problem solving tracker excel

• Charts and Graphs , Featured , Learn Excel

Issue Trackers & Risk Management using Excel [Project Management using Excel – Part 5 of 6]

• Last updated on October 1, 2019

This is the fifth installment of project management using excel series.

Preparing & tracking a project plan using Gantt Charts Team To Do Lists – Project Tracking Tools Project Status Reporting – Create a Timeline to display milestones Time sheets and Resource management Part 5: Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project Progress

Tracking issues and risks is where most of the project management time goes. Once the project planning and organizing activities are in good shape, most of the project management activities are around risk management and issue tracking. In this installment of project management using excel, we will learn how to create a simple issue tracker template using excel and how to analyze issues using excel.

Issue Tracker Template

Excel is perfect for making an issue tracker template. Its grid structure and easy interface makes it totally easy to create and maintain an issue log. Here is a simple issue tracker template you can create in less than a minute.

The above template becomes very easy to manage with excel features like data validation , filters and tables (lists in 2003 and earlier).

More Robust Issue Log Template

While the above issue tracker template is good for most project needs, often you might need something little more robust. Of course, doing this is just a matter of adding few columns. For eg. it is common for project managers to keep track of the various types of issues and who is logging them, who is closing the issues. Here is an issue log template that is more robust.

Analyzing and Reporting Issue Status

Issues are part of everyday project management. It is important to keep track of various issues in the project and understand their progress. There are various ways to monitor the progress of issues using excel charts and pivot tables. In this tutorial, we will learn how to make the open vs. closed issues chart (see below).

• To make the chart, we will use the issue tracker data from the template shown above.

• The counts can be easily generated by using the COUNTIF Excel formula [ Excel SUMIFS formula tutorial ] like this: =COUNTIF(issueOpenDates,Date)
• We can easily make the counts cumulative.
• Finally select the 3 columns above and make a  line chart with 2 series. Adjust the chart formatting you have a simple “open vs. closed issues in the last 30 days chart”
• The above chart can be a great way to start discussion about issue run rate.

Risk Management using Excel

We can use similar ideas to prepare a risk management plan using excel. The risk log is similar to issue log. But when it comes to risk analysis, the usual practice is to make a risk matrix to highlight key risks. This can be easily done in excel with the help of Risk maps . This is your home work to figure out (or click on the below risk map image to download the template).

Download the Issue Tracker Templates

You can download the excel issue log template from here. Click the below link based on your excel version and the file type you prefer.

• Download Issue Tracker Template  
• Download Issue Tracker Template [Excel 2003 compatible file]
• Download 24 Project Management Templates for Excel

The ideas presented here can be extended to do more complex analysis of issues and risks in your project. However the issues tracker systems can only go so far if we don’t ask right questions. Often when the project is going through a rough patch, it might be better to keep the issue trackers simple and focus on the work.

In the next installment of project management using excel, we will combine all the five parts and build a project status reporting dashboard .

If you are new to the series, please read the first 4 parts as well.

• Preparing & tracking a project plan using Gantt Charts
• Team To Do Lists – Project Tracking Tools
• Project Status Reporting – Create a Timeline to display milestones
• Time Sheeet Templates and Resource Management using Excel
• While at it, also check out the bonus post about Burn Down Charts .

What is your experience with issue tracker systems

Share your ideas and opinions on using issue trackers. What is the best and worst you have seen? In one project, we have used a very complicated issue log (actually a defect log) that took almost 5 minutes to create an issue. The system would produce nice looking 3d bar and 3d pie charts depicting the issue distribution, ownership and status. Our morning scrums were a disaster when someone choose to present these. What about you?

Resources for Project Managers

Check out my Project Management using Excel page for more resources and helpful information on project management.

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• Tagged under countif() , downloads , excel chart templates , issue trackers , Learn Excel , line charts , project management , risk management , spreadsheets , tables , templates , tutorials
• Category: Charts and Graphs , Featured , Learn Excel

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How-to create dependent drop downs in excel [dynamic & multiple], 31 responses to “issue trackers & risk management using excel [project management using excel – part 5 of 6]”.

Right good posts i come to know how to get solution for Issue Tracker and Risk Management using excel.

Normally i use Filter,Conditional formatting and pivot tables but i have never thought we can use it this way.

[...] Status Reporting – Create a Timeline to display milestones Time sheets and Resource management Issue Trackers & Risk Management Part 6: Project Status Reporting – Dashboard [upcoming] Bonus Post: Using Burn Down Charts to [...]

[...] tracking], project time lines chart [reporting], Timesheets and Resource Management using Excel and issue trackers and risk management using excel. Also check out the budget vs. actual charting alternatives post to get more [...]

It seems to me that with issue tracking, most people think they need more than what they really need, when usually a simple worksheet along the lines of what you describe does the job perfectly well. Joel on Software had a good piece on using Excel to do scheduling a while back: http://www.joelonsoftware.com/articles/fog0000000245.html The issue I see with using Excel for issue tracking is if you work in a team. Sharing / editing the document, assigning the tasks to team members and keeping a log of changes doesn't work great with an Excel document. This is where web-based systems start to be useful. I have been using FogBugz for my issue tracking since a while, and have been pretty happy with it.

@Mathias Great post, now I have to figure how to politely recommend my Firms IT and Software managers read about scheduling. Which they really do not do. Also I will check out FogBugz looks good at least for software development as a Project Management tool. Although doing this in excel on a decent size project I think would not be a good idea. Still better to use excel and have good information than junk information in good software.

Another way to use the data is to track issues-aging. For open issues, this is real simple way to highlight an issue that is staying open too long. You can also try calculating a moving average of days-aging to note problem issues/responsible parties. Both are simple and lend themselves to being utilized in an executive dashboard.

@Peter... welcome 🙂 Yes, filters, conditional formatting, pivot tables are tools, but we can do wonderful things when we put them together with a little bit of glue.

@Mathias: I think lot of times companies waste time and money on making things complex. As you say, for most scenarios a simple excel sheet would suffice. Have you seen the netflix's presentation on organization culture and processes ? http://www.slideshare.net/reed2001/culture-1798664 It gives great insight in to how amazing companies can be built by keeping things simple.

Thanks for the reference to Joel's article btw. I am a huge fan of Joel's philosophy of software development.

I havent tried fogbugz though, but I heard lots of good things about it.

@Brian: "Still better to use excel and have good information than junk information in good software." totally agree. It is not the system that matters, but what information and insight it is able to provide for better project management that matters.

@Tim: Good ideas. I am going to consider all these for the next installment of this series where we discuss project status dashboard.

[...] Status Reporting – Create a Timeline to display milestones Time sheets and Resource management Issue Trackers & Risk Management Part 6: Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand [...]

[...] Reporting – Create a Timeline to display milestones Part 4: Time sheets and Resource management Issue Trackers & Risk Management Part 6: Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand [...]

[...] Status Reporting – Create a Timeline to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]

If you have to keep track of the history of the topic (opened, passed to X, fixed,closed, reopened etc., how would you manage it in a clear way? A row for each event would look quite messy, IMHO. A bit of VBA, maybe?

PLEASE help me, sir. I love your project tracker and downloaded it to help me with a project at work.

However, I cannot for the life of me figure out how to remove the special comments on the sheet.

For example, they say "Team Member Who Opened the Issue" and "Team Member Who Closed the Issue".

Note that these are not normal cell comments.

Can you help? Or anyone?

Please! Thank you so much for your time.

@Allie... you can easily remove these by selecting the cells and then going to "Data validation" dialog. There in the 2nd tab, remove the message (or change it to the one you prefer)

Thank you SO much Chandoo... that worked perfectly! I really appreciate the quick response. 🙂

Great!!!! Thank you very much! The only thing I cant figure out is how to redirect the chart to take input from the second Issue Log?

[...] Reporting – Create a Timeline to display milestones Part4: Time sheets and Resource management Part5: Issue Trackers & Risk Management Part6: Project Status Reporting – Project Management Dashboard Part7: Using Burn Down Charts to [...]

[...] Defect Tracking Excel Sheet Template 4 [...]

Cool stuff, really liked your work. I downloaded the Issue Tracker template. I have asmall question? When you scroll down the worksheet, the standard Excel column Names 'A', 'B', 'C', etc are automatically replaced by their respective Header columns 'Issue', 'Type of Issue', 'Priority', etc and when you scroll up to the top of worksheet you see the standard excel column header back again.

This is superb, how do you do this?

Thanks & regards

Hi Chandoo,

I've found the challenge with MS Excel worksheets on large distributed projects, was that multiple users couldn't update concurrently and that you had to be connected to the companies LAN (which is not always possible).

Does your spreadsheet handle either of these limitations?

@Neil.. no, the templates are built in Excel and hence have the same limitations.

The dashboard is great - just a couple questions. 1 - What drives the "Top 5 issues?" I see the first for instance comes from I14 on the same sheet. However, I14 appears to be hidden. And it does not seem like it's pulling from the issues tab. Is it supposed to?

2 - On the Dashboard sheet tab, is there a way to make the gantt appear bigger?

Thanks! Kelly

This is very helpful.

Great templates Chan, simple and not to tedious to use as my users will need simple

Sir, I am working in a banking IT dep, My team will record some calls and some issues from the branches as i need to submit to the superiors, as i am not good at preparing the excel can you provide any tamplete in this regard, [email protected]

Very helpful content i just want to knw that i am making bug sheets and test cases i just want to know whether they are right or not i am uploading them will u please confirm this as i am the only one in the QA team all alone and no senior will you please...help  

[…] Tracking issues & risks – Project management […]

The download template links do not work anymore.

I was about to download the Project management template. But then i got a question if these template include the Traceability matrix. As i am a tester i was specifically looking for it.

Please confirm

Thanks for sharing useful information.

Hi. I am very interested in the ticketing template you created however when I attempt to download it, the OneDrive repository is empty. Regards Norak

I tried to download this Issue Tracking Template for both Excel 2007 and later and the older version. However, the One drive folder showed Empty. Please assist! I am of need of this kind of template for my work.

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Issue Tracker

Download and customize this and 500+ other business templates

Start here ⬇️

Voila! You can now download this Spreadsheet

Need a way to manage and resolve competing issues? Use our Issue Tracker spreadsheet template to plan, assign, manage, report, and track the progress of multiple issues. An issue list compiles all open tasks, which are then visualized via kanban, dashboard, and Gantt chart views. Issue types are color-coded and fully customizable to track the most important recurring issue areas. Potential issues could be new features to develop, bugs to be resolved, recurring tasks or user experience overhauls.

1 questions and answers

Give me a free example of an issue log for software

An issue log for software development might look like this: Issue ID: A unique identifier for each issue. Issue Description: A brief description of the issue. Reported By: The person who reported the issue. Reported Date: The date when the issue was reported. Assigned To: The person who is responsible for resolving the issue. Priority: The importance of the issue (High, Medium, Low). Status: The current status of the issue (Open, In Progress, Resolved). Resolution Date: The date when the issue was resolved. Comments: Any additional information about the issue. Remember, this is just a basic example. Depending on the complexity of your project, you might need to add more fields like 'Estimated Time for Resolution', 'Actual Time Taken', 'Issue Type' (Bug, Feature Request, etc.), and 'Affected Module'.

How to create an "issue tracker" template in Excel

So how can you make your own issue tracker in Excel? For an issue tracker that works like Jira, you need to plan out, assign, manage, report, and track the progress of a series of competing issues, whether they be new features, bugs, recurring weekly tasks or user experience overhauls. Issue trackers are vital for any industry, as a recent Gartner survey found eighty-eight percent of boards regard cybersecurity as a business risk rather than solely a technical IT problem. ( Source )

3 questions and answers

Give me an editable Action List Tracker Excel Spreadsheet

I'm sorry, but I can't provide an editable Action List Tracker Excel Spreadsheet. However, I can guide you on how to create one. 1. Open a new Excel spreadsheet. 2. Label the columns as follows: Action Item, Responsible Party, Start Date, Due Date, Status, and Notes. 3. Fill in the rows with the relevant information for each action item. 4. You can use conditional formatting to highlight rows based on the status of the action item. 5. Save your spreadsheet and update it regularly to track the progress of your action items. Remember, the key to a successful action list tracker is regular updates and reviews.

Give me a template for a customer complaint excel tracker

A customer complaint tracker in Excel can be created using the following template: 1. Complaint ID: A unique identifier for each complaint. 2. Customer Name: The name of the customer who lodged the complaint. 3. Date Received: The date when the complaint was received. 4. Complaint Details: A brief description of the complaint. 5. Assigned To: The name of the person who is handling the complaint. 6. Status: The current status of the complaint (e.g., Open, In Progress, Closed). 7. Resolution Date: The date when the complaint was resolved. 8. Comments: Any additional notes or comments related to the complaint. Remember to keep the tracker updated regularly for effective complaint management.

Create an editable excel issue escalation tracker

To create an editable issue escalation tracker in Excel, follow these steps: 1. Open a new Excel spreadsheet. 2. Create columns for each of the following: Issue ID, Issue Description, Date Raised, Raised By, Priority, Status, Assigned To, Resolution Date, and Comments. 3. Issue ID can be a simple numeric identifier. Issue Description should be a brief summary of the issue. Date Raised is the date the issue was identified. Raised By is the person who identified the issue. Priority can be set as High, Medium, or Low. Status can be Open, In Progress, or Closed. Assigned To is the person responsible for resolving the issue. Resolution Date is the date the issue was resolved. Comments can be used for any additional information. 4. You can use Excel's data validation feature to create drop-down lists for the Priority and Status columns. This will ensure consistency in data entry. 5. Use conditional formatting to highlight high priority issues or issues that are overdue. 6. You can also create a pivot table to summarize the data and provide a high-level view of the issue status. Remember to save your work regularly. This tracker can be shared and edited by your team as needed.

