up of deliverables and those deliverables are created by tasks. The work breakdown structure (WBS) is a way to visualize the project deliverables, the tasks, and the subtasks, which are necessary to make them.

Work Breakdown Structure Diagram Template

ProjectManager has a free WBS template that structures the process of breaking down the large project into smaller and smaller tasks, in a hierarchical visual that allows you to see the entire scope of the project work.

This is a key element of project planning, but it’s also critical to estimating project costs and setting up a realistic schedule. Better still, because our WBS free template is an Excel spreadsheet, it can then be uploaded into the ProjectManager software to initiate a project, assign tasks to team members and monitor and track progress once the project is executed.

12. Project Plan Template

A project plan template has everything you need to map out your project once it’s been approved. It has space for you to define your project goals, activities and tasks as well as all the resources you’ll need to execute the work. You can begin to schedule your activities , tasks and the duration of each across a project timeline. There’s even a place to identify task dependencies.

free project plan template for project management

Project plans are tailored around your project and no two are the same. That’s why this project management template has a place to add appendices.  Here is where you can attach a scope, cost and schedule management plan or a work breakdown structure (WBS) as well as your business case, feasibility study and project charter. The more detailed your project plan, the more you position yourself and your team for success when the project is executed.

13. Project Estimate Template

This free project estimate template for Excel will help you forecast a more accurate budget and realistic schedule. Before you can plan a project, you need to identify all the costs that will be associated with it. This free project management spreadsheet allows you to do a more detailed collection of what you’ll need to spend on your labor, materials and project resources.

Project estimate template for Excel

From a job description to estimate details, this project template is a great way not only to figure out your budget but collect the various vendors and contractors you’ll be employing to help you execute the project. Create as many project phases as you require. Each is subtotaled and those subtotals are then tallied automatically for a final sum. Change is impossible to avoid when managing a project, but the more accurate your estimate, the more likely you’ll deliver on time and within budget.

14. RACI Matrix Template

Using a RACI matrix template is an essential tool for organizing projects. Projects can be confusing, and if people aren’t sure of their roles, problems are going to occur. The RACI template for Excel is a free tool to identify and define the various roles and responsibilities of everyone involved with the project.

Project management RACI matrix template for Microsoft Excel

This project management Excel template is broken up by project phase on the left and across the top all the various project positions are listed. Then in the corresponding box beneath the title is filled in with R, A, C or I to explain their relation to that specific point in the project. RACI stands for responsible, accountable, consulted and informed. Defining these roles with this Excel spreadsheet leads to smoother operations.

15. Issue Tracker Template

Issues are when something is happening right now in your project. So, what do you do when this happens? You track those issues and resolve them with the help of this free issue tracker template.

Excel issue tracking template

The first thing, of course, is identifying those issues as they occur. This is the document in which you can collect that information. The issue tracking template serves you by making sure every step of the way, from identifying to resolving the issue, is documented.

Of course, you’ll want to share the issue tracker template, and you can with this free Excel template, but only as a static document. With project management software , that information is easy to collect and share, as well as edit in real time.

16. Resource Plan Template

Resources are anything you need for a project. Our free resource plan template for Excel is the first step to managing your team and resources. You can use it to identify, list and organize all your project resources as well as figure out how much of each you’ll need and what that’ll cost. You can use this project Excel template to integrate with your schedule and budget to track costs as you execute the project.

project resource plan template for Excel - free download

While you’ll want to start your resource plan during the planning phase of your project, it should be a living document that’s regularly updated as things change over the life cycle of the project. Once the project has been completed, you can save the template and use it when you’re planning resources for future projects that are similar. Using this free project management template for Excel keeps everyone informed, which leads to a smoother project.

17. Multiple Project Tracking Template

If you’re managing a program or a portfolio of projects, then you need our free multiple-project tracking template for Excel. When you download this free project management Excel template, you have the tool you need to monitor the progress of many projects at once.

Multiple project tracking template for Excel

This free template provides a high-level overview of your projects, including all relevant information, all in one place. You can track tasks, dependencies, schedules and costs, which allows you to make more informed decisions when allocating resources across all your projects and helps you identify issues quickly.

Whether you’re a program manager, portfolio manager or work for a PMO, our free multiple project tracking template is going to make your job easier. It will serve you throughout the life cycle of all the projects you’re managing for resource management, communicating with stakeholders and more.

18. Production Schedule Template

In order to balance supply and demand when producing any commodity, you have to have a production schedule. It tracks the production of your product over a specific time period. No manufacturer is going to make anything without one. Download our free production schedule template for Excel.

production schedule template for Excel

Use our free production schedule as part of your larger supply chain management to manage resources, help your sales team and get your goods to customers on time without negatively impacting quality. Our template helps you to make more accurate production plans and manage your inventory.

You can manage both your workers and your materials, workstations and processes, as well as track your targets, manage deliveries and more. Our free template is a must-have document when you’re in production planning.

19. Punch List Template

A punch list captures the work that still needs to be done on a construction site. The job isn’t complete until that punch list is completed. The punch list is also a great way to capture tasks that fall outside the contract and track their progress. These are only some reasons why you need to download our free punch list template for Excel.

Punch list template for Excel

Our free punch list template lists all the items on the punch list, including a description and who has been assigned to do that work. There’s also space to add a date for when it was first identified and when it was approved. You can also add the estimated duration for doing the work.

This is a special template, too, in that you can use it as an Excel document or open up the template in ProjectManager. If you use our software, then you’ll have access to kanban boards to visualize workflow, a real-time dashboard for a high-level view of your progress and performance as well as Gantt charts, timesheets, workload charts and much more.

20. Weekly Work Schedule Spreadsheet

If you need help handling your human resources, get our free weekly work schedule spreadsheet for Excel. You can use it to manage your team’s weekly work and the project’s workflow. Note the days your team can work and collect the rate of pay and hours they work on their tasks. This flexible employee work schedule can apply to the regular nine-to-five work week or a more hybrid model.

Weekly work schedule template for Microsoft Excel in a spreadsheet format

Use this project management template for Excel to get info on your team members and their work schedule. You can add their name, tasks assigned to them and the project on which they’re working. There’s space to list all the days they’ll be working. This Excel template is a great place to capture data, but it’s a static document. If you want to update it, you have to do that manually. It can take time and pull you away from managing the project and your team’s work.

21. Change Log Tracking Spreadsheet

Try our free change log template for Excel and create a successful change management process. Change is going to happen in every project, whether due to requests from stakeholders or from external forces, such as weather or supply chain issues. Being prepared for change and how to respond to it is going to make or break your project.

Project Change Log Template for Microsoft Excel

This project management Excel spreadsheet allows you to number changes that you identify in the project to track them easier. There’s a place to capture when the change was first discovered, who owns it and who is tasked with dealing with that change. There’s even space to note its status and set the priority so you know which changes should be dealt with first. Having a change log means you can manage change and not allow change to negatively impact your project.

22. Change Request Form Template

One thing that’s constant in any project is change. Those changes, however, must be managed. That’s where the change request form comes in.

worksheet in management

Our free change request form template gives you the structure to identify, track and resolve those changes when they arise in a project. The free template has space to note what the change is, give a team member ownership to lead the task of resolving it and then get it signed off on.

When used in conjunction with ProjectManager, the change request form is more dynamic. It can act as a collaborative platform in which team members can communicate and attach relevant documents, even hand-offs and sign-offs. Keeping everything under one roof is something you’ll not want to change.

Related: How to Run MS Project on your Mac Step by Step!

23. Gap Analysis Template

If you’re looking to improve your business and stay innovative, then you need this gap analysis template for Excel. It’s one of the tools you can use to get a strategic analysis of where you are now and how to get to where you want to be in the future. This project management spreadsheet will help you devise an action plan to move you from your current state of affairs to wherever you plan to take your organization in the future, whether that’s an increase in market share or getting a product to market quickly.

Project gap analysis template for Microsoft Excel in a spreadsheet format

This free Excel template has everything you need to start meeting your goals, from general information and the current state of your business to the future state you’re aiming to achieve, what the gap percentage is and the actions necessary to close that gap. You can identify who in the organization can lead the initiative and even track the status. You have to start somewhere and a gap analysis is where it all comes together.

24. Stakeholder Analysis Spreadsheet

Stakeholders are invested in the project and project managers have to keep them updated and manage their expectations. That’s where this free stakeholder analysis template for Excel comes in. It helps you identify and manage all the stakeholders in your project. This free template is a cornerstone of any thorough stakeholder management plan.

Free stakeholder analysis template in a spreadsheet format for Excel

The stakeholder analysis template gets you started with a project overview, which is followed by a list of all the stakeholders involved with the project. There’s a dropdown menu to note if that particular stakeholder is of high, medium or low influence. That means, how much power they have to impact the project. That information is crucial to how to manage them. Then you identify each stakeholder in the spreadsheet as they relate to the project. Note the frequency you need to communicate with each stakeholder and more to manage them and keep the project moving forward.

