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Free template · Excel & Google Sheets

Free project & meeting checklist template

Two simple checklists in one file: one to keep a project on track, one to run a meeting that ends with clear action items.

  • No macros
  • Sample data included
  • Print-ready
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Free project & meeting checklist template: Sample data is fictional.
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What’s inside

  • Project tab: tasks, phase, owner, due date, status and notes for up to 40 tasks
  • Progress bar, tasks done, blocked and late, days left before the deadline
  • Done tasks crossed out, blocked in red, late dates in orange
  • Meeting tab: preparation checklist, timed agenda with automatic start times
  • Action items with owner, due date and status
  • Print-ready, with a “How to use” tab

Who it’s for

  • Small teams running projects without a project tool
  • Managers who run weekly or monthly meetings
  • Freelancers organizing client projects

Google Sheets version. The Google Sheets copy is the same template without Excel “table” objects, which Google Sheets doesn’t convert cleanly: lists use plain formatting, banded rows and a filter instead. Formulas, drop-downs and colors work the same. Print settings are chosen in File → Print.

How to use it

  1. 1Download the file and open it in Excel, Google Sheets or Numbers.
  2. 2On the Project tab, type the project, owner, start date and deadline.
  3. 3Replace the sample tasks with yours and update the status as you go.
  4. 4On the Meeting tab, tick the preparation, write the agenda with minutes per topic.
  5. 5Write the action items with an owner and a due date, then share it.

Custom version

Want it customized for your business?

Want it automated for your business (dashboard, alerts, macros, connected to your data)? We build the custom version for you, at a fixed price.

For example: all your projects in one dashboard with progress and workload per person, deadline alerts by e-mail, a timeline view.

Excel or Google Sheets dashboard

from$1492-day delivery
See the service →

Also useful: Workflow automation (n8n, Make, Zapier) · from $199

Questions

How do I make a project checklist in Excel?

List one task per row with a phase, an owner, a due date and a status. This template adds the colors, the progress bar and the late-task count for you.

How is the progress calculated?

Tasks marked “Done” divided by the number of tasks listed. The bar under it fills in as you go.

What should a meeting checklist include?

A one-line goal, the agenda with a time for each topic, who leads each topic, what to prepare, and the action items with an owner and a due date. The Meeting tab has all of these.

Can I use it for several projects?

Yes: copy the tab for each project. One dashboard for all your projects, with workload per person and deadline alerts, is what the custom version adds.

Does it work in Google Sheets?

Yes. Download the Google Sheets copy and open it from Google Drive with Google Sheets.

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