Carpentry and Joinery Task Tracker Excel Template | Kanban, Gantt and Calendars

For carpenters and joiners. Every job, quote and admin task sits in one master list, and the Kanban board, Gantt timeline and calendars fill themselves from it. It comes set up for carpentry and joinery work with categories such as First Fix, Second Fix, Kitchens and Wardrobes and Doors and Windows, plus health and safety and office admin. Change any list once and every dropdown follows.

What it covers

• Master task list with status, priority, owner, due date and days left
• Dashboard with live totals and charts, nothing to type
• Kanban board, priority matrix and Gantt timeline
• Monthly and weekly calendars, a daily planner and a yearly overview
• Recurring tasks that drop into the schedule by themselves
• Project tracker, team workload, time log and budget and expenses

Who it is for

Carpenters, joiners, kitchen and wardrobe fitters and bespoke joinery workshops.

What is inside

• Dashboard, everything at a glance and fully automatic
• Easy Setup, your categories, statuses, priorities and team in one place
• Variable Tasks, the master task list
• Recurring Tasks and Task Schedule
• Monthly Calendar, Weekly Calendar, Daily Planner and Yearly Overview
• Kanban Board, Priority Matrix and Gantt Timeline
• Project Tracker, Team Workload and Time Log
• Goals and Milestones, Habit Tracker and Weekly Review
• Budget and Expenses, Meeting Notes, Brain Dump and Archive

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Edit the categories, statuses, priorities and team lists to match how you work and every dropdown updates. Add tasks on the Variable Tasks tab and set your routines on Recurring Tasks, then the schedule, calendars, Kanban board and priority matrix fill themselves. The example tasks show every feature working, overtype them with your own.

What you get

• One editable Excel (.xlsx) workbook with 22 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.