25. Cost Benefit Analysis Spreadsheet

Crunch the numbers to learn if your project is worth pursuing with our free cost-benefit analysis template for Excel. You can see if the project can be delivered within a specific time frame and reasonable cost. This Microsoft Excel template allows you to compare what you expect to spend against the benefits or opportunities the project might provide. From a cost perspective, you can see if the project is viable.

free cost benefit analysis template for project management

Whether a personal or professional project, our free cost-benefit analysis template is a powerful and flexible tool. It can be used over and over again, collecting the project information, quantitative costs (indirect, intangible and opportunity) and quantitative benefits (direct benefits, indirect benefits, intangible benefits and competitive benefits). Adding up the three cost sections and the four benefits sections of the template provides a total cost to compare against total benefits. It’s an essential analysis to undertake before committing to any project.

Using Excel for Project Management

Think of all the things you have to process along the way to a successful project—scheduling, resource planning, defining tasks and milestones, etc. The days of Post-It notes and notebooks filled with scraps of paper are long gone. Thankfully, today project managers can use Microsoft Excel templates for project management.

Microsoft Excel does a lot of things well: mathematics, analysis and organization. But, it’s not intuitive for project management due to its blank spreadsheet format. So, without using pre-built project management spreadsheets or templates, it’s hard to execute project management on Excel.

Go Beyond Excel Project Management Templates & Spreadsheets With ProjectManager

Project management software can take you way further than Excel templates for project management ever could. ProjectManager , an award-winning project management software, is a comprehensive platform that lets you plan, track and report on your projects online. Because it’s an online tool, you get live visibility into your project team and their tasks.

Plan your projects from start to finish with our Gantt chart feature. This feature allows you to map your project tasks in phases and assign them to team members. You can even create dependencies and set milestones. Plus, you can import Excel files and Microsoft Project files into the Gantt chart, bringing your static templates to life. In addition, ProjectManager integrates with over 1,000 third-party apps such as Google Drive, Slack and Microsoft Office 365 so that you can share your project with everybody on your team.

imported template to make a gantt chart

Team members (and managers) can choose to manage their own tasks in either the task list or kanban view. The kanban view is a favorite for visual workers who are involved in many projects. The customizable columns on a kanban board allow a user to easily see their progress, or sort their tasks by project or department. Of course, every view, whether it’s the Gantt, list or board, allows you to collaborate with other team members and get more work done than you ever thought possible. You’ll wonder why you ever used project management Excel processes.

ProjectManager's kanban boards make project management templates come to life

Get all the features of these Excel project management templates and more when you use ProjectManager . All of these tools are available in our award-winning project management software to help you plan, track and report on your project in real time. See what it can do for you by taking a free 30-day trial run .

Click here to browse ProjectManager's free templates

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Project Management Templates

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Starting a new project, whether as a certified project manager or not, can be overwhelming. That’s why it may be helpful to leverage a pre-built template to quickly get your project up and running. Finding the right project management template means assessing the type, size, and complexity of your project and looking for one that will help bring the most transparency, efficiency, collaboration, and speed to your projects.

But with all the template options out there, how do you know which one will work best for you? Below you’ll find a list of project management templates in Smartsheet, a cloud-based work execution platform that project managers around the world use to successfully deliver projects. To be even more helpful, we’ve also included a comprehensive list of articles that have templates in other platforms for the various aspects of your project planning and execution.

Project Planning & Execution Templates

Project with Hard Deadline & Gantt : Deliver projects on time with a workback schedule from your final deadline. Define start and end dates for each task, set automatic alerts for upcoming deadlines, and see delivery dates update in real time as changes are made to the schedule.

Project with Deadline and Gantt Chart template

Project Task List : Plan and manage your project task lists in this real-time template. Increase visibility and accountability by sharing it with internal and external stakeholders. Track status and identify at-risk tasks to take immediate action.

Project Task List template

Team Project Task Board : View and track tasks across your team with this online Kanban card board template. Visualize project tasks by assignee, status, or feature type, share with key stakeholders, and quickly identify resource gaps so you can  delegate tasks and balance workloads.

Team Project Task Board

Project with Resource Management : Use this template to plan and manage your projects with a real-time view into task assignments across your resources. Quickly determine over- or under-allocations and make adjustments before your project timeline is impacted.

Project with Resource Management template

Want more project planning templates? Visit the Smartsheet Solution Center to get the complete list.

Project Budgeting Templates

Project with Gantt & Budget Variance : Plan, track, and visualize project tasks in context with budget amounts and variance. Monitor budget variance in real time to adjust spend and ensure projects stay on track. Share with key stakeholders to keep them informed of the project’s budget status.

Project with Gantt & Budget Variance

Project Budget : Use this template to track budgeted and actual project expenses in one real-time location. Save time with automated approvals for new items or budget changes, and centralize supporting documents to keep all the details in context and maintain visibility.

Project Budget

Gantt Chart Templates

Project with Gantt Timeline : Create your project plan and then track the impact of changes on a visual timeline. Organize tasks and projects in manageable action items, quickly identify and address at-risk tasks, and see your timeline automatically update as changes are made.

Project with Gantt Timeline template

Project with Gantt & Dependencies : Plan, track, and manage every aspect of your project with a visual, interactive timeline. Attach supporting documents to keep details in context and identify the impact of task delays to rapidly recover from setbacks. Monitor your project in real time and share project status among key stakeholders.

Project with Gantt Dependencies

Agile Project Management Templates

Agile Project with Gantt : With our pre-built Agile Project with Gantt template, you can plan, track, and visualize all aspects of your Agile project with an interactive timeline. Share your project plan with internal and external stakeholders, and quickly identify the impact of task delays to keep your project on track.

Agile Project with Gantt template

Sprint Planning Board : Plan, manage, and visualize sprint tasks on an online, real-time Kanban card board. Organize your card board by task ownership or status, and share it with your team and key stakeholders to increase visibility and accountability.

Sprint Planning Board template

Construction Templates

Construction Schedule with Gantt : With this real-time construction schedule template, you can plan, track, and visualize construction projects on an interactive timeline. Share with clients and subcontractors to increase transparency, and make updates right from the construction site using the Smartsheet mobile app. See your schedules automatically adjust as changes are made.

Construction Schedule with Gantt template

Construction Budget : Plan and manage construction tasks in context with budget amounts and variance. Monitor budgets and set alerts for when items are at risk in order to adjust spend and ensure projects stay on budget. Attach invoices and estimates within your budget to create a single source of truth.

Construction Budget template

Construction Estimator : Use this template to create a detailed cost estimate for any type of construction project. Centralize supporting documents, proposals, and correspondence in one real-time location. Share estimates with clients and subcontractors to collaborate, review, and approve them.

Construction Estimator template

Subcontractor Documentation : Keep track of subcontractor documentation throughout the life of your projects in one real-time location. Set due dates and check off documents once they are received to provide a clear view of outstanding items. Share the tracker with subcontractors and set automated update requests to streamline the submittal process.

Subcontractor Documentation template

Marketing Templates

Website Project with Gantt & Dependencies : Use this real-time template to plan and track tasks throughout each phase of your web project. Visualize tasks, due dates, and milestones on an interactive Gantt chart timeline, and see your timeline automatically adjust as changes are made. Keep wireframes and client email in one centralized location, accessible to all.

Website Project with Gantt & Dependencies

Event Plan & Budget : Ensure events are delivered on time and within budget with this real-time, collaborative event planner template. Organize tasks, assign owners, forecast budgets, and attach documentation to keep details in context. Share with your team so they can access key information right from the event floor via their mobile device.

Event Plan & Budget template

Event Task List with Gantt & Budget : With this event task list template, you can schedule tasks, assign owners, and visualize timelines to ensure no detail is missed. Identify the impact of delays and rapidly recover from setbacks. Centralize event details in one location and share the plan out with your team to keep everyone in sync.

Event Task List with Gantt & Budget template

Want more marketing templates? Visit the Smartsheet Solution Center to get the complete list.

Project Management Templates in Other Platforms

Project Management

  • Top Project Management Excel Templates : Update your project management strategy with these customizable, easy-to-use project management template for Excel.

14 Free Program Management Templates : Gain high-level visibility into the important aspects of program management, such as key performance indicators (KPIs) and project status, with these detailed templates.

Project Planning

Free Functional Specification Templates: The Roadmap to a Smoother Development Experience : Streamline project-related communication with the functional specification document, which captures all key components of a project into one comprehensive report.

Project Charter Templates and Guidelines : Outline new projects and increase transparency for stakeholders with a comprehensive project charter. Detail key components of the project, such as scope, objectives, and overall goals, to get the green light on your new project.

