Business Ops

Project & Task Tracker

Track projects and tasks with auto-calculated completion %, overdue detection, status pills, and a personal "My Tasks" view that filters by who you are. Dashboard updates in real time as you flip tasks to Done.

What's Inside

Start Here — How to use it, tips on adding new projects, how the completion math works.
Projects — List of every project with Owner, Start Date, Target End, Status, Priority. Completion % auto-calculates from the Tasks tab — no manual updating.
Tasks — One row per task. Status pills (To Do / In Progress / Done / Blocked), Priority pills (Low / Medium / High / Critical). Overdue tasks get a red Due Date.
My Tasks — Pick your name from a dropdown — the table fills with just your open tasks, sorted by due date.
Dashboard — 5-tile snapshot (Active Projects, Total Tasks, Done, Overdue, Completion %), per-project breakdown with progress bar, plus a Tasks-by-Status bar chart.

Key Features

Project completion % auto-calculated from how many of its tasks are Done.
Status + Priority pills on every row via conditional formatting and validated dropdowns.
Overdue tasks flagged red on Due Date when past today AND not Done.
"My Tasks" filter view driven by a dropdown — useful for daily standups.
Dashboard scorecard tiles + per-project progress bars + bar chart of task statuses.
No manual sync between Projects and Tasks — just use consistent project names and the math follows.

Sample Formulas

Here are some of the formulas powering this template:

Auto-calc per-project completion %

=COUNTIFS(Tasks!B:B,A2,Tasks!E:E,"Done") / COUNTIF(Tasks!B:B,A2)

Count overdue tasks not yet Done

=COUNTIFS(Tasks!D:D,"<"&TODAY(),Tasks!E:E,"<>Done",Tasks!A:A,"<>")

Per-person task list driven by a dropdown

=QUERY(Tasks!A2:G,"SELECT A, B, D, E, F WHERE C = '"&B2&"' AND E <> 'Done' ORDER BY D LIMIT 50",0)

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