Free Project Tracker Template
A project tracker covers the work stages, the task list in each stage, and who owns each task from kickoff through closeout.
Share template
Work gets agreed, kickoff happens, and then the week gets messy and the progress still has to hold up. The project tracker keeps the work in one place as it moves from Contract and intake through Close and billing, so the decisions don’t live in a slide deck while someone still has to chase handoffs on Sunday night. The board uses mangrove olive with survey red markers under Raleway headings and Inter body text, so the stages read like a record and the calls for action stand out when the pace picks up.
Each column already carries the next set of cards, from sending the engagement agreement and collecting access, through discovery and fieldwork, into design, writing, handoff, and final billing. The cards name the concrete outputs a client tends to ask about, like stakeholder interviews, a draft KPI dashboard, and an SOP pack, so the board answers “what happens next?” before anybody has to improvise it.
- Contract and intake Carries the kickoff cards for agreements, invoices, and collecting documents and access before discovery starts.
- Discovery Holds the review and call prep cards so gaps get logged and the discovery call has an agenda.
- Fieldwork Tracks interviews, workflow mapping, and observation cards, including time-keying the work that actually happens.
- Design Keeps the draft operating model, org chart, KPIs, dashboard, and workshop cards together while decisions get made.
- Write and handoff Lists the writing and training cards, including SOPs, templates, an action plan, and the handoff session.
The board comes in with 17 cards, and you add your own dates because the columns hold order rather than a calendar. The work runs as tasks you can assign to the people doing the work, so ownership stays visible from intake to closeout.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 17 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Contract and intake | The column holds the kickoff work: sending the engagement agreement and invoice, then collecting documents and access before discovery.
|
Discovery | The column covers document review, gap notes, and the discovery call, with cards for the agenda and the call itself.
|
Fieldwork | The column tracks interviews, workflow and handoff mapping, and observation, including time-keying key tasks in operations.
|
Design | The column groups the draft operating model, org chart, KPI list, and dashboard draft, plus the process mapping workshop.
|
Write and handoff | The column carries the deliverable writing and the transition work: SOPs and templates, handoff materials, an action plan, and owner training.
|
Close and billing | The column closes the work with acceptance and feedback, the final report and invoice, and archiving files with a lessons note.
|
What happens when you install it
- A project is created with its board, 6 columns and 17 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Operations consultants, strategy advisors, and change management leads who need a single board that shows what’s in flight and what’s next across a client engagement.
Questions about this project template
What should a project tracker include?
A project tracker usually includes the work stages, the tasks inside each stage, and who owns each task. This board organizes the work as columns and cards from contract and intake through close and billing.
How do you structure a consulting project from kickoff to closeout?
A common structure starts with contract and intake, then discovery, fieldwork, design, writing and handoff, and closes with acceptance and billing. The board uses those stages as columns so the work moves in a fixed order.
What do you need from a client before starting a consulting engagement?
The starting point is usually an agreement and initial billing, plus access and key documents. The first column includes cards for sending the engagement agreement and invoice, and collecting documents and access.
What deliverables should an operations consultant produce?
Deliverables often include a KPI list and dashboard draft, plus written SOPs and templates and a handoff plan. The design and write and handoff columns include cards that name those outputs.
Is a project tracker a schedule?
A project tracker shows the order of work and what’s in progress, but it doesn’t have to be a calendar. This board carries the sequence in columns, and you add your own dates separately.
How do you keep task ownership clear when scope changes?
Clear ownership starts with tasks that have an explicit assignee and a visible place in the workflow. The cards in this board run as tasks you can assign, so responsibility stays tied to the work as it moves between stages.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