17 Free Project Proposal Templates : Write a detailed project proposal listing resources, rationale, and budget to gain traction and support within the business using these free, easy-to-use templates.

Free Blank Timeline Templates : Whether planning a large project or detailing small targets to reach along the way, use a blank timeline template to establish deadlines and maintain a structured agenda.

Free Google Timeline Templates : Save time and boost efficiency with free Google timeline templates that are easy to use and edit.

Free Technology Roadmap Templates : Outline the strategic plan of your project and all of its key components using this technology roadmap template.

Free Product Roadmap Templates : Set product development goals and strategic checklists that detail business objectives and prioritize initiatives with these product roadmap templates.

Free Stakeholder Analysis Templates : Gain insight on potential stakeholders to ensure buy-in, engagement, and influence with these collaborative stakeholder analysis templates.

Project Execution

Mind the Gap: Free Gap Analysis Templates : These gap analysis templates determine where a company is not performing optimally, detail the reasons, and establish a plan for improvement.

Creating Operations Dashboards: Metrics, Tips, Examples, and Step-by-Step Checklist : Discover a variety of Excel dashboard templates that will help report and control operations in the most transparent manner.

Free Technical Specification Template : Create an essential guide that defines a product or system and ensures continued understanding among stakeholders with a technical specification template.

Free Risk Management Plan Templates : Identify, analyze, and assess all risks involved in your projects with a risk management template, ensuring the most seamless project execution.

How to Create an Effective Project Status Report : Capture all critical business activity and key developments in the process with a comprehensive project status report, giving a snapshot of all the key elements for maximum transparency.

Free Root-Cause Analysis Templates : Uncover the cause of an issue in a project with a root cause analysis, allowing insight into why the problem occurred, how it will be addressed, and steps to take to prevent it in the future.

Project Budgeting

The Ultimate Guide to Cost Management with Templates : Make the best use of your company’s resources by establishing a cost management plan driven by hard data and measured performances.

Free Cost Benefit Analysis Templates : Before determining a plan for your project, weigh the pros and cons of the process using this cost benefit analysis that gives you a comprehensive look at the financial risks and rewards of the project at hand.

Lean Methodology

  • Free Lean Six Sigma Templates : Lean Six Sigma is a methodology that works to streamline business processes in an effort to increase efficiency, boost business value, and reduce wasted time and resources. Use these free templates to create Lean Six Sigma project management guides applicable to your own business needs.

Gantt Chart

Where Do You Find the Best Gantt Chart Software : Discover the best Gantt chart software specific to your business needs with this comprehensive list of Gantt chart templates.

Google Sheets Gantt Chart Templates: The Complete Collection : Gantt charts offer complete visibility into project schedules, progress, and completion. Use this customizable collection of Gantt chart templates to share critical information and collaborate with team members and stakeholders.

Kanban Card

  • Free Kanban Card Templates : The Kanban method uses cards to indicate tasks and phases in a project, allowing teams to visualize their project from end to end. Create custom Kanban cards to ensure clear communication and increased efficiency throughout your project.
  • Free Agile Project Management Excel Templates : Agile project management is a flexible, interactive approach to ordering processes and coordinating responsibilities across teams. Leverage these free Agile Project Management templates for Excel to create powerful collaboration features linked to the Agile methodology.

Construction

Excel Construction Management Templates : Construction projects must be organized, structured, and detailed in their tracking due to the many stakeholders, details, and documentation involved. Automate these important processes to stay organized and ensure success throughout your construction projects.

Complete Construction Timeline Template Collection : Closely tracked and managed deadlines and task lists are key to delivering construction projects on time and on budget. Leverage these construction timeline templates to schedule and assess all tasks associated with commercial and residential projects.

Free Request for Information Templates : Collect key information from vendors and suppliers to create a short-list of potential suppliers for a project with a request for information template.

Free Punch List Templates : Streamline your inspection process and reduce errors with a punch list that details outstanding work items or repair needs at the end of a project.

Complete Collection of Free Change Order Forms and Templates : Adjust original project plans, yet maintain transparency and project timelines and scope with streamlined change order forms and templates.

Find the Right Construction Daily Report Template or Software : Discover the most efficient way to document on-site work completed daily at a construction site, like working hours, tasks completed, and milestones achieved, with a construction daily report template.

Marketing Timeline Tips and Templates : Create a comprehensive marketing timeline to help achieve marketing goals and track your progress in easy-to-read marketing timeline templates.

Free Marketing Plan and Marketing Strategy Templates : Develop an powerful plan of action to help manage and achieve all your marketing goals with these customizable marketing plan and marketing strategy templates.

Free Marketing Budget Templates : Prepare a thorough cost overview of marketing activities, from advertising to public relations, to reduce risk and maintain a budget with these transparent, easy-to-use marketing budget templates.

Free Marketing Calendar Templates : Plan marketing timelines, set milestones, track resources, and maintain deadlines with these marketing calendar templates that offer an adequate overview of all marketing projects, from start to finish.

Discover a collaborative, real-time way to manage projects in Smartsheet.

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Home   »   Excel Basics

Excel: Managing Workbooks and Worksheets

July 10, 2023   -   BY Pat Kearns

In this Excel tutorial, you will learn that a workbook is a collection of worksheets (spreadsheets). You'll learn how to rename, insert, move, copy, and delete worksheets, and how to move and copy worksheets from one workbook to another.

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What are Worksheets and Workbooks?

Excel is a Microsoft Office software program that provides worksheets and workbooks. Worksheets are documents of a grid nature, comprised of numbered rows, lettered columns, and individual cells.

In each cell the user can enter a number, date, text, math formula, or Excel function. Worksheets can also display selected data in one of a variety of chart types .

A workbook is just a collection of worksheets. When the Excel program is first opened, the user is presented with a workbook that contains three empty worksheets. The first worksheet is displayed and the bottom left corner holds three tabs named Sheet1 , Sheet2 , and Sheet3 as shown in the screen-shot below. These are the names of the worksheets.

Arrows also display that allow the user to scroll right and left to view worksheet tabs when a workbook has a large number of worksheets.

3 tabs with worksheet names at the bottom of the worksheets logo

If you're only using one worksheet, you don't have to delete the two unused worksheets - most folks don't bother. Excel workbooks are saved with a file extension of xlsx in newer versions of Excel. Older versions used the xls extension.

How many Excel worksheets can we have in one workbook? Microsoft says the number is limited to your computer's memory! It's handy to group together worksheets that are VERY closely related, and especially if you are linking data from one worksheet to another . But hopping back and forth using the worksheet tabs can become confusing.

Viewing, Renaming, Inserting, and Deleting Worksheets

"Sheet1" isn't very descriptive. Here is how you view, rename, insert, and delete worksheets in a workbook.

► How to View a Worksheet

To view a worksheet, click on its tab. If the workbook window is not wide enough to display all of the tabs because of long worksheet names and/or many worksheet tabs, use the arrows to the left of the tabs to navigate left or right, or right-click on any of the arrows and select the desired worksheet from the list that displays.

► How to Rename a Worksheet

To rename a spreadsheet, right-click on the spreadsheet tab, select Rename from the context menu, and type a new name. Or, double-click on the worksheet tab and type a new name.

► How to Insert a Worksheet

The fastest way to insert a worksheet in a workbook is to simply click on the small tab to the right of the last worksheet tab as shown in the image below. Then you can move the worksheet to a different position if desired.

how to insert a worksheet using the insert tab

Alternatively, you can insert a new worksheet to the left of an existing worksheet by right-clicking on the tab of the worksheet that is immediately to the right of where you want the new worksheet to be located and select Insert from the Insert window. Excel always inserts a spreadsheet to the left of the selected worksheet.

► How to Delete a Worksheet

To delete a worksheet, right-click on the worksheet tab and select Delete from the context menu.

Moving Worksheets (Spreadsheets)

Sometimes our worksheets need to be in a different order or even in a different workbook. Here's how to move worksheets around in Excel.

► How to Move a Worksheet in the Same Workbook

There are two ways to move a worksheet in the same workbook. The easy way is to click and hold the left mouse button on a worksheet's tab and slide the tab to its desired position. A little black arrow that shows you where the worksheet will be inserted. Release the mouse and the worksheet will be inserted in that location.

If you dislike dragging with the mouse, here is another method. Right-click on the tab of the source worksheet and click "Move or Copy..." In the Move or Copy window, click the name of the worksheet that you want the sheet to be inserted before , and click OK.

► How to Move a Worksheet to a NEW Workbook

To move a spreadsheet to a new workbook, right-click on the tab of the source spreadsheet and click "Move or Copy." In the Move or Copy window, click the drop-down arrow under “To Book:” and click (new book) . Excel removes the worksheet from the existing workbook and opens a new workbook containing the moved worksheet. Save the workbook.