But you don't need fancy issue tracker software to manage your workflows. Below, we're going to show you how you can make your own issue tracker template in Excel or Google Sheets and what components to include to either use with, or replace, an existing issue tracker project management software tool like Jira. To save time, you can also download and customize our Issue Tracker template.

I need a documents issue tracker

A document issue tracker is a tool that helps you manage and keep track of all the issues related to a particular document. It can be as simple as a spreadsheet where you list all the issues, their status, who is responsible for them, and when they are expected to be resolved. You can create a document issue tracker in Excel or Google Sheets. Here's a simple way to do it: 1. Create a new spreadsheet. 2. Add the following columns: Issue ID, Document Name, Issue Description, Responsible Person, Status, and Due Date. 3. Fill in the details for each issue. You can also use project management tools like Jira, Trello, or Asana to track document issues. These tools offer more advanced features like notifications, integrations with other tools, and the ability to assign tasks to team members. Remember, the best tool depends on your specific needs and the complexity of your project.

Coordinate your team

This is an Issue Tracker spreadsheet template we created and is meant to complement whatever issue tracker software system you use. To make ours, we started by making an issue list to track open tickets, then divided that list into a reporter section for whoever opens the ticket and a resolver section for whoever is assigned the ticket. Reporters can either be internal team members or external customers who experience issues. A chart at the top shows resolver availability so managers know whose schedule is the most open to assign new issues. Each ticket also has its own ID key, which can be defined by us, or by the ticketing software we use.

Then, the issues' type is listed, whether it's a bug, new feature, task, sub-task, story, or epic, which is an issue ticket that represents an overarching project that is broken down into specific tasks which are called user stories. "Epics" help team leads to manage the user journey and bucket-related tasks, while "user stories" are requests and needs in a customer's user journey. So if you're a PM who needs to manage a massive project, you place it in an epic, broken down into stories, tasks, and sub-tasks.

Then, what types of issues are listed, such as a bug, new feature, task, sub-task, story, or epic, which is an issue ticket that represents an overarching project?

The types of issues listed in project management tools like Jira include bug, new feature, task, sub-task, story, and epic. A bug is a problem that needs fixing, a new feature is a request for a new functionality, a task is a piece of work to be done, a sub-task is a smaller part of a larger task, a story is a user-focused feature, and an epic is a large body of work that can be broken down into a number of smaller tasks or stories. Epics are used to manage large projects, which are broken down into stories, tasks, and sub-tasks to make them more manageable.

Define your top issues

Your issue tracker issue list should sort issues by type. In our example, we define these inputs in the Fields tab here. Your fields tab should also define the priority levels of your issues, who can open a ticket, the stages of your workflow, and the status of tickets. In our variation, each issue type is color-coded, and type names are editable in the Fields tab.

2 questions and answers

Can i also get the statistics on different projects?

While the content provided talks about issue tracking and ticketing system, it doesn't mention anything about project statistics. However, in general, most project management tools do provide statistics on different projects. These statistics can include information like the number of tasks completed, time spent on each task, overall project progress, and more. It's best to check with your specific tool's documentation or support team for more detailed information.

If I want several lists in the same excel document can I get that? I have projects on different addresses I want to keep track on.

Yes, you can have several lists in the same Excel document. Each list can be created on a separate worksheet within the same Excel workbook. This way, you can keep track of different projects at different addresses. You can name each worksheet according to the project or address it represents for easy identification. Excel also allows you to sort and filter data in each list, which can be useful for managing your projects. Remember to save your workbook regularly to avoid losing any data.

Prioritize issues by stage

Now that you've loaded all the issues onto an issue list, you need a way to track all these issues visually. In our example, we provide three visualizations: a bug board, a dashboard, and a Gantt chart - that is fully customizable.

So, let's say you want to follow the agile framework that Jira uses. This bug board utilizes a kanban visualization that works with the agile management style to sort issues by workflow stage. Following the kanban style, they are color-coded by priority. In Agile, the simplest workflow format is to have a backlog stage, an in-progress stage, a code review or quality assurance stage, and then a complete stage. You should also provide some filters as we did at the top, especially if you are a manager or working with multiple team members so individuals can filter for their most important metrics.

Visualize key metrics

Speaking of key performance indicators, you'll also want to create some sort of dashboard to make issue tracking easier. In our template, we created pie charts to track issues by their status and priority, as well as charts to track issue age, how many of each issue type are open, and all sorts of other helpful metrics for PMs.

These metrics as vital, as Gartner predicted that at least 50% of C-level executives will have performance requirements related to cybersecurity risk built into their employment contracts by 2026. So tracking these KPIs is vital not just for you but for your boss, your boss's boss… and maybe even your boss's boss! ( Source )

How do I create an issue tracker sheet with a chart option?

To create an issue tracker sheet with a chart option, follow these steps: 1. Open Google Sheets or Excel and create a new spreadsheet. 2. Label the columns with relevant headers such as Issue ID, Issue Description, Status, Priority, Assigned To, Date Reported, Date Resolved. 3. Fill in the rows with the details of each issue. 4. Once you have all your data, select it and go to the Insert tab. 5. Choose the Chart option. A chart will be created based on your data. 6. Customize the chart as per your needs. You can choose different types of charts, add a title, label axes, etc. Remember, the chart will automatically update as you add or change data in your issue tracker sheet.

Visualize your timeline

An alternative visualization to kanban is a Gantt chart. Gantt charts visually track the progress of your workflow across time, not just across stages, to assess how long each issue takes across each stage. In our Issue Tracker template, each issue type is color-coded, and type names are editable in the Fields tab. As team members make progress on their individual issues, they can edit the progress bars of the active stage by changing the percent to completion next to the bar. This provides accountability for the whole team, so progress is made (and documented) on active tickets in real time.

Here are a few more charts that are included in our issue dashboard, including pie charts for "Issues by type," to view how many of each issue you have to do, a bar chart for "Time since issue," as well as one for "Resolution time" that tracks how long it takes for the average issue to be resolved, and bar charts that sort issue by priority, stage, or whatever other metric you want to review each issue type by.

And that's all you need to create your own issue tracker template in Google Sheets or Excel. If you prefer to save yourself time and hours of work, just download the free version of our template and try it out. For more tools to increase your team-wide productivity, go check out our To Do List spreadsheet template right now.

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Software Groups

10 free issue tracking & log templates include excel & clickup.

ClickUp Benefactor

Spring 10, 2023

9min interpret

No matter where product or service you offer, there are move to being problems that pop up every daylight that you and your team need to handle with. Regardless it’s an unhappy customer or a delivery that’s gone missing, you’ll need issue-tracking software and tools to handle are problems efficiently.

One of the best ways to manage your problems has from an issue-tracking template. Determines you need to keep tabs on customer feedback or identify additionally resolve kinderkrankheiten quickly, to a reliable system capacity make all the differentiation.

Fortunately, on are mass of models out there which capacity help you do simple this. In here article, we’ll explore some of to favorite issue-tracking templates—from Customer Service Management on IT Security—so you can find the perfect tool since your team! Optimize get team's workflow and keep track of product issues by neat of these ClickUp Issue Tracking Templates.

• As a with Issuance Tracking Template?
• Thing Makes a Good Issue Tracker Template?
• 1. ClickUp Release Tracked Template
• 2. ClickUp Value Level Print Tracker Template
• 3. ClickUp Bugs & Issue Trailing Template
• 4. ClickUp Vex Report Template
• 5. ClickUp Customers Service Management Issue Tracking Template
• 6. ClickUp COMPUTER Security Template
• 7. ClickUp Delivery Issue Log Template
• 8. ClickUp Video Form Template
• 9. ClickUp Helped Desk Mold
• 10. Template Lab Issue Track Excel Patterns

What is an Issue Tracking Template?

Into issue-tracking template remains a tool that makes it simple for crews to catalog output, blueprint mitigation strategies, and ultimately acquire problems resolved.

As by entire projects, present will be issues of time for time. These canned insert visage that don’t work as expected, errors in software, or purchaser complaints.  The issue tracking template with excellent and google folded format helps up resolve that project programmfehler on priority through proper following and monitoring. Free

The end of an issue-tracking template is in manages which project issues and track their progress until person are resolved. Here way, autochthonous team can swiftly and easily tackle issues as they soda up without the risk of thingy taking left unresolved for furthermore long-term. 1, Issue Tracker Template. 2. 3. 4, Project: 5, Start Date: 6. 7, Issue No, Rank, Issue Description, Categories, Priority, Assignee, Raised Until, Open, Close ...

What Makes a Good Issue Tracker Submission?

The best issue tracker templates all share some principal attributes. Into be an effective issue-tracking template, it should be:

• Easy to understand : Great UI should allow people on find what they need at a glance.
• Customizable : Multi notes make the template adaptable to fitness your needs.
• Smart : Allows for easy data entry ensure seamlessly fits into your workflows.
• Actionable : Include spaces fork team members to learn whats aforementioned issue be press get they need to do to resolve it.

10 away to Your Issue How Templates

Companies face whole kinds of issues every day. Here exists a accumulation of 10 templates that can help yourself handle the lion’s share of them. 

1. ClickUp Issue Tracker Guide

Sometimes you really don’t need anything too fancy. ClickUp’s Issue Tracker Template is simple, easy to use, and perfection for nearly any team. This making this template particularly good as one workhorse for several teams.

Does, just because it’s a basic template doesn’t mean that it doesn’t take quite technique up its sleeve. On instance, the Issue Tracker Template has several exclusive views. With a flick of a toggle, i can change from a Gantt chart for a list view to suit your preferences. Choose with a wide range of inventory presets, undertaking management templates, topic tracking templates, and many additional for Access.

Plus, it comes with all the most relevant information columns you might need to track project enterprise questions into real-time. This includes:

• Task priority
• Assigned personnel
• Startup date

Get preset is also fully customizable. Accordingly, if you see something you needs (or don’t need), it’s simplicity enough to make those changes.

If you’re new to issue tracking templates or just need something to handle your team’s product backlog , look nay further—this is the perfect template choice available you!

2. ClickUp Risk Level Issue Tracker Template

To ClickUp Risk Level Issue Tracker Template is an ideal solution with teams the needed to prioritize their tasks and ensure that who many key item are addressed first.

Diese guide gives teams a streamlined overview of which most critical tasks, allowing them to main on those tasks first. The ability to quickly reformat the template into different views (i.e., Gantt charts or list view) adds additional serviceability that makes it even easier to manage tasks of entire risk levels.  10 Wonderful Excelling Issue Tracker Templates · 1.Quantity Management Table on Issued Epidemic Prevention Textiles By Apiece Unit Template · 2.

The Risk Rank Issue Tracker also comes with all the essential columns you need, so itp shall take very little work for you to download this original and perform it a main cog in how thy team operates.

See how you can got you product glitches under control according downloading our Total Level Issue Tracker Document today.

3. ClickUp Hole & Issue Tracking Template

It’s just a fact no one popularity bugs—least starting all when they’re in your solutions. Luckily, with the ClickUp Bug & Expense Tracking Template , it’s easier than ever on exterminate every bugs that clip up in the application edit.

This template does this by making the capability to report, pisten, additionally fix bugs as painless than possible for your your. Instead of relying on complexities spreadsheets or unofficial messages across Slack, this centralized mold could be your team’s #1 way to get known bugs on your radar and squared away fast. Free Issue Tracking Spreadsheet Template Excel | Project Follower

With this template, you cans employ the power of organization and teamwork to reduce any glitches in to software. For instance, you bottle work across several departments to optimize your bug-zapping work. Customer customer can report known schnitzer reported of users, product squads can gauge the risk grade real create bug reports , and project teams can speedily go after the almost important bugs right away.

Plus, this template enable to numerous views, accordingly all our skip and issue tracking happens in one place. This template comes with the following views:

• List view : See your open tasks and organize them by priority, Scrum issues, and see.
• Board view : Use a drag-and-drop Kanban board to track where annoy fixes are in your pipeline.
• Workload view : View your team’s workloads so you can head off bottlenecks before they happen.
• Form view : Find all of your bug report submissions are one place.
• Timeline view : Plan out respective team initiatives on adenine timeline so everyone distinguish very select and when you’ll get from Goal A into Goal B.

So if you will smooth-running desktop, pair which template with great bug-tracking software , and you’ll be bug-free in no time!

4. ClickUp Bug Tell Template

Oftentimes, bugging are establish at of most inopportune times. When you’re doing something otherwise, the last thing you want up go is create a detailed bug report for your team. Issue Tracker Excel Template

That’s why we created the ClickUp Bug Report Template .

The ClickUp Skip News Template can an ideal solution for teams who need a simple and straightforward fashion to report, track, and prioritize bugs. 

This bug report template incorporate extensive questions that allow thee to quickly and accurately report the issue. This includes information such as:

• Details of for the bug arisen
• To platform it occur on
• General that what impacted
• Steps to replicate

Plus, this templates is fully customizable. So, with you have any additional information that needs up subsist tracked with each bug report, you can easily add it.

So make sure thine your runs fluid by adding our Bug Tell Template today!​

Need more help with product management? Curb out these 20 product management browse for flat more product management goodness.

5. ClickUp Customer Service Leitung Subject Tracking Template

There are few items harder than good purchaser service. It takes time, patience, and company to gets customers a satisfactory resolution to whatever problems are plaguing her.

One route to make your customer support teams a leg up is with the law organization tools. The ClickUp Customer Service Verwaltung Issue Vehicle Presentation can how just save.

