Start from a complete project status report template
Posted: Sat Jan 25, 2025 10:18 am
Some project managers create reports from Excel spreadsheets or Google Docs, but that requires a lot of copying and pasting. Instead, generate a report from data in your project management system to make it easy to use.
Of course, you need to use a project status report template depending on the type of project you are working on. Your organization will have its own peculiarities, but it is good to keep in mind the nuances of these types of projects:
Daily Status Reports: Generating daily reports takes a lot of effort, so a template will save you a lot of time. Since turnaround is likely to be quick, daily reports should be as short and to the point as possible. You'll likely need to adjust this one in real time so you don't miss anything.
Weekly status reports: Your team will likely pick the same day of the week to chat about project progress. Weekly project status reports are common on client-intensive projects, so pay close attention to your schedule, budget, and next steps.
Monthly status reports: These are common if you are doing a marketing project where you need time between status reports to track KPIs and metrics.
Quarterly Status Reports: Keep quarterly reports at a very high level. It's easy to get into the weeds when you have three months' worth of data to look at, but focus only on the most important aspects.
ClickUp Project Status Report Template
Knowing your reporting frequency will make it much easier to choose a template. From there, it's as payroll directors email list easy as entering your data into a template with sections, charts, and great color coding that's ready to go.
For example, the ClickUp Project Status Report Template is actually a Whiteboard that turns into a status report in just a few clicks.
ClickUp Project Status Report Template on Whiteboards
Download this template
ClickUp Project Status Report Template on Whiteboards
Use the template to:
Organize projects by certain labels, filters, or tasks
Automatically generate project status charts and diagrams
Share tasks, deadlines and budget details with your team and key stakeholders
The project status report template even includes customizable statuses, fields, and views so you can make it your own. Instead of jumping between your project management software and your status report document, you keep everything within the ClickUp platform to significantly speed up the time it takes to generate reports.
Of course, you need to use a project status report template depending on the type of project you are working on. Your organization will have its own peculiarities, but it is good to keep in mind the nuances of these types of projects:
Daily Status Reports: Generating daily reports takes a lot of effort, so a template will save you a lot of time. Since turnaround is likely to be quick, daily reports should be as short and to the point as possible. You'll likely need to adjust this one in real time so you don't miss anything.
Weekly status reports: Your team will likely pick the same day of the week to chat about project progress. Weekly project status reports are common on client-intensive projects, so pay close attention to your schedule, budget, and next steps.
Monthly status reports: These are common if you are doing a marketing project where you need time between status reports to track KPIs and metrics.
Quarterly Status Reports: Keep quarterly reports at a very high level. It's easy to get into the weeds when you have three months' worth of data to look at, but focus only on the most important aspects.
ClickUp Project Status Report Template
Knowing your reporting frequency will make it much easier to choose a template. From there, it's as payroll directors email list easy as entering your data into a template with sections, charts, and great color coding that's ready to go.
For example, the ClickUp Project Status Report Template is actually a Whiteboard that turns into a status report in just a few clicks.
ClickUp Project Status Report Template on Whiteboards
Download this template
ClickUp Project Status Report Template on Whiteboards
Use the template to:
Organize projects by certain labels, filters, or tasks
Automatically generate project status charts and diagrams
Share tasks, deadlines and budget details with your team and key stakeholders
The project status report template even includes customizable statuses, fields, and views so you can make it your own. Instead of jumping between your project management software and your status report document, you keep everything within the ClickUp platform to significantly speed up the time it takes to generate reports.