► How to Move a Worksheet to a Different Workbook

Open both the source workbook and the target workbook. Right-click on the tab of the source worksheet (the one to be moved) and click "Move or Copy..." Then at the top under "To book," click the small down arrow to open up the drop-down menu and click on the name of the target workbook (where the worksheet is to be moved to).

Go to the target workbook to insure that the worksheet was successfully moved. Save both workbooks.

Copying Worksheets (Spreadsheets)

Rather than start from scratch, it is often easier to copy, and then modify, an existing worksheet - especially if you're going to be using a lot of the same formatting, formulas, and so on.

► How to Copy a Worksheet in the Same Workbook

To copy a worksheet in the same workbook, right-click on the tab of the source worksheet and click "Move or Copy..." In the Move or Copy window, check the “create a copy” box, click the name of the worksheet that you want the sheet to be inserted before , and click OK.

► How to Copy a Worksheet to a NEW Workbook

To copy a worksheet into a new workbook, right-click on the tab of the source worksheet and click "Move or Copy..." In the Move or Copy window, click the drop-down arrow under “To Book:” and click (new book) . Excel opens a new workbook containing the copied spreadsheet. Save the new workbook.

► How to Copy a Worksheet to Different Workbook

The best way to copy a worksheet to a another workbook is as follows: Open both the source workbook and the target workbook. Right-click on the tab of the source worksheet (the one to be copied) and click "Move or Copy..." On the Move or Copy window, check the box at the bottom titled "Create a copy."

Then at the top under "To book," click the small down arrow to open up the drop-down menu and click on the name of the target workbook (the other workbook). Verify that the worksheet was successfully copied to the other workbook and save the workbook.

As a rather messy alternative, you can copy and paste the contents as follows. In the source worksheet, right-click in the top left corner cell to select all the workbooks cells and select Copy.

Then, open the other Excel workbook, find an empty worksheet, right-click in the top left corner cell to select all cells, and click Paste. Save the workbook.

Return to the first (source) worksheet and press the ESC key to remove the animated border and then click in an empty cell to deselect all of the cells.

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Home > Blog > Business Advice > 5 Free Time-Management Worksheet Templates to Better Organize Your Time

5 Free Time-Management Worksheet Templates to Better Organize Your Time

In this article, you’ll find 5 different time-management worksheet templates that you can use to put all of your daily tasks in order.

However, to plan your day effectively , we should first revise some of the key time-management components.

The following tips for productivity will help you formulate and execute a “time audit” and you will stop wondering why time flies by so fast.

1. Make your to-do list your new best friend

2. prioritize and be strategic, 3. don’t fall victim to distractions, 4. be self-aware and realistic, 5. time block your work and create a time-management worksheet, now, let’s get to work.

Or if you are here just for the yoga schedule templates,  find them here .

Creating a to-do list is one of the most popular timekeeping methods and is one of the simplest and most satisfying as well.

It only takes a few minutes to map out your day and every time you cross something off the list you get to experience this feeling of fulfillment that you’ve been productive.

But, since its structure is completely different for each person, there are a few particularities that you should be mindful of.

For instance, do you know how you tell your best friend everything that happens in your life? Even the smallest details?

You should take the same approach regarding your to-do list.

Don’t leave out smaller tasks just because they seem insignificant or less time-consuming. To manage time effectively, you’ll have to put everything on paper and be aware of what goes next.

Otherwise, when you get to the point where you distribute your time among various tasks, you won’t think of the time you’d spend on the small things and your whole schedule becomes inaccurate.

So yeah, you want to walk the dog in between your home-office meetings? Put that in your time-management worksheet in the morning, plan exactly how much time you’ll have at your disposal for taking your pal for a walk, and make sure to not be late for that second video call.

Ranking tasks according to their urgency is part of the basic time techniques that you should use to control your day.

Prioritizing is always tricky.

Some say that the best way to start your day is by knocking out quick tasks first and then proceeding with the more challenging ones, others say that you should tackle the important matters first instead of wasting your time and energy.

My advice is to decide for yourself and according to the situation.

Let’s say you have a couple of tasks that will take you no more than 10 minutes each, it might be a good kick-off for your day if you get them done first.

However, don’t fill up your schedule with unimportant activities. This is not productive at all even if it might appear so.

Also, try to avoid procrastination when it comes to big projects and serious responsibilities that require your full attention and more of your time.

At the end of the day, they make your business grow and, hence, should be at the top of your time management implementation.

Speaking of large tasks, you have to think strategically.

Don’t overwhelm yourself by trying to complete the whole project at once. Break it into smaller pieces and do your best to get things done in a timely manner.

Organizing meetings is often time-consuming. Luckily there are tools that can help you both allocate time for meetings and manage time more effectively. Try 3veta for free.

Easy to say, hard to do, right?

Social media notifications, kids running around us while we’re working from home, chores waiting to be done, or talkative co-workers in the office sharing too many personal details…

The number of examples is endless.

And, I mentioned only the human factor, let’s not forget that sometimes when you start doing something, another thing pops up on the screen, then another one, and another one.

You know the drill.

You need to have very good time management skills to avoid -or be in control of- unexpected occurrences throughout your workday.

But, identifying what puts you off track the most and limiting it as much as possible means that you’ve become a -conscientious professional who knows how to manage time effectively.

One of my friendly time-saving tips is to predict what might get in your way and run away from it.

If you know that you might encounter that chatty colleague during a busy day, come up with a nice excuse beforehand or put a “ Do Not Disturb ” sign on your office door.

If you find working from home difficult because the housework is eating your time away, take your laptop and go out.

There are plenty of work-friendly cafes and places where you can peacefully complete your tasks.

Simply do what needs to be done for you to be more focused.

Your time management skills will be top-notch if you take in the practice of tracking how much time you spend on each task.

Usually, your daily routine consists of similar activities so you’ll have a better grasp of how to distribute time slots.

Being self-aware is crucial because sometimes you might expect to reply to a few emails in a matter of minutes, but turns into hours because you can’t seem to find the right words or answers to the queries.

Most tips for productivity urge you to be realistic and to give yourself time to pause in between tasks.

This way, even if something is a little bit more time-consuming than you predicted, you won’t fall behind schedule.

Creating an actual schedule is the final step in completing all time management fundamentals.

You already have full knowledge of everything you need to do, you have it written on paper or your PC, you know how much time each task will presumably take, and you know where your weak spots are.

With all that covered, it’s now time to put everything in order by assigning each task a time block in your schedule.

That schedule is also your time-management worksheet where all of your information is gathered.

You might decide to update it on a daily, weekly, or even monthly basis. It all depends on your working consistency and flexibility.

If you struggle to come up with a time-management worksheet design on your own, we’ve prepared for you five templates to choose from.

Use as templates in Canva.

There’s a lot more that we can tell you about other timekeeping methods and how to deal with the common struggles of a home-based business, but this article will easily turn into a novel .

That’s why it’s time for us to part and don’t forget that an hour of planning saves you ten hours of doing!

Go ahead: plan and conquer the world!

Stop missing opportunities

The 9 Best Project Management Templates for Excel (Free)

Project managers are known for their decisiveness and time management.

A project’s success depends on how a project manager identifies, plans, and employs the resources available for any given project (especially the timespan).

If you, too, have a complicated project ahead of you that requires sophisticated planning – don’t sail all the way along alone. 😃

Bringing you the best templates, Excel consistently provides a solution for everything. It offers a wide variety of project management templates that make your job all the easier.

To learn what these templates are and how you may use them, continue reading.

Table of Contents

Why Project Management in Excel?

Template 1: Gantt Chart

Template 2: Project Budget

Template 3: Action Item Report

Template 4: Project Dashboard

Template 5: Multiple Project Tracking

Template 6: Status Report

Template 7: Critical Path Method

Template 8: Project Timeline and Budget

Template 9: Content Calendar

There’s no denying the plethora of software for managing projects in the market. A new project management software comes out daily, better than the previous versions.

But even with all the excellence. Not a single software has been able to take the place of Excel project management – and there’s no wonder why.

Microsoft Excel is by far one of the most efficient software for managing tasks. And a huge number of project managers all around the world only use Excel for their work.

Their familiarity with the Excel spreadsheet greatly contributes to the software’s favor. Excel offers so many wonderful project management templates, and a lot of them are for FREE! 🤩

However, know that you can always switch to Microsoft Project software. That is if you prefer more advanced project tracker template options.

Now, let’s see the templates Excel has to offer.

1. Gantt Chart Template

The Gantt Chart template is a very helpful visual tool. It gives you an overview of the project schedule of your team at all times.

A typical example of its use can be a small content creation agency. It needs a system to assign tasks and keep a record of the deliverables. This way, you are never behind schedule.

In the Gantt chart, all the data is represented in color-coded bars. And you can customize them for different teams and individuals by changing the colors, elements, and more.

You can divide the tasks into phases or milestones with a summary of their progress. The chart also offers different layouts, and you can choose any one that suits your needs and appeals to the eye.

