Excel is a versatile application frequently employed for project management tasks and workflow optimization. It enables users to create clear, precise communication sheets for all projects and effectively track employee workflows. However, Excel can be time-consuming to master without proper training. But don't worry – we've got you covered!

In this article, we will explain how you can create Excel Project management templates and examine a few examples.

Ready? Let's dive in!

TL; DR

  • Excel project management templates are documents that you can use for different business tasks and that allow you to track your workflow.
  • Excel project management templates are standardized frameworks to manage your projects and provide consistency.
  • You need to get Excel training to create Excel project management templates manually.
  • The method to create Excel project management quickly and accurately is to use AI tools.
  • You can create any type of project management template with ZenoChat by TextCortex and customize it with prompting.

What are Excel Project Management Templates?

Excel Project management templates are outlines that you can use for different tasks and reduce your workload. Using these templates, you can complete a wide range of tasks from project tracking to critical path. Moreover, you can customize project management templates according to your enterprise and tasks.

What are Excel Project Management Templates?

The Benefits of Using Excel Project Management Templates

Excel project management templates provide a standardized framework for managing projects, which ensures consistency, clarity, and accountability throughout the project lifecycle. They also save time and effort by eliminating the need to create project documents from scratch. Moreover, you can customize Excel project management templates according to the unique needs of your business.

How to Create an Excel Project Management Template?

If you want to create Excel project management templates, you must first learn how to use Excel. Then, you can reduce your workload by manually creating templates that are suitable for your business tasks and preparing a base for your future tasks. However, manually creating Excel project management templates is a mundane, repetitive, and tiring process. Instead, you can include AI tools in your project management template creation process.

Utilize AI to Create Excel Project Management Templates

AI tools are designed to help you complete tasks you need in your business, from preparing project management templates to text generation. Moreover, you can complete this process clearly and concisely with AI tools that have advanced reasoning and natural language skills and large language models such as GPT-4o and Claude 3.5 Sonnet.

ZenoChat – Create Free Excel Project Management Templates

ZenoChat is an AI co-pilot developed by TextCortex and designed to help your organization with knowledge management tasks in addition to boosting the individual performance of your employees. With ZenoChat, you can generate any sort of written content, including Excel project management templates, create DALL-E 3 powered AI images, or analyze large amounts of data to turn it into information. Using ZenoChat, all you need to do is enter the prompt to create customized Excel project management templates for your specific tasks.

Knowledge Bases

ZenoChat offers knowledge bases to help its users with their knowledge management tasks. With this feature, you can integrate your internal data into ZenoChat and use it to complete any knowledge task, including the Excel knowledge management template. You can add the necessary data for your knowledge management tasks to ZenoChat and have it generated concise Excel project management templates.

ZenoChat Knowledge Bases

Another way to use ZenoChat's knowledge base is to store large amounts of your enterprise data and use it to generate insightful outputs. ZenoChat can analyze all your internal data and complete the tasks you want from it. This way, you can both boost your employees' individual performance and improve your organization's overall productivity. See the results from one of our case studies:

  • TextCortex was implemented for Kemény Boehme Consultants as a solution to tackle these challenges and today employees report increased efficiency and productivity (saving 3 work days per month per employee on average).
  • AICX, an ecosystem partner of TextCortex, was integral to the onboarding and helped achieve a 70% activation rate of the team within the first weeks.
  • Employee confidence in using and working with AI increased by 60%.‍
  • The implementation results in a 28x return on investment (ROI).

Free Excel Project Management Templates Created by ZenoChat

We’ve created Microsoft Excel templates catered to certain types of projects or stages in the project. We created all these templates for generic tasks by giving prompts to ZenoChat. You can use these templates by customizing them or generate new templates suitable for your custom workload via ZenoChat!

Example #1: Project Tracker Template

One of the most effective ways to keep your project status reports organized and in a single document is to use an Excel project tracker. You can monitor the progress of your employees or colleagues on projects and tasks and save time by recording them. Let’s take a look at a project tracker template created by ZenoChat.

Excel Project Tracker Template
Click here to access the template

Example #2: Project Task List Template

The project task list template works as a high-level overview of your project's tasks and subtasks. Through the project task list, you can see the task priority, completion date, task, and assignee.

Excel Project Task List Template
Click here to access the template

Example #3: Project Roadmap Template

The project roadmap template includes project timeline, milestones, phases, descriptions, start dates and end dates. It can be visualized and allows you to examine the key elements of your projects.

Excel Project Roadmap Template
Click here to access the template

Ready to create your custom project management templates?

Click here to create your free TextCortex account and implement it into your business!