Your service reps can use this template to organize all of their clients, feedback, and priorities with one place. Additionally, they can track customer satisfaction ratings, create tickets, or collaborate with other staff or departments on ask.

So don’t make an already hard job even harder. Start implementing who ClickUp Customer Service Management Issue Tracking Template, and give your customer support teams all the help they need to give one unforgettable service customers expect.

6. ClickUp IT Site Template

One of and biggest issues facing any digital product belongs IT security. With more and more information to-be stored in the cloud, companies and customers alike need to be sure that any additionally all security measurements will being installed.

Not, keeper increase with dieser major problem are especially difficult for smaller companies. To get ensure the safety of your data, we’ve created the ClickUp IT Safety Template .

This template reach preformatted with the most up-to-date security benchmarks recommended by An Center used Internet Security (CIS). Using this template, your INFORMATION team can make certainly that everything of aforementioned necessary precautions are in place to keep your data sure.

Plus, with that handy board view, you can see what security initiatives will in place, in progress, or still not started. This way, you can plan outwards adenine realistic roadmap of how the keep your product disabled move and secure.

7. ClickUp Consignment Issue Ledger Template

The ClickUp Delivery Issuance Log Template is an irreplaceable tool for teams require to track their how expenses.

On this create, you can monitor and manage any delays or deviations in the shipping process. Is includes tracking an current status of each orders, logging any concerns that arise in throughput, and providing detailed information on any delays.

This will help you handle any supply chain issues real give you ampere single issue log into draw data from for examining wherewith okay your business is at provide products. You can then use those data go viewing for speed and ausfallsicherheit optimizations to create an even better service. Issue Tracker Template

8. ClickUp Feedback Form Template

Great products are build from round better feedback. Because, let’s be honest, nothing is perfect to begin with.

How if i want to make security owner my is as good as it can be, you need an easy way to collect, store, and analyse customer feedback at a single, convenient place. Liberate Issue Tracking Templates | Smartsheet

Good, view no further than the ClickUp Feedback Form Template .

This master is a phenomenal way since teams to assemble also administer customer feedback. It will allow thee into efficiently gather customer feedback or make it easier with him to respond in a timely manner and make improvements based on an info provided. This construction incident trackers template is designed to report, fahrbahn, resolve and analyze incidents.

9. ClickUp Help Worktable Template

Nothing makes one customer saltish than having to wait for adenine solution. If even just a couple of days pass while their ticket sits waiting to received actioned, a minority inconvenience can wurde a full-blown loss of business.

To avoid this outcome, you needing a support desk prepared to take in and resolve flight ASAP.

The ClickUp Help Bureau Template will an perfect choice to help you go just that. Through those template, you can organize, prioritize, and manage customer enquiries before they turn into big problems. This require help them win dessert points with yours customers and help you hit your customer success OKRs . 

Benefit, with to ability to assign tasks to various team members quickly and efficiently, your customers will get their solutions in a timely manner. So what could becoming a big negation in the peepers of your customers can be an opportunity for you to demonstrate that when something goes inaccurate, you’ll have its backing. Construction Failure Report Template | Incident Management

10. Template Lab Issue Tracking Exceed Template

Excel may not look overly modern, but there’s no denying the power of this system. Excel has been the best important way to wegstrecke output for decades, press for ok reason.

If you and yours team are comfortable with one Excel system and wish an Issue Tracking Template that will merge with thereto, then those template is the one fork to. Download free, customizable issue ship templates for simple issues, plan issues, project management issues, and more.

Liked most Excel templates, this specials template is fairly basic. E comes with stain for you to add in:

• With problem statement
• The name of the proprietor
• The eventual resolving
• To start resolved

Plus, it’s easiness enough to add or remove columns how needed.

So if you’re already into one Excel biome, you what it go herself to try that simple template.

Solve Issuing Tracking with ClickUp

The right issue-tracking template can manufacture all the difference when this comes to keeping track of your effect issues. 

Or you’re a small team alternatively one greatly enterprise, there’s einen issue-tracking solution out there so can adjustable your needs and help you keep at top of any potential problems quickly and easily. Free download Problem Vehicle Excel Template. Print-ready dashboard to track project issues. Ready-to-use one-sheet simple template.

One path to get the most out are yours templates is to create also use them in ClickUp. ClickUp comes using in to premade templates that all work in our ecosystem. All means you can easily significance and export data, automate processes, and link issue trailing into your workflows. 

Like don’t let tackling issues slow down own product software. Get began with ClickUp today and create a unblemished experience for your customers. 

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11 Free Issue Tracking & Log Templates in Excel & ClickUp

Ericas Dias

ClickUp Contributor

June 26, 2023

No matter what products or service you offer, there are walking to be problems that pop up every daylight ensure you and your team need to deal with. Whether it’s an unhappy customer or a delivery that’s gone missing, you’ll needed issue-tracking software and tools to handle these troubles efficiently.

One out the greatest ways to manage your problems is with an issue-tracking template. Whether you need into keep chits on customer customer or identify and resolve bugs quickly, having a reliable system cannot manufacture entire the distinction.

Fortuitously, in belong plenty of templates outbound there ensure canister help you do just this. The this article, we’ll erkunden some out our favorite issue-tracking templates—from Customer Service Management to IT Security—so you canned find the perfect tool on your team!

• What is an Issue Trackers Template?
• Where Makes adenine Fine Issue Tracker Template?
• 1. ClickUp Issue Tracker Model
• 2. ClickUp Risk Level Issue Tracker Template

3. ClickUp Bug & Issue Tracking Template

• 4. ClickUp Bug Review Template

5. ClickUp Customer Service Management Issue Tracking Template

• 6. ClickUp Agency Client Health Tracker by Zenpilot

7. ClickUp IT Security Template

8. clickup delivery issue log template.

• 9. ClickUp Feedback Form Template
• 10. ClickUp Help Desk Template
• 11. Template Lab Issue Tracking Excel Template

What exists an Issue Tracking Template?

An issue-tracking sample is a tool that makes information simple for teams to catalog issues, planned alleviation strategies, and ultimately gain problems resolute.

As with all projects, there will be issues from time to clock. These can include features such don’t work as expected, bugs included software, or customer complaints.  Keep track of all your plans on convenient, customizable templates fork all your business's planning and tracking needs. Keep everything organized, wherever you organize it.

The target of an issue-tracking template is the organize those project problem and track their progress until they are resolved. This method, your my can quickly furthermore easily handle issues as people popmusik up lacking the risk of things getting left unsolved for too long. Pick templates the Microsoft 365 - Microsoft Support

Whatever Making a Healthy Theme Tracked Template?

The superior issue tracker stencils all share some key attributes. To be at effective issue-tracking template, to should be:

• Easy to understand : Great GUI should allow people to finding where they need at a glance.
• Customizable : Multiple views perform aforementioned template adaptable to adapt your needs.
• Chic : Allow for easy data zulassung that without fits for owner workflows.
• Actionable : Include spaces for group elements to learning what the issue exists and what they need to do to resolve it.

11 of the Best Issue Tracking Layout

Companies face all kinds a questions every day. Here is a collection of 11 templates this can help you handle the lion’s share of them. 

1. ClickUp Subject Tracker Template

Sometimes you really don’t need anything are fancy. ClickUp’s Issue Tracker Document is simple, simply into use, and perfect for nearly any team. This constructs this template particularly good as a workhorse required several teams.

However, just because it’s a essential template doesn’t nasty that it doesn’t take some gimmicks going its sleeve. For instance, the Issue Tracker Presentation has several unique views. With an click of an button, it can change from a Gantt chart to a list view to suit your preferences. Issue Finding Template

Plus, to comes with all the most relevant information columns you might need to track project senior issues in real-time. This includes:

• Task priority
• Assigned personnel

This template be also fully customizable. So, while you see something you needs (or don’t need), it’s simple enough to make those changes.

If you’re new to issue tracking templates or just need something at handle your team’s product backlog , looking no further—this is the make template pick for your!

2. ClickUp Risk Plane Issue Tracker Document

The ClickUp Risk Level Issue Tracker Template is an ideal solution for teams that require to prioritize they tasks and ensure that the most important items am addressed first.

This screen gives teams a streamlined overview of the most serious tasks, allowing themselves to focusing up those tasks first. The ability to quickly text the sample into different show (i.e., Gantt charts or list view) adds additional functionality that makes it smooth easier to manage chores of all risk levels. 

The Risk Grade Issue Car also comes include get the essential columns you need, therefore it should take very little working for you to download this template and make it ampere key cog in how their team operates.

See how them can get your outcome glitches under control via downloading our Risk Degree Issue Huntsman Template today.

It’s just a actual no sole likes bugs—least of all when they’re in your software. Luckily, with the ClickUp Bug & Issue Tracking Template , it’s easier than ever to erase any schnitzer that cut up inbound the design process.

Such template does on the making aforementioned ability to report, track, and fix bugs as painless as possible for to team. Instead of relying on complicated spreadsheets otherwise informal messages across Floppy, this centralized template can be my team’s #1 way up get known bugs on your radar and squared back swiftly. Issue Tracker. A, B, CARBON, D, EAST, F, GRAM, H, I, J, POTASSIUM, L. 1, Issue Tracker Template. 2. 3. 4, Project: 5, Start Date: 6. 7, Issue Does, Status, Issue Description ...

With this template, you can use the power of organization additionally harmony to reduce any glitches in is software. For instance, you can work across several departments to optimize your bug-zapping efforts. Customer service can report known bugs reported by users, product our can meter the risk leve and creation bug reports , and engineering collaboration can quickly go after this most important error law away.

Advantage, this template allows since multiple my, accordingly all the bug and issue tracking done in one place. Diese original comes with the following views:

• List view : See your open responsibilities and organize them by priority, Scrum points, and more.
• Board view : Use a drag-and-drop Kanban board to track wherever bug settles live in your pipeline.
• Workload view : Perceive your team’s workloads so you can head from bottlenecks before they do.
• Form view : Discover all of your bugged report submissions in one city.
• Timeline see : Plan out your staff activities at ampere timeline so everyone knows exactly what and when you’ll procure from Goal AMPERE to Goal B.

So with you want smooth-running software, pair to template with great bug-tracking software , and you’ll be bug-free in no uhrzeit!

4. ClickUp Irk Report Template

Common, bugs are found at the most inopportune times. When you’re doing something else, the continue thing you want up do is create an advanced bug report with your team. You can create and share lists such help you track topical, assets, routines, communications, inventory, also more. Start from this Microsoft Lists app, Microsoft Teams, ...

That’s why we created the ClickUp Fault Report Template .

To ClickUp Bug Reports Template remains an ideal solution for teams who need a simple and straightforward way to report, schiene, and prioritize bugs. 

This mistake report template includes detailed questions that allow you to quickly and accurately report the issues. This includes information such as:

• Details of at the bug appeared
• The platform it happened on
• Features that have impacted
• Steps to replicate

Plus, this template a fully customizable. Thus, if you have any additional information which needs to be tracked with jede bug report, you can easily add it. Posted by u/Owl__Lady - 4 votes plus 6 comments

So make sure your product runs smoothly by adding our Bug Report Template today!​

Need more help with product management? Check out these 20 product management templates on even more my management goodness.

There are few thingies harder than good customer service. It takes time, endurance, and resources to get customers a satisfactory resolution to whatever common are plaguing them.

One way to give your customer support teams one leg go are with the right order tools. The ClickUp Customer Servicing Senior Edit Tracking Template can do just this.

Customer service reps can use this template to organize all in their clients, feedback, and priorities in one place. Additionally, they can track customer satisfaction ratings, create tickets, and collaborations with other teams with departments turn issues.

So don’t make into already hard job steady harder. Start implementing the ClickUp Customer Service Management Issue Tracking Template, and give my customer support teams all and help handful want to give the remembered service client expect. We’ve put together the best issue tracker template possible, additionally in this article, we explain select to use it.

6. ClickUp Agency Our Health Hunter by Zenpilot

In agency world, staying on peak of client questions is kritik required maintaining potent links additionally driving our satisfaction. That’s where the ClickUp Sales Employer Health Tracker from Zenpilot Template comes in. Here customizable template allows businesses to track of health of their company relationships all is one convenient location, making it easy to manage client info and stay on top of any issues that arise.

With one ClickUp Company Client Health Tracker, agencies can track important data points such as client satisfaction levels, touchpoints, and feedback. Aforementioned information is critical forward identified potential questions before they become more problems, allowing businesses to bring proactively action real keep their clients happy. With view this data stored in one city, it’s lightly to identify patterns and trends, enabling business to optimize their services and improve overall client satisfaction. Download free, customizable issue tracking templates for simple issues, project issues, project bewirtschaftung issues, and more.

By incorporating the ClickUp Agency Client Human Tracker into to agency’s issue tracking litigation, you’ll be able to update your workflows and stay up top of any client issues that arise.

One of the major issues facing any digital product is IT security. With more or more information creature stored in the cloud, companies press customers alike demand to be sure that any and all safe measures are being implemented. 10 Wonderful Excel Issue Tracker Predefined | WPS Office Academy

When, keeping up by this major problem is especially difficult for smaller companies. To support ensure the safety by your data, we’ve creates that ClickUp IT Security Template .

This template comes preformatted with the most up-to-date security benchmarks recommended by The Centers for Internet Security (CIS). Using this template, thine I team can make sure this all of and necessary precautions are in placement to keep choose data safe.

Plus, with which handy card view, you can see what security actions are in place, in progress, or still not started. This way, you can plan out a realistic roadmap of how on keep the product locked down and secure.

The ClickUp Delivery Matter Log Template is an invaluable tool for teams use till rennstrecke their delivery subject.

