Ready-Made Trackers Templates

What Is a Tracker Sheet?

A tracker sheet is a document that you can use to keep track of your progress in school, career, business, or for personal reasons like managing your budget.

How to Create a Tracker Sheet

Whether small or big ones, managing a project might make you miss out on any important aspect. To avoid such a situation, keeping a record of all the activities with the timeframe they are done is important. A study of 250 small and medium-sized businesses in the U.S. conducted by Censuswide and Geckoboard revealed that tracking your progress significantly increases your chances to achieve your goals. Check out our tips to enhance your tracker sheet.

1. Set Your Goals

Identifying what you need to achieve will be your starting point towards success. It will have a substantial impact on your school, business, or career goals. Also, knowing your goals will be your basis to set the necessary tasks needed to achieve your goals.

2. Identify the Necessary Tasks

After setting your goals, you need to know what are the tasks you will need to add on your checklist so you can set a schedule per task and ensure that they will be done within the timeframe you assigned.

3. Set a Schedule

A monthly, weekly, or daily tracker is best when you have so many things on your plate. Set a schedule based on the type of activity or the task you are dealing with. It’s important to stick with this schedule to ensure that you’re making a progress.

4. Make Your Tracker Sheet Flexible

Your tracker sheet should be easily adjusted so when the time comes that you need to add, remove, or modify some parts, it will be easier on your part.

5. Always Keep Track of Your Progress

When you finish a task, don’t forget to plot it on your tracking spreadsheet so you’ll know how far you need to go in order to achieve your goals and before finally taking a vacation.

General FAQs

• What is a tracking document?

  Tracking documents are systematically planned and organized documents outlined with important tasks, activities, events, and milestones.

• What is the importance of using a business tracker document?

  The importance of a business tracker document is it helps in keeping you updated with the business project information so you can better analyze work and productivity and better manage our business.

• What are the basic steps in creating a tracking document?

  Here are the basic steps in creating a tracking document:

  1. Specify the project details. 
  2. Identify specific project tasks and activities.
  3. Record the date of starting and completion.
  4. Record the member' s name who completed it. 
  5. Highlight other facts.

• What are the most important business aspects to keep track of?

  Here are some important business aspects to keep track of:

  1. Insurance documents
  2. Accounting records
  3. Legal documents
  4. Permits and licenses
  5. Revenue and loss

• What is the purpose of tracking your progress?

  The purpose of tracking your progress are:

  1. To keep a record of the completed and incomplete tasks.
  2. To be certain on past operations and facts. 
  3. To set new goals and heading ahead to achieve them with little steps.
  4. To manage the records and access them whenever required.