Work plan

Optimize your project planning with Retable's work plan spreadsheet template, a strategic tool designed to organize tasks, deadlines, and resources efficiently. Tailored for seamless integration into any project, this template ensures clarity and accountability, facilitating successful project execution and team collaboration.

Work plan spreadsheet template

📌 To copy and customize the work plan spreadsheet template to your own Retable dashboard, click the "Copy to workspace" button in the upper right corner of the template!

Columns of the work plan spreadsheet template

• Task ID: It's an autonumber column that automatically assigns IDs to your tasks. These IDs are unique and do not change even if you change the order of your rows. You cannot make manual data changes in the autonumber column type.
• Task name: It's a text column type. Here, you can find the name of each task, which provide a quick idea for each of them.
• Description: It's a text column type. Here, you can find the description of each task, which provide a detailed explanation for each of them.
• Assigned to: It's a select column type. The name listed here represents who is responsible for each task. You can change this column type to "Collaborator" to easily assign tasks to your teammates.
• Start date: It's a calendar column type. Here you can find the start date of the projects. You can change the date format by customizing this column.
• End date: It's a calendar column type. Here you can find the deadline for the project completion. You can change the date format by customizing this column.
• Milestones: It's a text column type and shows the milestones of your tasks. You can add more milestone  to this column.
• Status: It's a select column type. Indicates the current stage of each task of the project, such as 'Done', 'In Progress', 'Planned', etc. You can add more status option.
• Budget: It's a currency column type and shows the budget of each task. You can change the currency format of this column.
• Resources required: It's a multi-select column type. Indicates the reqiored resouces of each task. You can add more resource option.
• Dependencies:  It's a text column type. You can write the IDs of other tasks that affect the tasks in your project and need to be completed first in this column.
• Risk Level: It's a select column type. You can select the risk status of each task. You can add more risk level option.
• Communication plan: It's a text column type and shows the communication plans of your tasks.
• Notes: It's a text column type and you can your notes and comments about each task to this column.

Retable's work plan spreadsheet template is designed to streamline your work planning processes, making it easier to manage and track from work details  to status.

Views of the work plan spreadsheet template

The view types of your work plan spreadsheet template are designed to offer different perspectives and ways to interact with your tasks. Here's a brief explanation of each view:

Grid view (default):

This view presents the works in a traditional, but smarter, spreadsheet format, where each row represents a different task and the columns represent the various attributes of each task, such as status, description, start date, budget etc. It's the most detailed and comprehensive view, suitable for editing and entering data collaboratively.

Kanban view:

Kanban view shows tasks as dynamic cards on a Kanban board, allowing you to visualize and manage your workflow. Each Kanban card represents a task and can be moved across columns representing different stages of the work management process (e.g., Completed, In Progress, Planned etc.). This view helps track progress and manage tasks easily.

Calendar view:

Calendar view automatically shows the dates in your table on a calendar format. If your spreadsheet has multiple date columns (ex; start date & end date) you can automatically create date ranges in your calendar view. You can also select the columns that you want to show on your calendar.

Chart view

There are 2 chart views in this work plan spreadsheet template.

• Risk level chart (Pie chart)
• Status chart (Bar chart)

Chart view is one of the Retable views that project managers need most and helps you quickly visualize your data and get meaningful reports from your data. Retable offers four different chart types: line, area, bar and pie. So you can easily visualize your data in real-time.

Risk level chart (Pie chart)

Status chart (Bar chart)

Retable's advanced and customizable data views can be used depending on your specific work planning needs, whether that's detailed data entry, visual data management, work planning or quick status checks.

Retable's work plan spreadsheet template is a customizable and ready-to-use spreadsheet template for efficiently managing your tasks, enabling you to organize and progress each task from start to end with ease. With options like Grid, Kanban, Calendar and Chart views, you can customize your works to suit your unique needs.

Ready to explore even more ways to streamline your work planning processes? Dive into Retable's extensive spreadsheet templates archive and find the perfect fit to elevate your project management to the next level. Discover Retable's templates today and transform your tasks into impactful projects with just a few clicks!