With this create, you ca monitor and manage any delays or discrepancies in one shipping operation. This includes tracking the current status of each order, logging any problems that arise in transit, and providing detailed information on any delays.

This wills help she treat no supply chain issues and give you a single expense log to draw data from for examining how virtuous your business remains at providing merchandise. You can then exercise this data to look for speed and reliability optimizations toward create an even get service.

9. ClickUp Feedback Shape Submission

Great products been built from even better feedback. Because, let’s be honest, nothing remains perfect to begin with.

So if you want toward make sure your product is as good as it can be, you need an easy way at collect, store, and analyze customer feedback within a single, convenient place.

Fountain, look no further is the ClickUp Feedback Form Model .

This preset your ampere phenomenal way for teams to collect and managing customer feedback. It will allow you to efficiently congregate customer feedback and make it lightweight for you to get in ampere timely manner and make improvements based on the information provided.

10. ClickUp Find Desk Original

Nothing makes a my briny than having to delay for a answer. If flat fair a couple of dates pass time his ticket sits waiting to get actioned, one minor uncomfortable can become a full-blown loss of employment.

To avoid dieser outcome, you need a help desk prepared on take in and resolve tags ASAP.

Aforementioned ClickUp Help Desk Template is an ideal choice to help you achieve just which. With this template, you can organize, prioritize, the manage customer requests before they turn into big problems. That should assistance you win brownie points with your clients the help you hit your customer prosperity OKRs . 

Plus, use the skilled in assign tasks to various team our fast and efficiently, your customers will get yours solutions in a timely manner. So what could remain one big negativism in the eyes away your customers can be an opportunity for you to prove that when existence goes evil, you’ll need their backs.

11. Template Lab Issuing Location Excel Template

Excel may not look overly modern, but there’s no denying the power away dieser system. Excel has been the many vital way to track issues for decades, and for good reason. How to import an excelling template into Issue Tracker in Shareppoint ...

If you and your team become comfortable with the Excel system and want an Issue Tracking Template that will integrate by it, then those document is the one-time available you.

Like most Excel templates, this particular template is reasonable basic. It arrive include spots available you to attach in:

• Can issue statement
• The names of the possessor
• The eventual resolution
• The date resolved

Plus, it’s simply enough at add or remove columns as needed.

So if you’re already into the Excel ecosystem, you owe it to yourself to try the simple template.

Solve Issue Trailing including Issue Follow Templates!

The well issue-tracking template could make all who difference wenn is comes to keeping track of your product issues. 

Whether you’re a small team button one greatly enterprise, there’s an issue-tracking solution out there that can healthy your needs and assist you save on acme of any potential problems quickly and easily. r/excel on Reddit: Project Issue Stalker Excel Template

One way to get that most outgoing of your templates your to create and benefit i in ClickUp. ClickUp comes is thousands of premade templates that all works in ours ecosystem. This means them ca easily import and export data, automatization processes, and link issue product into your workflows.  Issue Tracing Template

So don’t let take issues slow gloomy your product development. Get started with ClickUp today and create a flawless learn for your customers. 

Questions? Comments? Visit our Help Center for support.

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Project Issue Excel Tracker

Project issue tracker: easily track your issues in excel | 60 chars. the perfect tool to help you keep track of all your project issues. excel issue tracker helps you monitor, manage, and report on all project issues quickly and accurately. get organized and get the job done with this powerful and easy-to-use excel template..

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• Total Downloads 1
• Template Rating 0.0

Template Information

• Released Sep 07, 2023
• Updated Apr 13, 2024
• File Type Microsoft Excel
• Demo Video No
• File Size 18.82 KB
• File SKU 0712
• Tags Project , Issue , Tracking , Excel , Management , Tracker , Log , Spreadsheet

Contributor Profile

Kajal Sethi

Project issue excel tracker description, project issue excel tracker template.

The Project Issue Excel Tracker Template is an easy-to-use tool to help you keep track of any issues that may arise during the course of a project. This template helps to reduce the time and resources spent on researching and resolving common project issues. It can be used to monitor, track, and report on all issues related to a project.

Features of the Project Issue Excel Tracker Template

• Organize and track all project issues in one place.
• Keep track of who is responsible for each issue.
• Monitor progress on issues and report on status.
• Set due dates and reminders for issue resolution.
• Define severity levels for each issue.
• Generate reports and summaries of project issues.

How to Use the Project Issue Excel Tracker Template

Using the Project Issue Excel Tracker Template is simple. First, enter the details of your project into the template. This includes the project name, start date, and end date. Then, enter the details of each issue, such as the issue type, severity, and assignee. As each issue is resolved, the template will track the resolution date and any additional notes.

The template also allows you to set due dates and reminders for each issue. This helps to ensure that all issues are addressed in a timely manner. Additionally, you can generate reports and summaries of all your project issues. This helps to identify trends and potential areas of improvement.

The Project Issue Excel Tracker Template is an invaluable tool for any project manager. It helps to reduce the amount of time and resources spent on researching and resolving project issues. It also provides a central repository for all project-related issues, making it easy to monitor progress and report on status.

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15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

Still using spreadsheets to manage your projects? Revolutionize your project management with ProjectManager. Plan projects, manage resources and track progress with powerful features the whole team can use.

Excel spreadsheet templates are a great tool to track the costs, time and performance of your team. We’ve collected ProjectManager’s 15 best Excel spreadsheet templates for tracking that you can download and use for free.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracker Template

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

5. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

6. Status Report Template

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

7. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

8. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

9. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

10. Multiple Project Tracking Template

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

11. Issue Tracking Template

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

12. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

13. Inventory Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

14. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

15. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.

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Best Project Management Issue Tracking Templates

Home > Best Project Management Issue Tracking Templates

• Jawad Ahmad
• November 11, 2022

Table of Contents

Issue tracking spreadsheet template excel is one of the most common tracking spreadsheets used by the project managers and business experts.

It comes in action after the identification of an issue during process tracking activity.

The majority of us manage multiple projects daily. Additionally, they are always vulnerable to mistakes and issues, both little and large. There are, nonetheless, a variety of effective techniques and trackers to reduce the number of issues and problems in projects.

For your convenience, we have included Issue Tracker Excel templates. In essence, this application allows you to keep track of issues and designate a person in charge of the procedure.

In this article, a basic introduction to issue tracking template, its importance, types, and examples will be discussed.

Related Article: 12+ Free Project Tracking Templates for Excel | Project Trackers

What is an Issue Tracking Spreadsheet Excel?

A business or project came across a lot of issues. Although, the key focus of the planning phase is to put all efforts in action to minimize the realization of any potential risk.

Therefore, risk managers devise a lot of mitigation strategies to nullify the probability of issue occurrence.

However, many times the potential risks occur during the execution phase due to several reasons.

So, an issue is anything that can harm the project’s progress or performance. Further, the risk is classified as an issue when it becomes a reality during the project implementation phase.

At that moment, the project managers review back the risk management strategy of the project. Also, if the risk of the particular issue was there during the planning stage.

Further, the risk manager had applied which strategy to mitigate the likelihood of occurrence during risk management.

So, the project managers perform several analyses to identify the cause of triggering the issue. Finally, the contingency plan comes in action to provide the solution to an underlying issue.

Thus, the proper monitoring and tracking of the issue are important to ensure timely mitigation.

Purpose of an Issue Tracker Templates

Project success is the timely completion of project activities. However, several issues not only delay the timely completion. But also impact the quality and performance of project activities.

Thus, it is the most important responsibility of the project managers to monitor and track the issue tracking spreadsheet. So, the issues stay on the list to monitor and resolve at priority.

Further, many project managers commit a common mistake of ignoring minor issues. Also, these issues keep on staying in the pending list and finally drop out of the consideration.

So, such issues work as a root cause of major issues that hamper the project progress and ultimately result in failure.

Thus, it is very important to effectively use the project management issue tracking spreadsheet template for excel.

Further, the excel issue tracking spreadsheet categorizes the issues based on their potential score.

The project managers describe the potential score of an issue based on its expected impact on the project schedule, quality, and performance.

Further, a kind of issue tracking dashboard template is more useful. As it displays a summary of pending and high priority issues. Also, the person held responsible to resolve the issue.

Related Article: Best Free Multiple Project Tracking Template Excel

Why do You need to Track an Issue?

In project management, when you refer to an issue, you mean a problem, but a problem that is particularly connected to your project. This issue may already be present or about to arise, but it needs to be fixed immediately to avoid jeopardizing the project as a whole.

However, a project’s issue is distinct from its risk. The danger is anything that hasn’t happened yet but could sabotage the effort. Is there a problem now or soon? Although it’s a somewhat slight distinction, it deserves notice. Because of this, using our free Excel issue tracking template is an excellent way to collect and address concerns as they emerge throughout a project.

You can gather those issues once you download and make your issue-tracking template. Of course, you must first identify them; this is where the template comes in. You can begin to formulate a strategy only after you’ve recognized them. Next, utilize the project team to generate ideas. Collaboration is a fantastic tool for solving problems because it provides you with various viewpoints and expertise you might not otherwise have.

You need a location to keep track of these ideas because the way you approach the problem is as open-ended as the potential number of problems that could develop in a project. Your actions are all duly documented, thanks to the issue tracking template. You can also use a project tracking programme to keep track of risk, problems, costs, and more in one location.

The risk tracking template allows you to swiftly and methodically execute risk mitigation measures. The template is also excellent for managing numerous concerns at once. A project is likely to have multiple issues. Therefore, you’ll need a document to keep track of them all.

Types of Issue Tracker Templates

There are several types of issue tracking templates. The project managers prefer to use a customizable issue tracking template.

Further, it what information to include depends on the use of issue tracking spreadsheet.

A google spreadsheet for issue tracking template may just include summary details of the issues. Such as what are the open issues with the expected closing date.

However, a team that is looking after the risk management and issue resolution process needs to maintain a perfect and detailed issue tracking XLS.

So, the basic type of project management issue tracking template includes the following information:

• Current Status
• Issue Description
• Risk Matrix
• Reporting Date
• Expected Closing Date
• Responsible Person

There is another risk matrix type issue tracking spreadsheet. It only includes information such as issue short description and issue priority based on severity and impact.

So, the responsible person first focuses on the risks with high priority. While the project manager also defines the action plan for medium and low priority issues.

This approach keeps all the minor and major issues at one place but set the priority to resolve. In this way, no low or medium priority issue turns to high priority issue due to ignorance and stay on display.

Further, project managers also use historical data of issues from the execution of different projects to resolve issues.

So, the use of historic data based issue tracking spreadsheet excel provides a lot of information to resolve the issue at the earliest.

Related Article: 45+ Free Project Management Spreadsheet Templates for Excel (2020)

Examples of an Excel Issue Tracking Template

The project managers use issue tracking spreadsheet in almost all types of projects.

However, the use of issue tracking template in construction projects is pretty straightforward. Let’s understand it by an example.

Construction Project Issue Tracking Template

There are a lot of resources to manage a construction project. Many of them are on-site materials and labor.

So, many issues are faced such as the shortage of material and human resources.

For example, a supplier of steel bars has pushed the delivery of the order. So, this issue will be marked on the issue tracking spreadsheet.

The status will be updated as open and a person will be assigned to look into the matter.

Further, the responsible person will analyze the severity of the issue. The difference in the actual requirement date and arrival date will be the main focus.

So, if the material is required after 10 days of issue reporting while the supplier isn’t committing.

First, the impact of delay on project activities will be analyzed to set the priority. In this way, all the issues are market and prioritize on construction site issue tracking excel XLS.

Further, the action plan can also be included like comments on how the issue was resolved, expected, and the actual closing date.

Related Article: Free Project Risk Management Plan Template Excel [XLS] | Risk Planner

Project Management Issue Tracker Excel Template.

Project managers who seek a comprehensive, all-in-one tracking system for issues will find this project management issue tracking template to be the ideal solution. The design provides a dashboard view to monitor the specifics and get a sense of the overall situation. For example, the project name, department, and project owner are listed on the dashboard, along with information on the issues’ state (not started, in progress, or closed), priority, and status tallies and percentages.

Put all the information about the problems—discovery, department, priority, initiator, status, date opened, date closed, and any other relevant information—in the template. Then, developers can assess and prioritize the issue after submitting the form and work rapidly to resolve it.

Product Issue Tracker Excel Template

This tracker template was created with product-related concerns in mind and allows you to include all important information connected to a product issue. The following information must be entered: the issue’s number, name, department, priority, initiator (the person who reported the issue), status, date of opening, date of closing, and description. Your developers will know they need to fix the problem if they use the information in this template.

Project Issue Tracker Template.

Use this straightforward, project-specific issue tracking log form to record a project’s course, significant risks, and key issues. Your developers will be able to quickly identify the risks and problems with the project and start to address them. The information to enter is as follows:

• Project Manager: Select the name of the project manager in charge.
• Project Sponsor: Enter the name of the senior manager sponsoring the project.
• Project Start Date: Enter the project’s start date.
• Project End Date: Enter the project’s end date.
• Project Description/Scope Statement: Enter a project description and information about the project’s parameters.

In the drop-down lists for the Project Path, Key Risks, and Key Issues columns, enter the following project-specific information:

• Title:  Enter a title for the problem that adequately describes it, or choose a title from the Title drop-down menu.
• Owner:  Enter the name of the project team member in charge of the issue, or choose that person from the Owner drop-down menu.
• Due:  You can type the due date or choose it from the Due drop-down menu.
• Status:  Using the Status drop-down list, enter the issue’s status (e.g., not started, in progress, complete, etc.).

Issue Tracking Log Template.