Excel has different variations of the Gantt chart template, from simpler ones to advanced charts. One of the most used Gantt chart templates includes the  Vertex42 Simple Gantt Chart .

You can get it from Excel templates as well. And if you don’t understand  how to create a Gantt chart , try watching this YouTube tutorial.

In addition to the simple template, you can also use the  Ultimate Excel Gantt Chart . That is if you are a business that is constantly expanding. This graph can be a bit difficult to understand, but nothing a  YouTube video  can’t solve.

2. Project Budget Template

Finalizing the budget is the first step toward successful project management. And you wouldn’t want to make any mistake here as it sets the base of the project.

You must keep track of all the expenses from start to end, and the project budget template helps you do just that.

It color-codes Balance when you are exceeding your project’s budget. This is your cue to reconsider the expenses. The best part is that you can set expenses per team, phase, equipment, travel, and others using this.

You can get the all-in-one Project Budget template from  the Project Manager . It can even help you set an estimate for all the project resources and costs. The template comes with two sheets, including a how-to guide.

But it isn’t limited to that. You can explore other options. And even customize a project budget template using  SmartSheet .

3. Action Item Report Template

The Action Item Report is one of the most useful Excel templates. Every company has a to-do list of items assigned to its team.

The Action template lets you organize the tasks and keep the workflow going swiftly. It lets you set the task status as high, low, or medium and shows each task’s progress in one glance.

You can rank tasks, update deadlines and pay special attention to team members who need help.

It is the perfect template for effective project management. You can get the Action template from Excel or from  Vertex 42  – both work wonderfully. 😉

4. Project Dashboard Template

The project dashboard template gives you a bird’s eye view of all the tasks and their statuses.

It gives you a visual representation of where your team stands. And gives you the latest key performance metrics every time.

You can also choose the layout or style you want in your Excel project management template. This makes it easy to understand the project phases.

And the best part is that this  Project Dashboard template  is 100% free – the only fee is your Email.

Protip: Check out my top-6 dashboard templates here !

5. Multiple Project Tracking Template

Being a project manager is not an easy task. Managing multiple tasks and supervising the team spells difficult. And on top of that, sending daily reports to authorities is enough exertion.

A little help in the form of a reliable project planning timeline template is necessary. It can be a tad bit complex to understand, but once you get a hold of it, you should be able to do it with your eyes closed.

The  Multiple Project Tracking Template  lets you manage all the tasks in one go. You can add as many projects as you like, manage over 40 tasks at once, and you get all this for free! Isn’t that amazing?

Download yours today and manage your daily tasks with a few clicks only. 😃

6. Status Report Template

There is nothing more embarrassing than being the project manager and not having the correct project details. Luckily, we have the Status Report template to save the day.

It lets you keep an eye on your progress as a team and identify challenges. So you can prepare for the next project while keeping the data compact and concise.

You can also keep strict and clear intel on the workflow. And this is so important while managing different projects.

If you are not already using the  Status Report template , you are working blind-eyed. And the resources of the project are subject to threat.

Using the Project Status Report template, you will know where the team members lack and how you can help them. This helps construct more relevant and purposeful follow-ups than simply increasing the bottlenecks.

7. Critical Path Method Template

CPM has a special place when it comes to project management.

With the Critical Path Method, you can pay special attention to tasks that are long overdue. Provide extra resources, and determine which task requires more consideration with increased proficiency.

Usually, you’d need specialized software to keep track of such details. But now all you need is the CPM software.

The best part is that it’s so simple you don’t need to learn any new formulas or terms to perform a critical analysis. Moreover, you can simply copy and paste data acting upon a few guidelines.

The CPM uses a Gantt chart that works like a bar chart . But offers more benefits with increased ease of use and low cost.

Creating and designing a CPM is truly a challenging task. But with this new, free version of  Critical Path Method , provided by Vertex42, you can set it up in minutes. 😀

8. Project Timeline Template

Project timelines are great for having an overview of all important tasks. They give you an insight into the project plan that you and your team can follow timely.

This way, there are no communication gaps. And everyone is well aware of their tasks and the deadlines approaching. It really adds to a more peaceful and organized working environment.

You can also customize the template as you like. You change the color bars from 6 different colors. And quickly insert and delete milestones.

Although this template is very resourceful, creating it can be tedious. This is why we’ve brought you the  free Project Timeline template  that has everything prepared for you. Just erase the existing text and add your own – you’re good to go!

9. Content Calendar Template

If you’re a blogger or a social media person, a content calendar is your go-to tool. And without a calendar, you’re knee-deep in trouble. 😬

But thank God we have Excel to our rescue.

The brilliant  Content Calendar template  of Vertex42 is tailor-made for your needs. It will take you through all the chaos – from planning content to publishing it.

It will not only help you plan your content but also track its progress and schedule content to post.

Once you get a hold of it, it will really be your best friend in times of urgency. A single glance at your calendar in the morning, and you’re well prepared for the tasks of the day.

And the best part is that it’s free to use, unlike the other expensive, good-for-nothing project management software. So get your free Content Calendar template today!

That’s it – Now what?

This article helped us learn a lot about project management Excel templates. And how they can help you better organize and manage your projects.

But it doesn’t end here. You can choose any project schedule template from the Microsoft Excel templates. And even customize one to fit your needs.

If you are new to Excel, try our Excel course designed specifically for you. Where you learn some core Excel functions like the VLOOKUP, IF, and SUMIF functions.

To become a pro at these functions (and others),  enroll in my 30-minute free email course  today. 😃

Other resources

Excel has been a major hub of project management templates for years now. And it is improving with each passing day.

All these advancements make it a more reliable software for managing project tasks.

You can use Excel not only for project management but also to create  Dashboard ,  Budget , and  Power BI templates .

To read more such interesting articles, head on to our website. See you there! 😉

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Unlocking Your Time Potential: Discover the Best Coaching Worksheets for Time Management

The power of coaching worksheets.

Coaching worksheets play a vital role in  enhancing time management  skills and helping individuals make the most of their time. By providing structure, guidance, and a systematic approach, these worksheets empower individuals to take control of their schedules and make intentional choices. Let’s explore how coaching worksheets can bring about positive changes in time management and the benefits they offer.

How Coaching Worksheets Can Enhance Time Management

Coaching worksheets serve as valuable tools for individuals seeking to improve their time management skills. These worksheets provide a framework for organizing tasks, setting goals, and tracking progress. By utilizing coaching worksheets, individuals can:

  • Gain Clarity : Coaching worksheets prompt individuals to reflect on their priorities, identify tasks that align with their goals, and gain clarity on what truly matters to them. This clarity helps individuals make more informed decisions about how they allocate their time.
  • Establish Focus : With coaching worksheets, individuals can break down larger goals into smaller, actionable steps. This process helps individuals focus on one task at a time, reducing overwhelm and increasing productivity.
  • Improve Planning : Coaching worksheets provide a structured approach to planning and scheduling. They encourage individuals to allocate time for specific tasks, set deadlines, and create realistic timelines. By doing so, individuals can better manage their time and ensure tasks are completed efficiently.
  • Enhance Accountability : Coaching worksheets foster a sense of accountability by encouraging individuals to track their progress and review their results. Regularly engaging with these worksheets helps individuals stay committed to their goals and take responsibility for managing their time effectively.

Benefits of Using Coaching Worksheets for Time Management

Using coaching worksheets for time management offers several benefits for individuals striving to enhance their productivity and time allocation skills. Some key benefits include:

  • Organization : Coaching worksheets provide a structured framework for organizing tasks, deadlines, and priorities. This organization minimizes the chances of overlooking important responsibilities and ensures that individuals stay on track.
  • Efficiency : By utilizing coaching worksheets, individuals can analyze how they currently spend their time and identify areas for improvement. This self-reflection allows individuals to eliminate time-wasting activities, optimize their routines, and increase overall efficiency.
  • Productivity : Coaching worksheets facilitate effective goal setting and planning, enabling individuals to focus their efforts on high-priority tasks. As a result, individuals can accomplish more in less time and achieve a greater sense of productivity.
  • Flexibility : Coaching worksheets can be adapted to suit different lifestyles, preferences, and goals. Whether someone prefers daily, weekly, or monthly planning, coaching worksheets offer the flexibility to accommodate various time management approaches.
  • Self-Awareness : Regular use of coaching worksheets cultivates self-awareness regarding time usage, strengths, and areas for improvement. By tracking their progress and reflecting on their time management habits, individuals can make adjustments and continuously strive for better time management skills.

Coaching worksheets are valuable resources that empower individuals to take ownership of their time and make intentional choices. By utilizing these worksheets, individuals can enhance their time management skills and achieve a better work-life balance. Remember, effective time management is a journey that requires consistency, commitment, and regular review.

