11 Free Multi-Project Tracking Templates
Posted: Tue Jan 07, 2025 5:11 am
Managing multiple projects at once can be chaotic: Just when one task is completed, another deadline appears or priorities change. This constant confusion can overwhelm project managers, team leaders, and small business owners.
A simple solution? Search for 'multiple project tracking template in Excel'
These templates use tried-and-true Microsoft Excel features to help you get your projects in order. While an Excel template is great for simple needs, it requires manual updates, which can impact processes between projects (especially in complex setups).
To help you make an informed decision, we've rounded up our favorite multi-project tracking templates below, including Excel-compatible options and some ClickUp favorites.
But first, let's take a closer look at what these templates consist of.
What are multi-project tracking templates?
Multi-project tracking templates are tools that help you manage multiple projects at once without losing track of deadlines or individual tasks. They provide a clear, organized view of each project side-by-side , so you can easily spot dependencies and prioritize tasks.
No more switching back thailand number data and forth between spreadsheets, emails and project management apps.
These templates also facilitate collaboration across functional teams . Assign work, share updates, and align stakeholders on the same goals.
For example, successful sales and up-front teams can use a multi-project CRM template to track calls and emails with multiple customers at different stages of the customer lifecycle. They can also tag their sales reps to follow up with new leads or coordinate with the marketing team to prepare targeted promotional materials, all within the same platform.
Pro Tip: Integrate task management software with your project management template to get detailed, real-time insights into your team’s workload. This will help you avoid burnout and keep deadlines under control.
What makes a good multi-project tracking template?
An effective multi-project tracking template focuses on organization, teamwork, and your specific needs. Here are the must-have features:
Clear overview: Choose a template that offers a logical hierarchy of your projects, clearly showing deadlines, resources and priorities
Tracking capabilities: Opt for a template with tracking tools for both general objectives and specific milestones for each project.
Customizable Appearance: Choose a template that allows you to adapt fields, widgets, and layouts to the changing needs of your projects
Task Management Features: Choose a template that lets you easily create, assign, and track tasks to ensure accountability within and across teams
Centralized Dashboard : Consider a template with a unified project management dashboard that brings together information from all your projects in a single view
Collaboration tools: Look for a template with built-in communication features, such as comments and attachments, to make sharing information easier.
Visualization features: Opt for a template that includes tools like Gantt charts or Kanban boards to help you visualize progress and quickly spot roadblocks.
11 Free Multi-Project Tracking Templates
Tracking multiple projects is a real test for any solid project management software company . It’s not enough to just check tasks off a list; you need to know what’s happening, when it’s happening, and how it all relates to larger goals. ClickUp is an easy-to-use project management software built to streamline workflows and keep progress on track. From managing project tasks to integrating multiple tools and even using AI for smarter resource allocation, ClickUp’s work environment brings all the essentials together in a single hub.
Whether you're managing a single project or an entire portfolio, ClickUp's Project Management Solution provides real-time insights and automation to keep you on track.
Its advanced visualization and reporting capabilities help you gain complete visibility into resource allocation and budgets, individual and team workloads, backlogs and dependencies, and much more.
A simple solution? Search for 'multiple project tracking template in Excel'
These templates use tried-and-true Microsoft Excel features to help you get your projects in order. While an Excel template is great for simple needs, it requires manual updates, which can impact processes between projects (especially in complex setups).
To help you make an informed decision, we've rounded up our favorite multi-project tracking templates below, including Excel-compatible options and some ClickUp favorites.
But first, let's take a closer look at what these templates consist of.
What are multi-project tracking templates?
Multi-project tracking templates are tools that help you manage multiple projects at once without losing track of deadlines or individual tasks. They provide a clear, organized view of each project side-by-side , so you can easily spot dependencies and prioritize tasks.
No more switching back thailand number data and forth between spreadsheets, emails and project management apps.
These templates also facilitate collaboration across functional teams . Assign work, share updates, and align stakeholders on the same goals.
For example, successful sales and up-front teams can use a multi-project CRM template to track calls and emails with multiple customers at different stages of the customer lifecycle. They can also tag their sales reps to follow up with new leads or coordinate with the marketing team to prepare targeted promotional materials, all within the same platform.
Pro Tip: Integrate task management software with your project management template to get detailed, real-time insights into your team’s workload. This will help you avoid burnout and keep deadlines under control.
What makes a good multi-project tracking template?
An effective multi-project tracking template focuses on organization, teamwork, and your specific needs. Here are the must-have features:
Clear overview: Choose a template that offers a logical hierarchy of your projects, clearly showing deadlines, resources and priorities
Tracking capabilities: Opt for a template with tracking tools for both general objectives and specific milestones for each project.
Customizable Appearance: Choose a template that allows you to adapt fields, widgets, and layouts to the changing needs of your projects
Task Management Features: Choose a template that lets you easily create, assign, and track tasks to ensure accountability within and across teams
Centralized Dashboard : Consider a template with a unified project management dashboard that brings together information from all your projects in a single view
Collaboration tools: Look for a template with built-in communication features, such as comments and attachments, to make sharing information easier.
Visualization features: Opt for a template that includes tools like Gantt charts or Kanban boards to help you visualize progress and quickly spot roadblocks.
11 Free Multi-Project Tracking Templates
Tracking multiple projects is a real test for any solid project management software company . It’s not enough to just check tasks off a list; you need to know what’s happening, when it’s happening, and how it all relates to larger goals. ClickUp is an easy-to-use project management software built to streamline workflows and keep progress on track. From managing project tasks to integrating multiple tools and even using AI for smarter resource allocation, ClickUp’s work environment brings all the essentials together in a single hub.
Whether you're managing a single project or an entire portfolio, ClickUp's Project Management Solution provides real-time insights and automation to keep you on track.
Its advanced visualization and reporting capabilities help you gain complete visibility into resource allocation and budgets, individual and team workloads, backlogs and dependencies, and much more.