Free Project Tracker Template
A project tracker lays out the work stages, the task cards in each stage, and what needs assigning so the work keeps moving.
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When weekly progress has to be visible and spend can’t drift, a project tracker gives the work a fixed path so updates don’t turn into meetings about what’s missing. This project tracker board keeps the stages in order, leaving you to plug in your own dates and assign the work to the right people.
The board moves from Onboarding and access through Setup and technical fixes, Campaign build, Launch and monitor, and Ongoing optimisation and reporting, with 21 cards sitting under those columns. Raleway headings over Roboto body text keep each stage readable as a forwardable status note, so anyone checking in can see what’s been done, what’s next, and what’s waiting on access or approvals.
- Onboarding and access Cards collect account access, permissions, and the baseline numbers, so the starting point and budget pacing get agreed before build work starts.
- Setup and technical fixes Cards cover tracking, a technical audit, priority fixes, and landing page form checks, so the lead flow can be measured before campaigns go live.
- Campaign build Cards cover PPC structure and keywords, ad and landing page copy briefs, the buildout, SEO content planning, and email automations and templates.
- Launch and monitor Cards cover launching, post-launch QA, test sends, and end-to-end verification, so issues get caught while the first data comes in.
- Ongoing optimisation and reporting Cards cover weekly optimisation and spend updates, plus monthly content, newsletter reporting, and the performance report with next actions.
In Plutio, the tracker runs as a project, which means the cards become tasks you assign and work through in order. The only setup the board expects is adding your team and filling in your own dates, because the columns carry the sequence rather than a calendar.
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
5 columns carrying 21 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 |
|---|---|
Onboarding and access | This column collects account access and permissions, records baseline leads and ad spend, and agrees the launch budget and pacing.
|
Setup and technical fixes | This column runs through tracking setup, a technical SEO audit with priorities, priority fixes, and landing page and form-flow testing.
|
Campaign build | This column covers PPC structure, keywords, and buildout, plus ad and landing page copy briefs, an SEO content plan, and email automations and templates.
|
Launch and monitor | This column covers launch, budget pacing, post-launch QA, email test sends, and verifying the full lead flow and reporting.
|
Ongoing optimisation and reporting | This column covers weekly PPC optimisation and lead/spend updates, then monthly SEO content checks, newsletter analytics, and the performance report with next actions.
|
What happens when you install it
- A project is created with its board, 5 columns and 21 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
Marketing teams and studios running PPC, SEO, email, and analytics & attribution work who need a single board that shows what’s moving each week and what’s still pending.
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Questions about this project template
What do you need access to on day one?
Day-one access usually means the ad accounts, analytics, and any places where conversion and lead tracking get set up. The first column also records baseline leads and ad spend, so the starting numbers don’t get lost in chat threads.
How fast will we see leads change, realistically?
Lead movement depends on what’s already working, what needs fixing, and how quickly tracking and launch steps get finished. The board breaks the early work into onboarding, technical fixes, build, and launch so progress stays concrete even before results stabilise.
What are you changing in the account each week?
Weekly changes usually show up as optimisation tasks, budget pacing checks, and a weekly lead and spend update. The ongoing column also includes monthly items like performance reporting and next actions, so weekly work doesn’t crowd out planning.
Who’s writing the ads and landing page copy?
The build stage includes cards for writing ad copy briefs and landing page copy briefs, which keeps ownership clear even when different people draft and review. The same stage also covers PPC buildout, so the copy and structure stay connected.
What’s included in the launch checklist?
Launch work typically includes turning campaigns on, running QA on landing pages, testing email sends and automations, and verifying the end-to-end lead flow and reporting. Those steps live together so launch doesn’t happen before tracking and forms get checked.
How many tasks are in the tracker?
The board carries 21 cards across five columns. Each card represents a specific piece of work, and you assign the cards to the people doing them.
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