Key Elements of Effective Coaching Worksheets

To effectively manage time, coaching worksheets can provide a structured framework that supports individuals in achieving their goals. Here are three key elements that make coaching worksheets for time management effective:  goal setting and prioritization ,  time tracking and analysis , and  action planning and accountability .

Goal Setting and Prioritization

Goal setting is a fundamental aspect of effective time management. Coaching worksheets that focus on goal setting help individuals clarify their objectives and prioritize tasks accordingly. These worksheets provide a structured framework for defining SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) that align with one’s values and aspirations.

By breaking down larger goals into smaller, actionable steps, individuals can create a roadmap for their time management journey. Prioritization worksheets help individuals identify tasks that are urgent, important, or non-essential, allowing them to allocate their time and energy accordingly. This enables individuals to focus on high-priority tasks that align with their goals, resulting in greater productivity and a sense of accomplishment.

Time Tracking and Analysis

Understanding how time is spent is crucial for effective time management. Time tracking worksheets help individuals monitor how they allocate their time throughout the day. By recording activities and the time spent on each task, individuals can gain insights into their time usage patterns and identify areas for improvement.

Analyzing the data collected through time tracking worksheets allows individuals to identify time-wasting activities and areas of inefficiency. This awareness enables individuals to make informed decisions about how to optimize their time and make necessary adjustments to their routines and habits. By eliminating or minimizing time-wasting activities, individuals can create more productive and fulfilling schedules.

Action Planning and Accountability

Action planning worksheets provide a structured framework for individuals to outline the specific steps they need to take to achieve their goals. These worksheets help break down goals into manageable tasks and set deadlines for completion. By creating a detailed action plan, individuals gain clarity on the actions required to move closer to their desired outcomes.

Accountability worksheets play a crucial role in maintaining motivation and commitment to time management goals. These worksheets provide a space for individuals to reflect on their progress, assess challenges, and identify strategies to overcome obstacles. They can also incorporate self-reflection questions and prompts to foster self-awareness and personal growth.

By using coaching worksheets that incorporate these key elements, individuals can enhance their time management skills and achieve greater productivity. These worksheets serve as valuable tools for self-reflection, planning, and tracking progress. Remember, coaching worksheets are customizable and can be tailored to individual needs and preferences. Experimenting with different worksheets and approaches can help individuals discover the best strategies for their unique time management journey.

Exploring Different Coaching Worksheets for Time Management

To effectively manage time, utilizing  coaching worksheets  can be incredibly helpful. These worksheets provide structure and guidance, assisting individuals in organizing their tasks and optimizing their productivity. Let’s explore three types of coaching worksheets commonly used for time management:  daily planner worksheets ,  weekly and monthly planner worksheets , and  time blocking worksheets .

Daily Planner Worksheets

Daily planner worksheets are designed to help individuals plan their day in detail. These worksheets typically include sections for prioritizing tasks, allocating time slots for specific activities, and noting important deadlines or appointments. By using a daily planner worksheet, individuals can visualize their schedule and ensure that each task is given the necessary attention.

Weekly and Monthly Planner Worksheets

Weekly and monthly planner worksheets provide a broader overview of an individual’s schedule. These worksheets allow for better long-term planning and help individuals track their progress towards larger goals. With sections dedicated to each day of the week or month, individuals can allocate time for recurring tasks, project deadlines, and personal commitments.

Time Blocking Worksheets

Time blocking worksheets are a popular tool for managing time effectively. With time blocking, individuals allocate specific time blocks for different activities or tasks. This technique helps individuals focus on one task at a time, avoid multitasking, and work efficiently. Time blocking worksheets typically include time slots divided into intervals, allowing individuals to allocate time for work, breaks, personal activities, and self-care.

By exploring these different coaching worksheets, individuals can find the one that best suits their time management needs. It’s important to remember that everyone’s preferences and routines may differ, so finding the right worksheet that aligns with individual goals and lifestyles is crucial. Additionally, customizable coaching worksheets can be tailored to address specific needs and preferences. For more information on coaching worksheets and other coaching resources, check out our  coaching worksheets  and  coaching resources  articles.

Customizable Coaching Worksheets

Coaching worksheets are a powerful tool for enhancing  time management  skills. What makes them even more effective is their ability to be  tailored to individual needs  and  adapted for different goals and lifestyles . This customization allows individuals to create a personalized approach to time management that aligns with their unique circumstances and objectives.

Tailoring Worksheets to Individual Needs

One of the remarkable features of coaching worksheets is their flexibility, allowing users to tailor them to their specific needs. Different individuals have different preferences and styles when it comes to managing their time. Therefore, it’s important for coaching worksheets to be adaptable.

When customizing time management worksheets , consider the following factors:

  • Work and Personal Commitments : Take into account the specific responsibilities and commitments in your life, such as work, family, or personal projects. Tailor the worksheets to accommodate the various aspects of your life and help you allocate time accordingly.
  • Learning Style : Everyone has a unique learning style that affects their ability to absorb and process information. Customize the worksheets to align with your preferred learning style, whether it’s visual, auditory, or kinesthetic. This will enhance your engagement and understanding of the content.
  • Time Constraints : Recognize the time constraints you face and adjust the worksheets accordingly. If you have limited time to dedicate to time management activities, focus on the most essential exercises and prioritize accordingly.
  • Personal Preferences : Consider your personal preferences and what motivates you. Some individuals thrive on structure and detailed planning, while others prefer a more flexible and intuitive approach. Customize the worksheets to match your preferences and optimize your time management efforts.

Adapting Worksheets for Different Goals and Lifestyles

Time management goals and lifestyles can vary widely among individuals. Coaching worksheets offer the flexibility to adapt to these different goals and lifestyles, ensuring that they remain relevant and effective.

Consider the following when adapting time management worksheets:

  • Specific Goals : Identify your specific time management goals. Whether it’s improving productivity, maintaining work-life balance, or reducing stress, customize the worksheets to reflect these objectives. This will help you focus on the areas that require the most attention.
  • Lifestyle Factors : Take into account your lifestyle factors, such as your work schedule, personal commitments, and energy levels throughout the day. Adapt the worksheets to accommodate these factors and create a time management plan that aligns with your lifestyle.
  • Preferred Tools and Techniques : Each individual has their preferred tools and techniques for managing time. Whether it’s using digital calendars, task management apps, or traditional pen and paper methods, incorporate these tools and techniques into the worksheets. This will ensure that the worksheets are aligned with your preferred approach to time management.
  • Long-Term Sustainability : Time management is not just about short-term fixes; it’s about developing sustainable habits. Adapt the worksheets to promote long-term sustainability by incorporating activities that foster self-reflection, accountability, and continuous improvement.

By tailoring coaching worksheets to individual needs and adapting them for different goals and lifestyles, individuals can optimize their time management efforts. Remember, coaching worksheets are a flexible resource that can be modified as circumstances change and new goals emerge. Explore various resources and templates, such as those available on  coaching worksheets , to find the ones that best suit your needs.

Tips for Maximizing the Potential of Coaching Worksheets

To make the most of coaching worksheets for time management, it is important to follow some key tips and strategies. Here are three essential tips to help you maximize the potential of these worksheets:

Consistency and Commitment

Consistency and commitment are vital when using coaching worksheets for time management. Make it a habit to consistently fill out the worksheets and track your progress. Set aside dedicated time each day or week to review and update your worksheets. By committing to this practice, you will develop a stronger sense of accountability and stay focused on your time management goals.

To stay consistent, consider setting reminders or incorporating the use of a planner or digital tool that can help you stay organized. By consistently utilizing coaching worksheets, you will gain a clearer understanding of how you spend your time and be better equipped to make necessary adjustments to improve your time management skills.

Regular Review and Reflection

Regularly reviewing and reflecting on your coaching worksheets is crucial for effective time management. Take time to analyze the data and insights provided by the worksheets. Identify patterns, trends, and areas where you can make improvements.

Use the worksheets as a tool for self-reflection, asking yourself questions like:

  • Are there any recurring time-wasting activities that I should address?
  • Are there any tasks or activities that can be delegated or eliminated?
  • Am I effectively prioritizing my tasks and goals?

By engaging in regular review and reflection, you can identify areas for growth and make informed decisions on how to optimize your time management strategies. Consider using  coaching worksheets for self-reflection  to enhance this process.

Seeking Professional Guidance and Support

While coaching worksheets can be valuable tools for self-improvement, seeking professional guidance and support can further enhance your time management skills. Consider working with a coach, psychologist, or therapist who specializes in time management. They can provide personalized guidance, help you set realistic goals, and offer strategies tailored to your specific needs.

Coaches and therapists can also provide additional coaching resources and tools such as  coaching exercises ,  coaching tools , and  coaching templates  to complement your use of coaching worksheets. Their expertise and support can greatly assist you in overcoming challenges and achieving your time management goals.