In this issue tracker template, you can input all the details pertinent to a project-related issue. Your engineers can start fixing the problem once you’ve entered all the necessary information. This straightforward form is exceptional in containing all the required fields you’ll require to monitor an issue. It allows you to include the following details so that engineers can triage the problem and address it as quickly as possible:

• #/ID:  Enter a unique number for the issue (for future reference).
• Issue/Title:  Enter a title to describe the issue.
• Type:  Include any information about the issue’s type (such as a release backlog, beta, production, software version, etc.) so that anyone analyzing the situation can quickly identify the pertinent data and development can take the necessary steps to solve the issue.
• Priority:  Select a priority (high, medium, low, etc.).
• Opened By:  Choose the name of the person who discovered and reported the issue first.
• Opened On:  Include an explanation of the issue and its date.
• Closed On:  Include additional details to explain the issue.
• Closed By:  Enter the name of the person who closed the issue once it was resolved.
• Notes:  Please add any more comments on this matter.

IT Issue Tracking Template

You are the foundation of any project endeavour as a member of the IT team. Without IT staff to keep things operating smoothly is not possible, you can miss deadlines, fail to ship products, and jeopardize the reputation of your entire organization. Therefore, it’s crucial to have the appropriate issue-reporting tool on hand. There is no way to guarantee that you’ll accurately prioritize and address those issues promptly without a central way to track issues that move through IT.

Any IT team member can easily log in and quickly resolve an issue using this template, accessible in Excel, Word, PDF, Google Docs, and Google Sheets.

To assign the issue to a team member and begin tracking its progress until resolution, choose or enter the following issue details:

• Seq: For the problem, enter a unique number (for future reference).
• Issue Name:  Enter a title for the problem that is precise and concise.
• Originator:  Type the name of the individual who filed the complaint.
• Submit Date:  Indicate the day the problem was reported.
• Area:  Include environment information (such as browser, operating system, URL) that enables IT personnel to review the issue to identify the causes and resolve the problem quickly.
• Module Name:  Put the module’s name where the problem was found in this field.
• Description:  Type a clear explanation of the issue here. (For example: QA scanner is not working, they can’t do their required testing).
• Priority:  Enter a priority (For Example: critical, high, medium, low, etc.) for the issue.
• Status:  Select the status (For Example:  new, in progress, open, closed, etc.) of the issue.

Business Impact:  Give specifics about how the problem affects your company (e.g., “Until QA has their scanner corrected, they can’t give the green light to launch”).

Expected Resolution Date: Enter the day you anticipate resolving the problem, not the risk deliverables deadline.

Assigned To: Enter the name of the worker whose job is to see that the problem is resolved.

Suggested Solution:  Enter advice that could assist in fixing the problem, such as “Contact the manufacturer of QA’s scanner; they should have a nearby technician who can fix it ASAP.”

Progress:  Describe the steps you’ve taken to solve the problem (for example, “Contacted the maker of the scanner; repair personnel should arrive on the morning of 4/23”).

How to create an Issue Tracking Template

A basic issue tracking template can be created using MS Excel or Google Sheets. However, it is important to identify the type of issue tracking sheet required to fulfill the requirement.

Thus, the following simple steps are useful to create an issue tracking spreadsheet:

• Identify the type of Issue Tracking Spreadsheet
• Identify all the Completed, In-progress, and Pending Issues.
• Enlist the description of issues.
• Analyze the issue to identify the priority based on severity and impact.
• Assign resources to resolve the issue at earliest.
• Discuss major issues in team meetings
• Take Action to Resolve the issue and write down the expected closing date.
• Once resolve, update the status to closed and add a final comment on how the issue is resolved and what steps are taken to avoid reoccurrence.

4+ Free Issue Tracking Spreadsheet Template Excel

The following issue tracker templates are available to free download. Click on the download to free download best free project management issue tracking spreadsheet templates XLS.

Project Management Issue Tracking Template Excel

Simple issue tracking template spreadsheet free download.

Project Issue Tracker Excel

Excel template for issue tracking.

Finally, it was all about the “Issue Tracking Spreadsheet Template”. Please do share your feedback in the comments section and SUBSCRIBE us to learn more about Project Management.

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10 Free Six Sigma Templates to Elevate Your Process Improvement Game

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Ever wondered about the origins of the Six Sigma approach? It all began at Motorola in the mid-1980s! Originally developed to reduce manufacturing defects, Six Sigma has since evolved into a popular data-driven methodology used by various industries to improve efficiency and customer satisfaction.

But here’s the kicker: How do you put Six Sigma into action? Well, pre-built templates are the answer you’re looking for. They’re your trusty partners in problem-solving, process optimization, and fostering continuous improvement, all while adhering to the Six Sigma approach in a standardized manner.

Join us as we delve into the top 10 free Six Sigma templates to help you discover the ideal template for your business and inch closer to perfection. 👌

What Is a Six Sigma Template?

How to choose the best six sigma template for your project , 1. clickup process fmea lean six sigma template, 2. clickup dmaic template, 3. clickup process improvement wbs template, 4. clickup process audit and improvement template, 5. clickup pdca process whiteboard template, 6. clickup communication plan template, 7. clickup chatgpt prompts for six sigma template, 8. excel project charter template by goleansixsigma, 9. excel a3 problem solving template by citoolkit, 10. excel sipoc diagram template by goleansixsigma.

In its purest form, Six Sigma is a statistical concept that refers to a quality measurement denoting 3.4 defects per million opportunities. 

In project management , Six Sigma encourages the pursuit of near perfection . It’s a structured approach to improving the quality of products, services, and processes. Think of it as a guiding roadmap for continual enhancement, waste reduction, and increased customer satisfaction. 

Six Sigma templates are pre-designed tools that assist in implementing Six Sigma methodologies in process improvement. They provide a structured format to gather and process data, visualize processes, and apply Six Sigma techniques effectively.

Here’s a quick guide on how to choose the best Six Sigma template for improving your project management processes:

• Understand your project : Gain a solid understanding of the project’s specifics, like its scope, key objectives and goals, and its unique characteristics
• Identify the problem : Define your project’s problem or improvement opportunity to select a template that matches your goal, whether it’s error reduction, efficiency enhancement, or process optimization
• Assess data availability : Consider the availability of data relevant to your project. Some templates are suitable for extensive data collection and analysis, while others are more qualitative
• Select the right tool : The Six Sigma approach uses tools like process maps, fishbone diagrams, control charts, and Pareto charts. Pick the template with tools that match your project’s requirements (e.g., control charts are great for monitoring processes, while fishbone diagrams are suitable for pinpointing root causes)
• Consider your team’s expertise : If your team has experience with a specific tool, choose a template that offers it to ensure more efficient project execution 

10 Free Six Sigma Templates for Process Improvement and Project Management

Choosing the right Six Sigma template is like picking the perfect Sigma tool for a job—it can make all the difference between a smooth, successful project and a bumpy road full of uncertainties. 🏞

Let’s explore the top 10 Six Sigma templates in ClickUp and Excel to set your project up for success!

Introducing the ClickUp Process FMEA Lean Six Sigma Template , your go-to solution for identifying process risks, illuminating areas for improvement, and crafting the perfect corrective action plan. 

Combining Six Sigma techniques with Failure Modes and Effects Analysis (FMEA) is a guaranteed recipe for success—pinpoint areas for improvement through FMEA and use Lean Six Sigma tools to reduce defects, increase efficiency, and enhance process and product quality. 👨‍🍳

This template offers a visually intuitive structure for assessing your processes with the following views:

• FMEA List view : Provides a rundown of process failures with details like function, severity, probability of occurrence, and potential causes, all neatly organized through Custom Fields
• By Occurrence Board view : Shows process failures in the form of Kanban cards, sorted by their likelihood of happening, probability of detection, or level of severity
• The RPN Computation Table view : Displays failures along with their severity, likelihood of occurrence, probability of detection scores, and the resulting Risk Priority Number (RPN) to help you prioritize processes in your action plan

The ClickUp DMAIC Template is the perfect Six Sigma tool for D efining, M easuring, A nalyzing, I mproving, and C ontrolling any business process. 

DMAIC is like a secret detective, uncovering hidden problems where you least expect them. It’s the ultimate Six Sigma project management strategy for problem-solving and process improvement. 🕵️‍♂️ 

This Whiteboard template simplifies DMAIC analysis with color-coded sections for each stage and customizable sticky notes for assessing your problem. ClickUp Whiteboards offer flexibility, allowing you to adapt colors and shapes, add/remove notes, and include images or charts to suit your project’s requirements .

Let’s say you’re in the business of making cupcakes and want to employ DMAIC to improve the quality of your product. Use the template to:

• Define : Identify the problem (cupcakes of varying quality) and set specific goals (cupcakes that are consistently perfect)
• Measure : Gather data to understand the issue—make multiple cupcake batches and record the production and quality variations
• Analyze : Examine the data to identify the root cause . This can be oven temperature, the quality and quantity of ingredients, or inconsistent mixing
• Improve : Develop and implement solutions to address the cause. E.g., calibrate your oven for consistent temperature, source ingredients from the same supplier, or create a standardized mixing process
• Control : Establish control measures to maintain the improvements. Monitor baking times, regularly calibrate the oven, and train your staff to follow the standardized mixing process

Unlock a new level of efficiency with the ClickUp Process Improvement WBS Template . As its name suggests, it provides a Work Breakdown Structure (WBS) and turns complex projects into manageable tasks for complete workflow optimization .

The template comes with numerous elements to aid your process improvement exercise, most notably:

• List view : See all of your tasks grouped by stages like Initiation , Planning , and Execution for easier progress tracking and prioritization
• Custom Statuses : Determine if a task is Ready , In Progress , or In Review
• Custom Fields : Attribute your tasks by identifying assignees, setting due dates, and adding comments 💬

If you want to visualize how your process improvement project is coming along, the Status Board view displays associated tasks as cards categorized by status. Drag and drop the cards across the board to change their status, or click on individual cards to view more details like deadlines, stages, and the person in charge.

Don’t let outdated or inefficient processes hold you back. Give them a makeover with the ClickUp Process Audit and Improvement Template , a tool designed to keep your workflow optimized even as your business grows. 🌱

This handy template empowers you to conduct thorough process audits, identify bottlenecks that impact efficiency and profitability, and take the necessary steps to eliminate them.

The template divides your audit plan into four sections:

• CATWOE Analysis : Used to analyze and understand complex situations or problems by considering the perspectives of the Customer, Actor, Transformation, Worldview, Owner, and Environment
• Change Management : Covers all tasks related to change preparation, management, and reinforcement
• Model Conception : Defines your audit plan, offering a task Summary List view and a Timeline view
• Process Analysis : Lists the processes you’ll be auditing and establishes your criteria for assessment

Within each section, you can effortlessly create tasks, assign and prioritize them, and set due dates. Keep an eye on progress using Custom Statuses like Not Started and Archived .

The Plan-Do-Check-Act (PDCA) process—a continuous improvement cycle—offers a smarter path to streamlined quality management. To simplify your PDCA exercise, use the ClickUp PDCA Process Whiteboard Template that lets you effortlessly arrange entries by stage.

PDCA can be integrated into both lean and agile methodologies , as it’s all about identifying issues, experimenting with solutions, measuring results, and making adjustments, which can lead to more efficient processes and better outcomes.

This Whiteboard template contains a pre-made PDCA diagram neatly divided into four transformative stages:

• Plan : Focus on seizing opportunities and crafting a strategic plan for success
• Do : Include activities for testing the plan’s feasibility
• Check : Delve into review and evaluation, ensuring every step aligns with your goals
• Act : Apply the actions that lead to positive and desired outcomes

To add your entries, open the template’s List view, click the New Task button, and categorize the entry under the relevant PDCA stage. Then, find the entry via the ClickUp Cards icon on your side menu and drag and drop it onto the whiteboard. 🖱️

The ClickUp Communication Plan Template is your handy tool for crafting a winning business messaging strategy . It assists you in enhancing both internal and external communication through pre-designed ClickUp Docs sections for detailed planning and analysis.

Create your roadmap to success by populating the template’s sections such as:

• Data collection : Start by gathering valuable data for in-depth analysis, laying the foundation for a strategic execution plan
• PEST analysis : Dive into the Political, Economic, Social, and Technological (PEST) analysis section to identify external factors shaping your business landscape
• SWOT analysis : Harness SWOT Analysis to inspect your company’s Strengths, Weaknesses, Opportunities, and Threats
• Tool selection : Identify essential tools to drive goal attainment
• Strategy crafting : Develop your strategy by addressing the What, When, and How of your communication plan

But that’s not all! This template features an evaluation section to gather invaluable feedback from your team, ensuring continuous evolution and improvement of your communication plan . 📈

Generate ideas and content effortlessly with the ClickUp ChatGPT Prompts For Six Sigma Template . It’s a collection of over 190 ChatGPT prompts designed to support teams implementing the Six Sigma approach across a spectrum of business processes and projects. Whether trying to improve your quality management, budgeting, or cost control, this template has you covered!

To illustrate its use, here’s an example of a Six Sigma prompt :

“Create a comprehensive guide for project managers in ‘{specific industry}’, explaining how ‘Quality Control’ in Six Sigma can enhance ‘{specific outcome or effect}’.

Fill in the variables with relevant information to use the prompt. For example:

“Create a comprehensive guide for project managers in the healthcare industry, explaining how ‘Quality Control’ in Six Sigma can enhance patient satisfaction and safety.”

Then, lean back and let ChatGPT do the heavy lifting for you . 🏋🏻

Feel free to get creative! You can customize this Doc template to fit your project management methodologies and needs by modifying, adding, or removing prompts. Mix and match or combine prompts to create unique and engaging challenges for your project team. 

