Features

Everything Tasksetters gives you, and the smart templates behind each one.

Dashboards

See project health at a glance.

A single view that pulls scope, schedule, and budget into one picture. RAG status tells you instantly what is on track and what needs attention, while completion and velocity show whether you are actually moving. Built so a sponsor can understand your project in thirty seconds.

Smart templates included

  • Multi-project dashboard
  • Project KPI dashboard
  • Budget vs actual view
  • RAG status indicators
Dashboards

Charter

Define scope, goals, and sponsors before work starts.

The charter is the document that gives your project permission to exist. It fixes the objective, the boundaries, the budget, and who has authority to decide. Getting this right at the start prevents most of the arguments that derail projects later.

Smart templates included

  • Project charter
  • One-page charter
  • Project brief
  • Business case
Charter

Gantt charts

Map every phase, task, and milestone on one timeline.

A Gantt chart turns a list of work into a picture of time. You see which tasks overlap, where the critical path runs, and exactly when slippage in one phase will push out your delivery date. The templates calculate the bars for you from your start and end dates.

Smart templates included

  • Simple Gantt chart
  • Automated Gantt chart
  • Critical path method sheet
  • Project schedule
Gantt charts

Calendar

Key dates, deadlines, and reviews in one place.

Deadlines only work when everyone can see them. The calendar templates lay out milestones, review gates, and team availability so nothing is a surprise, and so you can spot the weeks where too much lands at once.

Smart templates included

  • Project calendar
  • Availability calendar
  • Milestone list
  • Content calendar
Calendar

Scheduling

Sequence tasks and dependencies with confidence.

Scheduling is more than a list of dates. It is working out what must finish before something else can start, how long each piece really takes, and where the slack is. These templates give you the structure to build a schedule you can defend.

Smart templates included

  • Work breakdown structure
  • Activity list and attributes
  • Duration estimate
  • Basis of estimate
Scheduling

Time tracking

Track effort against the plan, not just the clock.

Knowing where hours actually go is how you find out whether your estimates were honest. Track time by project and by person, compare it to what you planned, and use the gap to estimate the next project better.

Smart templates included

  • Weekly time card by project
  • Timesheet
  • Retainer hours tracker
  • Workload dashboard
Time tracking

Human resource

Roles, teams, and responsibilities, made explicit.

Most project failures trace back to someone assuming somebody else was handling it. A RACI matrix removes that ambiguity: for every deliverable, exactly one person is accountable, and everyone knows who to consult and who to inform.

Smart templates included

  • RACI matrix
  • Resource capacity planner
  • Team roster and skills matrix
  • Training plan
Human resource

IT strategy

Plan rollouts, upgrades, and migrations properly.

Technology projects fail in predictable ways: unclear requirements, no migration plan, and security treated as an afterthought. These templates force those questions to the surface while you still have time to answer them.

Smart templates included

  • IT strategy template
  • System design document
  • Implementation and migration plan
  • Use case document
IT strategy

Quality management

Standards, checks, and assurance built into the work.

Quality is not a phase at the end, it is a set of checks you agree on up front. Define what good looks like, decide how you will measure it, and put the checkpoints in the plan so quality is never the thing that gets cut.

Smart templates included

  • Quality management plan
  • Quality metrics
  • Quality checklist
  • Root cause analysis
Quality management

Work performance

Measure progress and productivity honestly.

Progress is not the same as activity. These templates capture what was actually delivered against what was planned, so status reports reflect reality rather than optimism, and problems surface while there is still time to fix them.

Smart templates included

  • Performance report
  • Work performance data and reports
  • Project tracking template
  • Earned value management
Work performance

Service improvement

Find and fix what slows you down.

Every organization has processes that quietly waste time. Map the current process, find the bottleneck, agree on the change, and measure whether it actually helped. That loop is what continuous improvement really means.

Smart templates included

  • Service improvement plan
  • Process improvement plan
  • Business process document
  • Root cause analysis
Service improvement

Business model

Frame the value and the business case.

Before anyone commits money, you need a clear answer to a simple question: why is this worth doing? The business case and model canvas force you to state the value, the cost, the risks, and the alternative of doing nothing.

Smart templates included

  • Business model canvas
  • Business case
  • Feasibility study
  • Benefits realisation tracker
Business model

Information & security

Protect data across the whole project.

Security is a project deliverable, not an IT problem. Decide who can access what, how data is handled and stored, and what happens if something goes wrong, and write it down before the project starts, not after an incident.

Smart templates included

  • Security policy
  • Information security plan
  • IT charging policy
  • Configuration management plan
Information & security

Project advanced guide

Deep guidance for complex delivery.

The advanced guide goes beyond templates into the judgement calls: how to sequence a difficult programme, how to handle a sponsor who keeps changing scope, and how to recover a project that is already off track. Written from real capital-project experience.

Smart templates included

  • Project manager guide
  • Project manager advanced guide
  • PM cheat sheet
  • Lessons learned register
Project advanced guide