By incorporating these tips into your practice, you can effectively leverage coaching worksheets for time management and unlock your full potential. Consistency, regular review, and seeking professional guidance will help you stay focused, make informed decisions, and continuously improve your time management skills. Remember, efficient time management is a journey, and with the right strategies and tools, you can make significant progress towards optimizing your time and achieving your goals.

worksheet in management

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Workbook Manager for Microsoft Excel

This help page illustrates different ways of managing your Excel files with the help of Workbook Manager . Create, open, sort, rename, hide/unhide, print, close and delete your workbooks and worksheets easily. Just pick the option you need and see how to achieve the result.

How to use the Workbook Manager tool

Start workbook manager.

Run the tool by clicking on its icon on Excel ribbon.

How to create a new workbook

There are three ways to create a new workbook.

Use the toolbar to create a new workbook.

  • Use the Ctrl+N keyboard shortcut.

How to create a new worksheet

You can create a new worksheet in three different ways.

Create a new worksheet using the option from the menu.

  • Use the Ctrl+Alt+W key combination to get the same result.

Choose the necessary worksheet template from the drop-down list.

How to open a workbook

Click this button to open Excel workbook.

The keyboard shortcut you can use for the same result here is Ctrl+O .

See recently used workbooks in this list.

How to rename worksheets and workbooks

The Rename button.

How to save changes to the file

The Save button.

How to save a file under a new name

Select this option to save your Excel workbook as a new file.

How to sort worksheets

Sort worksheets ascending be pressing the Sort A to Z option.

How to print a worksheet

Choose this option to print your worksheet.

How to hide sheets

Choose to hide a sheet from the context menu.

How to unhide sheets

To show a hidden or a "Very Hidden" worksheet, right-click it and choose Unhide a Sheet .

Make sheets visible again with the Unhide a Sheet option.

How to copy worksheets from one workbook to another

How to move sheets from one workbook to another, how to collapse or expand workbooks.

Collapse or expand all workbooks using the context menu.

How to delete worksheets

Delete a worksheet using the option on the add-in's toolbar.

How to close a workbook

Close a workbook using the icon on the add-in's toolbar.

How to export workbook and sheet list

Have a list of all opened books and sheets exported to a new file.

Related links

  • Learn to manage columns in Excel
  • Create your table of contents
  • Insert watermarks into Excel sheets

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I created separate worksheets in my workbook for individuals. How do I take one and email it to them for their work to do without saving a separate file of them.

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Hi Leslie, Thank you for the comment. The Workbook Manager tool does not provide an opportunity to email Excel files. However, thank you for the idea, I will pass it to our developers and maybe it will be implemented in our coming releases. Please do not hesitate to contact us with any other issues. I wish I could assist you more. Thank you.

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Silly question...

I used to have the workbook manager attached to the left side of excel, but now it is free floating as a whole window, which doesn't make it very useful to manage multiple workbooks. How do I do I "re-attach" it to the xlsx.

Hello, Michelle, Thank you for using Workbook Manager and for the question. The question is not silly at all!

If I have understood you correctly, the following steps will help: 1. Maximize your Excel file to make it full screen. 2. Run Workbook Manager. Left-click the name of the tool in the upper left corner of the tool’s window and, holding the left click, drag the window to the left side of your Excel book. 3. When your mouse reaches the left side of the monitor, a green stripe will appear. As soon as you see it, release the mouse button.

Please let me know if this helped!

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How to Group Worksheets and How to Manage in Excel

by Ilker | Aug 11, 2021 | Excel Tips & Tricks

How to manage worksheets in Excel

Welcome to our comprehensive guide on how to group worksheets in Excel! Grouping worksheets in Excel is a valuable technique for managing and organizing your workbook efficiently. In this tutorial, we'll explore various methods and best practices for grouping worksheets, allowing you to streamline your workflow and improve productivity. Whether you're a beginner looking to learn the basics or an experienced user seeking advanced techniques, this guide will provide you with practical insights into effectively managing and grouping worksheets in Excel. Join us as we delve into the world of worksheet management and discover how to leverage grouping for enhanced organization and productivity in Excel.

 How to Group Worksheets and How to Manage in Excel: See all sheets and navigate

To see the list of all visible (not hidden) worksheets and quickly move to another, right click on the two arrows (◄►) next to the sheet tabs. Once the list is open, double-click on the sheet you want to go.

How to manage worksheets in Excel 01

Navigate to the first or last sheet

You can directly go to the first or the last sheet using a keyboard - mouse click combination:

  • Hold Ctrl and left click on the left arrow (◄) to go to the first sheet
  • Hold Ctrl and left click on the right arrow (►) to go to the last sheet

worksheet in management

Move between worksheets

When working with grouped worksheets in Excel, this trick becomes especially valuable for manually checking each sheet. Utilize the following shortcuts to navigate between sheets one-by-one, enhancing your efficiency when managing grouped worksheets in Excel.

  • Next worksheet: Ctrl + Page Down
  • Previous worksheet: Ctrl + Page Up

Commands to manage worksheets

In the context, an essential tip for effective management is configuring them efficiently. By right-clicking on a worksheet name, you can access a menu containing all available commands specific to the selected worksheet. This feature allows for seamless customization and organization when grouping worksheets in Excel.

How to manage worksheets in Excel

Move or copy a sheet

From the context menu, you can copy your worksheet using the Move or Copy command. However, there is an easier way to do this: drag & drop.

You can click, hold, and move a sheet with your mouse. You can copy the sheet using the same method by holding down the Ctrl button before clicking.

worksheet in management

How to Manage and How to Group Worksheets in Excel: Insert a new worksheet

Another command in the context menu which you can apply with a single shortcut is for creating new worksheets. Just press Shift + F11 keys to insert a new sheet.

Shift + F11

Please note that, if you click Ctrl + F11 , you will see that a worksheet is added under the name Macro1 . Although it looks like a worksheet, it is not. Macro sheets are from the outdated Excel 4.0 macros, and are still kept for backward compatibility. If you want to use macros, try Visual Basic for Applications (VBA) .

In conclusion, mastering how to manage worksheets in Excel is crucial for efficient workbook management. By effectively organizing your worksheets, you can streamline your workflow and improve productivity. Whether you're handling complex data or collaborating with others, the ability to group worksheets is a valuable skill that can enhance your Excel experience. We hope this guide has provided you with practical insights and techniques for effectively managing and grouping worksheets in Excel , empowering you to optimize your workbook organization and productivity.

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worksheet in management

Microsoft Excel: 5 Easy Ways to Manage Excel Worksheets

manage Excel worksheets, Microsoft Excel shortcuts

1. Quickly Move to a Worksheet

To quickly navigate to a worksheet in an Excel workbook, right-click on any of the triangle navigation buttons (located immediately to the left of the worksheet tabs) to display a pop-up menu of worksheet names. Scroll down if needed to find the worksheet you want to work with. Then, choose the worksheet you want to move to.

2. Move Between Excel Worksheets in a Workbook

With as many as 1,024 Excel worksheets possible in a Microsoft Excel workbook, try these keyboard shortcuts to toggle or cycle between worksheets:

  • Next worksheet: [Ctrl] + [Page Down]
  • Previous worksheet: [Ctrl] + [Page Up]

3. Easy Worksheet Management

Right-click on any sheet tab (Sheet1, Sheet2, etc.) for a shortcut menu of worksheet options. This is a quick way to rename, delete, add, and copy worksheets and even apply colors to worksheet tabs.

By the way, you can also rename a worksheet by double-clicking on any sheet tab (Sheet1, Sheet2, etc.) to highlight the sheet name. Type a new name and press [Enter] . Tip: Avoid ALL CAPS, which increases the width of the sheet name and decreases how many worksheets can be displayed in one view.

4. Insert a New Worksheet

Simply press [Shift] + [F11] to create a new worksheet. It will be inserted at your current location in the workbook and will have the next available sheet name, such as Sheet1.

5. Fast Worksheet Copy

How do you copy a worksheet with a master format, such as a quarterly or monthly layout? Please don’t say copy and paste! This choice does not give you an exact copy, and you’ll waste tons of time trying to re-format columns and re-create other formatting.

Although the worksheet tab shortcut menu is one way to copy a worksheet (the Move or Copy option), especially across workbooks, a fast, easy approach is to hold [Ctrl] while dragging a worksheet tab to a new location in the workbook. Your mouse pointer will look like a white page with a plus (+) sign. Release the mouse first and then release [Ctrl] to see the new worksheet. Finish by renaming the copy. Bonus Tip: When you drag a worksheet tab without the [Ctrl] key, you are moving a worksheet to a new location in the workbook.

Try these tips to speed through your Excel worksheets!

Discover more Excel shortcuts, tips, and tricks here .

© Dawn Bjork, MCT, MOSM, CSP®, The Software Pro® Microsoft Certified Trainer, Productivity Speaker, Certified Speaking Professional

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worksheet in management

Worksheet Management

Locked lesson.