Take the first step in Lean Six Sigma and easily outline your process improvement plan for your project with the Excel Project Charter Template by GoLeanSixSigma. The template provides sections for all the necessary project charter elements so you can analyze the issue at hand, the rationale for addressing it, and the definition of “success” from the project team’s perspective. 🤝

The elements included in this template are:

• Problem statement : The issue is documented through measurements (frequency, time of occurrence, impact, etc.)
• Business case : Your business reasons behind the project
• Goal statement : The target of the process measurements
• Timeline : The time when each project phase will be completed
• Scope : What falls within the project scope and what doesn’t
• Team members : A list of project participants 

The template comes with practical use case examples in areas like manufacturing, finance, and healthcare, and it offers pre-made questions to guide you through project charter stages. 

This Six Sigma Excel template is fully customizable to fit your project requirements. Add new rows and columns, change table colors and formatting, and adapt cell style to your liking. 

A3 thinking is a structured, globally embraced problem-solving approach within Lean project management . It involves using a single A3-sized sheet of paper to capture the essence of a problem, its analysis, and proposed solutions.

The Excel A3 Problem Solving Template by CIToolkit adheres to the A3 thinking problem-solving method and streamlines it further. It uses a spreadsheet instead of a piece of paper to help you solve issues more efficiently. 🚩

The template is structured into a sequence of sections, allowing you to:

• Define current and target conditions
• Identify cause-and-effect relationships
• Craft effective solutions
• Validate outcomes and plans for continuous improvement

The tool is adaptable to your unique requirements—you can incorporate additional sections and expand the implementation or include a follow-up plan by adding more rows. You can also adjust headers and spacing to align with your specific needs.

This template is available in two variations : the first is simple and beginner-friendly, while the second one encourages a more comprehensive information input.

Initiating your process improvement plan with a SIPOC (Supplier, Input, Process, Output, Customer) diagram provides a standardized process definition, ensuring your team’s alignment from the start. With the Excel SIPOC Diagram Template by GoLeanSixSigma , your diagram is already in place—all you need to do is fill in the relevant details. 📊

This diagram serves as the foundation for creating a detailed process map during the Define Phase of the DMAIC strategy. The template transforms the typical SIPOC diagram into an Excel table, making it easy to edit and adapt to your needs. 

Let’s once again imagine that you’re running a cupcake-baking business and want to improve your delivery process. Using the template would look like this:

• Supplier : Flour suppliers, sugar suppliers, and suppliers for other baking ingredients
• Input : Baking ingredients, customer preferences, and delivery addresses
• Process : Mixing ingredients, baking the cake, decorating it, and planning the delivery route
• Output : Finished custom cakes, ready for delivery
• Customer : People who placed cake orders and are awaiting delivery

When you have a well-defined process map, all you have to do is stick to it, and everything else is a “piece of (cup)cake.” 🧁

Master the Six Sigma Process with Free Templates to Ensure Quality Improvement

Perfectly executing your projects is a breeze when using these 10 free Six Sigma templates . They empower you to elevate your products, services, and processes with minimal effort, ensuring customer satisfaction and the thriving success of your company. 🏆

Interested in exploring more ready-made frameworks for improving all kinds of processes? Visit the ClickUp template library with 1,000+ templates for FMEA , risk assessment , and efficient process management . 

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Continuous Improvement Toolkit

Effective Tools for Business and Life!

Kaizen Report Template

A Kaizen report is a form that documents and summarizes continuous improvement activities. It is used to share improvements and best practices across an organization, division or group. There are many ways to share Kaizen reports including public display boards, dedicated Kaizen bulletin boards, emails and intranets. In all cases, it is important to communicate these activities in a clear and simple way for all team members to understand. Additionally, Kaizen reports with photos and visuals tend to significantly enhance engagement and understanding.

This Kaizen report template is a Microsoft Excel spreadsheet that you can use and modify to suit your specific needs. It can be easily modified to include additional sections as needed. It is available in two different variations; one that is simple in a landscape format , and another that is portrait and requires more detailed information.

Kaizen Report Template (24 KB)

Kaizen Report Template (Landscape – 388 KB)

Kaizen Report Template (Portrait – 396 KB)

Kaizen Report Template Example (Portrait – 40 KB)

Related Templates

Kaizen Event Charter

A3 Problem Solving

Cost Benefit Analysis

Written by:

CIToolkit Content Team

Lean Events and Training / Forms and Templates

Forms and Templates

Downloads for A3 problem solving, standard work , project management, and value stream mapping .

Problem Solving Templates

A3 Action Plan Form (from Getting the Right Things Done)

• The action plan template helps define the who, what, when, where, and how of a plan on one page.
• Helps track progress and highlight problems so action can be taken.

A3 Status Review Form (from Getting the Right Things Done)

• Top box provides an overview with respect to our critical end-of-pipe metrics.
• Second box provides an overview of activities, and usually reflects what’s been prescribed on the action plan of the right side of the strategy A3.

A3 Strategy Form (from Getting the Right Things Done)

• A strategy A3 is a one-page storyboard on 11-inch by 17-inch paper that helps tell the strategy “story.”
• Logic flows from top left to bottom right, and each box leads to the next one.

Detailed A3 Template (from Managing to Learn)

• Print this A3 template out to remind you of each section of the problem-solving A3 as you are creating your own.

PDSA A3 Template (from On the Mend)

• A3 Template, in Excel, following the PDSA cycle.

Problem Definition Worksheet

• This worksheet can help you breakdown the problem into a clearly defined gap as well as see how the problem aligns to the needs of the business or your True North purpose.

Root Cause Template

• This template gives you space to record the problem as well as the direct causes and underlying causes.

Four Types of Problems

Art Smalley

Managing to Learn: Using the A3 management process

Perfecting Patient Journeys

Beau Keyte , Tom Shuker and Judy Worth

Getting the Right Things Done

Pascal Dennis

Standard Work Templates

Standard Work Operator Balance Chart (OBC)

• The operator balance chart helps create continuous flow in a multi-step, multi-operator process by distributing operator work elements in relation to takt time.

Standard Work Process Study Sheet

• The Process Study Sheet is used to define and record the time for work elements in a process.

Standard Work Production Analysis Board

• A Production Analysis Board is a display that must be located at the exit of the cell (or the line) to show actual performance compared with planned performance on an hourly basis.

Standard Work Skills Training Matrix

• The Skills Training Matrix shows the required and attained skills of every operator.
• The training schedule also should be shown.

Standardized Work Chart

• The standardized work chart shows operator movement and material location in relation to the machine and overall process layout.
• It should show takt time, work sequence, and standard WIP.

Standardized Work Combination Table

• The standardized work combination table shows the combination of manual work time, walk time, and machine processing time for each operation in a production sequence.
• This form is a more precise process design tool than the Operator Balance Chart.
• It can be very helpful to identify the waste of waiting and overburden, and to confirm standard.

Standardized Work Job Instruction Sheet

• The job instruction sheet is used to train new operations.
• It lists the steps of the job, detailing any special knack that may be required to perform the job safely with utmost quality and efficiency.
• It can also be useful for experienced operators to reconfirm the right operations.

Standardized Work Process Capacity Sheet

• The Process Capacity Chart is used to calculate the capacity of each machine to confirm true capacity and to identify and eliminate bottlenecks.
• Processing capacity per shift will be calculated from the available production time, completion time, and tool-change time (and other factors as necessary) for each work piece.

Waste Walk Template (from Perfecting Patient Journeys)

• Taking a “waste walk” is one way to make the waste visible again.
• A waste walk is simply a planned visit to where work is being performed to observe what’s happening and to note the waste. It differs from go-see activities in that you are specifically looking for waste.

Kaizen Express

Toshiko Narusawa and John Shook

Lean Lexicon 5th Edition

Lean Enterprise Institute

Training Within Industry (TWI) Templates and Downloads

8-step TWI problem solving card - as presented by IBM

• 8-steps to problem solving handy pocket card printable.

Solving Problems with TWI

• Solving problems with TWI deployment graphic.

Template of Job Breakdown Sheet

• Job breakdown sheets are created to list the steps and highlight the main factors or key points that go into completing a job.
• It also provides reasons for these key points.

TWI Job Instruction Card

• TWI Job Instruction card in a handy pocket printable.

TWI Job Methods Card

• TWI Job Methods Card in a handy pocket printable.

TWI Job Relations Card

• TWI Job Relations Card in a handy pocket printable.

Lean Solutions

James (Jim) Womack, PhD and Dan Jones

Lean Thinking, 2nd Edition

Project Management Templates

Master Schedule and Action Plan Template for One Goal (from Perfecting Patient Journeys)

• Use this template in your project tracking center so you can track both goals and action items on the same form.

End of Project Review Template (from Perfecting Patient Journeys)

• The following template will help you capture your end-of-project reflections and make decisions about what to do next.

Master Schedule Template (from Perfecting Patient Journeys)

• This template will help you answer this question by letting you include the project goals with space to indicate whether each goal is on track as originally planned and whether the scheduled progress review has taken place.

Team Board Form (from Getting the Right Things Done)

• A team board is a window on both routine and improvement work.
• The board on this template addresses both daily production and strategic issues, and is organized according to SQDCM—safety, quality, delivery, cost, and morale.

Value Proposition Template (from Perfecting Patient Journeys)

• Align the stakeholders around what will be included in addressing the problem,
• Identify the stakeholders who will be added to the project team and actively engaged in creating the current- and future-state value-stream maps,
• Identify additional stakeholders necessary to drive the implementation of the future state,
• Serve as an agreement—a proof of consensus—on the specific problem to be solved, and with the problem statement serve as authorization for the entire project.

Action Planning Template (from Perfecting Patient Journeys)

• Identify the specific changes that need to be made and translate those changes into clearly stated goals and actions (i.e., the means) to achieve those goals.
• Identify the specific methods and action steps you think will help you achieve the goals. These action steps and targets constitute the action plan to achieve a specific goal.

Value-Stream Mapping Templates

Value-stream Mapping Icons for Excel

• At the request of some of our readers we have posted the most commonly used mapping icons so that they can be downloaded for Excel spreadsheets.

Learning to See

Mike Rother and John Shook

VSM Getting Started Set

Lean Enterprise Institute , Mike Rother and John Shook

Mapping to See: Value-Stream Improvement Workshop

Beau Keyte , Jim Luckman , Kirk Paluska , Guy Parsons , John Shook , Tom Shuker and David Verble

Improvement Kata / Coaching Kata

Improvement Kata Learner's Storyboard

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Free Root Cause Analysis Templates: The Complete Collection

By Joe Weller | January 30, 2017

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A root cause analysis is performed when a problem or accident has occurred and its cause needs to be uncovered. Root cause analysis documentation lists the steps taken to identify the problem and determine the cause, and also describes the approach that will be used to address the problem and prevent against it going forward. Diagrams illustrating cause-and-effect relationships may also be included as part of the analysis.

We’ve created root cause analysis templates you can use to complete your own investigations. Whether you need root cause analysis Excel templates, a root cause analysis template for Word, or a PDF template, we have one that’s right for your organization.

Root Cause Analysis Template

Download Root Cause Analysis Template Below

Excel |  Word  |  PDF

This root cause analysis report template allows for a detailed examination of the event. Use it to record information on the incident’s background and contributing factors, actions taken to reduce future risk, findings related to the identified root cause, as well as other notable findings that aren’t directly related to the problem. It also allows you to record a description of the event itself, the timeline, the investigative team, and the methods used.

Simple Root Cause Analysis Template

Download Simple Root Cause Analysis Template Below

Excel |   PDF

This is a more stripped-down version of the root cause analysis template above. Use this template to examine simpler issues that don’t require detailed analysis. It allows you to record a short explanation of the issue or problem, list potential root causes and possible solutions, and report whether or not those solutions were successful.

Six Sigma DMAIC Methodology Root Cause Analysis Template

Download Six Sigma DMAIC Methodology Root Cause Analysis Template Below

Excel  |  Word |  PDF

Six Sigma DMAIC is a methodology used to reduce errors and improve business processes. It prescribes its own approach to analyzing and investigating root causes. The “DMAIC” acronym refers to the steps involved in this process, which are similar to the steps described in the introduction:

• Define and Measure: What was expected to happen, and what was the problem that occurred instead? What happened, and when and where did it take place? What is the problem’s significance, and who was impacted?
• Analyze: What are the cause-and-effect relationships between the factors contributing to the problem? Why did the problem occur, and what must be done to keep it from recurring?
• Implement and Control: What are potential solutions to the problem, and what are the causes and benefits of implementing them? How can solutions be monitored and controlled so the problem doesn’t occur again?

This root cause analysis template walks you through each of the steps above, and allows you to enter information about the root cause action plan, resolution, and investigative team. What’s more, this root cause template includes diagrams that can be used to visualize how different contributing factors (e.g., people, processes, and equipment) relate to one another, as well as to the problem itself.

‘5 Whys’ Root Cause Analysis Template

Download ‘5 Whys’ Root Cause Analysis Template Below

Excel  |  Word |  PDF  | Smartsheet

A 5 Why root cause analysis template is used to conduct a particular type of root cause investigation. When examining a problem or accident, “why” questions frequently arise (e.g., Why didn’t we address this issue sooner?). The “5 Why” process involves asking a series of these questions—first asking why the incident occurred, then asking why those sub-causes occurred, until the root cause of the issue is eventually uncovered. This template provides a framework for asking “why” questions and determining the root cause. You can also note corrective actions that will be taken to prevent the problem from recurring.

Cause Mapping Template

Download Cause Mapping Template Below

Excel |  PDF

This cause mapping template combines elements of the root cause analysis template, the Six Sigma DMAIC template, and the 5 Whys root cause analysis template. It includes a detailed problem outline, a timeline, a “why” question analysis, diagrams to help illustrate the process, sections for proposing and evaluating possible solutions, and a section for creating an action plan.

Healthcare Cause Mapping Template

Download Healthcare Cause Mapping Template Below

This type of root cause template is formatted the same way as the generic cause mapping template, but is specifically tailored for healthcare organizations. Like the above template, it offers a “why” analysis and supplementary diagrams in addition to the standard elements. However, it also helps you examine how patient safety and services goals have been impacted by your analysis of the problem.

Root Cause Analysis Report Example: Explosion at Acme Chemical Company

Download Root Cause Analysis Report Example: Explosion at Acme Chemical Company

When filling out your own template, use this completed report as an example. This sample root cause analysis examines an explosion at Acme Chemical Company. It describes the incident background, contributing factors, who was involved, what root cause was identified, the risk reduction actions taken, prevention strategies, and incidental findings. Refer to this sample if you need guidance when completing your own root cause analysis.

What’s Included in a Root Cause Analysis

A root cause analysis template, also known as a root cause corrective action template, typically contains the following information:

Event description: The problem or accident being investigated is described in as much detail as possible. This includes the date and time of the event, what happened, who uncovered the problem, and who was impacted by the problem (as well as how they were affected). 

• Timeline: This section includes a thorough description of all events before, during, and after the problem or accident occurred. This can help uncover potential underlying causes of the incident. Dates, times, and names of all parties involved are included here.
• Investigative Team/Method: This section identifies the team that will be responsible for investigating the problem, what methods they will use for collecting and analyzing data, and how their findings will be reported.
• Findings/Root Cause: The investigative team reports their findings and describes the root cause they have identified.
• Corrective Action: The action(s) that must be taken to correct the problem—and ensure it doesn’t happen again—are written here. These actions can result in project scope, schedule, and budget changes.

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How-To Geek

How to track almost anything with excel list templates.

Track chores, movies, wines, games, car repairs, and more with these templates!

Quick Links

How to access templates inside of excel, weekly chore schedule template, vacation items checklist template, movie list template, wine collection template, book collection template, video game tracker template, subscription and membership tracker template, conversational ice breaker tracker template, car repair tracker template.

Microsoft Excel is known for being an excellent tool for tracking things like a budget , inventory, or sales and revenue. But there are so many templates available you might not realize exist that can help you track just about anything.

You might use a list app to track chores or to keep track of the movies you want to watch. If you already use Excel, why not take advantage of it for tracking these types of things too? It just might save you some time.

You can access the below templates in the Excel desktop app or via the Microsoft template website . On your desktop, open Excel and go to the Home section. Select "More Templates" and then use the Search box or browse the categories.

In our examples below, we'll include web links to the templates so that you can view them online. Some templates are available for use in Excel for the web or as a download to use in the desktop application.

Does everyone in your home pitch in with chores? If so, making sure everybody knows what they're responsible for is key to getting it all done . Try this Weekly Chore Schedule template that you can print and then pop up on the fridge or family bulletin board.

This weekly chore list gives you spots for all the tasks along the left. Then, it's easy to add the person who's responsible for each task on any given day. Each family member can then add a checkmark when they complete the chore.

Booking flights, scheduling rental cars, finding accommodations--- planning a vacation takes work. When it's time to get ready for your trip, make sure you've got everything you need with this  Vacation Items Checklist .

Add to-dos to the list such as confirming hotel reservations or notifying neighbors you'll be away. Then, assign a category to the item so you can use the filters on the right to see all the items in that category.

The template also has spots to mark items complete as you prepare for your trip.

It can be hard to remember every movie you've seen and those you want to watch too. Create a list of the movies you've watched or those you want to watch next with the Movie List template .

Related: How to Keep Track of the TV Shows You're Watching

Simply add the movie details including year, starring actors, director, genre, and rating. Then, include your own review from one to five stars and enter notes about the movie you don't want to overlook.

If you're a wine connoisseur or simply want to keep track of the wines you've tried, the Wine Collection template is a handy tool.

This template features a table where you simply add the details for each wine, including the vineyard or winery, vintage, color, country of origin, and region. Then, mark your favorites and add notes.

Similar to the wine collection template is one for listing books . This list gives you a convenient way to log all of the books you've read and add notes about the plot, characters, or conflicts.

The Book Collection List template  offers tons of space for basic details such as author, publisher, date, and edition. You can then add extras like language and translator, cover type, number of pages, the condition of the book, and its location on your shelf.

Gamers usually have a good mental list of the games they've played or want to play. But with the Video Game Tracker template in Excel, you can log those other details that may not be as easy to remember.

Include the platform, the character you played, your high score, any achievements, the highest level achieved, and the percentage of levels completed inside the tracker.

Then, use the additional sheets to track friends of yours who play as well. You can include their gamer tags and notes. The other sheet allows you to log details for gaming events, including the cycle and date.

From application subscriptions to memberships for clubs or teams, you can keep track of it all with this Subscription and Membership Tracker template .

Related: How to Add Loyalty and Membership Cards to Google Pay

Add the name of the subscription or membership , the date you paid, the amount, length, and renewal date along with the payment method. You can also include notes for choosing a lengthier renewal or not renewing at all.

While many people are pros in social situations, others may struggle. Using this Conversational Ice Breaker Tracker template , you can prepare for business or personal conversations ahead of time.

Create your list of ice breakers or the things you can say to start a conversation. Then, include the type of situation, whether professional or personal. After you use the ice breaker, come back to your sheet to track how well it worked.

Add details for when you used it and if you'd use it again. Be sure to enter any notes about the ice breaker to help in the future.

Keeping a log of car repairs or vehicle maintenance is important. You'll want to know when a service was performed, by whom, and how much it cost. These are the types of things you can track with the Car Repair Tracker template .

Related: How to Track Your Routine Car Maintenance With Dash

Include the date, cost, vehicle (if your household has more than one), the service or repair center, and a description. Whether your family has only one vehicle or several, you can stay on top of repairs and maintenance right in Excel.

These templates are just scratching the surface of what you'll find in Excel. Other templates exist such as a Credit Card Tracker , a Weekly Assignment Schedule , and a Gas Mileage Tracker .

With these Excel templates, you can stay on top of things. And if this sparks an idea for another option, look at how to create a custom template of your own in Excel.

All Formats

Tracking Templates

4+ issue tracking templates.

Certain issues or matter is now easy to track when there is a template tool that can help you with. An issue tracking template is part of management tracking template where it is designed to help the management with ease in handling different issues and make certain solutions on time and put it on record. You can also see Budget Tracking Templates .

Issue Register Tracking Template Download

Issue Tracking Template Download

CDC UP Issue Management Tracker Template Download

Issue Tracking Template

> Why You Must Use These Templates?

> conclusion, more in tracking templates.

• 13+ Sales Tracking Templates
• 10+ Revenue Cycle Management Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF
• FREE 11+ Resource Tracking Templates in PDF | MS Word
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• FREE 19+ Tracking Log Templates in PDF | MS Word | Google Docs | Pages
• 8+ Sales Tracking Templates
• 10+ Payment Tracking Templates
• 6+ Equipment Tracking Templates
• 9+ Printable Project Tracking Templates
• 5+ Employee Vacation Tracker Templates
• 1 Best Inventory Tracking Spreadsheets
• 5+ Printable Project Tracker Excel Templates
• 6 Excel Project Tracker Templates
• 7+ Action Tracking Templates
• 18+ Tracking Templates

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10 Wonderful Excel Issue Tracker Templates

With these free Excel Issue Tracker Templates, you can keep track of project issues as they arise. Establish the priority of each issue, assign it to key team members, and check it off when it is resolved. It's a problem if there are issues, and you have the ability to resolve them with this Excel issue tracking template.

With WPS Office, you can manage project issues using five different views: Gantt, kanban board, task list, calendar, and sheet. Additionally, live dashboards and instant status reports will help you track progress along the way while managing issues with your team in real-time. Explore the list of the Excel Issue Tracker Template!

1. Quantity Management Table of Issued Epidemic Prevention Materials By Each Unit Template

Keep your project on track using this Quantity Management table of issue tracking template. Using this bug reporting template, you can log and track issues to completion to manage risk. A fully customizable issue tracking Excel template creates a clear visual representation of risks associated with issues.

2. Performance OKR Tracker Template

You can access the Performance OKR tracking template at the above link. You will be able to make copies of it and reuse them for your own needs, as well as share them with others.

3. Purchase Order Tracker Template

A PO tracking system is recommended if you have many vendors or suppliers and create more than a few purchase orders per year. Using custom PO software or a database solution may be the best option for tracking large numbers of orders.

4. Simple Task Tracker Template

We have provided some Excel task list templates on this page that demonstrate some of the many ways you can use a spreadsheet to track tasks, from simple to-do lists to advanced Gantt charts.

5. Simple Purple Invoice Tracker Template

Monitor your accounts receivable with the WPS’s free Simple Purple Invoice Tracker Template. Payment dates, customer names, amount due, amount paid, and amount outstanding are tracked with this invoice tracker spreadsheet template.

6. Employee Vacation Tracker Template

One of my teammates is responsible for creating an Excel vacation tracker template for the team. As a result of this template, the team members are able to keep track of their vacations and holidays.

7. Simple Basic Money Tracker Template

Keeping track of your money has never been easier than with this accessible personal money tracker template. You will need to enter your starting cash total, and each transaction, and allow Excel to handle the rest for you.

8. Job Candidate Tracker Template

Use this spreadsheet to track job candidates. There are sheets for candidates, job openings, and interviewers included in this job candidate tracker template.

9. Simple Fresh Invoice Tracker Template

Tracking your invoices can be very easy. Using this simple invoice tracking template, you can create and send invoices using whatever system suits your needs.

10. Basic Business Invoice Tracker Template

For your growing business, WPS Office offers a wide range of free business tracker templates as well as premium spreadsheet solutions. The use of a template can save you a lot of time and frustration when you are starting a new project.

I’m sure the above Excel Issue Tracker Templates help you a lot in your business and daily life. Go and download the WPS Office that offers a bundle of online templates. 

• 1. Top 10 Excel templates of invoice tracker free download 2024
• 2. 10 Employee Attendance Tracker Excel Templates
• 3. 10 best action tracker task tracker templates for excel
• 4. 9+ Wonderful Eye-Catchy Cover Page Template Word Free Download
• 5. Guide to 10 monthly bill tracker templates in excel
• 6. Top 10 efficient issue log excel template

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Tracker in Excel (Task Tracker, Progress Tracker and so on)

In this article, we have discussed different examples of tracker in Excel. You will see the step-by-step process of creating a task tracker. You will get to know about real-time trackers, workflow trackers and progress trackers as well. Finally, we have provided some useful templates of trackers for you.

A tracker can be used for many purposes such as project management, inventory management, event planning, data organizing, employee tracking and so many more. The versatility and flexibility of Excel make it a handy tool to create any type of tracker.

Download Practice Workbook

You can download this practice workbook while going through the article.

How to Create a Tracker in Excel

We will show you the step-by-step process to create a tracker in Excel. Here, we have some information about some tasks. We have the category , importance , and status of those tasks. Follow the steps below to create a task tracker in Excel.

• Put the tasks serially in range C5:C14 .

• Select range D5:D14 >> go to the Data tab >> choose Data Validation from the Data Tools  group.

• Set the Data Validation dialog box as shown below. Put this formula into the source bar.

• You will see a drop-down box in all the cells of the Category column.

• Use the drop-down box and fill up all the cells of the Category column.

• Repeat these steps and perform Data Validation for the Importance and Status columns. The source bar in the Data Validation dialog box will have different formulas.

Source formula of Data Validation for Importance Column:

Source formula of Data Validation for Status Column:

• Now fill up range E5:F14 with the help of the drop-down boxes and complete the task tracker.

• You can get information about a particular task. Put the Serial of the task in cell C4 .

• Put these formulas based on the VLOOKUP function in range C5:C8 to see the information of the task.

Formula in cell C5:

Formula in cell C6:

Formula in cell C7:

Formula in cell C8:

• You can create a task summary as well. Go to cell C5 and put this formula based on the COUNTIFS function .
• Use Fill Handle to AutoFill data in range C6:C8 .

This formula will count the number of cells only. If the value in cell B5 ( Work ) and cell C4 ( Completed ) of the Summary worksheet matches any value in range D5:D14 and range F5:F14 in the Task Tracker worksheet respectively.

• Go to cell D5 and put this formula based on the COUNTIFS function .
• Select cell D5 and use Fill Handle to AutoFill data in range D6:D8 .

• Go to cell E5 and put this formula based on the SUM function .
• Select cell E5 and use Fill Handle to AutoFill data in range E6:E8 .

• Now select range B4:E8 >> go to the Insert tab >> select Column Chart option >> choose an appropriate Column Chart .
• You will see a Column Chart with the summary for each category of your tasks.

How to Create Different Trackers in Excel

1. create a real time tracker in excel.

Design the dataset in the following way.

• Go to cell C4 and put the value of hourly payment in it.
• Fill up the Employee ID and Name  columns.

• Select range D7:E16 >> go to the Home tab >> select Time format from the Number  group.

• Fill up the Start Time and End Time columns for each employee.

• Go to cell F7 and put this formula based on the TEXT function .
• Select cell F7 and use Fill Handle to AutoFill data in range F8:F16 .

• Go to cell G7 and put this formula based on the combination of HOUR and MINUTE functions.
• Select cell G7 and use Fill Handle to AutoFill data in range G8:G16 .

2. Create Workflow Tracker in Excel

We will use the following format to create the workflow tracker.

• Go to cell E5 and put this formula.
• Select cell E5 and use Fill Handle to AutoFill data in range E6:E14 .