  • Lesson resources Resources
  • Quick reference Reference

About this lesson

Edit worksheet by adding and removing rows and columns.

Exercise files

Download this lesson’s exercise file.

Quick reference

Edit your worksheet by adding, removing or correcting data

When to use

Learn how to insert rows or columns on a worksheet with existing data. Learn how to hide and unhide rows and columns

Instructions

Insert a row or column.

  • Select the column heading to the right of where you want the new column to appear. The entire column will be highlighted.
  • Go to the Home tab and select “Insert” from the “Cells” command group.
  • Right-click with your mouse, and click “Insert” from the menu

Delete a row or column

  • Go to the Home tab and select “Delete” from the “Cells” command group.
  • Right-click with your mouse, and click “Delete” from the menu

Hide a row or column

  • Select the row or column you want to hide. The entire column will be highlighted.
  • Right-click with your mouse, and click “Hide” from the menu

Unhide a row or column

  • Select the rows or columns to the left and right of the one you want to unhide. Both columns, or both rows will be highlighted.
  • Right-click with your mouse, and click “Unhide” from the menu

Unhide all rows or columns on a worksheet

  • Click the triangle below the Name Box. The entire worksheet will be highlighted
  • Right-click on a row and select "Unhide" to unhide all rows. Right-click on a column and select "Unhide" to unhide all columns. 
  • 00:04 In this lesson, we'll learn how to edit our workbook by adding, removing or
  • 00:08 correcting data.
  • 00:10 Let's say we have this sheet with our office expenses, and we want to insert
  • 00:14 a column with the category of each expense after the name of the expense.
  • 00:19 That category would then become column B.
  • 00:22 There are two really simple ways to do this.
  • 00:25 The first way is to select the column heading to the right
  • 00:29 of where you want the new column to appear.
  • 00:31 So in this example, if we want to insert a column between A and
  • 00:35 B, we select column B.
  • 00:38 On the Home tab, we look for the cells command group and click Insert.
  • 00:45 The new column will appear to the left.
  • 00:47 That was pretty easy.
  • 00:49 Actually, there's an even easier way.
  • 00:51 Let's Ctrl + Z.
  • 00:55 We start out the same way by selecting column B, right click with our mouse, and
  • 01:00 the Insert command shows up.
  • 01:02 We click and it's done.
  • 01:06 So let's say we've inserted our categories and filled in each one.
  • 01:10 Inserting a row is pretty much the same thing.
  • 01:13 We just select the row heading to the bottom of where we want the new row
  • 01:16 to appear.
  • 01:17 Right click, insert, and it's done.
  • 01:21 Let's do that now.
  • 01:22 We want to add an expense for stationery, and
  • 01:25 we want it to show up between the salaries expense and the telephone expense.
  • 01:30 We hover over the telephone row header.
  • 01:33 That's row 11.
  • 01:35 We make sure that we have the black arrow showing up,
  • 01:40 right click, and insert.
  • 01:42 There we go.
  • 01:44 And let's type stationery.
  • 01:47 When inserting rows and columns,
  • 01:49 make sure that you select the entire row by clicking on the heading.
  • 01:55 If you only selected a cell within the row or column,
  • 01:58 then the Insert command will only insert one new cell like this.
  • 02:03 And we don't want that.
  • 02:05 So let's Ctrl + Z to undo.
  • 02:08 And if you want to delete a row or a column,
  • 02:10 just make sure that you select the row, or the column by getting that black arrow,
  • 02:14 right click, and delete.
  • 02:20 And it's gone.
  • 02:23 If you have large sets of data, but you don't need them all to be visible right
  • 02:27 now, you can hide entire rows or columns with a simple right click.
  • 02:33 Let's hide our category column like this.
  • 02:36 We get our black arrow by hovering over the column name, right click,
  • 02:41 and select Hide.
  • 02:45 We can tell that this row or column is hidden because that column name or
  • 02:49 row number will be missing from the sequence.
  • 02:52 There'll also be a double line indicating where the missing column or row is.
  • 02:57 To unhide, you can highlight the columns in either side of the hidden column,
  • 03:03 right click, and select Unhide.
  • 03:09 Or you can hover over that double line, get your little black cross and
  • 03:15 manually drag to expand the hidden column.
  • 03:23 If you have multiple rows that are hidden, and
  • 03:26 you want it to unhide them all at once, Then you could
  • 03:31 just click on the little triangle just below the name box,
  • 03:37 right click on any row and select Unhide.
  • 03:43 Of course, the same would apply if you have hidden columns.
  • 03:47 Mastering these tasks should make it easier for
  • 03:50 you to manage large sets of data on a worksheet.

Lesson notes are only available for subscribers.

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Work at the Wildberries warehouse was paralyzed by a police raid. Employees are being taken to military registration and enlistment offices Wildberries is expected to lose billions of dollars due to an inspection at a warehouse in Elektrostal 11.24.2023, 13:38

Barbara

The last weapons were seen in a video published by the Ministry of Defense 19:27

900 kilos of children’s puzzles were seized at the russian border 19:27, scientists: light and sound stimulation improve brain status in dementia nature: gamma rhythm stimulation with light and sound improved brain clearance in mice 19:13, war in ukraine stimulates european expansion.

Law enforcement officers are inspecting the warehouse of the Wildberries market in Elektrostal, Moscow Region. According to the Teleram channel plinth In the early morning hours of November 24, riot police arrived at the warehouse.

Eyewitnesses claim that several dozen security forces captured illegal immigrants and those who had recently acquired Russian citizenship. By law, a man must enlist in the army immediately after receiving a passport. Those who fail to do so will be summoned to the military registration and registration office.

telegram channel Puree He reported that security forces did not allow Wildberries employees to enter the warehouse, and employees who had questions were taken away on a bus. Therefore, loading and unloading of goods may be delayed.

Shot It is stated that 150 people were detained during the raid. They were taken to the police station by four private buses. According to this plinth Wildberries employees were sent to the military registration and enlistment office. The inspection is still ongoing, during this period the warehouse is not working: workers cannot enter or exit.

Head of the Department of the Ministry of Internal Affairs of the Moscow Region reported About the raid on Elektrostal on the territory of the Fryazevo railway station; During the investigation, foreigners who violated immigration and labor laws were detected. A protocol was issued against 16 people for violating the stay regime in Russia, engaging in illegal labor activity and violating immigration rules.

“They were each fined the following amount: from two to five thousand rubles . Three illegal immigrants were deported from the country,” said Tatyana Petrova, Head of the Information and Public Relations Department of the Main Directorate of the Ministry of Internal Affairs.

It was not stated whether the raid on the Fryazevo station was linked to the Wildberries checks.

“Threatens billions in losses”

in conversation with RIA News The press service of the market confirmed that it checked the documents of the company’s employees:

“Experts who pass the exam return to work. In this regard, it is possible to experience interruptions in the loading and unloading of goods in some areas of the logistics center. Wildberries management is providing assistance to the police.”

The market emphasizes that the management has taken all necessary measures “to accelerate the process of returning the warehouse to normal operation.”

Agency Interfax The press service reported that 8 thousand warehouse workers could not start work due to the inspection.

“Hundreds of thousands of sellers’ products are not shipped to customers. “This situation threatens entrepreneurs with losses of billions of dollars during the high season,” he said.

An Interfax source from law enforcement confirmed that security forces were working in the marketplace warehouse area; According to him, the activities are carried out within the scope of Operation Immigrant.

Blueberries already checked

A similar raid was carried out on the warehouse of the Belaya Dacha company. spent 30 October. The Moscow Region Investigation Directorate reported that during the investigation, one of the men insulted a police officer. telegram channel . A criminal case was opened against him.

Operation Illegal 2023 was carried out by law enforcement forces in the summer and autumn months and 15 thousand illegal immigrants were deported. Official representative of the Ministry of Internal Affairs of Russia Irina Volk sure He said such actions would be carried out on an ongoing basis.

In addition, law enforcement agencies are looking for Russian citizens who have recently received a passport but have not registered for military service. So in August this year more than 100 people was taken away To carry out the military registration procedure, St. To the military registration and enlistment offices of St. Petersburg. A similar raid took place in Chuvashia.

The head of the ICR, Alexander Bastrykin, suggested introducing measures against such violators, for example, depriving them of citizenship for refusing to join the ICR:

“If you are not ready to fulfill your military service as a citizen of the Russian Federation, you must make a decision to denaturalize such a person.”

Bastrykin said that new Russian citizens often bypass military service and therefore suggested that they be given priority in participating in the missions of a special military operation.

Source: Gazeta

Barbara

Barbara Dickson is a seasoned writer for “Social Bites”. She keeps readers informed on the latest news and trends, providing in-depth coverage and analysis on a variety of topics.

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