• Put the actual number of days spent for each task in range F5:F14 .

• Select range G5:G14 >> go to the Home tab >> change the number format into Percentage .

• Go to cell G5 and put this formula.
• Select cell G5 and use Fill Handle to AutoFill data in range G6:G14 .

• Go to cell H5 and put this formula based on the IF function .
• Select cell H5 and use Fill Handle to AutoFill data in range H6:H14 .

3. Create a Progress Tracker in Excel

3.1. Use Conditional Formatting

• Follow Method 2 step-by-step to create a progress tracker.

• Select range G5:G14 >> go to the Home tab >> Conditional Formatting >> New Rule .

• Set the New Formatting Rule dialog box as shown below.

• You will see the progress tracker with data bars in each cell of range G5:G14 .

3.2. Use Bar Chart

We will use the same progress tracker as shown in the previous method .

• Now select range B4:B14 , press the Ctrl button, and select range G4:G14 .
• Go to the Insert tab >> select Bar Chart option >> choose an appropriate Clustered Bar Chart .

• You will see the bar chart of the progress tracker in your worksheet. You can give it a suitable title.

3.3. Apply Check Boxes and Circle Chart

We will use the following format to create a progress tracker with check boxes and a circle chart .

• Select cell D5 >> go to the Developer tab >> click on Insert >> choose Check Box (Form Control) .

• Create a check box in cell D5 .
• Select cell D5 and use Fill Handle to AutoFill to create checkboxes in range D6:D14 .

• Right-click on the check box in cell D5 >> select Format Control .

• Set the Format Control dialog box as shown below.
• Insert $E$5 in the Cell Link bar and click OK .

• Now do the same for the rest of the check boxes in range D6:D14 and put the corresponding cell of column E in the Cell Link bar of Format Control dialog box.
• Tick the check boxes of the completed tasks and you will see TRUE (if checked) or FALSE (if unchecked) in the corresponding cells of the Task Completion column.

• Now select range G5:H5 and change the number format into Percentage .

• Go to cell G5 and put this formula combining COUNTIF and COUNT functions.

Formula Breakdown

COUNTIF(E5:E14,TRUE) : This portion of the formula counts the number of cells in range E5:E14 if any cell value matches the text TRUE . Result : 6

COUNT(B5:B14) : This portion counts the total number of cells in range B5:B14 . Result : 10

COUNTIF(E5:E14,TRUE)/COUNT(B5:B14) : This formula returns the percentage of cells that include the text TRUE in range B5:B14 . Result: 60.00%

• Go to cell H5 and put this formula into the cell.

• Select range G4:H5 >> go to the Insert tab >> select the Doughnut chart .

• You will see a circle chart in your worksheet. Give an appropriate title to the chart.

Templates of Tracker in Excel

1. inventory tracker in excel.

You can create an inventory tracker in Excel. An inventory tracker can be used to monitor and manage various company stocks and their whereabouts. It comes with a comprehensive system of recording, tracking, and controlling inventory. This inventory may include different products, materials, or supplies. We have provided an inventory tracker for you.

2. Project Progress Tracker in Excel

A project progress tracker is a very handy tool in our day-to-day life. You may need a progress tracker for monitoring different activities of your employees in a project and to keep track of their progress. This type of tracker enables companies to have better control and efficiency in managing their employees.

3. Fully Functional To Do List

Excel comes with powerful features and functions to create a fully functional to do list. This list is very flexible and easily customizable. It is very handy and you can use it to keep track of your day-to-day activities.

Things to Remember

• Select the source for Data Validation  carefully.
• Select the desired range of cells before setting the Conditional Formatting dialog box.
• Keep your tracker updated.

Frequently Asked Questions

1. What are the best practices for organizing data in an Excel tracker?

You can follow some practices for organizing data in an Excel tracker. You should use consistent headings and group interconnected information together. It is better to use separate sheets or tabs for different sections or categories. You should keep an organized data structure that is easy to understand and navigate.

2. How do I set up data validation to ensure accurate data entry in my tracker?

To set up data validation in Excel follow this:

• Select the cells where you want to apply validation.
• Go to the Data  tab.
• Click on Data Validation , and specify the validation criteria such as whole numbers, decimal numbers, dates, or values from a specific list. You can also set custom validation rules to meet your specific requirements.

3. How can I protect my tracker from accidental modifications or unauthorized access?

To protect your tracker,

• Go to the Review  tab.
• Click on Protect Sheet or Protect Workbook and set a password to prevent unauthorized modifications.

You can also restrict editing permissions and specify who can make changes to the workbook.

In this article, we have presented different methods to create a tracker in Excel. This article aims to enhance users’ efficiency and productivity when it comes to tracking business inventory, employee activities, etc. If you have any questions regarding this essay, don’t hesitate to let us know in the comments. Also, if you want to see more Excel content like this, please visit our website, and unlock a great resource for Excel-related content.

Tracker in Excel: Knowledge Hub

• Create a Tracker in Excel
• To-Do List in Excel
• Excel Expense Tracker
• Excel Weight Los Tracker

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Md. Abu Sina Ibne Albaruni holds a BSc in Mechanical Engineering from Bangladesh University of Engineering and Technology. He is a dedicated employee of the ExcelDemy project. He has written quite a large number of articles for ExcelDemy. Besides, he has expertise in VBA. He efficiently automates Excel issues using VBA macros and actively engages in the ExcelDemy forum, offering valuable solutions for user interface challenges. His areas of interest in work and study span MATLAB, Machine Learning,... Read Full Bio

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Excel: Your Ultimate Tool for Solving Real-Life Problems

In the vast landscape of productivity software, Microsoft Excel stands out as a versatile and powerful tool for tackling real-life problems. From managing finances and analyzing data to planning projects and making informed decisions, Excel offers a myriad of features and functionalities that empower users to address a wide range of challenges effectively. In this comprehensive guide, we’ll explore how Excel can be used to solve real-life problems across various domains, demonstrating its flexibility, adaptability, and utility as a problem-solving tool.

Financial Management and Budgeting:

One of the most common applications of Excel is in financial management and budgeting. Whether you’re tracking personal finances or managing business expenses, Excel provides robust tools for organizing, analyzing, and visualizing financial data. Here’s how Excel can help solve real-life financial problems:

• Budget Tracking: Create a budget spreadsheet to track income, expenses, and savings over time. Use formulas and functions to calculate totals, averages, and projections.
• Expense Analysis: Import bank statements or transaction data into Excel to analyze spending patterns, identify trends, and make informed decisions about budget adjustments.
• Investment Portfolio Management: Build a portfolio tracker to monitor investment performance, track asset allocation, and evaluate risk and return metrics using built-in functions and charts.

Data Analysis and Visualization:

Excel excels (pun intended) at data analysis and visualization, making it an invaluable tool for researchers, analysts, and decision-makers. With its built-in functions and powerful charting capabilities, Excel enables users to derive insights from data and communicate findings effectively. Here’s how Excel can help solve real-life problems through data analysis and visualization:

• Data Cleaning and Preparation: Use Excel’s data manipulation tools to clean, format, and prepare raw data for analysis. Remove duplicates, fill missing values, and transform data as needed.
• Statistical Analysis: Perform statistical analysis on data sets using Excel’s array of statistical functions. Calculate descriptive statistics, perform regression analysis, and generate histograms and scatter plots to visualize data distributions and relationships.
• Dashboard Creation: Design dynamic dashboards and reports to summarize key metrics and KPIs. Use pivot tables, slicers, and interactive charts to provide stakeholders with actionable insights at a glance.

Project Management and Planning:

Excel is a valuable tool for project management and planning, allowing users to organize tasks, track progress, and allocate resources efficiently. With its flexible structure and customizable features, Excel can be tailored to meet the specific needs of different projects and workflows. Here’s how Excel can help solve real-life problems in project management and planning:

• Task Tracking: Create a project timeline or Gantt chart to outline project milestones, deadlines, and dependencies. Use conditional formatting to highlight overdue tasks and track progress in real-time.
• Resource Allocation: Develop resource allocation spreadsheets to assign tasks to team members, track workloads, and manage project resources effectively. Use formulas to calculate resource utilization and identify potential bottlenecks.
• Budget Forecasting: Build budget forecasting models to estimate project costs, revenues, and cash flows. Use scenario analysis and sensitivity analysis to evaluate the impact of different variables on project outcomes.

Decision-Making and Scenario Analysis:

Excel is a powerful tool for decision-making and scenario analysis, allowing users to evaluate alternatives, weigh trade-offs, and make informed decisions based on data-driven insights. With its modeling capabilities and “what-if” analysis tools, Excel enables users to explore various scenarios and assess their potential outcomes. Here’s how Excel can help solve real-life problems in decision-making and scenario analysis:

• Decision Trees: Use Excel’s decision tree templates or create custom decision trees to analyze complex decisions and evaluate the potential outcomes of different choices.
• Monte Carlo Simulation: Conduct Monte Carlo simulations in Excel to model uncertainties and risks in decision-making. Generate random samples based on probability distributions and analyze the distribution of possible outcomes.
• Sensitivity Analysis: Perform sensitivity analysis to assess the sensitivity of key variables and assumptions on project outcomes. Identify critical factors that may influence decision-making and prioritize areas for further investigation.

Best Practices for Solving Real-Life Problems in Excel:

To optimize the use of Excel for solving real-life problems, consider the following best practices:

• Define Objectives: Clearly define the problem or objective you’re trying to solve and identify the key metrics or variables that will drive your analysis.
• Plan Your Approach: Develop a structured approach to problem-solving, including data collection, analysis, and interpretation. Break down complex problems into smaller, more manageable tasks.
• Use Built-In Tools: Familiarize yourself with Excel’s built-in functions, formulas, and features to leverage its full capabilities for problem-solving.
• Document Your Work: Document your analysis and findings in Excel spreadsheets, reports, or presentations to communicate results effectively and facilitate collaboration with stakeholders.

Conclusion:

Excel is a versatile and powerful tool for solving real-life problems across various domains, including financial management, data analysis, project management, and decision-making. With its rich set of features and functionalities, Excel enables users to organize data, perform calculations, and derive insights with precision and efficiency. Whether you’re tracking expenses, analyzing sales data, or planning a project, Excel provides the tools you need to tackle complex problems and make informed decisions. So, the next time you encounter a real-life problem, remember to harness the power of Excel to streamline your workflow, analyze data effectively, and achieve your goals with confidence. With practice, perseverance, and a deep understanding of Excel’s capabilities, you can become a proficient problem-solver and Excel expert, unlocking new possibilities for success in your personal and professional endeavors.

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Home » Business » Root Cause Analysis Template [Excel, Word]

Root Cause Analysis Template [Excel, Word]

A root cause analysis template is a document used by companies to conduct root cause analysis. A root cause analysis is performed when a problem has occurred. A root cause refers to obstacle in your business success. It is known as root cause because it is determined as the underlying reason for the problem at hand. When the problem occurs, the root cause is identified and then handled by the management. Moreover, root cause contains the following;

• Human or machine error
• Failure of materials
• Errors in procedure
• Manufacturing issue
• Failure in logistics

When the management determines the root cause then they select an RCA technique to get rid of it. There are different tools available to alleviate your situation. Some of these tools are used for problem-solving, some for identifying issues, and some for supporting the process. You may also like Value Chain Analysis Template .

Table of Contents

How to perform a Root Cause Analysis?

A root cause analysis is used to boost the quality of your products or services. It makes sure that you recover a solid workflow and it should be performed in a step-by-step fashion. For each technique, it is important to follow the proper hierarchy. You can use different techniques for finding the primary problem. You should follow the below hierarchy;

• Find the problem
• Collect as much data and input as possible
• Find the causes
• Locate solutions
• Perform actionable strategies for the modifications you seek
• Give yourself enough time to see if changes task hold.

If you are new to do a root cause analysis then write down the above steps. After that, try to work things out on paper first; it gives you idea of what you are looking for. This assists you in choosing perfect procedure to conduct your real root cause analysis.

Processes and methods of Root Cause Analysis:

By knowing more about root cause analysis, you will uncover more techniques. Conducting RCA might be confusing for the new ones. However, when you follow a few basic hints and tips concerning processes and methods, you will able to conduct a successful RCA.

You should gather most data from informed team members so that you can get best possible results. Therefore, gather the best team. Make sure that the people who will be handling the elimination of the primary problem will be present. They also have strategy for solving the problem. Here is the basic outline;

• Select those team members who are from the departments affected by the problem. One member of team should be assigned delegate duties.
• Don’t hesitate to gather data from customers and branch managers. If none of the member familiar with the RCA process, you hire RCA consultant to lead the team.
• You should keep yourself up to date with milestones and within time-frames. Usually, RCA’s take 2 months to complete whole process. This includes;
• Gathering data,
• Brainstorming sessions
• Assembling data into possible actionable strategies.
• Here patience and keen observation are important. Detection of positive change depends on the scope of the issue. You should also check Data Analysis Report Template .

Simple Root Cause Analysis Report Template

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For conducting RCA, many management teams use the cause mapping method. It is a simple, efficient, and 3-step method. It engages the use of an easy-to-read visual map. Likewise Fishbone method, it develops a cause and effect relationship among variables to find the primary problem. The fundamental hierarchy of the Cause Mapping method includes;

• A precise definition of the primary problem. It also states how it affects the objectives of the company.
• Find the causes and analyze them.
• In the form of actionable strategies, establish solutions to implement. You may also see the Training Needs Analysis Template .

Conclusion:

In conclusion, a root cause analysis template used by organizations and companies in order to do the root cause analysis in an effective way. Performing a root cause analysis enhances efficiency and increases the profit of your business.

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I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.